吴晓波频道·2025-12-20 00:29Group 1: Inflation Data - The core Consumer Price Index (CPI) in the U.S. for November rose by 2.6% year-on-year, the lowest level since 2021, and below the previous 3% and market expectations of 3% [2] - The overall CPI for November increased by 2.7%, also lower than the expected 3.1%, indicating a further easing of inflationary pressures [2] - The three-month annualized CPI has dropped to 2.08%, nearing the Federal Reserve's inflation target [2] - Data collection was significantly disrupted due to the federal government shutdown, affecting the credibility of the reported figures [3] Group 2: TikTok's New Joint Venture - TikTok has signed agreements with three investors, including Oracle and Silver Lake, to establish a new joint venture in the U.S. that will hold 45% of the shares [4] - The new entity, TikTok USDS Joint Venture LLC, will focus on data protection, algorithm security, content review, and software assurance [4] - This move is expected to help TikTok comply with U.S. regulations and avoid potential bans, while still allowing ByteDance to retain significant control over its core operations [5] Group 3: AI "Genesis Project" - A total of 24 leading AI companies, including Microsoft and Google, have joined the AI "Genesis Project" initiated by the White House to enhance coordination in scientific research [6] - The project aims to integrate AI tools more efficiently to achieve scientific breakthroughs, reflecting a strategic move to maintain technological leadership amid U.S.-China competition [6][7] Group 4: Alibaba's Share Reductions - Alibaba has reduced its holdings in three listed companies within a week, including Huayi Brothers and Aojie Technology, indicating a strategic shift towards core business areas [8] - The divestments are part of Alibaba's broader transformation strategy, reallocating funds towards AI and core e-commerce sectors while managing financial pressures [9] Group 5: ByteDance's Talent Investment - ByteDance announced plans to increase talent investment, enhancing salary competitiveness and incentive structures to attract and retain top talent globally [10][11] - This initiative is aimed at positioning ByteDance against major tech giants like Google and Meta in the AI talent market, reflecting a shift in its strategic focus towards becoming a global leader [11] Group 6: U.S. Treasury Holdings - In October, China's holdings of U.S. Treasury bonds fell to $688.7 billion, the lowest level since 2008, with a monthly decrease of $11.8 billion [14] - Japan and the UK increased their holdings of U.S. Treasuries, indicating a shift in investment strategies among major foreign holders [14][15]