在汽车"电动化"方兴未艾之际，"智能化"也正在汹涌来袭。 要问什么是智能汽车？不同人有不同的观点。纵观行业的发展现状，智能座舱和智能驾驶是 两个必然的发展路线，很多相关研究也是围绕着这两个"智能"而展开的。具体到客户端，那 就是给汽车装上越来越多的高清屏幕、集成越来越多的雷达和摄像头、使其越来越智能，让 车乘人员无论是在驾驶还是在娱乐的时候，都能获得更好的体验。 而为了更好实现上述目的，很多相关技术正在被引进并升级。当中，在摄像头和主机之间充 当关键连接角色的车载SerDes ，重要性与日俱增。 被垄断的车载SerDes ，难！难！难！ SerDes 是Serializer Deserializer的缩写，是一种用于将串行数据转换为并行数据（反之亦然）的 电子电路。 从名称可以得知，SerDes 主要由加串器（Serializer）和解串器（Deserializer）两部分组成。其 中，串行器负责将并行数据转换为串行数据。它接收并行位形式的数据，并将其转换为可通过通信 信道传输的串行位流；解串器则负责将串行数据转换为并行数据。它接收串行数据，并将其转换回 接收系统可以使用的并行位。 正因为具备这些领先特性，S ...

Core Viewpoint - The article identifies the top ten industries with growth potential for 2025 based on the analysis of A-share listed companies' salary increases and employee numbers, indicating a positive outlook for these sectors [4][5]. Industry Summaries Lithium Battery Industry - The lithium battery industry has a favorable outlook index of 48.4%, with 15 out of 31 companies meeting the criteria of a salary increase over 5% and a decrease in employee numbers not exceeding 2% [9][10]. - In 2024, the industry is projected to have a revenue of 636.5 billion yuan, a decrease of 2.84% year-on-year, but a positive trend is expected in 2025 with a revenue increase of 12.5% in Q1 [11]. - The global lithium battery shipment is expected to reach 1,545 GWh in 2024, with a compound annual growth rate of 22.1% from 2024 to 2030 [10][11]. Electric Motor Industry - The electric motor industry has a favorable outlook index of 50%, with 12 out of 24 companies meeting the criteria [17][20]. - In Q1 2025, the industry revenue is projected to be 17.2 billion yuan, an increase of 11% year-on-year, indicating a positive trend [21]. - The industry is evolving towards smart, digital, lightweight, efficient, and new types of motors [19]. Discrete Devices Industry - The discrete devices industry has a favorable outlook index of 52.9%, with 9 out of 17 companies meeting the criteria [28][31]. - In Q1 2025, the industry revenue is expected to be 8.9 billion yuan, a year-on-year increase of 20.3% [34]. - The industry is experiencing a period of adjustment, but inventory turnover days have significantly decreased for 11 out of 17 companies, indicating a positive trend [32]. Printed Circuit Board (PCB) Industry - The PCB industry has a favorable outlook index of 53.5%, with 23 out of 43 companies meeting the criteria [40][42]. - In Q1 2025, the industry revenue is projected to be 62.8 billion yuan, a year-on-year increase of 24.6% [43]. - The industry is expected to continue its growth trajectory, supported by increasing demand for high-end PCBs [41]. Chip Packaging and Testing Industry - The chip packaging and testing industry has a favorable outlook index of 53.8%, with 7 out of 13 companies meeting the criteria [48][50]. - In Q1 2025, the industry revenue is expected to be 21.9 billion yuan, a year-on-year increase of 23.7% [51]. - The industry is recovering from an adjustment period, with a steady increase in R&D expenses [52]. Chip Manufacturing Equipment Industry - The chip manufacturing equipment industry has a favorable outlook index of 55%, with 11 out of 20 companies meeting the criteria [58][62]. - In Q1 2025, the industry revenue is projected to be 17.9 billion yuan, a year-on-year increase of 34.6% [63]. - The industry is experiencing rapid growth, with significant increases in both revenue and net profit [62]. Power Transmission and Transformation Equipment Industry - The power transmission and transformation equipment industry has a favorable outlook index of 55.2%, with 16 out of 29 companies meeting the criteria [68][71]. - In Q1 2025, the industry revenue is expected to be 47.8 billion yuan, a year-on-year increase of 3.9% [72]. - The industry is supported by increasing demand for renewable energy integration and smart grid upgrades [70]. Digital Chip Design Industry - The digital chip design industry has a favorable outlook index of 56.3%, with 27 out of 48 companies meeting the criteria [78][81]. - In Q1 2025, the industry revenue is projected to be 38 billion yuan, a year-on-year increase of 20.3% [82]. - The industry is expected to benefit from the growing demand for GPUs and storage technologies [80]. Precious Metals Industry - The precious metals industry has a favorable outlook index of 58.3%, with 7 out of 12 companies meeting the criteria [88][92]. - In Q1 2025, the industry revenue is expected to be 162.8 billion yuan, a year-on-year increase of 13.4% [92]. - The industry is experiencing a positive trend due to rising gold and silver prices driven by market concerns [89].

