· 中国：代表增量挑战者，推动多极化与新发展模式。 · AI：代表变量加速器，作为非人主角，指数级地重塑所有战场的游戏规则。 百年未有之大变局，中美之外的第三者已经出现，"三国"时代已经来临。 世纪大博弈的主角：三重博弈 我国战略反攻以来，AI以眼花缭乱的速度介入了中美大博弈。 美国、中国、AI已经并列成为百年变局的三大主角。 · 美国：代表存量主导者，力图维系全球霸权。 决定未来世界运行规则的"基础设施"涵盖五大维度，涉及：物理层、生物层、空间层、数字层、共识 层： 1. 算力（数字层基石） 三者的关系是：中美通过AI这个新维度展开竞争，而AI的发展又在不断反客为主，重塑竞争的性质。 ⚔️ 三国演义之战场：四大战场联动 四大战场之间并非孤立，而是高度联动、互为支撑。 · 科技战是制高点，决定未来权力归属。 · 金融资本战是胜负手，关乎资源调配的效力。 · 贸易战是基本盘，争夺市场规模与产业链控制权。 · 舆论战是合法性与认知权的较量。 这四大战场形成闭环：科技突破 → 重塑贸易规则 → 影响金融地位 → 通过舆论强化叙事 → 反哺科技投 入。AI作为主角，正同时赋能并颠覆这四条战线。 五大卡位战：卡位五大关 ...

把电池变成充电电池 人才 把电池变成充电电池 人才 特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 把电池变成充电电池 人才 ...

Core Viewpoint - The founder and chief strategist of Bison Asset, Wang Guohui, expresses a strong bullish outlook on the Chinese capital market, attributing this to China's "MIT" advantages: Manufacturing, Innovation, and Talent [1][2] Group 1: Manufacturing - China has established a robust manufacturing ecosystem over the past thirty years, which includes not only factories and machinery but also a comprehensive infrastructure of ports, airports, roads, and power plants [1] - The application of artificial intelligence in manufacturing by Chinese companies is expected to enhance this advantage in the coming decades [1] Group 2: Innovation - Historically, many Chinese companies have been reluctant to invest in innovation, preferring to utilize existing technologies for quicker returns [1] - The presence of a significant number of Chinese engineers in top U.S. tech companies indicates a strong potential for innovation, with companies like DeepSeek making breakthroughs in large language models [1] Group 3: Talent - The talent pool in China includes proactive and creative entrepreneurs, engineers, and industrial workers, which is a key factor in the country's development [2] - Visits to innovative companies, such as a biotechnology firm in Chengdu, reinforce confidence in China's future, highlighting the importance of education and experience among founders [2]

Core Viewpoint - The founder and chief strategist of Bison Asset, Wang Guohui, expresses a strong bullish outlook on the Chinese capital market, attributing this to China's "MIT" advantages: Manufacturing, Innovation, and Talent [1][2][3] Group 1: Manufacturing - China has established a robust manufacturing ecosystem over the past thirty years, which includes not only factories and machinery but also a comprehensive infrastructure of ports, airports, roads, and power plants [2] - The application of artificial intelligence in manufacturing by Chinese companies is expected to enhance this advantage in the coming decades, making it difficult for any other country to replicate such a large ecosystem [2] Group 2: Innovation - Historically, many Chinese companies have been reluctant to invest in innovation, preferring to utilize existing technologies for production [2] - However, the presence of a significant number of Chinese engineers in top U.S. tech companies indicates a strong potential for innovation, with companies like DeepSeek making breakthroughs in large language models [2] Group 3: Talent - The talent pool in China includes proactive and creative entrepreneurs, engineers, and industrial workers, which is a key factor in the country's development [3] - Visits to innovative companies, such as a biotechnology firm in Chengdu with founders educated in the U.S., reinforce confidence in China's future growth [3]

