IDC 在其最新的全球季度服务器追踪报告中估计，基于 Arm 架构的服务器今年将占全球总出货量的 21.1%，而不是Arm 基础设施主管 Mohamed Awad在 4 月份宣称的 50%。 公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 theregister 。 基于 Arm 的服务器在市场上迅速获得关注，预计 2025 年出货量将增长 70%，然而，这仍然远远低 于该芯片设计商的目标，即到今年年底占据全球数据中心 CPU 销售额的一半。 市场观察机构 IDC 表示，Arm 服务器之所以受到广泛关注，主要得益于大型机架规模配置的推出， 例如专为AI 处理而设计的Nvidia DGX GB200 NVL72等系统。 配备至少一个GPU的服务器（有时被称为支持AI）预计将增长46.7%，几乎占今年市场总价值的一 半。超大规模客户和云服务提供商的快速采用正在推动服务器市场的发展，IDC表示，服务器市场规 模将在短短三年内增长两倍。 2025年第一季度，服务器市场整体规模达到创纪录的952亿美元，同比增长134.1%。因此，IDC将全 年服务器市场规模预测上调至3660亿美元，增幅达44.6% ...

Core Viewpoint - The article discusses the concept of "Youth-Friendly Cities" or "Z Cities," which are designed to attract and retain young talent by offering vibrant economies, diverse cultures, and affordable living costs [3][12][13]. Group 1: Characteristics of Z Cities - Z Cities embody a lifestyle that is energetic, culturally diverse, and conducive to the development of young people, ensuring that their enthusiasm and talents are not wasted [3][4]. - The essence of Z Cities is a blend of architecture, nature, poetry, and music, rejecting monotony and awakening the potential of life [4][5]. - The creation of Z Cities involves understanding the feelings of young people, making their happiness a priority, and ensuring tangible experiences that foster a sense of belonging [5][6]. Group 2: Competition for Young Talent - The number of university graduates in 2025 is projected to be 12.22 million, prompting cities to compete for these young talents through various policies [7]. - Cities like Xi'an, Wuhan, Chengdu, and Hangzhou have emerged as key players in the "talent war," implementing policies to attract young professionals [8][12]. - Recent policies in major cities like Beijing and Shenzhen include offering free short-term rentals to new graduates, reflecting a shift towards more attractive living conditions [9][10]. Group 3: Defining Youth-Friendly Cities - The concept of "Youth-Friendly Cities" has gained traction globally, with cities needing to cater to the preferences of young people to harness their potential [13][14]. - The characteristics of youthful cities include being connected, dynamic, open, curious, inventive, and playful, focusing on the core dimensions of living, working, and leisure [14]. - Various rankings and evaluations, such as the Youthful Cities Index and domestic assessments, highlight cities that excel in innovation, vitality, and quality of life, with Guangzhou, Beijing, and Shanghai ranking highly [15]. Group 4: Young People's Preferences - Young people are increasingly seeking cities that meet both their material and spiritual needs, with a focus on affordability, convenience, and cultural vibrancy [20][21]. - A survey indicated that 82.10% of respondents are considering relocating to more livable cities, emphasizing the importance of housing prices, transportation, and healthcare [20][21]. - Cities that successfully address these dual needs, like Chengdu with its innovative use of urban spaces for community engagement, are more likely to attract and retain young residents [22][23][24].

