Group 1 - The core viewpoint emphasizes that building intelligent supply-demand platforms is essential for companies to overcome growth bottlenecks in the context of global supply chain restructuring [2] - Traditional supply chains face significant challenges, including information barriers leading to demand misjudgment, linear collaboration causing response delays, and isolated operations resulting in resource misallocation [3] - A study by Boston Consulting Group indicates that hidden costs due to insufficient supply chain collaboration account for 22% of total operational costs for companies [4] Group 2 - The first step in building a platform involves establishing a foundational architecture that can handle high concurrency and ensure data security, addressing key technical contradictions [4] - Successful functional design targets industry pain points, as demonstrated by JD's industrial products platform, which aggregates 2 million SKUs for price comparison and connects to 78 smart warehousing nodes [4][5] - The operational breakthrough method for platform launch involves leveraging top suppliers and data empowerment to capture significant market share quickly [5] Group 3 - The industry is experiencing a transformation with the introduction of smart contracts, digital twin technology, and AI, which are revolutionizing supply-demand matching and operational efficiency [6] - The next generation of supply chain platforms will focus on building industry knowledge graphs for intelligent decision-making, utilizing IoT for end-to-end quality control, and replacing traditional guarantees with digital credit systems [7] - Companies that proactively invest in ecological digital infrastructure are poised to redefine the competitive landscape in their respective fields [7]

作 者丨冯玉怡 编 辑丨喻淑琴 40多年前，广东以农村改革为起点，蹚出一条乡镇经济跨越发展的创新路径。 当下，乡村现代化已是中国式现代化的核心命题。 推动"人地钱技"等要素在城乡、区域间自 由流动、平等交换，"百千万工程"是破题的关键举措。 2022年12月，广东启动 "百千万工程"，确立 "一年开局起步、三年初见成效、五年显著变 化、十年根本改变" 的目标，并出台《广东省推动 "百县千镇万村高质量发展工程" 实现三年 初见成效行动方案》。 随着"百千万工程"深入推进，乡村图景已然更新： 村口闲聊的主题从"外出打工"转为"家门口 创业"；返乡青年的行囊里，不再是离乡愁绪，而是电商订单与民宿规划图。 2025年作为广东"百千万工程"实现"三年初见成效"的关键之年，5月29日召开的2025年广东省 委农村工作会议暨深入实施"百县千镇万村高质量发展工程"推进会进一步明确，以 "统筹新型 工业化、城镇化和乡村振兴" 为导向，加速推进 22 个新型城镇化试点及第三批典型镇村培 育，着力构建 "产业强、生态美、治理优" 的县镇村发展新范式，承上启下之意显著。 针对县域经济薄弱、区域发展不均衡的短板，广东以"百千万工程"重 ...

Core Insights - The article discusses the early days of the personal computer revolution, highlighting the founding of Microsoft and the pivotal role of Bill Gates and Paul Allen in shaping the software industry [1][16]. Company Overview - Microsoft was founded by Bill Gates and Paul Allen, who initially aimed to create a software company in a market that did not yet exist [1][16]. - The company began with a focus on developing software for the Altair 8800, a personal computer that sparked significant interest among early tech enthusiasts [3][4]. Industry Context - The personal computer market was characterized by a grassroots movement, with clubs like the Homebrew Computer Club emerging to share knowledge and foster innovation [4][6]. - The introduction of affordable personal computers, such as the Altair 8800, democratized access to computing, allowing a broader audience to engage with technology [4][12]. - The software landscape was initially dominated by the belief that software should be free, reflecting a countercultural ethos among early computer enthusiasts [9][10]. Market Dynamics - The demand for personal computers exceeded initial expectations, with thousands of orders for the Altair 8800 in its early months, indicating a strong market appetite [3][4]. - Companies like Intel and Motorola quickly entered the market, producing microprocessors that became the brains of personal computers, leading to rapid industry growth [12][13]. Business Development - Microsoft secured its first customers, generating approximately $20,000 in monthly revenue, which allowed the company to hire its first employee [17][18]. - The company aimed to establish a sustainable business model by developing a range of software products to meet the growing demand for personal computing solutions [10][19].

