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 IEEE 。 QuantumBloom首席运营官兼联合创始人安德里亚·穆罕默德 (Andrea Mohamed)表示，在这种支持 匮 乏 的 同 时 ， 预 计 会 出 现 严 重 的 劳 动 力 短 缺 。 QuantumBloom 致 力 于 帮 助 企 业 吸 引 、 留 住 和 提 升 STEM 领域早期职业女性。该公司专注于从高等教育到职场的过渡，这是许多女性离开 STEM 领域 的关键时期。 IEEE Spectrum采访了 Mohamed，谈到了对女性从事半导体工作的支持，以及为什么放弃这些举措 与行业需求相悖。 问：作为半导体行业的回归老手，请告诉我您的看法。 半导体行业的女性比例一直很低。根据4月份发布的一份报告，51%的公司报告称，其技术职位中女 性所占比例不到20%。同时，该报告发现，公开承诺在2024年实施平等机会措施的公司数量与前一年 相比有所减少。 安德里亚·穆罕默德： 20多年前，我在一家半导体初创公司工作，当时公司主要由男性主导。现在， 情况依然如此。以全新的视角看待半导体行业，我发现这个行业的发展速度不如其他 ...

Group 1 - The fourth China-Africa Economic and Trade Expo was held in Changsha, showcasing over a thousand selected African products and aiming to deepen cooperation between China and Africa [1][2] - The expo featured a new African fashion industry pavilion, highlighting the interest of African designers in entering the Chinese market, with South African designer Tola Cindy expressing hopes for greater recognition of African design in China [2] - The expo's theme was "China-Africa Cooperation in Action, Dreaming of Modernization," with over 30 trade activities focusing on various sectors including industry chain cooperation, green minerals, infrastructure, and cultural trade [4] Group 2 - A significant focus of the expo was on integrated projects that create quality employment opportunities, with several projects signed, including agricultural modernization in Tanzania and a textile project in Hunan [4] - Energy cooperation was a key highlight, with multiple solar power projects signed, including a 50MW photovoltaic project in Zambia, addressing the long-standing energy shortages in Africa [7] - A total of 176 projects were signed during the expo, amounting to $11.39 billion, representing a 45.8% increase in project numbers and a 10.6% increase in project value compared to the previous expo [7]

Group 1 - The phenomenon of "involution" in competition is squeezing normal profit margins and damaging the healthy development of industries [1] - In industries with slowing demand growth and relative overcapacity, companies tend to imitate rather than innovate, leading to homogeneous low-price competition and irrational market share grabbing [1] - To resolve "involution" competition, it is necessary to optimize and expand market space while effectively governing market order through collaboration among enterprises, industry associations, and government departments [1] Group 2 - Promoting inclusive industry development requires innovation leadership, encouraging companies to increase innovation investment and leveraging the role of industry associations [2] - Industry associations should facilitate communication and cooperation among companies, enhance the sense of responsibility for maintaining industry health, and share industry development trends [2] - Establishing self-regulatory rules within industries can help eliminate violations, protect intellectual property, and encourage latecomers to learn from leading companies [2] Group 3 - Regions should strengthen research on industry life cycles, value chains, and organizational forms to create regional industrial brand characteristics and alleviate "involution" competition among enterprises [3] - Local industries should be developed based on resource endowments, avoiding blind expansion and focusing on cultivating industries with comparative advantages [3] - Promoting advanced industrial organization involves effective collaboration between large "chain leader" enterprises and supporting small and medium-sized enterprises to avoid low-level competition [3]

Core Insights - The event hosted by the World Association of Major Cities in Guangzhou focused on urban sustainability, digital transformation, and inclusive development, with participation from 19 cities and 5 international organizations [1] - Moscow's economy is projected to grow nearly 8% in 2023 and at least 5% in 2024, driven by a diversified economic structure and significant infrastructure investments [2] - The city is addressing labor shortages through education and training initiatives, emphasizing lifelong learning and productivity improvements [3][4] Economic Growth and Investment - Moscow's economic resilience is attributed to its diverse industries, including finance, IT, construction, and services, which help maintain growth amid global uncertainties [2] - Continuous investment in major infrastructure projects, particularly in transportation, is creating new economic hubs and attracting private investment [2] - The city has established a supportive environment for high-potential industries, including technology parks and infrastructure to foster innovation [2] Labor Market and Education - The demand for workers in Moscow has surged due to rapid economic growth, leading to a historically low unemployment rate [3] - The city is focusing on enhancing educational programs to ensure that graduates possess relevant skills and a mindset for continuous learning [3][4] - Initiatives are in place to improve labor productivity by helping businesses optimize operations and better utilize technology [3][4] Sports Events and Economic Impact - Hosting large sports events is viewed as a strategic move for cities, providing long-term infrastructure benefits and economic opportunities [6] - Major events attract tourists, boosting sectors such as hospitality, retail, and dining, while creating opportunities for small and medium enterprises [6][7] - Tourism currently accounts for approximately 4% of Moscow's economy, driven by a vibrant calendar of events and cultural activities [7]

