2025年7月17日 星期四 V国新办7月17日就2025年上半年农业农村经济 运行情况举行新闻发布会 * 2 欧元区6月调和CPI环比终值公布 (3)美国7月费城联储制造业指数公布 4 美国7月12日当周首次申请失业救济人数公布 5 理想i8将于7月17日开启预订 KBA 1 李强主持召开国务院常务会议 国务院总理李强7月16日主持召开国务院常务会议，研究做强国内大循环重点政策举措落实工作，听取关于2024年度中央预算执行和其他财政收支审计查出 问题初步整改情况的汇报，听取规范新能源汽车产业竞争秩序情况的汇报，审议通过《国务院关于修改〈中华人民共和国外国人入境出境管理条例〉的决定 （草案）》。（新华社） 2 隔夜市场 美股三大指数集体收涨，道指涨0.53%，纳指涨0.25%续创收盘新高，标普500指数涨0.32%；芯片股走低，阿斯麦跌超8%；大型科技股涨跌不一，特斯拉 涨超3%，谷歌涨0.53%，苹果、英伟达微涨，微软小幅下跌。中概股多数下跌，纳斯达克中国金龙指数跌1.41%，百度跌超7%，老虎证券跌逾4%，京东、 阿里巴巴跌超1%，哔哩哔哩涨超1%。 当地时间7月16日，美联储发布经济状况"褐皮书"显示， ...

作者 | 程茜 陈骏达 编辑 | 李水青 智东西7月16日报道，今日下午，英伟达创始人兼CEO黄仁勋在北京接受了智东西等媒体超90分钟的采访。 日前，抵达北京的黄仁勋刚宣布将重启H20 GPU在中国的销售。今日上午，英伟达创始人兼CEO黄仁勋身着唐装亮相第三届链博会开幕式，首次在公开场合 用中文演讲。这是他继1月、4月后今年第三次来到中国大陆。 谈及今年三次来到中国大陆，黄仁勋在回答智一科技联合创始人、智车芯产媒矩阵总编辑张国仁提问时说，他今年三次来中国大陆是因为被邀请了三次。他 说："我今年第一次来中国是春节的时候，如果我的员工没邀请我的话，我应该就会在美国过春节了。他们邀请我可能是因为我会带红包来吧。而这次我收 到邀请，是来链博会做主旨演讲。如果你们还愿意邀请我的话，我会再来中国的。" 智东西 ▲英伟达创始人兼CEO黄仁勋在北京接受智东西等媒体采访 黄仁勋此次行程同样非常紧密，上午刚出席链博会开幕，穿唐装、首次用中文致辞，午后即马不停蹄地赶到此行媒体见面会现场，原本计划先在室外接受简 短提问后再进入会议室接受采访，结果在室外就直接谈了半个多小时，顶着北京午后的大太阳，黄仁勋也忍不住卸下了皮衣……整个媒体见 ...

2025.07. 16 本文字数：3010，阅读时长大约5分钟 作者 | 第一财经 刘佳 郑栩彤 摄影 | 王晓东 黄仁勋又来中国了，今年第三次。 7月16日下午3点10分，北京室外温度超30度，结束链博会演讲的黄仁勋又换回了他的标志性皮衣， 走进北京前门一家古香古色酒店的院子里。"你们热吗"？他问现场媒体。得到众人的肯定回答后，他 补充说："但是皮夹克让人看起来很酷"。 在超一个半小时的时间里，黄仁勋对包括第一财经在内的媒体回答了H20、华为、中国AI创新等话题 以及和雷军的见面，同时也回应了关于市场竞争、市值超4万亿美元等热点问题。在户外和记者聊了 十几分钟后，黄仁勋终于还是忍不住脱下了皮衣。 他告诉记者，在昨天发布H20将恢复在华销售的消息后，自己还没来得及和任何客户会面。接下来， 英伟达需要花一些时间提升H20的产能。他期待，未来比H20更先进的芯片进入中国市场。 他还对记者透露，这次北京之行结束后不会再去往中国其他城市，因为他"想念家中的小狗"。 一开场，黄仁勋就被问及如何看待中国人工智能取得的进步，例如华为。黄仁勋说，华为是一家不可 思议的科技公司，它制造芯片、系统、网络。这家公司传统深厚、精益求 ...

