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《科学》评 2025 年十大科学突破:中国引领全球可再生能源转型居首
Sou Hu Cai Jing· 2025-12-19 06:53
感谢IT之家网友 、 的线索投递! 今年 11 月在巴西贝伦举行的联合国气候大会上,多项数据表明,全球碳排放仍在缓慢上升,多国未能兑现 2015 年《巴黎协定》中承诺的减排目标,将全球 升温控制在 1.5 ℃以内的目标几乎已无实现可能。但牛津大学数据科学家、气候研究者 Hannah Ritchie 认为,正是可再生能源的扩张,让化石能源的长期衰 退首次"清晰可见"。她指出,中国正"处在一个非常接近的临界点",即开始真正挤压煤炭的空间,其他地区很可能随后跟进。 《科学》指出,中国强大的工业体系是这一趋势的主要驱动力。全球约 80% 的太阳能电池、70% 的风力涡轮机及 70% 的锂电池由中国生产,且在成本上具 备绝对优势。亚洲协会政策研究所中国气候项目负责人李硕指出,中国依托庞大的经济规模、制造能力以及充分的竞争,成功掌握了这一产业。 随着产能扩张,相关设备价格持续下降,需求随之激增,进一步推动规模化生产,形成了价格与需求相互促进的"正反馈循环"。如今,可再生能源相关产业 已占中国经济总量的 10% 以上,在全球许多地区,风能和太阳能已成为最廉价的电力来源。 12 月 19 日消息,据新华社,当地时间 12 月 ...
就业市场的麻烦还在后头?美国经济已在悬崖边缘徘徊
Jin Shi Shu Ju· 2025-09-24 08:45
Group 1 - The article highlights concerns about the U.S. labor market, indicating that employment faces downward risks, which could negatively impact the economic outlook [2] - Despite a surge in investments driven by the AI boom, hiring activities have nearly stalled, threatening the vital interaction between employment and consumer spending, which constitutes over two-thirds of the U.S. economy [2][3] - The trade war has led to the highest level of comprehensive import tariffs since the Great Depression, with U.S. importers paying $350 billion annually in tariffs, which is more than double the estimated scale of recent corporate tax cuts [2] Group 2 - Public spending and contract cuts are resulting in layoffs across federal, state, local governments, and healthcare sectors, with the impact not yet fully reflected in overall unemployment data [3] - The average number of new jobs added over the past three months has dropped significantly, from 168,000 in 2024 to just 29,000, while the unemployment rate has only slightly increased from 4.2% to 4.3% [3] - The education sector is facing a hiring downturn, with estimated job reductions exceeding 200,000 due to over a 50% cut in spending by the U.S. Department of Education [3] Group 3 - The expansion of immigration raids has created a "chilling effect," causing workers to hesitate in attending work, which raises alarms among farmers and builders about potential economic growth costs [4] - The high tariffs and ongoing trade turmoil have led to a realization that tariffs may become a long-term policy norm, with the index measuring job openings versus layoffs falling into contraction territory [4] - The optimistic stock market sentiment contrasts sharply with the bleak assessment of the labor market, suggesting that ongoing hiring reductions to protect profit margins may render current earnings growth forecasts for S&P 500 companies overly optimistic [4]
系统动力学模型研判市场系列之二:LPPL模型如何提示历史行情主升浪顶部
Southwest Securities· 2025-09-11 08:05
Group 1 - The core idea of the LPPL model is that all systems have a "breaking point," which can be used to predict market bubbles and crashes [7][10][11] - The model is based on the concepts of positive feedback loops and herding behavior, where rising asset prices attract more investors, leading to accelerated price increases [10][11] - The LPPL model uses a polynomial fitting approach to identify periods of accelerated market trends, which can indicate potential market tops [13] Group 2 - The report discusses historical successful predictions of bull and bear market endings using the LPPL model, providing case studies from 2014-2015 and 2006-2007 [21][22][38] - The model's parameters, such as critical time (tc), power-law exponent (α), and angular frequency (ω), are crucial for predicting market behavior and potential breaking points [17][18] - The methodology for applying the LPPL model involves selecting a starting point based on moving averages and continuously updating price data to forecast bubble burst dates [20][24] Group 3 - The report emphasizes the importance of monitoring key indicators like "prediction intervals" and confidence levels to assess the reliability of the LPPL model's forecasts [25][29][36] - The LPPL model's predictions for current market conditions are discussed, indicating that the model has not yet triggered warning thresholds for potential market corrections [39] - The report provides detailed examples of past market behaviors and the corresponding LPPL model predictions, illustrating the model's practical application in real market scenarios [22][24][28]