来源：环球时报 【环球时报综合报道】11月12日，俄罗斯规模最大的信息技术论坛"数字解决方案"在莫斯科举行，出席 该论坛的专家们就人工智能（AI）发展和信息系统保护措施等议题展开讨论。如今，AI已被广泛应用 于识别电话诈骗、优化偏远地区银行工作、提升物流效率等场景。与会专家还介绍了AI在自动驾驶等 领域的应用前景及国家对信息技术（IT）产业的支持计划。 11月12日，俄罗斯规模最大的信息技术论坛"数字解决方案"在莫斯科举行。 斯高校毕业生中，就有一人获得IT领域教育学位。今年，IT产业新增约10万名专业人才，目前从业人员 已超过110万人。同时，还新增了面向中级专业人员的培养课程，并通过政企合作加强人才储备。 高效的政企合作 出席论坛的专家介绍了政企合作的成功案例。俄罗斯通信运营商MTS总经理加拉克季奥诺娃强调了"白 名单"的作用，该名单保证了运营商即使在受限环境下也能提供通信服务。她说，AI已不再是个时髦 词，而是实际业务流程的一部分：智能算法不仅整合到资费套餐中，而且帮助企业管理基础设施并提升 网络效率。加拉克季奥诺娃还表示，俄罗斯的技术主权不断加强：国产基站已用于数千项设施，并引起 国外合作伙伴的兴趣。 ...

" 欧米伽未来研究所 " 关注科技未来发展趋势，研究人类向欧米伽点演化过程中面临的重大机遇与挑战。将不定期推荐和发布世界范围重要科技研究进展和未 来趋势研究。 （ 点击这里查看广义智能体理论 ） 随着生成式人工智能（Gen AI）的最初喧嚣逐渐平息，全球技术产业正步入一个更为务实却也更为复杂的阶段。德勤（Deloitte）发布的《2026年前沿技 术、智能媒体与通信（TMT）行业预测》报告指出，2026年将是承诺与现实之间差距缩小的一年。虽然围绕AI的炒作声浪将减弱，但使其规模化应用的 枯燥工作——如数据治理、系统集成和合规性建设——将成为行业的主旋律。 德勤认为，如果不发生根本性的变革，TMT行业不仅将超越其他任何单一行业，其体量甚至可能超过所有其他行业的总和。这不仅仅关于芯片或代码， 更在于技术如何渗透至每一条经济毛细血管。报告从人工智能的演进、半导体与地缘政治的纠葛，以及媒体消费模式的剧变三个维度，勾勒出未来一至五 年的产业图景。 从"训练"到"推理"：AI的规模化与代理化转型 2026年，人工智能的发展重心将发生显著转移。德勤预测，全球算力结构将经历一场根本性的倒置：用于"推理"（即运行AI模型以生成 ...

Core Viewpoint - The European Commission is exploring measures to force member states to remove Huawei and ZTE equipment from telecom networks, potentially pressuring non-EU countries by withholding funding for projects using Huawei technology [1][3]. Group 1: EU's Actions and Proposals - The European Commission's Executive Vice President, Margrethe Vestager, aims to upgrade the 2020 recommendation to stop using "high-risk suppliers" into legally binding regulations [1]. - If the proposal becomes law, non-compliance by member states could lead to infringement lawsuits and economic penalties [1][4]. - The EU is increasingly focused on the risks posed by Chinese telecom equipment manufacturers amid rising tensions in trade and politics with China [3]. Group 2: Industry Reactions and Implications - Following the news, shares of Nokia and Ericsson saw significant increases, with Nokia rising by 5% and Ericsson by 3.7% [4]. - There is a growing trend in Europe to impose stricter restrictions on Chinese suppliers, with countries like Germany and Finland considering similar measures [4]. - The inconsistency in EU member states' approaches to Huawei creates significant security risks, according to hawkish voices within the EU [4]. Group 3: Counterarguments and Responses - China has strongly opposed the EU's claims of security risks associated with Huawei and ZTE, arguing that these companies have operated in Europe for years without compromising security [5][9]. - Spain has defended its contract with Huawei, stating it poses no security risks and complies with national security standards [8][9]. - Huawei criticized the EU's designation of it as a "high-risk supplier," claiming it lacks legal basis and violates free trade principles [9].