Group 1 - The article discusses the implications of the U.S. banning Huawei's AI chips, highlighting the awkward position of the U.S. in its trade relations with China [1][19] - It notes that the trade conflict between the U.S. and China has led to a shift in agricultural supply chains, with countries like Brazil and Argentina increasingly supplying agricultural products to China, replacing U.S. exports [3][5][9] - The article emphasizes that China's growing partnerships with Latin American countries enhance its supply chain security, reducing reliance on U.S. agricultural products [9][11] Group 2 - The article references a Bloomberg piece suggesting that tariffs alone will not revitalize U.S. manufacturing, advocating for the U.S. to learn from China's successful industrial strategies [27][29] - It outlines three key recommendations for the U.S. to revitalize its manufacturing sector, including studying China's development strategies, exploring new manufacturing models, and enhancing international cooperation [29][33][37] - The article concludes that the U.S. must move beyond tariffs and trade wars, focusing on collaboration, technological investment, and policy optimization to regain competitiveness in global manufacturing [39]

大运河的碧波还在流淌，瘦西湖的烟雨依旧迷蒙，可扬州城的GDP排名却像被抽了脊梁骨——这座曾在唐诗宋词里镶金边的"月亮之城"，如今在江苏十三太 保的榜单上跌到了第七！今儿咱就掀开历史的绸缎，看看这座2500岁的江南老贵族，咋从"扬一益二"的全球顶流混成了三线小透明，顺便给那些捧着"祖宗 基业"躺平的城市敲一记醒木！ 地理位置的锅甩不掉。长江北岸听着挺霸气，可过江通道比苏州少一半，润扬大桥天天堵成停车场。人家镇江隔江吃沪宁线红利，扬州守着连淮扬镇铁路当 宝贝，结果2020年通车才发现这铁路就是个"省内观光专列"。更扎心的是人才流失，扬州大学毕业生七成往苏南跑，科教创新指数全省第八，比不过连云港 这"沿海洼地"。 文旅牌打得稀烂更气人。瘦西湖门票敢收150，比故宫贵三倍；东关街卖着义乌小商品，早茶三春被网红店冲得七零八落。隔壁绍兴搞出鲁迅故里IP，扬州 还把"早上皮包水"当传家宝。2023年旅游收入刚过千亿，不到苏州三分之一，连"散装十三妹"泰州都靠溱潼会船反超了。 说到底，扬州这出"贵族落难记"给所有吃老本的城市敲了丧钟：运河能载舟也能覆舟，祖宗阔过不是免死金牌。当苏州把古典园林玩成数字经济孵化器，当 宿迁用京东 ...

1.【河南首辆跨境电商TIR国际卡班发运】 河南首辆跨境电商TIR国际卡班14日从郑州发车，这标志着该 省成功打通"跨境电商9610+TIR国际公路运输"创新链路。TIR即《国际公路运输公约》，覆盖全球70多个 缔约国，是国际跨境货物运输领域的全球性海关便利通关系统。9610指的是"跨境贸易电子商务"。该车 货物在河南保税物流园区以跨境电商9610模式报关，经郑州新区海关查验后，启程前往目的地俄罗斯莫 斯科，将经满洲里口岸出境，全程预计10余天。此次发车是河南将"跨境电商"与"TIR运输模式"相结合的 首次探索，也是"中大门国际物流集团有限公司(下称"中大门")TIR卡班公共平台"正式启动运营，实现TIR 车辆首发。中大门相关负责人表示，这意味着河南TIR跨境公路运输线路进一步扩容，为内陆地区跨境电 商物流降本增效提供全新解决方案，不但有助于"中国制造"高效出海，还将为内陆地区深度融入"一带一 路"互联互通注入新动能。（中国新闻网） 4. 【印度批准苹果供应商富士康4.33亿美元芯片合资项目】全球最大电子代工商富士康已获得印度政府批 准，将与HCL集团合资建设一座半导体工厂，投资额达370.6亿卢比（4.33 ...

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，有着"华尔街巨鳄"称号的亿万富翁丹尼尔·勒 布(Daniel Loeb)所创立并领导的全球顶级资管机构Third Point递交了截至2025年3月31日的第一季度(Q1) 美国股市持仓报告(13F)。 据统计，Third Point第一季度持仓总市值为65.5亿美元，上一季度总市值为74.4亿美元，环比下降12%。 该资管机构在第一季度的持仓组合中新增买入11只个股，增持9只个股，同时清仓了9只个股，减持7只 个股。其中前十大持仓标的占总市值的49.74%，意味着相比于高盛、摩根士丹利等华尔街同行而言， 持仓标的较为集中。 | 2025-03-31 | | | --- | --- | | 13F Activity | | | Market Value | $6.55b, Prior: $7.44b | | Inflows (Outflows) as % of Total MV | (-5.2324)% | | New Purchases | 11 stocks | | Added To | 9 stocks | | Sold out of | 9 s ...

