每经记者｜孙磊 每经编辑｜段炼 裴健如 12月11日，小鹏汽车董事长何小鹏发文称，小鹏汽车的VLA 2.0（Vision-Language-Action，视觉语言动作模型）将在下个季度发布，"因为是第一个版本， 所以压力很大"。 图片来源：何小鹏微博 此外，何小鹏还与公司自动驾驶团队立下特别"赌约"：若2026年8月30日前，小鹏VLA系统在国内达到特斯拉FSD V14.2版本在硅谷的整体效果，他将在硅 谷筹建特色中国风味食堂。反之，自动驾驶负责人需在金门大桥完成裸跑挑战。 就在前一天，理想汽车自动驾驶研发高级副总裁郎咸朋在社交平台发布长文，回应宇树科技创始人王兴兴此前对VLA模型的质疑。 "我跟王兴兴观点最不一样的地方在于，他认为模型架构更重要，但我认为模型的关键是要与整个具身智能系统适配。在此基础上，数据是起决定意义 的。"郎咸朋认为，"VLA就是自动驾驶最好的模型方案。" 近几年，辅助驾驶行业经历了多次"技术底座"的范式迁移——从企业普遍把激光雷达+高精地图奉为"黄金组合"，到引入BEV（鸟瞰图）+Transformer摆脱 高精度地图，再到端到端将辅助驾驶带入AI时代，企业普遍按照这个路径来推进辅助驾 ...

Core Insights - The article discusses the new trends in China's cross-border trade and investment during the "15th Five-Year Plan" period, highlighting the shift towards new trade methods and products that are reshaping the domestic and international markets [2][4]. Trade Growth and Innovations - In the first 11 months of the year, China's total import and export value reached 41.21 trillion yuan, a year-on-year increase of 3.6%, with November's trade growth rebounding to 4.1% [6]. - The cross-border e-commerce sector in Yiwu has seen significant growth, with the import clearance list surpassing 100 million orders, marking a historic milestone [2]. - The introduction of "smart supervision" measures at customs has improved efficiency, allowing vehicles to pass through with minimal delays [2]. New Product Trends - The share of high-tech and high-value-added products in China's exports is rapidly increasing, with integrated circuits and electric vehicles leading the way [5][6]. - The contribution of electromechanical products to export growth was 87% in the first ten months, with a notable increase in the export of intermediate goods [6]. Internationalization and Market Expansion - Chinese companies are accelerating their internationalization efforts, with a focus on expanding into emerging markets in the Global South, as evidenced by the increasing share of low- and middle-income economies in China's imports and exports [8][9]. - The report indicates that by 2026, the focus of global trade is expected to shift towards emerging hubs in the Global South, challenging traditional Western centers [8]. Investment Trends - China's foreign direct investment (FDI) has surpassed $170 billion, reflecting a significant shift from being an investment-receiving country to an investment-sending country [9]. - The manufacturing sector now accounts for a larger share of China's overseas investments compared to resource extraction industries [9]. Future Directions - The "15th Five-Year Plan" emphasizes the need for innovation in foreign trade, including optimizing trade structures and expanding service and digital trade [11]. - There is a call for enhancing the dual flow of goods and factors across borders, balancing exports and imports to strengthen China's economic position [12][13].

