需要一些监管，但不要太多。 1、5月20日，特斯拉首席执行官（CEO）马斯克通过线上出席会议的方式表示，他打算减少政治支出 （政治捐赠）。 2、马斯克表示，他致力于在五年内担任特斯拉CEO，致力于维护特斯拉（在电动汽车领域的）领导地 位，特斯拉正在扭转颓势。他还预计星链（Starlink）项目未来会上市，但并不着急。马斯克表示，他 打算推进对OpenAI的诉讼。 马斯克认为，与美国总统特朗普政府效率部（DOGE）并不存在利益冲突。 ...

Group 1 - The article discusses the potential emergence of a "Chinese Century," where China fully realizes its economic and technological potential, reshaping global power dynamics around Beijing [1] - The U.S. government is criticized for focusing on minor conflicts while losing sight of the larger competition with China, which is leading in various industries such as steel, shipbuilding, batteries, solar energy, electric vehicles, drones, 5G equipment, consumer electronics, active pharmaceutical ingredients, and high-speed trains [1][2] - By 2030, China is expected to account for nearly half of global manufacturing, indicating a significant shift in the global manufacturing landscape [1] Group 2 - Chinese startups, such as DeepSeek, are making strides in artificial intelligence (AI), showcasing China's competitive edge in this field [2] - BYD, a Chinese electric vehicle manufacturer, has surpassed Tesla in global sales and is expanding its manufacturing footprint worldwide [2] - In 2023, China installed more industrial robots than the total installed in the rest of the world, highlighting its advancements in automation and manufacturing technology [2] Group 3 - China is overcoming its previous weaknesses in the semiconductor industry, with breakthroughs from companies like Huawei leading to the development of a self-sufficient supply chain [2] - The article emphasizes that China's technological advancements are creating a positive feedback loop, where progress in interconnected fields enhances overall capabilities [2] - The U.S. is warned that tariffs and trade pressures will not compel China to abandon its effective economic model in favor of Western policies [2] Group 4 - The article predicts that if current trends continue, China may dominate high-end manufacturing across various sectors, including automotive, semiconductors, and commercial aviation [3] - The competition in AI is expected to shift from a U.S.-China rivalry to a contest among Chinese tech cities like Shenzhen and Hangzhou [3] - The article suggests that the future of global economic leadership may depend on the U.S.'s policy choices, urging investment in R&D and fostering a welcoming environment for international talent and capital [3]

Group 1 - The forum held in Beijing on May 14 commemorated the 50th anniversary of diplomatic relations between China and the EU, focusing on themes of balance, commitment, and responsibility [3][6] - Former French Prime Minister Michel Barnier emphasized the importance of Europe maintaining independent foreign policies and highlighted that 85% of global trade occurs outside the US, with China being a key trading partner for the EU [3][4] - The bilateral trade volume has significantly increased from €2 billion annually to approximately €2 billion daily, showcasing the depth and breadth of China-EU relations [6] Group 2 - There are concerns regarding trade imbalances, with China's trade surplus with the EU increasing by 39% year-on-year as of April, leading to competitive pressures on some European companies [6][7] - The ongoing negotiations regarding Chinese electric vehicle imports illustrate the complexities of trade relations, with both sides recognizing the need for continued dialogue and cooperation [7] - Despite external uncertainties, foreign investment in China remains strong, indicating that the Chinese market continues to attract European companies [7]

Core Viewpoint - The Hong Kong stock market has outperformed the US stock market, with a strong bullish sentiment towards Chinese assets, indicating a shift in investment focus from the West to the East [1][2]. Market Performance - Since April 8, notable gains have been observed in major Chinese companies listed in Hong Kong, including Xiaomi Group (up 50%), Tencent Holdings (up 20%), Hong Kong Exchanges (up 32%), and BYD (up 40%) [1]. - The Hang Seng Index is approaching the 25,000 mark, rewarding investors who bought on dips [1]. - The "new consumption trio" in Hong Kong, consisting of Mixue Group, Pop Mart, and Laopuhuangjin, has seen their market capitalizations exceed HKD 1 billion, with significant year-to-date stock price increases of over 100% [3]. Investment Trends - The ongoing trend of "East Rising, West Falling" suggests that Chinese assets are becoming more attractive compared to US assets, with a potential for both markets to rise, but with Chinese assets expected to yield higher returns [1][2]. - The successful IPO of CATL has boosted market confidence and is expected to enhance liquidity in the Hong Kong market [2]. Market Sentiment - There is a notable divergence in sentiment between retail and institutional investors, with retail investors in the US reportedly buying on dips while institutions in Hong Kong are accumulating shares [3]. - The short-selling pressure in the Hong Kong market is significant, indicating a potential for a short squeeze as major Chinese stocks recover [2][3]. Company-Specific Insights - Tesla's sales data from China is under scrutiny, with a significant drop in global deliveries and concerns about brand image affecting investor sentiment [4][5]. - Nvidia's recent announcements at Computex indicate a clear path to growth in the second half of the year, with a focus on AI communication infrastructure [6][7].