Core Points - The ongoing conflict between ASML China and the Dutch government highlights a significant shift in the geopolitical landscape regarding technology and trust [1][10] - The Dutch government invoked a 72-year-old law to take control of ASML, citing national security concerns, which has raised alarms about the predictability of Western markets [1][5][10] Company Overview - ASML was founded in 2017 and is headquartered in Nijmegen, Netherlands, producing semiconductors for various sectors including automotive and consumer electronics, employing over 14,000 people globally [3] - The company was acquired by China's Wingtech Technology for approximately $3.6 billion in 2018, making it one of the few large chip manufacturers in Europe under Chinese control [3] Legal and Regulatory Context - The Dutch government applied the "Goods Availability Act" to ASML, a law originally designed for wartime resource management, indicating a redefinition of what constitutes critical infrastructure [5][6] - This law allows the government to intervene in private companies when the availability of key products is at risk, now extending to the semiconductor industry [5][6] Geopolitical Implications - The actions taken by the Dutch government are closely coordinated with Washington, indicating a broader strategy to control advanced technology and its production locations [6][7] - The political environment has shifted from efficiency to security, impacting global manufacturing, particularly in the automotive sector [7][9] Economic Consequences - China's response to the Dutch decision includes restrictions on low-end and automotive-grade chip exports to Europe, affecting ASML's operations and the broader supply chain [9][10] - The situation has led to significant operational challenges for ASML, with its factories in China unable to ship products and European management under government oversight [9][10] Broader Trends - The ASML case illustrates a structural transformation in global trade, where the free flow of capital and technology is increasingly influenced by political considerations [10][11] - The incident signifies a new threshold in China-Europe relations, with both sides facing heightened anxieties over technological dependencies and market access [10][11]

Core Viewpoint - The ongoing tensions surrounding Nexperia, a subsidiary of Wingtech Technology, have prompted the company to urge the Dutch government to reconsider its stance and remove unfounded allegations of technology theft [2][3]. Group 1: Company Actions and Responses - Wingtech Technology has stated that any agreement to restart exports from Nexperia must include the reinstatement of the company's former CEO [2][12]. - Following the Dutch government's intervention, Wingtech accused the government of geopolitical bias and excessive interference rather than a factual risk assessment [3][7]. - The Dutch government has cited "serious governance deficiencies" at Nexperia as the reason for its actions, claiming it aims to prevent potential supply risks in emergencies [3][4]. Group 2: Industry Impact and Reactions - The intervention has raised concerns in the European automotive industry about potential production line disruptions and supply chain interruptions [3][4]. - The situation has led to warnings from automotive manufacturers in Europe, the U.S., and Japan regarding possible production issues due to chip shortages [12]. - The ongoing geopolitical tensions have intensified the chip supply chain dispute, with the Dutch government's actions likely to exacerbate supply chain disruptions and impact related industries [4][11]. Group 3: Historical Context and Developments - Wingtech acquired Nexperia in a phased approach from 2018 to 2020, with the acquisition proving successful as Nexperia became a major profit source for Wingtech [6][7]. - The U.S. Department of Commerce placed Wingtech on an entity list in December 2024, suspecting the company of potentially transferring technology to the Chinese military, which subsequently affected Nexperia due to its ownership structure [5][6]. - The Dutch government's recent actions are seen as a response to U.S. pressure, highlighting the influence of U.S.-China tensions on the technology sector [10][11].

世界银行2024年报告显示，全球跨境汇款平均成本仍高达6.3%，中亚地区更是因为金融基础设施薄弱，常年位居全球"最贵汇款地区"榜首。向凌云的技术切 入的不是什么高精尖领域，而是中亚家庭餐桌上的现实：一个在莫斯科打工的吉尔吉斯斯坦父亲，原本要损失半个月工资才能把钱寄回家，现在这笔钱能多 买3袋面粉。这种"技术下沉"的精准度，比任何学术头衔都更有说服力。 二、从"客座教授"到"经济基建师"的身份跃迁 在向凌云之前，中国学者出海的路径无非两条：要么在国际期刊发论文刷存在感，要么顶着"客座教授"头衔参与短期合作。但吉尔吉斯斯坦的选择撕开了新 口子——他们需要的不是理论指导，而是能修"经济水管"的工程师。向凌云团队的厉害之处在于，他们没去讲区块链的技术优越性，而是直接把原型系统接 进了当地央行的清算网络，用3个月时间跑完了从测试到试点的全流程。 当一位中国学者的名字与"吉尔吉斯斯坦终身院士"绑定，全网炸开的不是学术论文的引用量，而是一串扎心的对比：跨境汇款时间从3天压缩到10分钟，手 续费砍掉七成。在这个靠论文影响因子论英雄的时代，向凌云团队用区块链技术给中亚国家的"钱袋子"通了堵，顺手拿了个终身院士。这不是学术圈的逆 ...