在其投资组合中，占比前五依次为太平洋瓦电、亚马逊、台积电ADR、Live Nation、Telephone & Data。 Daniel Loeb旗下对冲基金Third Point一季度清空对电动汽车制造商特斯拉公司和社交媒体巨头Meta Platforms Inc.的全部持股，还减持了亚马逊股票超过100万股，至总持股量235万股。然而，该对冲基金 增持了人工智能芯片制造商英伟达公司，并增持阿波罗、太平洋瓦电、美国钢铁、AT&T等股票。 ...

Core Points - Qatar Airways announced a historic procurement agreement with Boeing and GE Aerospace worth up to $96 billion, covering 210 wide-body aircraft and over 400 engines, marking the largest order in both Boeing and GE's history as well as Qatar Airways' largest aircraft purchase since its inception [1][3] - The agreement was announced during U.S. President Trump's four-day visit to the Middle East, which aims to strengthen U.S. manufacturing exports and strategic investments with Middle Eastern countries [1][5] Summary by Sections Aircraft and Engine Orders - Qatar Airways will purchase 210 Boeing wide-body aircraft, including 130 787 Dreamliners and 30 777-9 aircraft, with an option for 50 additional aircraft [3] - The agreement with GE Aerospace includes over 400 engines, comprising 60 GE9X engines and 260 GEnx engines, along with options for spare parts and long-term maintenance services [3] Strategic Importance - This order is seen as a key step for Qatar Airways in achieving global aviation leadership, as it aims to invest in the cleanest, youngest, and most efficient fleet to meet strong market demand [3] - Qatar Airways currently operates over 150 Boeing aircraft, and this order will solidify its influence in the global aviation market, particularly in the Middle East, making it the largest operator of the 787 [3] Economic Impact - The White House stated that this order will support over 1 million American jobs during the production cycle, with approximately 154,000 jobs supported annually [5] - The agreement is part of a broader set of strategic outcomes from President Trump's Middle East visit, which includes various high-tech, defense, and infrastructure projects [6][7]

Group 1: Quantum Technology - Chengdu has launched the world's first gallium nitride quantum light source chip, marking a significant breakthrough in quantum technology for China [1][3] - The quantum light source chip is described as the "heart" of the quantum internet, essential for generating and transmitting quantum information, akin to servers and fiber optics in the traditional internet [3] - This technology offers a physical encryption method that fundamentally addresses security issues, ensuring any attempts to eavesdrop or tamper with information transmission are immediately detected [3] Group 2: Low-altitude Economy - Sichuan has announced the launch of eight low-altitude transportation routes, aiming to develop the low-altitude economy and enhance industrial ecology [4][6] - The AE200 flying car, developed by Wofei Chang Kong, is expected to undergo manned verification flights this year, with plans for commercial operation by 2026 [4][6] - The new low-altitude routes will significantly reduce travel time, such as the route from Chengdu to the ancient town of Langzhong, which will take approximately 60 minutes [6] Group 3: Industrial Development - The 2025 China Industrial Transfer Development Matching Event in Sichuan aims to deepen industrial cooperation with eastern regions and attract more enterprises to the province [7] - The event includes various activities focusing on key industrial chains such as artificial intelligence, aerospace, and new energy, promoting collaboration and project implementation [7] Group 4: Infrastructure Development - The G8513 line from Jiuzhaigou to Mianyang has achieved significant construction milestones, with the completion of the last tunnel, paving the way for a new highway that will reduce travel time from Chengdu to Jiuzhaigou from 8 hours to 4 hours [17] - The Chongqing section of the Yuxia high-speed railway has entered the operational testing phase, which will enhance connectivity and economic development along the route [18] Group 5: Housing Policy - Chengdu's new housing provident fund policy proposes an increase in loan limits for purchasing affordable housing, with the maximum loan amount rising by 50% [19] Group 6: Brain-Computer Interface Industry - Sichuan has introduced a plan to develop the brain-computer interface and human-computer interaction industry, supporting hospitals to conduct implantable brain-machine interface surgeries [20] Group 7: Sports Achievement - The Chengdu men's table tennis team has advanced to the finals of the National Games, marking a historic achievement as the first city unit to compete in the event [21]

沙特阿拉伯数据中心公司DataVolt与这家陷入困境的美国芯片制造商签署了一份多年期合作协议，超微 电脑声明称，该协议将"加快向DataVolt位于沙特阿拉伯王国和美国的超大规模AI园区交付超高密度 GPU平台和机架系统"。DataVolt在声明中表示："这笔价值200亿美元的交易深化了两家公司之间的战略 合作关系，标志着一个重要的里程碑，也标志着其对人工智能和数据中心解决方案的承诺。" ...