机器之心报道 编辑：Panda 据路透社等多家媒体报道，一位知情人士称，OpenAI 最近开始租用谷歌的 AI 芯片来支持 ChatGPT 及其其他产品。 现目前，OpenAI 是英伟达 GPU 的最大买家之一 —— 这些设备在 AI 大模型的训练和推理阶段都必不可少。 看起来，OpenAI 不仅试图远离微软，现在也在开始远离英伟达了。 但与谷歌合作？也着实让人意外，毕竟拥有 Gemini 系列模型的谷歌可以说是 OpenAI 最直接且最强大的竞争对手之一。 如果考虑到 OpenAI 还曾聘请了谷歌云 TPU 高级工程总监 Richard Ho 作为其硬件负责人，并有传言说 OpenAI 还在推动自研 AI 芯片项目，这样的合作就更让人惊 讶了。 Richard Ho 曾在谷歌工作近九年，全程参与 TPU 系列的研发，担任高级工程总监级别；后进入 Lightmatter 担任 VP ； 2023 年加盟 OpenAI OpenAI 为何这样选择呢？ 一个原因是 OpenAI 用户增长很快（近日宣布已有 300 万付费企业用户），正面临严重的 GPU 紧缺问题。为了保证 ChatGPT 推理能力不受影响，他们必 ...

Core Viewpoint - The Asian Infrastructure Investment Bank (AIIB) emphasizes the importance of cross-border infrastructure connectivity in promoting regional integration and economic growth, as discussed during its 10th Annual Meeting in Beijing [1][4]. Group 1: AIIB and MCDF Initiatives - The Multilateral Cooperation Development Facility (MCDF) was established in 2021 to enhance high-quality cross-border infrastructure investments, having invested $5.5 million over the past four years to support project assessments [4]. - MCDF's CEO highlighted the transformative potential of cross-border infrastructure in stabilizing climate, promoting international trade, and enhancing global competitiveness [4]. Group 2: Role of International Financial Institutions - International financial institutions play three unique roles in cross-border connectivity projects: as coordinators, project developers, and catalytic financiers [5]. - AIIB plans to allocate 25%-30% of its financing to cross-border infrastructure by 2030 to enhance regional integration and address public issues [5][6]. Group 3: Challenges in Cross-Border Infrastructure - Key challenges in cross-border infrastructure projects include uneven distribution of costs and benefits among participating countries, short-term political decision-making, and varying credit ratings and financial development levels [6]. - Nine key recommendations were proposed to overcome these challenges, including fostering broader cooperation, quantifying cost-benefit distribution, and optimizing public fund usage [7].

Core Viewpoint - The CXL (Compute Express Link) market has not yet launched as expected, primarily due to the underperformance of key players like Samsung Electronics and Intel [1][3]. Group 1: Market Status - The CXL market is currently stagnant, with a notable lack of discussions surrounding it, attributed to the weak performance of market leaders Samsung and Intel [3]. - Intel's next-generation server CPU, "Diamond Rapids," which is crucial for CXL's market launch, may face delays due to internal restructuring and layoffs [3][4]. - Samsung is in a holding pattern, waiting for the market to open, as the development of CXL-compatible memory products cannot proceed without corresponding processors [4]. Group 2: Opportunities and Risks - The introduction of CXL may lead to a decline in overall sales of processors and memory, as it aims to utilize existing resources more efficiently, which could negatively impact companies reliant on these sales in the short term [6][7]. - However, CXL-compatible chips are high-value products that could improve the profit structure for both Samsung and Intel, aligning with the semiconductor industry's trend towards high-value offerings to avoid cyclical fluctuations and competition with low-cost manufacturers [7]. - The CXL market is expected to see significant growth by 2026, with hyperscale cloud service providers likely to dominate this market due to their need for improved resource utilization and cost savings [8][9].

深交所公开募集基础设施证券投资基金（REITs）非定向扩募业务功能将于6月30日起正式启用。 ...

