【美媒发现：#美国对华心态变了# ！】#美媒称美国已放弃对华冷战# 1月24日，参考消息援引文章，本 文由美国《纽约时报》网站1月21日发表，原题为《美国已经放弃对华冷战》，作者是戴维·华莱士-韦 尔斯。一年之间，变化何其大也。去年1月，唐纳德·特朗普重返白宫，一门心思只想挑起贸易战，而且 得到一帮老资格对华鹰派的支持。当时一个相当保险的判断似乎是，他的回归意味着美国与中国之间的 大国竞争将升级，也就是外交政策领域专家长期以来不那么严谨的习惯称呼——"新冷战"。到了2026 年，美国在地缘政治方面处于截然不同的境地。中国或许在远处若隐若现，但眼前我们看到的却是在委 内瑞拉发起的一场非法军事行动，接管格陵兰岛和霸凌欧洲的公然表演，以及对古巴和伊朗等敌对政府 发出的威胁。对加拿大一年来的敌意已经将加拿大推到中国的怀中。对华心态从对抗转向纠结这些行动 中，有一些可能是出于大国竞争的动机。而在其他一些行动中，我们看到的可能纯粹是外交无能和目光 短浅的虚张声势所带来的后果。但另一种可能性也同样存在：我们正步入新冷战的一个新阶段，在与世 界另一大国长达十余年的对抗持续升级后，其他全球优先事项已取代美国两党对这一对抗的执念 ...

当地时间1月20日，美国商务部工业与安全局（BIS）发布一项临时最终规则（ Streamlining Export Controls for Drone Exports ），旨在对特朗普政府发布的行政令《释放美国无人机主导地位》进行落地 执行。该规则的核心目标，是在美国家安全框架内，对民用无人机（UAV）出口管制结构进行一次更 为精细化的重构。 该规则于1月21日刊登于《联邦公报》，同步生效，并保留30天的事后征求意见窗口。 第二项、也是更具政策指向性的变化，体现在对受导弹技术（MT）控制的无人机，有限开放 STA许可 例外。按照既有规则，只要无人机触发MT控制（例如航程超过300公里，或具备较大容量喷洒系统）， 原则上即不得使用STA，出口需逐案申请许可。 本次规则首次在制度层面"撬开"这一限制，允许部分 MT 控制的非军事无人机，在满足严格性能阈值条 件的前提下，向 Country Group A:5（美国核心盟友）使用STA进行出口。 具体而言，无论是长距离货运无人机，还是农业喷洒型无人机，只要其能力不足以"运载 500公斤载荷 并飞行300公里以上"，即可被纳入STA的适用范围。这一设定直接对标《导弹 ...

Core Insights - The integration of artificial intelligence with the physical world has raised significant security concerns across various applications, as highlighted during the GEEKCON2025 event in Shanghai [1][4] - The event showcased vulnerabilities in smart technologies, including humanoid robots, AI smart glasses, and drones, emphasizing the need for enhanced security measures [2][3] Group 1: Security Vulnerabilities - A demonstration revealed a logic flaw in humanoid robots that allows attackers to gain code execution permissions through specific voice commands, posing systemic risks to robot clusters [1] - AI smart glasses were compromised in a challenge, allowing attackers to remotely control the camera and microphone, thus threatening user privacy [2] - Multiple vulnerabilities were identified in commercial drones, with one critical flaw enabling attackers to spoof control signals, which is crucial for the burgeoning low-altitude economy [2] Group 2: Industry Challenges - A study on mobile device biometric authentication systems uncovered design flaws that could allow attackers to bypass security measures, raising concerns about sensitive data exposure [3] - The industry faces challenges such as insufficient emphasis on cybersecurity in emerging sectors, inadequate investment in security by traditional industries, and a decline in security research positions, which weakens foundational security capabilities [3] Group 3: Initiatives and Future Directions - GEEKCON has established a quantitative security rating system for smart devices, aiming to make security comparable and perceptible, similar to health ratings for restaurants [4] - The event organizers are committed to promoting responsible disclosure and handling of security vulnerabilities, collaborating with global security researchers to safeguard digital security in the intelligent era [4]

