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氪星晚报|韩国政府与三星、现代等成立AI工作组,制定26万块英伟达GPU部署规划;法国总统府:马克龙将访华;商务部:愿与美方共同做好有关经贸磋商成果落实工作
3 6 Ke· 2025-11-27 11:22
Group 1: Major Companies and Initiatives - JD.com showcased over 30 global robot brands at the World Intelligent Manufacturing Conference, highlighting advancements in retail supply chain, AI productivity, smart logistics, and industrial digital equipment [1] - The South Korean government, along with Samsung and Hyundai, established an AI task force to plan the deployment of 260,000 NVIDIA GPUs, aiming to enhance AI infrastructure across the country [2] - Naver and Dunamu plan to invest 10 trillion KRW (approximately 6.8 billion USD) over the next five years to create an AI and Web3 ecosystem, targeting leadership in the digital finance market [3] Group 2: New Products and Collaborations - Quark AI glasses were launched, featuring two series with six models, equipped with Alibaba's latest AI assistant, with prices starting at 1,899 RMB [6] - Jinjiang Hotels partnered with Feishu to develop a customized collaborative platform named "JinKun," aimed at restructuring internal management and store operations using AI technology [7] Group 3: Emergency Response and Support - JD.com was the first company to deliver emergency supplies to the site of a major fire in Hong Kong, coordinating with local authorities to ensure rapid response and support for affected residents [4] - Jack Ma's foundation and Alibaba Group collectively donated 60 million HKD to support fire rescue efforts and aid for affected families and emergency personnel [4] Group 4: Infrastructure Developments - Beijing's new comprehensive transportation hub is set to be delivered soon, with expectations to be operational by the end of the year, designed to accommodate a large volume of passengers [8] Group 5: Economic Policies and Projections - The UK government announced plans to continue tax increases and spending to stimulate the economy, projecting an increase in tax revenue of approximately 8 billion GBP by 2029-2030 [9]
美联储降息开启全球货币政策新周期: 理论逻辑、多维影响与中国方略
Jin Rong Shi Bao· 2025-11-24 02:09
美联储货币政策转向不仅影响短期资本流动,更将深刻改变国际货币体系的运行逻辑和全球金融治理的 架构设计。根据国际货币体系演进理论,美元流动性条件的改变将影响新兴市场和发展中经济体的融资 成本和融资渠道,可能推动国际货币体系多元化进程加速。 全球金融体系正迎来一个深刻变革与重构的历史性时刻。美联储于2025年9月18日宣布下调联邦基金利 率,将联邦基金利率目标区间从4.25%至4.50%下调25个基点至4.00%至4.25%,这是美联储2025年以来 首次降息;10月29日,美联储进一步将联邦基金利率目标区间下调25个基点到3.75%至4.00%之间,也 是自去年9月开启降息周期以来的第五次降息,本年度累计降幅已达50个基点,不仅标志着其货币政策 周期的重要转折,更意味着全球货币政策协调机制、资本流动格局与金融治理体系将进入新一轮调整与 重塑阶段。这一转变既源于美国国内经济周期演进与结构变迁的内生要求,也是应对全球经济增速放 缓、通胀动态演变与金融环境变化的必然选择。正如习近平总书记所指出的"全球治理体系正处于调整 变革的关键时期,我们要积极参与国际规则制定,做全球治理变革进程的参与者、推动者、引领 者。"在这一 ...