距离特朗普政府4月挥出的"对等关税"大棒90天暂停期结束仅剩9天，全球贸易秩序的未来悬于一线。 此 刻，中国商务部发言人掷地有声的声明，如同重锤般敲响了那些试图牺牲中国利益以换取美国关税减免国 家的警钟。 近期，面对美国正与多国紧锣密鼓地谈判，试图在7月9日关税暂停期结束前达成部分贸易协议，甚至不排 除单方面加征关税的传闻，中方做出了强硬回应。商务部发言人明确指出，美方单方面加税是赤裸裸 的"单边霸凌主义"，严重破坏了多边贸易体制和国际秩序，中方对此坚决反对。 发言人强调："实践证明，只有坚定捍卫原则立场，才能真正维护自身合法权益。" 这句话并非简单的表 态，而是对试图向美国妥协换取利益的国家发出的警示：这种策略并不一定能确保自身利益不受损害。中 方不反对各国与美国进行对话，解决分歧是好事，但前提必须是坚持公平正义，遵守国际经贸规则和多边 体制的底线。 值得注意的是，随着中美贸易谈判取得一定进展，特朗普近期对华态度有所软化，甚至有消息称其正在筹 备访华事宜。 然而，这种态度转变并非必然意味着真心缓和，更可能仅仅是看到了谈判成功的希望，试图 借此推动谈判进程。 最终，贸易谈判的核心仍是实际利益。 中方始终坚定捍 ...

法国媒体预计，俄乌冲突依旧将成为中国外长欧洲之行的一个重要议题。与此同时，科技领域的安全问 题亦浮现为潜在争议点。德国方面日前以数据保护为由，要求苹果和谷歌将中国人工智能公司 DeepSeek的应用程序从德国区苹果和谷歌应用平台下架。这一最新动向预计也将在本轮中欧接触中成 为各方密切关注的议题。 姜锋对《环球时报》记者分析称，当前欧洲存在三大恐惧：俄方的安全威胁、被美国抛弃的焦虑以及被 中国赶超的担忧。如何解除欧洲对中国发展的"威胁感"，使其转化为"机遇感"，将是战略对话的关键。 同时，应在经济、科技、教育、人文等领域落实具体合作安排，构建更加成熟、稳定、均衡的中欧全面 战略伙伴关系。 【环球时报驻法国、德国特派特约记者 尚凯元 青木 环球时报记者 沈圣】中共中央政治局委员、外交部 长王毅自6月30日开始对比利时、德国和法国进行访问。法新社称，此次访问正值北京寻求加强与"老欧 洲"的关系之际。在美国总统特朗普再次当政、持续将中国视作战略对手的大背景下，北京希望在中美 紧张之际稳住与欧洲的关系。上海外国语大学研究员、上海全球治理与区域国别研究院理事长姜锋对 《环球时报》记者表示，当前中欧关系处于一个关键的战略调 ...

随着人工智能技术从前沿探索迈向产业应用的深水区，市场的焦点已不再是"AI能做什么"，而是"如何规模化地构建、交付并商业化成功的AI产品"。 ICONIQ Growth刚刚发布的《2025 AI状态报告》调研了300位软件公司高管，揭示了一个重要转变：企业不再纠结"要不要用AI"，而是在思考"怎么把AI做好"。 市场正在快速分化。几个关键数据值得创业者关注： 锦秋基金（公众号：锦秋集；ID：jqcapital）认为，这份报告摒弃了宏大的趋势预测，转而深入一线，为产品架构师、工程师和技术领袖们提供了一份详尽的"how- to"指南，帮助创业者思考如何将生成式AI从一个充满希望的概念，转变为一个可靠且能驱动营收的核心资产。 01 构建AI产品——从模型选择到基础设施的实战策略 在AI产品化的浪潮中，企业正从传统的SaaS模式迅速向AI驱动的未来演进。调研显示，软件行业已形成两大主流路径：AI-Enabled（AI赋能）和 AI-Native（AI原 生）。其中，31%的企业选择在现有产品中嵌入AI功能，37%的企业则开发独立的AI新产品，而32%的企业则是完全围绕AI构建其核心业务，即AI原生公司。 1. 产品开发 ...

