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美国“国运股”暴涨背后,是人类最大的悲哀
虎嗅APP· 2025-07-14 23:49
Core Viewpoint - The article expresses a pessimistic outlook on the future of the global economy, highlighting issues such as wealth disparity and the reliance on technology companies to solve fundamental problems [3][4][5]. Group 1: Palantir Technologies - Palantir's stock price surged from $12.45 in 2024 to $140 in June 2025, indicating a significant increase in market value [11]. - The company's high valuation metrics include a TTM of 587, PB of 61.82, and PS of 107, suggesting an inflated market perception [14]. - Palantir's success is attributed to its deep integration into the U.S. military and political landscape, positioning it as a leader in military AI [18]. - The company has played a crucial role in military operations, including aiding the U.S. military in locating Osama bin Laden and supporting Ukraine in the ongoing conflict with Russia [19][20]. - Palantir has secured substantial government contracts, including a $1 billion deal with the Department of Homeland Security, which has implications for immigration enforcement [25][28]. - The company aims to expand its influence in Europe and the Middle East, potentially establishing a broader surveillance network [29]. Group 2: MP Materials Corp - MP Materials Corp's stock has also seen significant gains, driven by the strategic importance of rare earth materials amid U.S.-China trade tensions [35]. - The U.S. Department of Defense has invested $400 million in MP Materials, becoming its largest shareholder, which underscores the company's role in achieving rare earth independence [37]. - The agreement includes a guaranteed minimum price of $110 per kilogram for neodymium-praseodymium oxide, significantly higher than the current market price in China [38]. - MP Materials is expected to receive an additional $150 million loan from the Department of Defense to enhance its rare earth separation capabilities [40]. - The U.S. military's support for MP Materials aims to decouple its supply chain from China, particularly for critical military applications [44]. Group 3: Broader Economic Trends - The article discusses a trend of increasing government involvement in key industries, suggesting a shift towards nationalization in response to geopolitical pressures [48]. - It highlights a growing disconnect between advanced technology and practical applications in disaster response and public safety, reflecting a broader societal issue [54]. - The article concludes that wealth creation and distribution are both essential for sustainable economic growth, emphasizing the need for a balanced approach to economic policy [55].
广电总局发布管理提示:杜绝微短剧过度娱乐化、反智化倾向
news flash· 2025-07-11 14:20
Core Viewpoint - The National Radio and Television Administration emphasizes the need to eliminate extreme "anti-intellectual," "ridiculous," and "absurd" characterizations and plots in micro-short dramas, highlighting the importance of maintaining a positive and uplifting narrative in the industry [1] Group 1: Industry Trends - In recent years, the creation of micro-short dramas has shown a positive trend, with both horizontal and vertical formats expressing positive energy and values [1] - The efforts of the broadcasting authority to promote high-quality content have contributed to this positive development in micro-short drama creation [1] Group 2: Concerns and Issues - Some production companies and broadcasting platforms are resorting to extreme measures to create "hit" shows, leading to signs of excessive entertainment [1] - Certain micro-dramas have been criticized for using artistic imagination as a pretext to distort reality and logic, resulting in a trivialization and infantilization of content, which undermines the industry's efforts to establish a good image [1]