6月27日，中金中国绿发商业REIT（基金代码：180606）正式登陆深圳证券交易所。这是我国今年首单 获批的消费基础设施REITs，也是中国绿发首单基础设施公募REITs产品。 消费基础设施REITs的资产规模大、市场化程度高，是成熟REITs市场最主要的类型之一。在提振消费 的政策背景下，其服务实体经济的作用日益突出，也成为当下广受市场关注的公募REITs热点领域。 2023年10月，证监会发布《关于修改〈公开募集基础设施证券投资基金指引（试行）〉第五十条的决 定》，将公募REITs试点资产类型拓展至消费基础设施。消费基础设施REITs迎来破冰。 至中金中国绿发商业REIT上市前，已有8只此类产品上市，均受到市场热捧，今年以来的收益率均超 20%。 公开消息显示，目前还有两只消费基础设施REITs处于申报阶段，分别是华夏凯德商业资产REIT、中金 唯品会奥特莱斯REIT。 （文章来源：21世纪经济报道） 中金中国绿发商业REIT的项目底层资产为济南市领秀城贵和购物中心，隶属于中国绿发旗下的"贵和 系"商业品牌。项目总建筑面积20.09万平方米，位于山东济南市南部商圈。自2014年12月开业以来，已 运营满 ...

6月27日，中金中国绿发商业REIT（基金代码：180606）上市仪式在深圳证券交易所举行。中国绿发党 委书记、董事长孙瑜出席仪式。 基金开盘即上涨30%，触及公募REITs上市首日的涨幅上限，延续了今年的火热行情。 消费基础设施REITs热度持续升温 作为我国商业消费领域的重要国资力量，中国绿发投资集团有限公司坚决贯彻落实党中央、国务院决策 部署，发挥自身优势，全面推动消费类基础设施REITs发行工作，丰富商业项目消费空间载体，盘活存 量资产，赋能实体经济。5月30日，中国绿发首单基础设施公募REITs产品——"中金中国绿发商业资产 封闭式基础设施证券投资基金"（基金简称：中金中国绿发商业REIT）正式获得中国证监会准予注册批 复。中金中国绿发商业REIT认购受到市场热烈追捧，该基金公众投资者有效认购基金份额数量约为 307.51亿份，约为公众发售初始基金份额数量的683倍，上市首日，开盘即上涨30%，显示了投资者对 该产品的十足信心。 济南是山东致力打造的北方消费中心城市。2024年，济南社零总额突破5200亿元。今年，通过持续打 造"泉城购"济南消费季城市品牌，消费市场持续升温，今年一季度社零总额134 ...

本次上市的中金中国绿发商业REIT，项目底层资产为济南市领秀城贵和购物中心，是总建筑面积20.09万平方米的全能型生活广场，山东济南市南部商圈的 核心消费枢纽。凭借稳定的现金流和高效的运营能力，领秀城贵和购物中心近五年经营性净现金流持续增长，充分展现了优质商业资产的运营实力。 中金中国绿发商业REIT的成功上市是中国绿发服务国家战略的央企使命担当，深化改革转型的重要探索实践，融入资本市场的精彩亮相。此次上市成功打 造了中国绿发商业资产运营管理的核心平台，为商业资产发展开辟了新路径、提供了新样板。中国绿发将以本次上市为契机，持续优化消费基础设施，深度 参与并引领消费升级，在助力提振消费、扩大内需等方面发挥"主力军"作用。 中国绿发作为专注于绿色发展的综合型领军企业，接受国务院国资委直接管理，业务涵盖新能源、房地产、文旅商业、战略性新兴产业等领域。中国绿发已 在全国布局数十家高端酒店、商业项目及文旅度假景区，总投资近700亿元，致力于建设国际一流绿色资产管理和美好生活服务企业。未来，中国绿发将全 力支持项目健康发展，保障经营质量稳步提升，推动更多优质商业资产注入平台，积极探索打造特色商业管理模式，树立国资央企资本 ...

中金基金作为首批参与公募REITs申报的基金管理公司之一，目前在管公募REITs产品达到10只，包括 中金普洛斯REIT、中金厦门安居REIT、中金安徽交控REIT、中金湖北科投光谷REIT、中金山东高速 REIT、中金印力消费REIT、中金联东科创REIT、中金重庆两江REIT、中金亦庄产业园REIT和中金中 国绿发商业REIT，首次发售及扩募发售规模约330亿元。 中金基金的相关负责人表示，未来将坚持服务实体经济与国家战略，服务资本市场改革发展，在公募 REITs领域持续发力，积极参与公募REITs创新实践，探索不同基础设施资产类型，更好满足居民财富 管理需求，助力行业高质量发展。 据悉，中金中国绿发商业REIT首次发行投资的基础设施资产为位于山东省济南市市中区的领秀城贵和 购物中心，合计建筑面积20.09万平方米。基础设施资产3公里范围内，共有小区216个，常住人口规模 47.55万人，人口基数庞大，为项目提供了核心客群。项目主要辐射周边社区居民，作为区域内综合性 购物中心，定位全能型生活广场，功能上满足都市家庭消费、休闲、生活需求，与所辐射人群消费需求 高度契合。品牌业态涵盖零售、餐饮、教育、娱乐等， ...

