7月7日，特朗普连发14封信函，向包括日韩及南非在内的14个国家发出加税威胁，宣称自8月1日起，针 对这些国家将实施25%至40%的高额关税。这一举动不仅令全球贸易局势更加紧张，也引发了多国的强 烈反应。然而，特朗普这一轮关税攻势刚刚展开，美国财政部长贝森特便迅速转变立场，向中国释放善 意，提出希望与中方展开合作，显示出一种微妙的外交姿态。 特朗普加税背后的动机 表面上，特朗普的关税政策似乎是针对日本、韩国等传统盟友，以及哈萨克斯坦、马来西亚等14个国 家，实施25%至40%的关税。然而，这些国家与中国在贸易、投资等方面有着密切关系。分析人士指 出，特朗普的核心意图并非单纯针对这些国家，而是通过压缩中国周边国家的贸易空间，间接迫使中国 在谈判中做出妥协。这些国家大多作为中国商品的转口贸易地或中国企业海外投资的重要区域，若受到 高额关税的打击，将直接影响中国的出口成本和供应链效率。 中国的从容应对 随着"关税暂缓期"临近结束，特朗普再次延长至8月1日，这一举措实际上揭示了美国面临的困境。美国 第一季度的GDP已经出现萎缩，第二季度的经济预测同样不容乐观，专家普遍认为，美国经济正接近技 术性衰退的边缘。此外，随着 ...

Group 1 - The 27th China Beijing International Science and Technology Industry Expo (Sci-Tech Expo) opened on May 8, showcasing cutting-edge technological advancements and industry applications under the theme "Technology Leads, Create the Future" [1] - The expo adopted a regional display model, highlighting local high-quality technology innovation enterprises and featuring six major thematic exhibition areas, including information technology, intelligent manufacturing, and healthcare [1] - Beijing has established a comprehensive policy support system for technological innovation, providing full-cycle empowerment for technology enterprises from laboratory research to industrialization, including tax incentives and funding support [1] Group 2 - The general manager of Zhongke Yushu (Beijing) Technology Co., Ltd. expressed that the policy dividends have created development opportunities, and the expo serves as a platform for showcasing technological strength and establishing partnerships [2] - Beijing is positioned as China's core engine for technological innovation, with various tech enterprises and institutions participating in the expo, reflecting a vibrant innovation ecosystem [2] Group 3 - The champion robot of the world's first humanoid robot half marathon, "Tiangong," was showcased at the expo, emphasizing the focus on key common technologies in embodied intelligent robots [3] - The expo featured a series of promotional meetings on future industries, including applications of artificial intelligence and large model technology, aimed at facilitating the transformation of technological achievements into industrial applications [3] Group 4 - Deloitte's partner highlighted that technological innovation is the core engine driving industrial revolution and economic growth, with over half of the top 50 and emerging enterprises focusing their R&D on artificial intelligence [4] - The AI digital road base station from Mushroom Car Union attracted attention, showcasing the company's commitment to smart transportation and intelligent connected vehicles [4] Group 5 - The expo included technology promotion and investment cooperation projects, with a focus on bridging the gap between domestic enterprises and international markets [5] - Patient capital is crucial for high-risk, high-return innovation projects, particularly in the AI sector, where significant computational power is required [5] Group 6 - The vice president of Mushroom Car Union emphasized the importance of industry support funds to guide investment institutions towards long-term engagement in future industries [6] - Patient capital is essential for companies in the computational power sector, enabling them to plan technology routes and market strategies over longer cycles [6] Group 7 - The general manager of Zhihuan Shenjian (Beijing) Technology Co., Ltd. stated that advancements in embodied intelligent technology driven by large models are accelerating the boundaries of human-machine collaboration [7]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文 综合自 morethanmoore 等 ，谢谢。 芯片供应商 Arm Holdings 股价周三下跌 11%，此前该公司公布的第一财季业绩预测低于华尔街 预期，并以全球贸易和经济不确定性为由拒绝公布全年业绩指引。 Arm第四季度营收略超分析师预期，但其与所有公司一样，都给出了谨慎的季度预测。美国总统唐 纳德·特朗普宣布的全面全球关税，以及美国对向关键芯片市场中国出口先进半导体的更严格限 制，给半导体公司的前景蒙上了阴影。 首席财务官杰森·查尔德在电话会议上告诉分析师："鉴于全球贸易和经济形势的不确定性，我们年 初的可预见性低于以往。因此，我们认为发布全年业绩指引并不明智。" Arm 的评论是在三星和高通等其他芯片制造商发出类似警告之后发表的。 该公司过去几年都曾给出年度销售指导，但首席执行官雷内·哈斯 (Rene Haas) 表示，Arm 从每芯 片专利费中获得的收入份额不断增加，而这又与智能手机和笔记本电脑等设备的销售挂钩，这使得 其业务更难预测。 该公司预测第一季度营收为10亿美元至11亿美元，中值低于分析师平均预期的11亿美元。Arm预 计第一季度调 ...