要知道，在苹果之前，包括三星、华为、小米、OPPO、vivo等知名手机厂商都曾经勇闯"咖喱"之城，也交出了很不错的答卷。只是最后的结局呢？都相当 于给印度打白工了。要么在印度的钱被冻结，要么被印度罚款，基本形成了一条"潜规则"——欢迎到印度投资，但赚的钱一分别想带走。苹果这次被重罚， 也是意料之中的事情，一个都跑不了。 临近2025年年底，苹果却遭遇了"人才外流"的困境。本以为高管先后出走，已经是令库克最头疼的事情了，没想到，更头疼的事情还在后面，苹果也难 逃"咖喱"攻击，在印度市场遭遇了重创！ 在中美科技竞争愈发激烈之时，库克做出了重大决定，要把苹果的"鸡蛋"分摊到多个篮子里，要降低对中国市场的依赖。于是乎，苹果就开始了向东南亚地 区的"大迁徙"，把iPhone产能从中国往印度、越南等地区转移。 或许库克认为自己这一招很高明，但却没想到给自己挖了个大坑。都要退休了，却闯了这么大个"祸"，真的不应该！据了解，苹果在印度新建生产线并全面 投产后，却接到了印度开出的380亿美元的巨额罚单，理由是"反垄断"。没错，依然是熟悉的理由，只是这个罚单的金额真的是"巨巨巨巨大"了，胃口不 小，相信库克看到这张罚单的时候也彻 ...

随着"双碳"目标的深入推进，我国清洁能源产业已步入大规模、高比例、市场化发展的新阶段。"十四五"期间，以沙漠、戈壁、荒漠地 区 为 重 点 的 大 型 风 光 基 地 建 设 成 为 能 源 转 型 的 重 中 之 重 。 同 时 ， 在 新 能 源 全 面 参 与 电 力 市 场 交 易 的 背 景 下 ， 行 业 面 临 着 从 " 保 量 保 价"向"量价双优"的转变。如何实现新能源大基地由"建得多"向"建得好、发得稳、卖得优"的根本性转变，成为行业亟待解决的课题。 11月28日，在清洁能源大基地创新高峰论坛上，华为数字能源正式发布Fu si onSol a r 9.0商用电站智能光伏解决方案。针对当前行业痛 点，该方案提出了涵盖投资收益、电网稳定、智能营维、安全可靠四大维度的"更优解"，旨在通过技术创新与模式重构，推动清洁能源 大基地建设从粗放式扩张向高质量发展转型。 从"规模扩张"到"价值深耕" 中国宏观经济研究院能源研究所研究员时璟丽指出，新能源大基地是近中期新能源发展的基本盘，集成发展、融合发展是适应高比例新 能源电力系统的应用方向，更是适应新能源参与电力市场的重要选项，其中技术赋能是关键。 " ...

12月12日，职场社交平台脉脉高聘发布《2025年度人才迁徙报告》（以下简称"报告"）。《每日经济新闻》记者注意到，2025年1—10月，高薪岗位TOP20 的平均月薪均超过6万元，AI（人工智能）研发岗占据大半。 从企业角度来看，字节跳动的新发岗位量断层领先，美团和阿里巴巴分列二、三位，腾讯位列第四，小红书超过京东、网易、蚂蚁集团进入热招企业 TOP5。追觅成为2025年1—10月新发岗位量增幅最高的企业，增幅超过300%。 脉脉创始人兼CEO林凡在报告发布现场预测，未来3年，AI将重构岗位，人人都是程序员；未来5年，AI将重构工作流，人人都是管理者；未来10年，AI将 重构组织，人人都是CEO（首席执行官）。AI时代，用人标准也会发生变化，过去选拔能力上限高的人，在AI时代将是筛选能力下限高的人。 招聘市场回暖，AI岗位薪资上浮明显 报告显示，2025年1—10月，人才求职压力增加，新经济行业整体人才供需比升至2.23，相当于2.23个人争夺1个岗位。但从2025年6月开始，每月新经济行业 整体新发岗位量超去年同期，招聘市场逐渐回暖，新发AI岗位量爆发式增长。 数据显示，2025年1—10月，新发AI岗位 ...

