萨克斯多次批评美国的政策愚蠢。2019年，他因公开指责美国在华为问题上的虚伪行为而关闭了自己的推特账号。当时，他指出，美国在华为问题上采用的 霸凌行为，已经让美国的盟友感到不满。2023年，萨克斯在一次访谈中再次表示，美国花费巨资试图围堵中国，最终却只是在自讨苦吃。他强调，中国并不 是威胁，真正的问题是美国的霸权主义。他警告称，亚太地区的军售和导弹部署将引发冲突，核大国的对峙后果将不堪设想。 华为之所以能够捏住美国的"七寸"，是因为美国的供应链高度全球化，很多美国承包商的业务都离不开华为的产品。据统计，华为在全球5G基站市场占据 超过三成的份额，美国军方在海外行动时，几乎绕不开华为的设备。2024年第一季度，华为的净利润暴增了564%，达到了196.5亿元，手机业务也重新夺回 了中国市场的第一的位置。这说明，尽管美国实施了制裁，但华为不仅没有被压垮，反而在自力更生的过程中推出了自主研发的麒麟芯片和鸿蒙操作系统。 如今，美国如果想要完全规避华为，不仅成本极高，还会对作战效率造成很大影响。 杰弗里·萨克斯，这位哥伦比亚大学的教授，早在2018年就公开批评美国对华为的打压。他曾发表文章指出，逮捕孟晚舟并非出于国家安 ...

以下文章来源于牲产队 ，作者牲产队长 牲产队 . 挣工分，磨洋工，舒服一会儿是一会儿 ---------------------------------- 作者：牲产队长 来源：牲产队 最后一家国有大车厂，被华为拿下了！它就是一汽红旗。但华为已经有五个界了，难道还要打造 第六个界吗？ 答案是并不会。那一汽红旗将与华为如何合作呢？简单地说就是， 把华为灵魂套上红旗的壳。 具体怎么操作呢？ 按红旗的说法是，搭载华为全栈自研解决方案。也就是说，华为的激光雷达、鸿蒙座舱、乾坤智 驾、途灵底盘以及麒麟芯片等，全部上车。按合作深度来讲，这基本就是第六个界了。 因为， 红旗只换华为的灵魂，不套上鸿蒙智行的躯壳 。红旗，仍旧是红旗，也永远是红旗。像 赛力斯跟华为打造了问界，上汽跟华为打造了尚界，北汽也跟华为打造了享界，还有江淮联合华 为推出的尊界，奇瑞联合华为推出的智界。五界合一，全部归属于鸿蒙智行体系了。 这种合作模式，几乎就是外包了。为什么说外包呢？就是核心技术，品牌营销以及渠道销售等， 几乎都外包给华为了。车企只要把车造好，再把售后服务做好，就够了。 华为不造车，帮助车企造好车的背后，还有一层意思，要帮车企卖好车。也就 ...

3800 点后，哪个方向收益最高？20250825 摘要 国产算力技术显著提升，部分芯片如寒武纪、华为升腾系列已接近英伟 达 A100 水平，中芯国际 7 纳米工艺取得突破，Deepseek 数据格式创 新降低算力需求，推动国产算力发展。 稀土行业迎来新规，中小企业出口配额受限，大型稀土集团主导地位增 强，氧化钇、氧化钕价格上涨，海外价格高于国内，行业长期机会看好， 类似煤炭行业竞争格局改善。 反内卷措施在互联网、运输、光伏等行业落地，优化供给格局，快递、 互联网金融等领域价格上涨，提升行业整体效率，减少无效竞争，促进 行业长期健康发展。 国企改革持续深化，东风汽车集团私有化、蓝图汽车上市等并购重组活 动频繁，提高企业运营效率，释放市场活力，为投资者提供新机会，值 得市场关注。 Deepseek 3.1 版本采用 UE8M0FP8 等数据格式，提升国产芯片在大 模型训练中的应用，兼容国产 GPU，降低算力需求，通过舍弃小数精度 换取数值稳定性，提升国内大模型水平。 Q&A 目前市场已经迅速上涨到 3,800 点，未来应该重点关注哪些方向？ 市场在达到 3,800 点后，未来应重点关注以下几个方向： 国家互联网 ...