Group 1 - The meeting between Vice Minister Ling Ji and Li Ximeng, the founding president of the China-Denmark Chamber of Commerce, highlights the positive development of China-Denmark economic and trade relations over the past 75 years [1] - Danish companies in China are actively integrating into China's innovation ecosystem, with successful investment cooperation in sectors such as pharmaceuticals, electric vehicles, and logistics [1] - There is a mutual hope to maintain green cooperation as a foundation and innovation as a driving force to enhance the quality and upgrade of China-Denmark economic and trade relations [1]

Group 1 - China's economy is showing resilience and stability in growth despite external shocks and internal challenges, attracting significant international attention [1] - The strategy of strengthening the domestic circulation aims to enhance China's economic self-reliance by building a strong and unified domestic market, which is seen as a long-term vision [4] - The domestic consumption market is experiencing steady growth driven by new business models and trends, with particular attention on two sectors: products influenced by the "trade-in" policy and service consumption supported by financial and policy incentives [6] Group 2 - China is advancing towards the global forefront of technological innovation through investment in talent and ecosystem development, with significant achievements in various fields such as AI, space exploration, and renewable energy [8] - The integration of technology and industrial innovation in China is reshaping its industrial landscape and contributing to global development by providing new solutions to address the "development deficit" faced by many countries [10]

金十数据5月20日讯，美股周一收盘，道指初步收涨0.32%，标普500指数涨0.09%，纳指涨0.02%。特斯 拉(TSLA.O)跌超2%，苹果(AAPL.O)跌1%，诺瓦瓦克斯医药(NVAX.O)涨15%。纳斯达克中国金龙指数 收跌0.17%，小牛电动(NIU.O)跌12%，哔哩哔哩(BILI.O)跌近5%，再鼎医药(ZLAB.O)涨超6%。 美股收盘：三大股指小幅上涨 诺瓦瓦克斯涨15% ...

Core Viewpoint - Slate Auto aims to disrupt the high pricing trend of electric vehicles by introducing an affordable electric pickup truck, the Slate Truck, with a starting price of approximately $27,000, which can drop to $19,900 after federal subsidies [5][19]. Group 1: Product Features - The Slate Truck is a compact two-seat pickup with a base model featuring a 52.7 kWh battery, targeting a range of 240 km, while a higher model with an 84.3 kWh battery aims for 385 km [7]. - The truck's dimensions are 4435 mm in length, 1793 mm in width, and 1760 mm in height, making it smaller than competitors like the Toyota Hilux and Ford Maverick [7]. - The base model includes minimal features such as manual fabric seats and a small screen, appealing to consumers who prioritize practicality over advanced technology [8]. - Slate offers over 100 optional accessories for customization, including a removable SUV conversion kit, allowing the truck to transform from a two-seat pickup to a five-seat SUV [10]. Group 2: Market Positioning - Slate Truck targets the lower end of the market, focusing on small businesses and consumers needing practical vehicles rather than luxury models [17]. - The truck's post-subsidy price is significantly lower than competitors, with typical electric pickups priced above $40,000, making it an attractive option for budget-conscious buyers [19]. - The modular design and customization options cater to a growing demand for affordable electric vehicles in commuting and light commercial scenarios [21]. Group 3: Financial Backing and Strategy - Slate Auto has secured substantial funding, completing a $111 million Series A round and a $589 million Series B round, with investments from notable figures including Jeff Bezos [27][29]. - The company's revenue model focuses on low initial vehicle prices to attract customers, with plans to generate profit through add-on components and services, aiming for a balance point by 2027 [31][33]. Group 4: Challenges and Market Outlook - Slate faces challenges such as production capacity, brand trust, and competition from established automakers like Ford and GM, which have robust manufacturing and distribution networks [36][38]. - Despite these challenges, the growing demand for electric light commercial vehicles presents an opportunity for Slate Truck to capture market share from traditional manufacturers between 2026 and 2030 [39].

中共中央政治局委员、外交部长王毅应约同德国新任外长瓦德富尔通电话。王毅说，期待欧方同中方相 向而行，尽快妥善解决中国电动汽车反补贴案，推动中欧合作提质升级。中德应承担起大国责任，共同 倡导和坚持自由贸易，携手反对单边主义和保护主义，维护全球产供链安全稳定，践行真正的多边主 义，维护以联合国为核心的国际体系。瓦德富尔表示，德方在欧盟发挥着引领作用，愿致力于通过对话 协商化解分歧，支持欧中谈判解决中国电动车等问题。(外交部) ...

【文/观察者网 刘程辉】 "特朗普还没有意识到中国正超越美国。"在5月19日发表于《纽约时报》的评论文章中，关注中国产业 政策的普林斯顿大学研究员凯尔·陈（Kyle Chan）指出，特朗普再次入主白宫推出的种种政策，正在加 速中国主导世界格局的形成。 作者认为，特朗普政府以关税战为核心的短视政策，正在削弱美国的创新根基，损害这个国家的长期竞 争力，而中国则通过国家主导的长期战略，推动新能源、半导体、人工智能等未来关键产业进步，形成 跨领域技术发展的良性循环。 文章警示美国政府若不改变政策，将面临高端制造业全面失守、通胀高企等多重危机，最终沦为技术孤 岛。 作者提到，多年来，理论家们一直假设"中国世纪"的到来：在这个世界里，中国最终利用其巨大的经济 和技术潜力超越美国，重塑了一个以中国为中心的全球权力格局。 这个世纪可能已然开启，当未来历史学家们回顾往事时，他们很可能将特朗普第二任期的最初几个月， 视为中国赶超美国的分水岭。 5月16日，北京机器人创新中心，一款名为"Walker"的人形机器人手握两个组件。 视觉中国 中美早前达成了贸易协议，在90天内下调关税。文章认为，特朗普急不可耐宣称胜利，恰恰暴露了特朗 ...