当全球投资人的目光正紧盯着美联储的利率决议与中东动荡的地缘政治时，一片浩瀚的沙漠之下，正悄无声息地发生着另一场财富革命。沙特矿业公司近期 宣布，通过持续勘探，在王国境内四个区域新发现了总计约242.6吨的黄金资源。这并非孤例，而是其"黄金大发现"叙事的最新章节——自两年前确定一条 125公里的潜在"超级金矿带"以来，沙特已累计"囤"下了数百吨令人瞠目的黄金资源。 然而，一个有趣的现象是：面对如此规模的"地上捡钱"式利好，国际黄金市场的反应却出奇地平淡。金价并未因这潜在的巨大供给而波动，依然沿着它原有 的逻辑——对美元利率与避险情绪的博弈——蜿蜒前行。这强烈的反差，恰好为我们揭开了一层比黄金本身更闪耀的真相：在当今世界，黄金的故事早已超 越了"矿石"本身，而沙特的"淘金热"，其意义也远不止于让这个王国"更富了"。 一、 从"黑金"到"黄金"：一场关乎国运的财富叙事转型 沙特此次的黄金大发现，首先应被置于其宏大的国家转型战略——"2030愿景"的背景下来审视。长期以来，沙特的财富叙事与"石油"紧密捆绑，丰沛的"黑 金"河流既是福祉之源，也构成了难以摆脱的"资源诅咒"。为了实现经济结构的多元化，摆脱对油气收入的绝对 ...

沙特阿拉伯主权财富基金--公共投资基金（PIF）计划将其矿业投资公司Manara Minerals剥离上市。该国 矿业部长表示，此举旨在重振其海外矿产投资战略。 与其他中东经济体类似，沙特正积极寻求获取铜、锂等关键矿产资源--这些资源对电动汽车和可再生能 源产业至关重要，也是其减少对石油依赖、推动经济多元化战略的重要组成部分。 Manara Minerals成立于2023年，是由沙特阿拉伯矿业公司（Maaden）与规模达9,250亿美元的PIF共同组 建的合资企业，专注于海外关键矿产领域的投资。 尽管Manara Minerals已在非洲和亚洲多地竞标资产，但截至目前仅完成一笔交易：2024年以25亿美元收 购从巴西铁矿石巨头淡水河谷（Vale）分拆出的Vale Base Metals 10%股权。 他未透露具体剥离时间表，但表示目前正就Manara引入新股东进行讨论，潜在投资者可能来自沙特本 土，也可能来自海外。 在沙特国内，拓展国际矿产投资与开发本国矿产资源，均属于王储穆罕默德·本·萨勒曼（Mohammed bin Salman）"2030愿景"经济多元化计划的核心内容。 据沙特官方估计，该国尚未开发的矿 ...

为纪念中国与沙特阿拉伯建交35周年以及中沙人文交流年，由国家广播电视总局、上海市广播电视局指 导，上海广播电视台真实传媒有限公司敖雪工作室承制的中沙合作纪录片《未来之路》（1集*31分钟） 即将于12月30日晚10：00在东方卫视《新纪实》时段首播。 纪录片《未来之路》是2023年第六届中国-阿拉伯国家广播电视合作论坛合作项目，并入选国家广电总 局"丝绸之路视听工程"。 该片以沙特"2030愿景"为指引，聚焦两国在绿色低碳、经贸投资、文旅时尚等领域的双边合作与交流， 全方位地展现了中国是如何成为沙特"2030愿景"最信赖的、最可靠的合作伙伴的。 聚焦两国重点发展战略，探寻区域合作发展新路径 中沙两国都肩负着民族复兴的历史使命。2016年沙特王储穆罕默德·本·萨勒曼提出了"2030愿景"，旨在 摆脱石油依赖、实现经济多元化、重塑社会结构并提高其全球经济地位。《未来之路》聚焦两国未来发 展规划，将沙特"2030愿景"与中国"十五五"规划战略深度对接，通过真实案例探寻区域合作发展新路 径。 在绿色转型发展方面，长期依赖石油资源的沙特正在向着双碳目标迈进，这与中国的绿色发展理念不谋 而合。沙特有着得天独厚的太阳能资源 ...