中国经济网北京6月27日讯今日，中银基金管理有限公司发布中银中外运仓储物流封闭式基础设施证券 投资基金基金合同生效公告。 马越具有5年以上基础设施项目的运营管理经验。2022年起加入中银基金管理有限公司，曾在艾奕康环 境规划设计(上海)有限公司北京分公司任助理经济规划师，后就职于北京美库领珩企业管理有限公司投 资部，主要负责常温及冷链物流仓储项目的投后运营管理工作。现任中银基金管理有限公司基础设施投 资管理部高级经理。 中银中外运仓储物流封闭式基础设施证券投资基金 基金合同生效公告 该基金募集期间净认购金额1,310,800,006.41元，认购资金在募集期间产生的利息2,053,870.73元，募集 份额合计400,000,000份。 公告送出日期: 2025年6月27日 该基金的基金经理为董嘉杰、杜羽、马越。 一、公告基本信息 董嘉杰具有5年以上基础设施投资管理经验。2017年起加入中银基金全资子公司中银资产管理有限公司 工作，曾任资产管理部、资产证券化部高级项目经理，公司履职期间主要负责执行与基础设施项目相关 的资管计划、资产支持专项计划项目报送、发行、存续期管理等投资管理工作。2023年起任中银基金管 ...

Core Viewpoint - The Asian Infrastructure Investment Bank (AIIB) is positioned as a new multilateral development bank headquartered in Beijing, focusing on green and low-carbon infrastructure, digital infrastructure, and cross-city connectivity among other areas for future investments [1][5]. Group 1: AIIB Overview - AIIB was established in 2015 and began operations in 2016, growing from 57 founding members to 110 members, covering 81% of the global population and 65% of global GDP [3][11]. - As of June 24, 2025, AIIB has approved 322 projects with total financing exceeding $60 billion, mobilizing over $200 billion for infrastructure development, benefiting 38 members both within and outside Asia [3][11]. - In China, AIIB has approved 22 projects with a total investment of $4.6 billion, focusing on key areas such as green transportation, clean energy, and public health [3][11]. Group 2: Advantages of Beijing - Beijing's location facilitates efficient communication and collaboration with host countries, enhancing AIIB's operational effectiveness [4]. - The city’s high level of internationalization, with numerous embassies and multinational corporate headquarters, provides a conducive environment for multilateral dialogue and global cooperation [4]. - Beijing boasts strong financial and technological foundations, leading in green finance and digital infrastructure, which supports innovative financing and technology-driven projects for AIIB [4]. - The rich talent pool and think tank resources in Beijing, particularly from top universities, enhance policy research capabilities beneficial for AIIB's diverse projects [4]. - Beijing's status as a transportation hub allows for efficient organization of international meetings and events, facilitating global business interactions [4]. Group 3: Key Investment Areas - Future investments in Beijing will focus on six major areas: 1. Green and low-carbon infrastructure, including projects for green transportation and renewable energy [8]. 2. Digital infrastructure, enhancing smart city capabilities through advanced technologies [8]. 3. Social infrastructure, addressing public health and education needs [8]. 4. Climate resilience and disaster prevention, improving urban adaptability to climate change [8]. 5. Technology-driven and innovative projects, promoting replicable models for national and international application [8]. 6. Cross-city connectivity, enhancing infrastructure integration across regions [9]. Group 4: Recognition and Governance - AIIB has gained widespread international recognition due to its transparent governance, aligning with multilateral development bank standards [11][12]. - The bank has maintained a robust operational framework, with a total of 322 projects approved and financing exceeding $60 billion, while adhering to the Paris Agreement [11][12]. - AIIB holds a AAA credit rating from three major international agencies, positioning itself as a key player in global infrastructure development and governance [12].