Core Insights - TIME magazine recently released the "2025 Global 100 Most Influential Companies" list, featuring notable Chinese tech firms such as TSMC, Huawei, Alibaba, BYD, ByteDance, DeepSeek, and Unitree Robotics, with TSMC being the only foundry company included [1][5] - Surprisingly, AI chip giant NVIDIA and South Korean semiconductor leader Samsung were not included, sparking industry discussions about the selection criteria focusing on diverse influence rather than just financial performance [5] - The list categorizes 105 companies into five groups: Innovators, Disruptors, Leaders, Titans, and Pioneers, with TSMC and Huawei classified as "Titans" alongside global giants like Berkshire Hathaway, Netflix, Meta, and Amazon [5] TSMC - TSMC is the world's largest foundry, providing critical AI chips for various applications, and exceeded analyst expectations in its Q1 2025 financial report [6] - The geopolitical tensions from the US-China trade war have placed TSMC under pressure, leading to a commitment to invest $100 billion in US chip manufacturing, raising its total investment in the US to $165 billion [6] Huawei - Huawei is actively pursuing breakthroughs despite US export restrictions impacting China's tech development, with its latest AI chip outperforming NVIDIA's H100 by 60% in inference tasks [7] - The company reported a revenue of $118.2 billion for 2024, marking a 22.4% year-over-year increase, and is advancing in 6G development and other next-gen technologies [7] Alibaba - Alibaba is transitioning to become a leader in open-source AI while maintaining over $130 billion in total revenue for 2024 [8] - The company is heavily investing in cloud infrastructure, anticipating it to be the largest and most concentrated build-out in its history over the next three years [8] BYD - BYD has emerged as the undisputed leader in electric vehicle manufacturing, surpassing Tesla in global sales for two consecutive quarters [9] - In Q1 2023, BYD delivered 416,388 vehicles, a 38% increase year-over-year, while Tesla's deliveries fell by 13% [9] ByteDance - ByteDance's revenue is projected to grow by 29% in 2024, with an estimated valuation of $400 billion and expected sales of $186 billion [10] - The company launched an open-source multimodal AI agent, UI-TARS-1.5, which briefly topped the Apple App Store, showcasing its competitive edge in the AI space [11] DeepSeek - DeepSeek gained attention with its AI language models, particularly the DeepSeek-R1, which is considered comparable to OpenAI's latest model but at a lower training cost [11] - The company faces challenges due to US restrictions on advanced chip shipments, which could impact its model training capabilities [11] Unitree Robotics - Unitree Robotics gained global recognition for its agile open-source robots, which have been deployed in various applications, including disaster relief [12] - The company aims to expand nationwide to meet growing demand, positioning itself as a key player in China's tech revival [12]

Group 1 - The core viewpoint is that foreign investment continues to flow into China, driven by its vast market potential and key position in the global supply chain [1] - High-tech manufacturing and productive services are becoming important sectors for foreign investment as China accelerates technological innovation and industrial transformation [1] - China aims to enhance its "Invest in China" brand through measures such as expanding openness, optimizing the business environment, and strengthening rights protection, which will boost foreign investor confidence [1] Group 2 - China, with a population of over 1.4 billion, is the world's second-largest consumer market, fostering significant demand for consumption upgrades [1] - As the world's largest goods trader, China occupies a core position in the global supply chain, providing crucial support for the recovery of global trade and production activities [1] - The stability and predictability of the Chinese market contribute to global economic certainty, enhancing investment confidence worldwide [1] Group 3 - China is actively building a more inclusive global innovation system through open collaboration with various countries, promoting patent sharing and participating in international standard-setting [2] - The rise of Chinese tech companies, such as DeepSeek and Yushuren Robot, showcases China's technological strength and commitment to high-quality development of the private economy [2] - Investor confidence in China's economic recovery is increasing, which is expected to attract more international capital [2]

