北京楼市正上演着魔幻现实主义剧本：当海淀四季青的豪宅验资门槛抬到200万时，房山区的宅地却在土地市场"躺平"13个月无人问津。这种撕裂不仅存在 于五环内外，更折射出中国城市化进程中深层次的资源错配——据自然资源部最新监测，房山已成为北京首个连续超一年涉宅用地零成交的区域，而这一切 要从北京城建三次"兜底式"拿地的反常操作说起。 国企兜底难掩土地寒冬 2024年4月30日，北京城建以16.03亿元底价摘得长阳镇地块的新闻，在业内激起的不是水花而是寒意。这块曾标价17.8亿元的宅地，经历两次流拍、降价 1.77亿后才勉强成交，至今仍无项目推进消息。这种"土地流拍-降价-国企接盘-项目停滞"的闭环，正在房山形成恶性循环。 颐知筑项目1206套房源仅西区取得预售证、绿地启航国际单价直降1万引发维权的案例，揭示出远郊楼市三大顽疾： 首先是保障房选址与需求的时空错位。通州某保障房项目因距市区超40公里，申请率不足60%，而海淀、西城申请门槛却高企，形成"有资格的不想住，想 住的没资格"怪圈。 更严峻的是，这已是北京城建2024年在房山第三次扮演"救场"角色。作为北京市属国企，其兜底行为虽暂时稳住了土地财政基本盘，却掩盖不 ...

Core Viewpoint - The discussion highlights the importance of understanding macroeconomic policies and their implications on financial markets, particularly focusing on the potential risks of resource misallocation and the impact of monetary policy on asset bubbles [8][21][49]. Group 1: Monetary Policy Insights - The conversation emphasizes that significant financial collapses are often preceded by the accumulation of asset bubbles, which are typically fostered by overly accommodative monetary policies [8][21]. - The speaker argues that the Federal Reserve's prolonged low-interest-rate environment has led to a misallocation of resources, particularly in the corporate sector, where debt levels have surged without corresponding profit growth [31][32]. - The speaker expresses concern over the current economic environment, suggesting that the government’s response mechanisms to market signals have weakened, leading to unprecedented fiscal deficits even in a strong employment context [48][49]. Group 2: Resource Misallocation - The speaker points out that corporate debt in the U.S. increased from approximately $6 trillion in 2010 to $10 trillion, a 65% rise, while corporate profits only grew by 29% over the same period [31][32]. - There is a notable shift in how companies allocate their capital, with a significant portion directed towards stock buybacks rather than capital expenditures, indicating a distortion in capital structure [37][38]. - The speaker highlights the prevalence of "zombie companies" in the market, which continue to operate without facing the risks of bankruptcy due to the lack of market pressure [41][42]. Group 3: Economic and Political Landscape - The discussion touches on the political climate's influence on economic conditions, suggesting that the current administration's policies may exacerbate existing economic vulnerabilities [102][108]. - The speaker warns that the rise of protectionism and populism could undermine free trade principles, which are essential for economic growth [110][111]. - The potential for a trade conflict with China is discussed, with the speaker indicating that the timing of such a conflict could significantly impact the U.S. economy and market stability [125][126]. Group 4: Investment Strategies - In light of the current economic signals, the speaker suggests that investors should consider defensive positions, such as U.S. Treasury bonds, as a safe haven amid market volatility [145][151]. - The speaker expresses skepticism about cryptocurrencies like Bitcoin, viewing them as speculative and lacking a clear purpose in the current economic landscape [156][162]. - The importance of focusing on technological advancements and innovation as the battleground for economic competition with China is emphasized, rather than traditional industries [136][142].

以下文章来源于腾讯科技 ，作者郝博阳 腾讯科技 . 腾讯新闻旗下腾讯科技官方账号，在这里读懂科技！ 郝博阳 腾讯科技《AI未来指北》特约作者 2025年1月到5月间，斯坦福大学的研究团队完成了一项本应在AI热潮开始时就进行的调查。他们采访了 1500 名 美 国 员 工 和 52 名 AI 专 家 ， 评 估 了 104 个 职 业 中 的 844 项 具 体 任 务 。 这 项 由 经 济 学 家 Erik Brynjolfsson和Yijia Shao领导的研究，第一次系统地量化了一个简单却被忽视的问题： 人们到底想要什 么样的AI？ 在这844项职业任务中，研究者让员工们用1到5分评价他们对AI自动化的渴望程度。结果呈现出一幅复 杂的图景： 仅有7.11%的任务得分大于等于4分——意味着员工希望大部分由AI来接管；另有6.16%的任务得分在2 分以下，表明员工强烈抵触自动化。总体而言，46.1%的任务获得了3分以上的正面评价，但这个看似中 性的数字掩盖了巨大的行业差异。 在计算机和数学领域，超过半数的任务受到欢迎；而在艺术、设计和媒体领域，这个比例骤降至 17.1%。更关键的发现在于，当研究者将这些员工 ...