7月16日上午，英伟达创始人兼CEO黄仁勋身着唐装出席了第三届链博会并发表演讲。下午，黄仁勋换 回黑色皮衣，与包括21世纪经济报道在内的媒体进行了小范围沟通，谈及了中国供应链、小米汽车，以 及AI发展等多个话题。 黄仁勋高度评价了中国供应链取得的成就。"这次我受中国贸促会任主席的邀请，来参加第三届贸促 会。今年的规模非常大，我想要强调几点。第一是中国供应链的高度复杂性。供应链意味着非常长的链 条，非常多的连接，包括不同层面不同的技术。中国供应链是一个非常复杂的生态。第二是中国供应链 涌现了很多公司，包括国际化的、生态系统级别的公司、技术性公司等等，我来到这里庆祝这些成就， 并保持开放的心态。" 参加链博会前夕，黄仁勋与小米雷军在北京会面，此次又提到想买一辆小米汽车。 黄仁勋表示，英伟达在很多方面都与小米有着紧密的合作，小米是一个很棒的合作伙伴。如今，雷军已 经打造出一家非常出色的公司。中国的硬件技术，比如电池和电力等产品都很强，中国的计算机科学处 于世界一流水平，中国的软件能力也是世界一流的。 黄仁勋进一步表示："我很想买一辆小米汽车，可惜在美国买不到，这是我们的遗憾，而不是小米的遗 憾。" 中国电动汽车品牌 ...

黄仁勋回应一切 黄仁勋又来中国了，今年第三次。 7月16日下午3点10分，北京室外温度超30度，结束链博会演讲的黄仁勋又换回了他的标志性皮衣，走进北京前门一家古香古色酒店的院子里。"你们热吗"？ 他问现场媒体。得到众人的肯定回答后，他补充说："但是皮夹克让人看起来很酷"。 在超一个半小时的时间里，黄仁勋对包括第一财经在内的媒体回答了H20、华为、中国AI创新等话题以及和雷军的见面，同时也回应了关于市场竞争、市值 超4万亿美元等热点问题。在户外和记者聊了十几分钟后，黄仁勋终于还是忍不住脱下了皮衣。 他告诉记者，在昨天发布H20将恢复在华销售的消息后，自己还没来得及和任何客户会面。接下来，英伟达需要花一些时间提升H20的产能。他期待，未来 比H20更先进的芯片进入中国市场。 他还对记者透露，这次北京之行结束后不会再去往中国其他城市，因为他"想念家中的小狗"。 the state te 2017 the state and the state the state ( the state the sta the state the state the first the state proving es 点赞华为、D ...

Core Viewpoint - Huang Renxun, the founder and CEO of Nvidia, expressed high praise for Lei Jun and Xiaomi, emphasizing their remarkable achievements and the strong collaboration between Nvidia and Xiaomi in various fields [1][2][5]. Group 1: Praise for Xiaomi and Lei Jun - Huang Renxun recognized Lei Jun's potential from their first meeting, stating that he always believed Lei would achieve extraordinary success [2]. - He described Xiaomi's growth as a "miracle," highlighting its strong competitiveness in the smartphone sector and successful expansion into electric vehicles and other product categories [2]. - Huang noted the impressive range of high-quality products that Xiaomi has developed, attributing this success to Lei Jun's unique leadership [3]. Group 2: Collaboration and AI Development - Huang confirmed that Nvidia maintains close cooperation with Xiaomi across multiple areas, indicating significant synergy between Nvidia's AI chip technology and Xiaomi's smart hardware ecosystem [5]. - He praised the rapid advancement of AI in China, citing numerous world-class achievements in AI models, including DeepSeek and Kimi K2, which have surpassed some international benchmarks [6]. - Huang emphasized that AI is becoming a foundational infrastructure, comparable to electricity and the internet, and is driving a new industrial revolution, particularly in manufacturing and consumer technology [7]. Group 3: Future Outlook and Investment - Huang mentioned that hundreds of "digital twin" projects in China are utilizing Nvidia's Omniverse platform to optimize factory construction and train robots, predicting a future where AI-driven human-machine collaboration will dominate manufacturing [7]. - He indicated that Nvidia plans to increase investments in China and deepen collaborations with local companies, despite geopolitical complexities [10]. - Huang announced that the U.S. has approved the sale of the H20 chip to China, and Nvidia will soon launch a new graphics card named RTX Pro [12].