宏观日报 | 2025-06-12 关注能源、化工上游价格变动 中观事件总览 生产行业：新能源车产销增加。1）中国汽车工业协会数据显示，1至5月份，汽车产销量分别完成1282.6万辆和1274.8 万辆，同比分别增长12.7%和10.9%。其中，新能源汽车产销量分别完成569.9万辆和560.8万辆，同比分别增长45.2% 和44%，新能源汽车新车销量达到汽车新车总销量的44%。在出口方面，1至5月，汽车出口249万辆，同比增长7.9%。 其中，新能源汽车出口85.5万辆，同比增长64.6%。 服务行业：关注养老服务相关方案推进。 1）国际标准化组织近期正式发布由我国牵头制定的《老龄化社会老龄 化包容性数字经济通用要求与指南》国际标准，这也是首个人口老龄化视角下的数字经济国际标准。标准针对在 线购物、数字银行、数字医院、社交媒体等老年人参与数字经济的高频场景提出了具体建议。 数据来源：央视，iFind，华泰期货研究院 行业总览 上游：1）能源：国际油价小幅上行。2）化工：尿素、纯碱价格回落。 中游：1）化工：PX开工率回升。2）农业：生猪制品开工回升。 下游：1）地产：一、二线城市商品房销售与去年同期持平，处 ...

宏观日报 | 2025-06-05 关注绿色基建试点开展进程 中观事件总览 生产行业：关注绿色基建试点开展进程。 1）国家能源局组织开展新型电力系统建设第一批试点工作。重点在国 家枢纽节点和青海、新疆、黑龙江等能源资源条件好的非枢纽节点地区，在科学整合源荷储资源的基础上，统筹 地区存量及增量数据中心绿电需求和新能源资源条件，协同规划布局算力与电力项目。通过探索新能源就近供电、 聚合交易、就地消纳的"绿电聚合供应"模式，提高数据中心绿电占比。 服务行业：关注养老服务相关方案推进。 1）国际标准化组织近期正式发布由我国牵头制定的《老龄化社会老龄 化包容性数字经济通用要求与指南》国际标准，这也是首个人口老龄化视角下的数字经济国际标准。标准针对在 线购物、数字银行、数字医院、社交媒体等老年人参与数字经济的高频场景提出了具体建议。 数据来源：央视，iFind，华泰期货研究院 行业总览 上游：1）黑色：煤炭库存近期处三年高位。 中游：1）化工：PX开工率持续回升，尿素开工率持稳且处三年高位。2）基建：沥青开工率近期持续回升。3）农 业：生猪制品加工开工率上行 下游：1）地产：一、二线城市商品房销售季节性回升，但仍处近三年 ...

不到三周前，美国国土安全部宣布将剥夺哈佛大学通过学生和交流访问者项目招收国际学生的资格，实 际上禁止哈佛大学接收任何外国学生。仅一天后，哈佛大学起诉联邦政府，一名联邦法官暂时阻止了国 土安全部的行动，允许该大学继续招收国际学生。 据新华社报道，美国白宫4日发布公告，宣布将对哈佛大学国际学生实行签证限制。 特朗普发布的公告称，禁止外国学生进入美国就读哈佛大学的理由是出于国家安全考虑。他指责哈佛未 能遵守联邦机构的规定。 "哈佛大学的行为已使其不适合成为外国学生和研究人员的留学目的地。在哈佛大学分享联邦政府为维 护国家安全和美国公众所需的信息之前，拒绝外国人以教育交流项目为由进入哈佛符合国家利益。"公 告称。 这一命令立即生效，暂停持有学生签证和交流访问学者签证的哈佛学生入境。暂停期限将持续6个月， 并有可能延长。 该命令还要求对哈佛大学目前的国际学生进行审查，指示美国国务院根据具体情况考虑撤销现有签证。 特朗普4日的命令通过总统权力实现了国土安全部的目标，实际上绕过了法院禁令，通过行政手段阻止 了哈佛大学的国际学生入境。 特朗普在公告中列举了一系列针对哈佛大学的不满，包括对校园反犹主义，支持多样性、公平和包容性 ...