【环球时报驻德国特约记者 青木 环球时报记者 马晶晶】德国数据保护专员梅克·坎普27日要求苹果和谷歌在德下架中国初创公司的"深度求索"应 用，理由是"DeepSeek涉嫌违反欧盟数据保护法"。 南开大学经济研究所所长、中国新一代人工智能发展战略研究院首席经济学家刘刚29日对《环球时报》记者表示，国际上一贯要求数据本地化处 理，就AI大模型来说，一般只是通过用户提供的数据来分析并得出结果，并不会跨境传输数据。 德媒称，如果苹果和谷歌遵循数据保护机构的评估，该应用程序将从各自的应用商店中下架。不过，德国当局无权强制这两家美国公司将 DeepSeek从应用商店下架。而且，DeepSeek的浏览器版本不会受到此次封锁的影响。 "这种情况尚属首次。"德国《明镜》周刊称，《通用数据保护条例》规定，对非法服务运营商，可处以最高相当于其全球收入4%的巨额罚款。某 些商业行为也可能被禁止。此次德国数据保护机构要求相关企业在应用商店中屏蔽DeepSeek，依据的其实是欧盟《数字服务法》，而这项法案在 德国的应用实际上由联邦网络管理局负责。 坎普指控DeepSeek非法将应用程序用户的个人数据传输至中国，且未能证明其在中国的德国用 ...

Core Viewpoint - Baidu's decision to open source its Ernie generative AI model marks a significant shift in the AI landscape, potentially increasing competition and altering pricing dynamics in the industry [1][2][3]. Group 1: Baidu's Open Source Strategy - Baidu plans to gradually roll out the open sourcing of its Ernie AI model, a move seen as a major step in the AI race, comparable to the emergence of DeepSeek [1]. - Historically, Baidu has favored a proprietary business model and opposed open-source initiatives, but the success of disruptors like DeepSeek has influenced this change [2]. - The open sourcing of Ernie is expected to elevate industry standards, as major labs releasing powerful models typically raise the competitive bar for the entire sector [3]. Group 2: Impact on Competitors - Baidu's move puts pressure on closed providers like OpenAI and Anthropic to justify their premium pricing and gated APIs [4]. - Industry experts suggest that Baidu's open-source Ernie could disrupt both U.S. and Chinese competitors by offering a powerful alternative at a lower cost [5]. - The CEO of Baidu indicated that the rollout aims to empower developers globally, allowing them to build applications without concerns over model capabilities or costs [6]. Group 3: Market Dynamics and Future Implications - The introduction of open-source models is expected to change cost dynamics in AI model access, enabling more applications to be developed on affordable models [7]. - Baidu's recent ERNIE X1 model reportedly delivers performance comparable to DeepSeek's R1 at half the price, signaling a shift in pricing strategies within the industry [6].

■ H20在中国AI公司中非常受欢迎，尤其是与英伟达的CUDA软件堆栈的兼容性使其成为中国市场的 首选硬件。 ■ DeepSeek的CEO梁文锋表示，尽管团队在加紧工作，但尚未对性能感到满意，且在模型获得批准 部署前，仍会进行内部调整和优化。 ■ 美国的出口限制凸显了中国顶尖AI公司对美国硬件的依赖，虽然DeepSeek声称其资源投入远小于 OpenAI等美国公司，但这一依赖关系依然是一个关键弱点。 ■ OpenAI私下指责DeepSeek在R1的开发过程中使用了其专有技术，但DeepSeek尚未公开回应这些 指控。 4、 《 黄金 行业新规倒逼中小企业转型升级 》 摘 要 ■ 近日，工业和信息化部等九部门发布了《黄金产业高质量发展实施方案（2025—2027年）》的通 知，明确提出推动我国黄金产业高质量发展的具体任务与目标，标志着黄金产业进入了新的发展阶 段。 ■ 加强黄金储备有助于国家经济稳定，尤其在全球经济不确定性加剧的背景下，黄金可以有效对冲货 币贬值风险，并增强国家金融安全。 ■ 中小企业面临环保标准和技术门槛的提高，将加速行业整合，规模小、技术薄弱和环保不达标的企 业可能面临淘汰风险。 ■ 虽然短 ...