Group 1 - Huang Renxun, the CEO of Nvidia, has a close relationship with Lei Jun, the founder of Xiaomi, as evidenced by their recent private meeting in Beijing where Huang experienced Xiaomi's electric vehicle [1][3] - Huang praised Xiaomi as a fantastic partner and expressed his desire to purchase a Xiaomi car, highlighting the impressive range of products the company has developed, from smartphones to high-performance vehicles [3][5] - Huang emphasized the strength of Chinese hardware technology and computer science, noting that China's software capabilities are also world-class, which is often overlooked by the outside world [5] Group 2 - The discussions between Huang and Lei focused on AI-related topics, indicating a strong collaborative interest in this field [5] - Huang's admiration for the Xiaomi SU7 Ultra version was noted, as he frequently browses information about it online, showcasing his enthusiasm for the product [5] - Huang's historical connection with Xiaomi dates back to 12 years ago when he promoted Nvidia's chips during the launch of the Xiaomi Mi 3, demonstrating a long-standing relationship between the two companies [5]

Core Points - The "Great and Beautiful" Act signed by President Trump has led to the cancellation of several clean energy tax incentives, casting a shadow over the future of the U.S. renewable energy industry and its domestic supply chain [1] - The act terminates the clean energy tax credits, including the solar and wind energy tax credits, which will be phased out by the end of 2027, and the electric vehicle tax credit, which will end by September 30, 2025 [1][2] - The act imposes stricter restrictions on "restricted foreign entities," specifically targeting Chinese companies, which may hinder their ability to participate in the U.S. market [2][3] Impact on Electric Vehicle Market - The termination of the electric vehicle tax credit will increase the purchase cost of electric vehicles in the U.S., significantly weakening the incentives that previously supported the market [2] - Major U.S. automakers, particularly Tesla and Ford, are expected to face a decline in sales due to the early termination of these incentives [2] - The act's restrictions may also affect Chinese battery suppliers and their upstream suppliers in the U.S. market, leading to decreased battery procurement and sales [2][3] Supply Chain and Market Dynamics - The act may cause U.S. and foreign companies to avoid sourcing from Chinese suppliers due to concerns over tax credit eligibility, resulting in a competitive disadvantage for Chinese firms [3] - A Wood Mackenzie report indicates that the U.S. utility-scale storage market could shrink by 29% by 2026 due to policy uncertainties, with a potential 16 GW reduction in expected new grid-scale storage installations over the next five years [3] - The changes in tax measures are projected to increase the burden on the clean energy industry by $4 billion to $7 billion [3] Company-Specific Effects - Powin, the third-largest battery supplier in the U.S., has submitted a notice to local and state officials indicating a potential cessation of operations, citing insufficient business conditions [4] - ESS, Inc. has announced plans to close its Oregon facility due to a lack of funding, which may also impact Chinese energy storage companies involved with U.S. clients [4] - Xiamen Haicheng Energy Storage may face risks as two of its top five clients are U.S. companies, contributing approximately 2.97 billion yuan in revenue, accounting for about 23% of its total income [4] Global Energy Industry Implications - The "Great and Beautiful" Act is expected to reshape the energy development path in the U.S. and significantly impact the global energy industry landscape [5]

另据媒体报道， 黄仁勋称，我很想买一辆小米汽车。我们在很多方面都与小米开展了密切合 作。过去五年里，中国的电动汽车可能是最让世界惊讶的存在。关于关税问题，供应链将不得 不做出调整，但我们会找到解决办法。 7月16日，在英伟达媒体交流会上，英伟达CEO黄仁勋强调，AI将为所有行业带来革命，例如 计算机图形，该领域的AI革命已经在发生："今天的计算机图形表现得不可思议，例如黑悟 空。这部游戏中用到了许多AI，所以它如此美丽。"黄仁勋还谈到了AI在量子计算领域的潜 力，以及AI对生物学和物理世界的影响。 ...

7月16日，英伟达公司创始人兼首席执行官黄仁勋亮相第三届中国国际供应链促进博览会。 在媒体交流会上，黄仁勋表示，英伟达在很多方面都与小米有着紧密的合作，"小米现在是一个很棒的合作伙伴。我认识小米的时候，雷军还很年轻。那时 候我也更年轻些，但他确实更年轻。从第一天起，我就看得出来，他将来一定会取得非凡的成功"。 他坦言， 如今雷军已经打造出一家非常出色的公司，"这家公司堪称一个奇迹——从令人惊叹的智能手机，到性能卓越的汽车，以及介于两者之间的各类产 品，它都能制造出来" "很难想象，一家公司能打造出这么多优秀的产品，这一点确实凸显了雷军的特别"。他还直言，中国的硬件技术，比如电池和电力等产品都很强，但外界没 有意识到还有一个奇迹，那就是中国的计算机科学处于世界一流水平，中国的软件能力也是世界一流的！ 黄仁勋还称，他很想买一辆小米汽车，英伟达在很多方面都与小米开展了密切合作。黄仁勋补充道，过去五年里，中国的电动汽车可能是最让世界惊讶的存 在。关于关税问题，供应链将不得不做出调整，但我们会找到解决办法。 有媒体注意到，黄仁勋在演讲结束后已换回了其标志性的皮夹克。 当时，有知情人士向媒体透露称，照片是路人拍摄的，与雷 ...