Core Viewpoint - Jensen Huang, CEO of Nvidia, is recognized as the Financial Times Person of the Year for his pivotal role in the AI revolution and the significant investment plans that support the U.S. economy and stock market [3][4]. Group 1: Nvidia's Market Position - Nvidia is currently the highest-valued company globally, having briefly surpassed a market capitalization of $5 trillion this year, with a current valuation of $4.4 trillion [4]. - Huang's personal net worth is projected to exceed $160 billion by the end of 2025, placing him among the top ten wealthiest individuals globally [4]. Group 2: AI and Chip Manufacturing - Nvidia's leading position in AI chip manufacturing has shown remarkable resilience, even amidst competition from companies like Huawei and Google [5]. - The demand for AI is driving a significant increase in data center construction, contributing substantially to U.S. GDP growth, with Nvidia being a major supplier of AI chips [5][6]. Group 3: Investment Strategy - Huang has invested billions into other AI companies, which some critics view as a potential conflict of interest, but he argues that these investments are too small to significantly impact overall demand [6][7]. - Nvidia has committed to investing up to $100 billion in OpenAI over the coming years, despite growing concerns about an AI bubble [6][7]. Group 4: Leadership and Management Style - Huang's leadership style is characterized by a flat organizational structure, with 50 to 60 executives reporting directly to him, fostering a culture of resilience and collaboration [13][15]. - He is known for his intense focus on work, stating that his life revolves around family and work, with no hobbies [13][15]. Group 5: Vision for AI - Huang views the next phase of AI as an engineering challenge, focusing on how to adapt technologies like ChatGPT for broader applications across various industries [17][18]. - He dismisses both dystopian and overly optimistic views of AI, emphasizing a pragmatic approach to its development and application [17][18].

Core Insights - The article discusses the transformative impact of AI on the global economy, with Nvidia's CEO Jensen Huang asserting that AI could quintuple global GDP from $100 trillion to $500 trillion [7][9]. Group 1: Nvidia and AI Leadership - Nvidia has become the world's most valuable company, largely due to its dominance in advanced chip technology that powers the AI revolution [6][9]. - Huang is portrayed as a key figure in the AI landscape, with significant influence in both technology and geopolitics, as evidenced by his interactions with political leaders [6][9]. - The company has significantly exceeded Wall Street's earnings expectations, highlighting its pivotal role in the AI sector [7]. Group 2: AI's Economic and Social Implications - AI is seen as the most influential technology today, with applications across various industries, prompting companies to reassess their strategies to avoid obsolescence [7][9]. - OpenAI's ChatGPT has become the fastest-growing consumer application in history, with over 800 million weekly users, showcasing the rapid adoption of AI technologies [7][9]. - The article notes a growing concern about AI's potential to spread misinformation and manipulate public perception, raising ethical questions about its deployment [7][9]. Group 3: Competitive Landscape and Investment - Major tech companies are heavily investing in AI infrastructure, with significant funding directed towards data centers and AI-related projects [12][26]. - The competition between the U.S. and China in AI development is intensifying, with Chinese companies rapidly closing the gap in AI capabilities [16][20]. - The article highlights the urgency for the U.S. to accelerate its AI initiatives in response to breakthroughs from Chinese firms [16][20]. Group 4: Future of Work and AI Integration - There is a belief that AI will enhance productivity across various sectors, potentially creating new job categories while displacing some existing roles [30][36]. - Companies are increasingly integrating AI tools into their operations, with many small businesses expected to adopt AI chatbots by 2025 [30][31]. - The article discusses the dual nature of AI's impact, where it can provide emotional support and practical assistance, but also poses risks related to mental health and dependency [32][34]. Group 5: Regulatory and Political Dynamics - The U.S. government is shifting its approach to AI regulation, with significant funding and policy changes aimed at fostering AI development [17][25]. - There is a growing public concern about the implications of AI, with many Americans preferring a cautious approach to its deployment [18][19]. - The political landscape is evolving, with candidates who support AI regulation gaining traction, reflecting a broader societal debate on the technology's risks and benefits [40].

