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巨头访华后连夜警告白宫,3场大战赔了数千亿,美国这次输得一点不冤
Sou Hu Cai Jing· 2025-11-13 04:02
美国发起的对华关税战、贸易战、科技战,三场被寄予厚望的"围剿",最终却换来了"三战三败"的结局。当华盛顿还在疑惑为何屡试不爽的大棒这次失灵 时,一批亲赴中国的美国商业巨头们,却看到了一个令他们坐立难安的真相。他们发现,最大的问题不是中国太强,而是美国从一开始就严重低估了自己的 对手。 时间回到2025年中美关税"休战"协议的谈判桌前。对一向以强硬姿态示人的特朗普政府而言,愿意坐下来并达成妥协,本身就是一个信号。这并非善意的体 现,而是形势所迫。 此前,美国挥舞关税大棒,自信地认为可以凭借每年数千亿美元的贸易逆差作为筹码,迫使中国让步。然而,中方的反击精准且有力。两张牌打出,直接击 中了美国的痛点。 第一张是稀土。作为现代高科技产业不可或缺的"维生素",美国国防、航天、电子工业对稀土的依赖是战略级的。中国一旦收紧稀土出口,受影响的不仅仅 是几家企业,而是整个美国高科技产业链的安全。 第二张是大豆。停止进口美国大豆,直接冲击的是美国中西部的农业州,而这些州恰恰是特朗普重要的票仓。经济上的损失,最终会转化为实实在在的政治 压力。当农民的利益受损,选票就会动摇。 正是这两招,让华盛顿明白,关税战是一场相互伤害的游戏, ...
谷歌前CEO:中国正在塑造未来
Guan Cha Zhe Wang· 2025-11-10 09:33
Core Viewpoint - The article emphasizes China's remarkable resilience and innovation in technology and manufacturing, showcasing its position as a global leader despite economic slowdowns [1][4][6]. Group 1: China's Technological and Manufacturing Dominance - China is the world's largest manufacturer and exporter, producing over two-thirds of global electric vehicles, four-fifths of photovoltaic components and battery cells, and approximately 60% of wind turbines [1][4]. - The country processes the majority of the world's rare earth materials, essential for various technologies from chips to military aircraft [1]. - China's industrial robot installations account for about half of the global total, with high-speed rail mileage and 5G base stations also representing over 70% and 50% of the global totals, respectively [4]. Group 2: Success Stories of Chinese Companies - Xiaomi, once seen as an imitator of Apple, has become one of China's most valuable companies with a market capitalization of approximately $150 billion and is set to launch its first electric vehicle in 2024 [4]. - Huawei has expanded from telecommunications equipment to producing automotive components, while Alibaba is developing AI inference chips for its AI models [5]. - The article highlights the importance of China's existing supply chain, infrastructure, and skilled workforce in supporting the rapid development of these companies [4][5]. Group 3: Open Source AI and Global Influence - The open-source movement in China's AI sector is flourishing, with major companies like Alibaba, ByteDance, and Baidu releasing open-source AI models, which could enhance China's technological competitiveness and attract more developers [5][6]. - China holds 70% of global AI patent authorizations and leads in clean energy technology patent applications, indicating its growing influence in these fields [6]. Group 4: Implications for the U.S. and Global Dynamics - The article suggests that if the U.S. aims for re-industrialization, it must focus on supporting research, attracting talent, and removing regulatory barriers, while acknowledging its shortcomings in hardware and AI diversity [6][7]. - A warning is issued that if the U.S. continues to adopt a hostile stance towards China, it risks becoming more closed off and protectionist, potentially losing its status as a leading global power [7].
英伟达又投了,这家AI大模型公司要做美国“DeepSeek”
Hua Er Jie Jian Wen· 2025-10-10 03:06
Group 1 - Nvidia led a $2 billion funding round for Reflection AI, investing $800 million and increasing the company's valuation to $8 billion [1] - Reflection AI aims to create an open-source AI model to compete with proprietary models like those from OpenAI and Google, addressing a perceived gap in the market [1][3] - The funding round occurred just seven months after a previous $130 million Series A round, highlighting a significant increase in valuation from approximately $545 million [1] Group 2 - Nvidia's investment strategy includes both open-source and closed-source AI models, ensuring a competitive edge in a diversifying technology landscape [2] - The collaboration between Nvidia and Reflection AI involves technical support, enhancing Reflection AI's computational efficiency and model performance [2] - The AI industry is witnessing a shift towards open-source models, with Reflection AI positioning itself as a challenger to established players [3] Group 3 - Reflection AI's CEO emphasizes the need for the U.S. to establish a competitive advantage in open-source AI, likening the current situation to a space race during the Cold War [3] - The company acknowledges the increasing demand for funding to maintain competitiveness in a rapidly evolving market [3] - Reflection AI's leadership is optimistic about the company's potential to grow into a major player, potentially surpassing current large-scale cloud service providers [3]