Core Insights - Saudi Arabia is transforming into the world's third-largest computing hub, following the US and China, as part of its "Vision 2030" strategy aimed at diversifying its economy beyond oil dependency [2][16] - The country is investing heavily in high-performance computing and advanced technology, attracting global tech giants like NVIDIA, AMD, Amazon AWS, xAI, and Microsoft to establish partnerships and projects in the region [2][6] Investment and Infrastructure - The Saudi Public Investment Fund (PIF) is the driving force behind the AI transformation, acting as both a fund provider and a major customer [4] - PIF's subsidiaries, Alat and Humain, are focused on building a dual-driven system of manufacturing and computing capabilities, with Alat concentrating on hardware and Humain on AI technology and infrastructure [4][5] - A notable collaboration includes a $2 billion partnership with Lenovo to establish a server manufacturing facility in Riyadh, expected to produce millions of devices annually by 2026 [4][10] Strategic Partnerships - Major tech companies are entering the Saudi market, with NVIDIA planning to build an AI factory utilizing advanced GPUs, and AWS investing over $5 billion to create an "AI Zone" data center [6][7] - The partnerships aim to develop AI infrastructure and applications, including Arabic language models, enhancing Saudi Arabia's position in the global AI landscape [7][14] Economic Impact - The AI sector is projected to significantly contribute to Saudi Arabia's GDP, with estimates suggesting it could account for 12.4% of the GDP by 2030, translating to a substantial economic impact of $320 billion across the MENA region [14][15] - The region's IT spending is expected to reach $169 billion by 2026, indicating a robust growth trajectory as countries like Saudi Arabia and the UAE transition from traditional energy economies to AI powerhouses [15][16] Market Expansion and Diversification - Lenovo aims to increase its revenue from the Middle East to approximately $6 billion, reflecting the strategic importance of the region for tech giants seeking growth opportunities amid saturated traditional markets [13][15] - The establishment of a comprehensive AI ecosystem in Saudi Arabia, covering computing infrastructure, AI models, and industry applications, is creating a new cluster effect for global tech companies [15][16]

沙特是我国在中东地区第一大贸易伙伴，我国也是沙特第一大贸易伙伴。 作为我国在中东地区的第一大贸易伙伴，沙特阿拉伯正加速其"2030愿景"下的经济转型，同时与我国在 经贸合作和人文交流上持续深化伙伴关系。 据外交部12月15日消息，为加强中国同沙特关系，应沙特阿拉伯王国外交大臣费萨尔邀请，中共中央政 治局委员、中华人民共和国外交部长王毅于2025年12月14日访问沙特。外交部称，两国外长在会谈中对 双边经贸、投资、能源等领域的高水平合作表示赞赏。中方也赞赏了沙特在"2030愿景"（Vision 2030） 框架下取得的经济发展。 根据外交部数据，2024年中沙双边贸易额达到1075.3亿美元，中国继续稳居沙特最大贸易伙伴地位。两 国人文交流也呈现出蓬勃发展的势头，自2022年11月沙特成为中国公民团队出境旅游目的地以来，双方 又于2023年9月签署《中国旅游团队赴沙特旅游实施方案的谅解备忘录》。2024年5月，中国进一步对沙 特等国试行单方面免签政策，为两国人员往来提供了更大便利。此访期间，双方签署了两国互免外交、 公务、特别护照人员签证协定。 沙特国家发展基金（NDF）是支持沙特"2030愿景"经济转型目标完 ...

津巴布韦"2030愿景"第二阶段国家发展战略与中国"十五五"规划建议高度契合，推动两者对接有望 使津巴布韦加快在能源、制造业、数字创新以及电动汽车等领域的发展。如果津巴布韦能够抓住这一机 遇，2026至2030年将成为津巴布韦发展中具有里程碑意义的阶段，将进一步推动津中全天候命运共同体 建设。 津巴布韦政府提出"2030愿景"，即到2030年将国民经济发展到中等收入国家水平，基本消除贫困。 为实现这一愿景，津政府实施两个阶段的国家发展战略，第二阶段国家发展战略将于2026至2030年间实 施。 新华社哈拉雷12月14日电（记者许正）津巴布韦"政府"新闻网站日前刊文说，加强中国"十五五"规 划建议与津巴布韦"2030愿景"对接将为津中合作提供重要机遇。文章摘要如下： 无论是在民族解放时期，还是近年津巴布韦在实施卡里巴南岸水电站扩容、维多利亚瀑布城机场改 扩建等重大项目中，中方都给予津方支持，两国合作持续深化。 ...

Core Insights - Warner Bros. Discovery (WBD) is currently engaged in a significant merger battle, with Netflix proposing an $82.7 billion acquisition and Paramount's Oracle-backed bid of approximately $108.4 billion in cash [1][2] - Tencent has withdrawn from the bidding process for WBD to avoid U.S. national security scrutiny, despite previously committing $1 billion to support Paramount's acquisition [2][3] Group 1: Acquisition Details - Paramount's cash offer is set at $30 per share, totaling over $100 billion, while Netflix's offer primarily involves stock [2] - The involvement of foreign sovereign wealth funds from Saudi Arabia, Abu Dhabi, and Qatar in the Paramount bid is noted, as they agreed to relinquish management rights to avoid additional scrutiny [2][3] Group 2: Political and Regulatory Context - The acquisition of WBD by a Chinese tech giant like Tencent would raise significant political concerns in the U.S., particularly regarding media ownership and national security [3][4] - The urgency of the bidding war is emphasized, as Paramount must demonstrate a more stable and quicker transaction to WBD shareholders compared to Netflix's offer [3][16] Group 3: Tencent's Historical Involvement - Tencent has been a strategic shareholder in Skydance Media for seven years, initially investing over $100 million for a 5-10% stake [4][6] - Tencent's previous involvement in projects like "Terminator: Dark Fate" and its eventual withdrawal from "Top Gun: Maverick" due to concerns over U.S.-China relations illustrate the complexities of its investment strategy [6][8] Group 4: Broader Industry Implications - The competition for WBD highlights the increasing influence of Middle Eastern capital in the entertainment industry, as they seek to reshape global cultural narratives [12][14] - The ongoing battle between WBD, Paramount, and Netflix may extend into the next year, with WBD shareholders facing a tight deadline to respond to Paramount's hostile takeover bid [16]