Core Viewpoint - The article discusses the recent developments in the financial sector, highlighting the impact of regulatory changes and market trends on investment strategies [1] Group 1: Industry Analysis - The financial industry is experiencing significant shifts due to new regulations aimed at increasing transparency and reducing risk [1] - Market trends indicate a growing interest in sustainable investments, with a reported increase of 25% in ESG (Environmental, Social, and Governance) funds over the past year [1] - Analysts predict that the adoption of technology in finance, such as AI and blockchain, will reshape traditional banking models and create new investment opportunities [1] Group 2: Company Insights - Several major banks have reported a 15% increase in quarterly earnings, attributed to higher trading volumes and improved cost management [1] - A notable merger between two financial institutions is expected to create a combined entity with assets exceeding $200 billion, enhancing competitive positioning in the market [1] - Companies are increasingly focusing on digital transformation, with investments in fintech solutions rising by 30% year-over-year [1]

每经编辑｜张喜威 王晓波 V 今日有1146亿元7天期逆回购到期 2 国新办8月19日举行新闻发布会，介绍 时期体育强国建设成就 (3)第二十四届全国植物基因组学大会将: 至22日在西藏自治区林芝市召开 4 美国7月新屋开工数据将公布 1 隔夜市场 美股三大指数几乎平收，纳指涨0.03%，标普500指数跌0.01%，道指跌0.08%；大型科技股涨跌不一，英特尔跌超3%，结束此前连续六个交易日上涨的趋 势；Meta跌逾2%，苹果、微软、谷歌小幅下跌；特斯拉涨超1%，奈飞、英伟达、亚马逊小幅上涨。中概股多数上涨，纳斯达克中国金龙指数涨0.12%，迅 雷涨超37%，知乎、爱奇艺涨超17%，金山云涨逾5%，微博涨超3%。 国际贵金属期货收盘涨跌不一，COMEX黄金期货跌0.14%，报3378.00美元/盎司；COMEX白银期货涨0.24%，报38.07美元/盎司。 国际油价走高，美油主力合约涨0.97%，报62.58美元/桶；布伦特原油主力合约涨0.97%，报66.49美元/桶。 欧洲三大股指收盘涨跌不一，德国DAX指数跌0.18%报24314.77点，法国CAC40指数跌0.5%报7884.05点，英国富时100指 ...

8月17日，和讯投顾李永熙称，周末三件大事或助力下周行情突破新高，周一上涨可期。其一，8月15日 麒麟芯片在时隔5年后回归，这表明芯片"卡脖子"问题已解除，将利好下周半导体芯片方向。其二，川 普再变脸，拟将半导体关税提高至300%，此消息影响有限，反而会推动国产替代，半导体芯片有望持 续上涨。其三，央行数据显示，居民存款下降1.1万亿，企业存款下降1.4万亿，非银存款（基金公司、 证券公司流入资金）增加2.14万亿，说明资金正缓慢流入市场，当前成交量维持在2万亿以上也印证了 这一点。以上三条消息均有助于下周行情突破新高。至于周一走势，尽管有人因隔夜美股走势对周一行 情存疑，但周一行情对决定下周能否突破新高至关重要。李永熙看好科技方向与证券板块合力，以增强 市场赚钱效应，吸引更多存款资金入市。 ...

Core Viewpoint - Huawei has publicly displayed its Kirin chip information on its Pura 80 series smartphones for the first time in four years following a HarmonyOS upgrade, marking a significant moment for the company amidst ongoing challenges from U.S. sanctions [1][3]. Group 1: Kirin Chip and HarmonyOS - The last time Huawei introduced its Kirin chip was during the launch of the P50 series in 2021, where it was noted that due to U.S. sanctions, the Kirin 5G chip could only be used as a 4G chip [3]. - Huawei's smartphone shipments were severely impacted by chip shortages, dropping from a peak of 240-250 million units annually to just over 20 million units during the peak of sanctions [3][5]. - In August 2023, the Kirin chip made a comeback with the Mate60 series, coinciding with Huawei's announcement that HarmonyOS would transition to a single framework, no longer supporting the Android ecosystem [5]. Group 2: Market Position and Future Outlook - Huawei's market share had previously surpassed that of Apple and Samsung, but sanctions led to a significant decline in shipments [5]. - According to IDC, Huawei's smartphone shipments reached 12.5 million units in Q2 2023, giving it an 18.1% market share and marking its return to the top of the Chinese smartphone market for the first time since Q4 2020 [5]. - The company aims to enhance its chip production capacity and improve its ecosystem, with aspirations for HarmonyOS to become a leading operating system globally [5].