Group 1 - The core viewpoint of the article highlights the steady progress in China's economic structural adjustment, driven by continuous innovation policies, leading to enhanced new economic momentum [1]. Group 2 - In August, the value-added of the equipment manufacturing industry and high-tech manufacturing industry increased by 8.1% and 9.3% year-on-year, respectively [7]. - The production index of the information transmission, software, and information technology services industry grew by 12.1%, while the leasing and business services industry increased by 7.4% [9]. - The production of new energy vehicles and lithium-ion power batteries for vehicles saw significant growth, with increases of 22.7% and 44.2%, respectively [18]. Group 3 - From January to August, the import and export volume with countries involved in the Belt and Road Initiative increased by 5.4% [22].

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **US-China technology competition** and its implications across various sectors, including **artificial intelligence (AI)**, **semiconductors**, **advanced manufacturing**, **biopharmaceuticals**, and **5G technology** [7][11][24][45]. Core Insights and Arguments 1. Technology Competition Landscape - The US and China are engaged in intense competition in key technology areas, impacting economic, national security, and global influence [7][11]. - Both countries have increased investments in AI, semiconductors, and advanced manufacturing in recent years [7][11]. - The report aims to provide a comprehensive diagnosis of technology competition for government policy and investment recommendations [7][11]. 2. Key Findings - **China's Infrastructure Advantage**: China leads in manufacturing, 5G, and battery technology [11]. - **US Leadership in Cutting-Edge Technologies**: The US maintains an edge in AI, quantum computing, and biotechnology [11]. - **Diverging Priorities**: Some US industry stakeholders have shifted focus to AI and fintech, while government agencies continue to prioritize advanced networks and computing [11]. - **Commercialization Gaps**: China leads in biomanufacturing and biopharmaceutical markets [11]. 3. Advanced Battery Technology - China dominates battery production, while the US aims to close the gap through initiatives like the Inflation Reduction Act (IRA) [17][19]. - The number of US battery facilities is projected to increase from 2 in 2019 to over 34 by 2024, with nearly $43 billion in investments from 2023 to 2024 [17][19]. 4. Advanced Manufacturing - China accounts for 35% of global manufacturing output, significantly higher than the US's 12% [24]. - The Chinese government has ramped up support for advanced manufacturing, with loans increasing from $63 billion in 2019 to $680 billion in 2023 [24]. - The US leads in generative AI and smart manufacturing software, driving innovation in advanced manufacturing [24]. 5. Artificial Intelligence - The US AI ecosystem is led by private companies, with significant investments and talent concentration [29][30]. - China has emerged as a strong competitor, with a growing number of large model developers and advancements in AI applications [30]. 6. Biopharmaceuticals - The US remains dominant in innovation, supported by strong intellectual property protections and high research funding [33]. - China is accelerating its biopharmaceutical innovation, with investments reaching $21 billion in 2023 [33]. 7. Commercial Drones - China leads the global commercial drone market, with DJI holding over 90% of the consumer market share [40]. - US security concerns over Chinese drones have led to increased scrutiny and potential market restrictions [40]. 8. 5G Technology - China has deployed over 4 million 5G base stations, far exceeding the US's 100,000 [45]. - Chinese companies like Huawei and ZTE dominate the global 5G equipment market due to competitive pricing and government support [45]. 9. Fusion Energy - The US leads in fusion research and investment, achieving significant milestones in net energy gain [54]. - China is investing heavily in fusion infrastructure, with a focus on commercial applications [54]. Important but Overlooked Content - The report highlights the potential for AI to accelerate battery material research, significantly reducing development time from 20 years to one week [20]. - The US faces challenges in AI data center energy consumption, projected to account for 8% of US electricity by 2030 [32]. - The emergence of new training paradigms for AI models could address computational resource shortages [32]. - The geopolitical landscape may influence the future of technology collaboration and competition, particularly in biopharmaceuticals and AI [35][66]. This summary encapsulates the critical insights and findings from the conference call, providing a comprehensive overview of the current state and future outlook of US-China technology competition across various sectors.