Group 1 - The core message of the speech is the U.S. government's strong support for Bitcoin, marking a cultural awakening and a shift in political stance towards cryptocurrency [1][2][19] - Bitcoin is not just an asset but a means of freedom, with over 50 million Americans currently holding it, and this number is expected to double [2][4] - Bitcoin serves as a defense against inflation, discrimination, and government overreach, exemplified by the Canadian government's freezing of protester accounts [4][5] Group 2 - The Trump administration's three-step strategy includes ending hostile regulations, introducing the "Genius Act" for stablecoin legislation, and creating a regulatory framework for digital assets [6][7][8] - There is a cultural divide between Bitcoin, which is seen as conservative, and AI, which is perceived as more aligned with leftist or authoritarian ideologies [8][10] - Bitcoin is viewed as a strategic national asset for the future, representing personal freedom and autonomy in the digital age [13][15][19] Group 3 - The speech encourages the crypto community to engage politically, emphasizing the importance of participation in legislation and elections beyond just holding Bitcoin [17][18] - Bitcoin is framed as a letter to the future, symbolizing a defense of freedom rather than merely a financial tool [18][19] - The speech signifies a pivotal moment where Bitcoin transitions from a speculative asset to a component of national strategy [19][20]

Group 1 - The article discusses the concept of three major awakenings in a person's life, which are essential for true understanding and growth [3][43] - The first awakening is "seeing oneself," which involves recognizing personal limitations and discovering one's passions [4][6][14] - The second awakening is "seeing the world," which emphasizes understanding broader systems, patterns, and the acceptance of life's uncertainties [16][19][25] - The third awakening is "seeing others," which focuses on developing empathy and recognizing interconnectedness within society [30][32][38] Group 2 - The first awakening, "seeing oneself," is about acknowledging one's limitations and finding a lifelong passion that drives internal motivation rather than external rewards [7][10][12] - The second awakening, "seeing the world," involves understanding that personal effort alone is insufficient and that one must recognize the underlying rules and the inevitability of change [20][24][27] - The third awakening, "seeing others," transitions from sympathy to empathy, highlighting the importance of understanding others' struggles and the interconnectedness of human experiences [33][39][42]

Core Insights - The article discusses the recent issuance of floating fee rate funds in the public fund industry, particularly focusing on the "Oriental Red Core Value Mixed Fund" managed by Zhou Yun, highlighting his long-term performance and investment philosophy [1][2]. Group 1: Fund Performance and Management - Zhou Yun has over 17 years of experience in the securities industry and has managed funds through multiple market cycles, achieving historical net values for his funds as of March 2025 [2][5]. - The "Oriental Red New Power Mixed Fund" and "Oriental Red JD Big Data Mixed Fund," managed by Zhou Yun, reached historical highs of 4.985 CNY and 3.070 CNY respectively by March 2025 [2][5]. - Zhou Yun's funds have demonstrated resilience during market downturns, with a focus on value investing and risk control, leading to superior long-term performance compared to peers [7][8]. Group 2: Investment Philosophy - Zhou Yun emphasizes a value investment approach, focusing on acquiring high-quality companies at low valuations, which he believes is fundamental for future returns [10]. - He practices contrarian investing, suggesting that while it is important to follow major trends, there is also value in selectively investing against the tide during market corrections [11]. - Zhou Yun's investment strategy incorporates a deep understanding of market cycles and trends, allowing for informed adjustments to his portfolio [12][13]. Group 3: Fund Characteristics and Strategy - The "Oriental Red Core Value Mixed Fund" is designed to cover both A-shares and Hong Kong Stock Connect, reflecting a comprehensive market approach [2]. - Zhou Yun's investment process is characterized by a low-correlation portfolio aimed at balancing risk and return, ensuring stability during market fluctuations [14]. - The fund's management strategy is built on probability thinking, focusing on the quality of companies while maintaining a flexible approach to portfolio adjustments based on market conditions [15].

"延安时期，陕甘宁边区政府出台了《陕甘宁边区惩治贪污暂行条例》《陕甘宁边区施政纲领》等一系 列制度法规，对贪污腐败等行为制定惩罚标准，还对政府机关工作人员伙食、路费、骑乘、办公场所等 都作出明确细致的规定……"近日，陕西省延安市杨家岭革命旧址讲解员高杨为前来参观学习的中国延 安干部学院某培训班60名学员讲述革命时期延安的纪律规定，让党员干部深刻了解延安时期从严治党的 力度。 作为革命圣地，延安具有丰富且珍贵的红色资源。延安市纪委监委坚持把廉洁文化建设作为一体推进不 敢腐、不能腐、不想腐的基础性工程，出实招、求实效，立足本地红色文化资源，将其与廉洁文化相融 合，帮助党员干部在传承红色基因、学习榜样力量的过程中筑牢拒腐防变思想防线。 "老一辈革命家身体力行形成的优良家风，穿越时空依然熠熠生辉、催人奋进。我将以先辈们为榜样， 把红色家风融入日常生活的点点滴滴，干净干事、清白做人。"在"五一"等重要节假日期间，延安红色 家风馆总会迎来参观热潮。2023年，延安红色家风馆被命名为延安市廉政教育基地。自开馆以来，参观 学习人员已突破12万人次。 延安各县（市、区）纪检监察机关注重从中华优秀传统文化、革命文化和社会主义先进 ...