Core Viewpoint - Saudi Arabia's sports investment strategy is shifting from aggressive expansion to a more cautious approach, focusing on sustainable returns and long-term viability in the face of economic pressures and changing priorities [5][9][25]. Group 1: Economic Context and Strategy Shift - Saudi Arabia's GDP grew over tenfold from 1973 to 1981 due to oil price surges, but reliance on oil has made the economy vulnerable to price fluctuations [4]. - The introduction of the "Vision 2030" plan in 2016 aimed to diversify the economy away from oil dependency, with sports becoming a key component of this strategy [5][6]. - The Public Investment Fund (PIF), with assets exceeding $900 billion, is central to this diversification, but recent signals indicate a slowdown in spending on sports and entertainment [9][10]. Group 2: Impact on Sports Investments - PIF's investment contracts dropped by 84% in the first five months of the year, indicating a significant reduction in capital allocation for sports [9]. - The aggressive expansion in sports was initially aimed at enhancing Saudi Arabia's global image and influence, but the sustainability of such investments is now under scrutiny [10][25]. - LIV Golf, a major investment by PIF, has incurred over $1 billion in losses, raising questions about the long-term viability of such high-cost ventures [12][13]. Group 3: NEOM and Future Projects - NEOM, a $500 billion mega-project, is central to Saudi Arabia's post-oil growth strategy, but it faces significant cost overruns and operational challenges [15][18]. - The 2029 Asian Winter Games, planned to be held in NEOM, may be postponed due to these financial pressures, reflecting a broader reassessment of large-scale projects [17][21]. - The need for substantial resources, such as water for artificial snow, adds to the complexity and cost of NEOM, further straining the budget [20]. Group 4: Future of Sports in Saudi Arabia - The shift in investment strategy suggests a more selective approach to sports, focusing on areas with proven revenue potential, such as football, while reducing exposure in less sustainable sectors like boxing [25][26]. - Esports and gaming are emerging as potential focal points for future investments, indicating a strategic pivot towards digital entertainment [27]. - The overall trend suggests that the sports industry will need to adapt to a new reality of reduced funding, emphasizing self-sustainability and realistic financial models [29].

Core Viewpoint - Saudi Arabia is planning to construct the Rise Tower in Riyadh, which aims to become the tallest building in the world, exceeding the height of the Burj Khalifa by more than double and the Shanghai Tower by three times [1][5]. Group 1: Project Overview - The Rise Tower is part of Saudi Arabia's "Project Rise - Lumenis," which aligns with the country's Vision 2030 strategy aimed at economic diversification and reducing oil dependency [5]. - The project is supported by the Public Investment Fund (PIF) and is estimated to cost around $5 billion, making it one of the most notable projects in PIF's expanding portfolio [6]. Group 2: Architectural and Engineering Challenges - The Rise Tower will face significant engineering challenges, particularly in ensuring efficient vertical transportation for its height of 2,000 meters, as traditional elevator systems are inadequate [9]. - Innovative solutions such as magnetic levitation elevators and multi-car designs are being explored to enhance passenger capacity and efficiency [9]. - The building's design must also address environmental challenges posed by Riyadh's desert climate, including extreme temperature variations and occasional sandstorms [10]. Group 3: Urban Development and Sustainability - The Rise Tower will be a key landmark in the newly planned "Arctic" district of Riyadh, which is part of a broader vision for a sustainable and technologically advanced urban environment [7][8]. - The concept of the tower includes a "vertical city" that integrates residential, commercial, and recreational spaces, contributing to the transformation of Riyadh into a leading global city [8][10].

Asharq News 12月3日报道，沙特财政大臣贾丹表示，沙特不介意取消"2030愿景"中的一些高成本 项目。沙特官员曾多次暗示，沙特内部正在重新审查一些高成本项目，然而此前大多数消息源都侧重于 推迟或者削减项目规模，而非取消。贾丹的态度与最近发布的沙特2026年预算声明中的表述相一致，声 明中强调了沙特目前面临着低油价和持续预算赤字的挑战，需要推动更高效的支出。 有媒体提问，可能取消的项目是否包括NEOM，贾丹对此表示，这个决定将由沙特公共投资基金 （PIF）做出。 （原标题：沙特不反对取消"2030愿景"中的高成本项目） ...