Core Viewpoint - Lee Jae-myung, the candidate from the Democratic Party, has been elected as the 21st President of South Korea, marking a significant milestone in his political career characterized by resilience and challenges [1] Background and Early Life - Lee Jae-myung was born on December 22, 1964, in a poor family in Andong, Gyeongsangbuk-do, as the fifth of seven siblings. He dropped out of school due to financial difficulties and began working in factories at the age of 13, suffering multiple injuries that left him with a lifelong disability [2] - Despite his hardships, he self-studied and graduated with a law degree from Chung-Ang University, passing the bar exam in 1986, which led to his career as a labor rights lawyer and social activist [2] Political Career - Lee began his political journey by advocating for the rights of marginalized groups and became a symbol of social justice. He was first elected as the mayor of Seongnam in 2010 and implemented innovative social welfare policies, successfully reversing the city's financial crisis [3] - He was elected as the governor of Gyeonggi Province in 2018 and later became a prominent advocate for broader social policies after entering the National Assembly in 2022 [3] Political Ideology and Support - Lee is known as the "Labor President," with his governance philosophy rooted in his experiences from the lower social strata, emphasizing fairness, justice, and an inclusive society. His commitment to the belief that "no one should be left behind" has garnered significant support from youth and progressive voters [5] Political Rivalry and Challenges - In the 2022 presidential election, Lee narrowly lost to Yoon Suk-yeol by just 0.73 percentage points. However, he was elected to the National Assembly later that year and became the leader of the Democratic Party with a high approval rating [7] - Lee's political rivalry with Yoon escalated, leading to significant events such as the "123 Martial Law Incident," where he actively opposed Yoon's government actions and called for public mobilization through social media [8][9] Legal and Economic Challenges - Despite his political achievements, Lee faces serious legal challenges, with multiple corruption and abuse of power allegations since 2018. Analysts suggest these charges may be politically motivated, reflecting the intense struggles within South Korea's political landscape [9] - As president, Lee is confronted with economic challenges, including a projected GDP growth of only 0.8% for 2024 and high youth unemployment rates. He has proposed policies such as "basic income for youth," support for entrepreneurship, and increased public housing supply to address these issues [10] Foreign Relations Strategy - Lee emphasizes a "national interest first" approach in foreign policy, aiming to strengthen the South Korea-U.S. alliance and improve relations with Japan while maintaining a focus on regional stability. He also seeks to enhance ties with China and Russia and expand strategic cooperation with global southern countries and ASEAN [11]

Group 1 - The core argument of the article emphasizes that rapid GDP growth in India does not necessarily translate into improved living standards for its citizens, raising questions about the true benefits of economic growth [1][2]. - According to IMF projections, India's GDP is expected to reach $4.19 trillion by 2025, surpassing Japan and becoming the fourth-largest economy globally, but this growth masks underlying structural issues [1][2]. - Despite the impressive rise from the 10th to the 5th largest economy in the past decade, India's per capita GDP is projected to be only $2,800 in 2025, ranking 140th globally and the lowest among BRICS nations [2][3]. Group 2 - The concentration of wealth in India is alarming, with the richest 1% owning over 40% of the country's wealth, and the remaining population's average income drops to $1,130 when excluding the top 5% [2][3]. - India's Human Development Index (HDI) score of 0.685 in 2023 places it 130th globally, indicating significant lag in education, healthcare, and social welfare compared to other BRICS countries [3][4]. - The article highlights the regional disparities in HDI and income, with southern and western regions performing better than central and eastern areas, showcasing the challenge of achieving inclusive growth [3][4]. Group 3 - India's demographic advantage, with a median age of under 30, could become a burden if not matched with adequate education, skills training, and job creation [4]. - The labor force participation rate remains low, particularly among women, and millions of youth enter the job market annually without sufficient employment opportunities in the formal sector [4]. - The article calls for a shift in focus from merely pursuing GDP figures to investing in job creation, public health, quality education, and a robust social security system to ensure that economic growth benefits all citizens [4].

Group 1 - Malaysia views China as a reliable friend and a key economic and strategic partner, especially in the context of challenges to multilateralism [1] - China has been Malaysia's largest trading partner for 16 consecutive years, with bilateral trade expected to reach $212 billion in 2024, a nearly thousand-fold increase since diplomatic relations were established in 1974 [1] - Palm oil and related products account for over half of Malaysia's exports to China, highlighting the significance of this commodity in bilateral trade [1] Group 2 - There is a growing focus on cooperation in modern agriculture, with Malaysia looking to enhance collaboration with China in technology transfer, market expansion, and brand development [2] - The development of the New Land-Sea Corridor has improved logistics and trade efficiency between China and Malaysia, facilitating faster access for Malaysian palm oil to the Chinese market [2] - Malaysia expresses confidence in China's economic resilience and innovation, particularly in digital economy, green transformation, and modern agriculture [2] Group 3 - Malaysia aims to promote sustainable and inclusive growth during its tenure as the ASEAN chair in 2025, focusing on cooperation with China in green agriculture, palm oil certification, and carbon labeling [2][3] - The collaboration in palm oil is seen as a bridge to advance regional green economy and achieve sustainable development goals [3]