Core Viewpoint - South Korea aims to become the world's fourth-largest defense power by 2030, with significant budget investments in defense and aerospace research [1] Group 1: Defense Investment - Lee Jae-myung announced plans to invest beyond expectations in defense and aerospace research before 2030 [1] - The focus will be on investing in the independent development of key technologies, components, and materials to establish technological sovereignty [1] Group 2: Current Standing - As of 2023, South Korea ranks tenth globally in military sales [1]

Core Viewpoint - The global energy sector is facing three major challenges as outlined by Russian President Vladimir Putin during the "Russian Energy Week" forum, emphasizing the reshaping of energy relations, the increasing importance of the electricity sector, and the need for technological sovereignty [1][2]. Group 1: Reshaping Energy Relations - The first challenge is the restructuring of energy relations, driven by the rise of new economic centers and the impact of Western political pressures that have led many European countries to refuse Russian energy, resulting in industrial decline and increased prices [1]. - Russia maintains its leading position in oil production, accounting for approximately 10% of global output, with an expected production of 510 million tons by the end of the year, reflecting a year-on-year decrease of about 1% [1]. - Russia continues to collaborate within the OPEC+ framework to balance the global oil market and is shifting its natural gas supply towards more promising and responsible buyers while enhancing domestic consumption [1]. Group 2: Importance of the Electricity Sector - The second challenge is the growing significance of the electricity sector, with an expectation that global electricity generation will double in the next 25 years, with about 85% of new electricity demand coming from countries in the Global South [1]. - Russia has implemented over 400 hydropower projects across 55 countries and regions and holds nearly 90% of the global nuclear power plant construction market [1]. - Plans are in place to deepen cooperation in the nuclear energy sector with Global South countries through the BRICS cooperation mechanism [1]. Group 3: Technological Sovereignty - The third challenge is the need for technological sovereignty, advocating for energy-producing countries to transition from being equipment buyers to technology leaders, establishing complete autonomy from energy extraction to processing and transportation at the national level [2]. - Russia is committed to comprehensive technological cooperation with foreign partners to enhance its capabilities in the energy sector [2].

Group 1 - The core challenge in the global energy sector is the restructuring of energy relationships, driven by the rise of new economic centers and the impact of Western political pressures on Russian energy sales [1][2] - Russia maintains a leading position in oil production, accounting for approximately 10% of global output, with an expected production of 510 million tons by the end of the year, reflecting a year-on-year decline of about 1% [1] - The second major challenge is the increasing importance of the electricity sector, with a forecast that global electricity generation will double in the next 25 years, and 85% of new electricity demand will come from countries in the Global South [1] Group 2 - The third challenge for participants in the global energy market is technological sovereignty, emphasizing the need for energy-producing countries to transition from equipment purchasers to technology leaders [2] - Russia is committed to comprehensive technological cooperation with foreign partners to establish complete autonomy in energy extraction, processing, and transportation [2] - The "Russian Energy Week" forum, held from October 15 to 17, 2023, in Moscow, gathered representatives from 85 countries, focusing on the theme of "Co-creating the Energy Future" [2]

Core Viewpoint - The article discusses the forced takeover of the Chinese company Anshi Semiconductor by the Dutch government, influenced by pressure from the United States, highlighting the impact of US-China tensions on the technology sector [1][2]. Group 1: Company Actions - The Dutch government took control of Anshi Semiconductor from its parent company, Wentai Technology, in response to US sanctions and pressures [2]. - A Dutch court approved an emergency application to suspend the CEO position of Zhang Xuezheng, the founder of Wentai Technology, and placed Wentai's shares in Anshi under external third-party custody [2]. Group 2: US Influence - The US has been pressuring the Dutch government to ensure Anshi Semiconductor operates independently from Chinese ownership to avoid being placed on the US Entity List [1][2]. - The US Commerce Department's involvement is evident in the meetings with Dutch officials, indicating a strategy to isolate Anshi Semiconductor from Chinese influence [1][3]. Group 3: Industry Implications - The intervention in Anshi Semiconductor is seen as a significant industry shock following the expansion of US sanctions, marking a notable case of the Netherlands utilizing its Supply Chain Law in the semiconductor sector [2]. - The situation reflects the EU's attempts to achieve "de-risking" and "technological sovereignty" in high-tech fields, signaling a willingness to cooperate with the US on key technology security issues [3].