Core Insights - Huawei has officially unveiled the Kirin 80 series chip model, marking a significant return of the Kirin brand in the semiconductor market [2] Group 1 - The Kirin 80 series is expected to enhance Huawei's competitiveness in the smartphone industry, particularly in high-performance devices [2] - This launch indicates Huawei's ongoing commitment to developing its own chip technology despite previous challenges in the semiconductor supply chain [2] - The introduction of the Kirin 80 series may lead to increased market share for Huawei in the premium smartphone segment [2]

Core Viewpoint - Huawei demonstrates strong technological capabilities in the semiconductor industry, particularly with its Ascend series chips and the recent launch of CM384, positioning itself as a leader in domestic AI chips [2][3]. Group 1: Financial Performance - In 2024, Huawei achieved a total revenue of RMB 862.072 billion, representing a year-on-year growth of 22.4% [5]. - The smart automotive solutions segment saw a remarkable revenue increase of 474.4%, while terminal business and digital energy businesses grew by 38.3% and 24.4%, respectively [5]. - Revenue from the Chinese market reached RMB 615.264 billion, driven by digitalization, intelligence, and low-carbon transformation [5]. Group 2: Huawei Cloud - The overall public cloud market in China is projected to reach USD 24.11 billion in the second half of 2024, with IaaS accounting for USD 13.21 billion, representing a year-on-year growth of 14.4% [6]. - Huawei Cloud holds a 13.2% market share in the Chinese IaaS market, making it the second-largest cloud provider after Alibaba Cloud [6]. - Huawei Cloud's revenue growth rate reached 24.4%, the highest among major cloud vendors in China [6]. Group 3: Ascend Chips - The CloudMatrix 384 super node integrates 384 Ascend 910 chips, achieving a cluster performance of 300 PFLOPS, which is 1.7 times that of Nvidia's GB200 NVL72 [10]. - The single-chip performance of Huawei's Ascend 910C is approximately 780 TFLOPS, which is one-third of Nvidia's GB200 [10][11]. - The Ascend computing system encompasses a comprehensive ecosystem from hardware to software, aiming to meet various AI computing needs [15][20]. Group 4: HarmonyOS - HarmonyOS features a self-developed microkernel, AI-native capabilities, distributed collaboration, and privacy protection, distinguishing it from Android and iOS [12]. - The microkernel architecture enhances performance and fluidity, while the distributed soft bus technology allows seamless connectivity among devices [12][13]. Group 5: Kirin Chips - The Kirin 9020 chip has reached high-end processor standards, comparable to a downclocked Snapdragon 8 Gen 2 [23]. - The Kirin X90 chip, based on the ARMv9 instruction set, features a 16-core design with a frequency exceeding 4.2GHz, achieving a 40% improvement in energy efficiency [25][26]. Group 6: Kunpeng Chips - Kunpeng processors are designed for servers and data centers, focusing on high performance, low power consumption, and scalability [27]. - The Kunpeng ecosystem strategy emphasizes hardware openness, software open-source, enabling partners, and talent development [29].

2025年4月的白宫椭圆形办公室里，特朗普对着幕僚们断言： "中国会是第一个举手投降的。"他手中挥舞着中美贸易逆差数据，坚信庞大的出口额意味着中 国对美国市场的"绝对依赖"。 彼时，这份充满傲慢的预判，被视作开启对华关税战的"底气"。 然而，现实的剧本却朝着完全相反的方向展开。当中方的反制清单落地时，不仅特朗普的幻想碎了一地，更牵一发而动全身，重塑了全球经济博弈的格局。 而这场由误判点燃的较量，至今仍在改写大国竞争的逻辑。 美国的预判 2025年4月，特朗普政府突然宣布对中国输美商品加征"对等关税"，税率从34%飙升至84%，涉及金额超3000亿美元，这一举措被特朗普称作"让美国重新伟 大的关键一步"。 其团队私下推演的剧本是， 中国对美出口占总出口的19%，如此规模的依赖足以让北京在三个月内妥协。 《纽约时报》披露的内部文件显示，美方决策的核心依据是2024年中美贸易逆差数据，中国对美顺差达2758亿美元，美方认为，中国比美国更需要这场交 易。 但第一个意外很快出现。 4月10日，中国商务部公布对等反制清单，对美国所有商品加征对等关税，涉及金额与美方完全对等。 这场"以牙还牙"的反击，让白宫的"速胜剧本"首 ...