Core Viewpoint - The U.S. government has allowed Nvidia to export H200 AI chips to China with a 25% revenue share, aiming to challenge Chinese tech giants like Huawei, although there are doubts about the effectiveness of this strategy [1][3]. Group 1: Export Policy and Market Impact - The U.S. aims to promote competition in the Chinese market by allowing the export of H200 chips, which are considered "lagging" technology [1]. - David Sacks, a key proponent of this policy, expressed uncertainty about whether China would accept these chips, as they are pursuing semiconductor independence [1][3]. - Nvidia has removed Chinese market revenue from its forecasts, with analysts estimating potential annual revenue of $10 billion from H200 chips if accepted by China [3]. Group 2: Chip Specifications and Performance - The H200 chip features higher bandwidth memory compared to its predecessor, H100, enabling faster data processing, with performance nearly six times that of H20 [5]. - The export of H200 chips could allow Chinese AI labs to build supercomputers with performance close to top U.S. AI supercomputers, albeit at a higher cost [5]. Group 3: Competitive Landscape and Challenges - Chinese companies are actively developing domestic AI chips to replace Nvidia's market share, with Huawei announcing a roadmap for its Ascend AI chips [8][9]. - Concerns over security vulnerabilities and monopoly risks have led to increased scrutiny of Nvidia's operations in China, with regulatory investigations ongoing [7][9].

China's AI Power Play: Cheap Electricity From World's Biggest Grid 内蒙古乌兰察布正在建设中的数据中心。 |安德烈亚·韦尔德利为《华尔街日报》拍摄的照片 2025年12月10日晚上9:00（美国东部时间） 美国发明了最强大的人工智能模型，并控制着最先进的计算机芯片，但中国在全球人工智能竞赛 中却有一张王牌。 中国如今拥有全球规模最大的电网。2010年至2024年间，中国的发电量增长超过了世界其他地 区的总和。去年，中国的发电量是美国的两倍多。一些中国数据中心目前的电费不到美国数据中 心的一半。 "在中国，电力是我们的竞争优势，"中国国家数据管理局在3月份表示。 对电力霸权的争夺正在改变内蒙古偏远地区的面貌。这片类似德克萨斯州的广袤土地，如今遍布 着数千台风力涡轮机，输电线路纵横交错。它们为官员们所称的"草原云谷"提供电力，那里有超 过100个数据中心正在运营或建设中。 这仅仅是个开始。摩根士丹利预测，到2030年，中国将在电网项目上投入约5600亿美元，比前 五年增长45%。高盛预测，到2030年，中国将拥有约400吉瓦的剩余电力容量，约为届时 ...

Core Insights - The "14th Five-Year Plan" emphasizes the integration of culture and technology in Changsha, aiming for high-quality development and modernization [2][3] Group 1: Cultural and Technological Integration - By 2025, the revenue of large-scale cultural enterprises in Changsha is expected to reach 170 billion yuan, with the audio-visual equipment industry cluster projected to generate 160 billion yuan [4] - The establishment of 246 cultural and technological innovation platforms has enhanced innovation capabilities, with over 150 patent applications submitted from the Marlan Mountain audio-visual laboratory [4] - More than 100 cultural technology companies, including Huawei and NetEase, have established operations in Changsha, contributing to a growing industrial cluster [4] Group 2: Cultural Heritage and Digitalization - The digital platform "Shanhai" has made 64,000 cultural relics accessible, with over 8.5 million users, showcasing the digital transformation of cultural resources [5] - New cultural venues and projects have emerged, enhancing the visibility and engagement of traditional culture through technology [5] Group 3: Cultural and Tourism Integration - By 2025, Changsha is expected to receive 230 million tourists, with total spending exceeding 260 billion yuan [6][7] - The city has successfully created 13 national-level tourism brands, leading in the central region, with 83 A-level scenic spots [8] - Significant investments in cultural tourism infrastructure have been made, including the establishment of key cultural facilities and the revitalization of historical sites [8] Group 4: Tourism Consumption and Service Quality - The integration of cultural events and performances has led to a surge in tourism consumption, with 29,000 performances planned for 2025 [9] - The city has implemented service quality improvement initiatives, including the launch of 80 new cultural tourism service stations and the enhancement of public facilities [9]