Core Viewpoint - The article emphasizes the implementation of the "Artificial Intelligence +" initiative across six key areas to foster new productive forces and support China's modernization efforts, with specific goals set for 2027, 2030, and 2035 [1]. Group 1: Six Key Areas of "Artificial Intelligence +" - "Artificial Intelligence + Science and Technology": Accelerate scientific discovery processes and drive technological innovation [2]. - "Artificial Intelligence + Industry Development": Cultivate new models and business formats, promoting intelligent development across industrial and agricultural sectors [2]. - "Artificial Intelligence + Consumer Quality": Expand new service consumption scenarios and foster new product consumption formats, promoting intelligent terminal connectivity [2]. - "Artificial Intelligence + Welfare": Create intelligent work methods and more effective learning approaches to enhance quality of life [2]. - "Artificial Intelligence + Governance Capability": Establish a new paradigm of human-machine coexistence in social governance and create a multi-governance framework for safety [2]. - "Artificial Intelligence + Global Cooperation": Promote inclusive sharing of artificial intelligence and build a global governance system for AI [3]. Group 2: Fundamental Support Capabilities - Enhancing foundational model capabilities, innovating data supply, strengthening intelligent computing power coordination, and optimizing the application development environment are essential [4]. - Promoting a thriving open-source ecosystem, strengthening talent development, ensuring policy and regulatory support, and improving safety capabilities are also critical [4]. Group 3: Participation and Opportunities - The "Artificial Intelligence +" initiative allows for broad participation, with opportunities in ecosystems that seamlessly integrate business processes and quickly cultivate user habits to form network effects [5]. - The value of vertical data is significant, especially when high-quality user data continuously feeds back to improve model capabilities, creating a snowball effect [5]. - Talent development is crucial for the success of the initiative [6].

Core Insights - The article presents ten observations from Morgan Stanley after conducting research on Tesla, focusing on Robotaxi, robotics, the Chinese supply chain, and talent acquisition [1] Group 1: Robotaxi - Morgan Stanley highlights the potential of Robotaxi as a transformative technology in the transportation sector, emphasizing its implications for urban mobility and cost efficiency [1] - The firm notes that advancements in autonomous driving technology are crucial for the successful deployment of Robotaxi services [1] Group 2: Robotics - The article discusses the increasing integration of robotics in various industries, particularly in manufacturing and logistics, which is expected to enhance productivity and reduce operational costs [1] - Morgan Stanley points out that companies investing in robotics are likely to gain a competitive edge in the market [1] Group 3: Chinese Supply Chain - The research emphasizes the importance of the Chinese supply chain in the global market, particularly for technology and automotive sectors [1] - Morgan Stanley observes that disruptions in the supply chain can significantly impact production timelines and costs for companies reliant on Chinese manufacturing [1] Group 4: Talent Acquisition - The article underscores the critical role of talent in driving innovation and maintaining competitive advantage in technology-driven industries [1] - Morgan Stanley suggests that companies must focus on attracting and retaining skilled professionals to navigate the evolving market landscape [1]

Core Insights - The article discusses ten observations made by Morgan Stanley after researching Tesla, focusing on Robotaxi, robotics, the Chinese supply chain, and talent acquisition [1] Group 1: Robotaxi - Morgan Stanley highlights the potential of Robotaxi as a transformative technology in the transportation sector, emphasizing its implications for urban mobility and cost efficiency [1] - The firm notes that advancements in autonomous driving technology are crucial for the successful deployment of Robotaxi services [1] Group 2: Robotics - The article points out the increasing integration of robotics in various industries, which is expected to enhance productivity and operational efficiency [1] - Morgan Stanley suggests that Tesla's innovations in robotics could set a benchmark for competitors in the automotive and tech sectors [1] Group 3: Chinese Supply Chain - The research indicates that the Chinese supply chain remains a critical component for global manufacturing, particularly in the electric vehicle (EV) sector [1] - Morgan Stanley emphasizes the importance of maintaining strong relationships with Chinese suppliers to ensure a steady flow of materials and components [1] Group 4: Talent Acquisition - The article discusses the competitive landscape for talent in the tech and automotive industries, highlighting the need for companies to attract skilled professionals [1] - Morgan Stanley notes that Tesla's approach to talent acquisition could serve as a model for other firms looking to innovate and grow [1]