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世界500强背后,中美科技产业的互利共生
财富FORTUNE· 2025-09-05 13:09
Core Insights - The total revenue of the Fortune Global 500 companies reached $41.7 trillion, marking a historical peak and accounting for over one-third of the global nominal GDP [2] - The total profit of these companies approached $3 trillion, setting a record for the second-highest profit level in history [2] - The article emphasizes the importance of understanding industry dynamics and the increasingly close economic ties between countries through the lens of these significant figures [2] Group 1: High-Tech Companies - Among the 34 high-tech companies on the list, 15 are from the United States, with an average revenue exceeding $100 billion and an average net profit of $31 billion [2] - The threshold for entering the Fortune Global 500 this year was a revenue of $32.2 billion, indicating that the profit generated by a single U.S. tech giant could nearly create another Fortune 500 company [2] - U.S. companies are achieving high-quality development, particularly the leading tech firms, but this advantage is not solely due to decoupling or de-Chinaization [2] Group 2: U.S.-China Economic Interdependence - NVIDIA's CEO highlighted the critical importance of the Chinese market, contributing 12.5% to the company's global revenue of $41.1 billion in Q1 2025 [3] - Over 80% of Apple's 200 core suppliers have production bases in China, indicating a deep reliance on Chinese suppliers for the entire supply chain [3] - The relationship between tech giants and the Chinese industrial chain is characterized as a symbiotic reality, essential for maintaining global supply chain stability [3] Group 3: Artificial Intelligence and Future Outlook - The article discusses the potential of artificial intelligence to bridge geopolitical tensions, with the U.S. and China adopting different but complementary technological paths [4] - China focuses on scaling vertical applications like smart cities and industrial internet, while the U.S. leverages public cloud ecosystems to activate long-tail user creativity [4] - The competitive landscape between the U.S. and China in areas like chips and computing power is significant, but structural complementarity may reduce the need for conflict [4]