走进企业制造中心，智能化生产线正高速运转。制造中心总经理胡传林透露，团队从原料熔炼工艺着手 研发，让铜、镍等原料的用量、配比成为"独家秘方"，产品抗拉、屈服、延伸等关键指标在同类产品中 位居前列。智能化数字化技术的加持，让工艺流程不断优化，"能够保证产品的机械性能优于行业规范 10%—15%。"胡传林说。 目前，企业在土耳其、阿联酋、越南、新加坡等国广泛开展业务，并多次参加德国、希腊、挪威等国的 航运海事业展览会，"预计未来3年，售后服务端的业务年均增长将会超过100%。"王通说。 据镇江市商务局外贸处处长吴凌云介绍，船舶海工装备产业链是镇江重点打造的"四群八链"之一，政府 持续支持企业参加境外海事展、投保出口信用保险，推动"保单+金融"合作，帮助企业争取船舶出口保 函资源储备。镇江海关数据显示，1—4月全市船舶累计出口11.2亿元，同比增长131.3%。 "全球海事工业界正掀起一场前所未有的绿色技术革命。"江苏科技大学船舶与海洋工程学院教师、南京 普宁船舶设计有限公司科技副总刘闽东认为，在航运业净零排放框架下，节能装置研发、全流程解决方 案等"中国智慧"，正重新定义全球海事竞争规则。 本报讯(记者薛诚陆威) ...

今天是5月29日星期四，如果大家今天紧盯股指的话，应该能够发现市场的走势验证了老索前期的判 断。在前期市场调整的时候，老索跟大家提到过，从技术形态上来看，市场在这个位置应该会有一波比 较深幅的调整。然而，目前市场最大的主力是汇金和央行，所以在这种强烈的干预态势下，市场资金不 敢无限制做空，因此市场在这个位置出现了高位横盘震荡的局面，并且今天开始出现了反抽。 老索个人认为，3400点应该不是今年的顶部。今天他要跟大家讲的其实并不是指数，而是市场中一个非 常令人迷惑的新概念——稳定币。今天市场中最大的热点可能是数字货币，而稳定币正是其中的关键。 稳定币的官方定义是一种锚定法币的加密货币，也就是说它锚定一个国家的真实货币，或者是锚定商 品、一揽子资产来保持价格稳定。它既是一种加密货币，又是一种数字货币，但背后有法币的支持。目 前，美元是稳定币背后的主要法币，虽然港元也在推行自己的稳定币，但目前最大的稳定币还是与美元 挂钩。 那么，为什么美元已经有了比特币，也有自己的支付系统，而且还是世界上第一大货币，却还要搞一个 稳定币呢？这其中的门道其实非常多，足以让人感到震撼。首先，对美元来说，最危险的事情就是全球 各个国家的 ...

艾夫斯在报告中写道："我们始终坚信，随着这场由'推动全球人工智能发展芯片'的英伟达所引领的第 四次工业革命的推进，英伟达在未来几年内有望实现4万亿美元市值，最终迈向5万亿美元市值。" 智通财经APP获悉，今早，英伟达(NVDA.US)发布第一季度财报业绩，股价飙涨近6%。即便是考虑到 近期美国对中国实施的出口管制，华尔街机构仍不吝溢美之词，纷纷盛赞英伟达远超预期的业绩与展 望，认为其表现堪称非凡。当下的世界仿佛属于英伟达，人们都生活在它的时代浪潮之中。 截至发稿，英伟达在盘前交易中上涨5.56%，有望重新夺回市值最高公司的桂冠。美国超微公司 (AMD.US)、迈威尔科技(MRVL.US)和博通(AVGO.US)等其他半导体企业的股价也纷纷跟涨。 Wedbush Securities分析师丹·艾夫斯(Dan Ives)形容该季度业绩"稳健"，即便将中国市场因素纳入考量， 有关需求的评论依然"非常积极"。 美国银行分析师维维克·阿雅(Vivek Arya)也上调了目标价(从160美元升至180美元)，并表示，鉴于人工 智能需求如今纳入了来自主权国家的庞大需求，他认为英伟达具备每股10美元的长期盈利潜力。 杰富瑞分 ...