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聚能体

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0勋章

06-18

$英伟达(NVDA)$ 一鼓作气

06-07

$英伟达(NVDA)$ 箭在弦上

2023-03-26

老外不会被忽悠

来中国，“放长线钓大鱼”！苹果CEO库克来了，桥水达利欧来了

2021-12-03

难道不如Nokia值钱吗？

2021-11-22

$爱立信(ERIC)$A different Ericsson is coming.let's wait and see.

2021-11-17

$苹果(AAPL)$iPhone 13 pro收到了

2021-11-03

$爱立信(ERIC)$裁员后会上涨的

2021-10-26

$英特尔(INTC)$做空加油

2021-10-22

$英特尔(INTC)$这是送💰，抢

2021-09-27

不是会与不会，而是什么时候的问题。

入华120年的爱立信，会退出中国吗？

2021-08-16

$Quantumscape Corp.(QS)$到位

2021-08-13

$Quantumscape Corp.(QS)$机会在一瞬间

2021-08-13

$Quantumscape Corp.(QS)$毫不犹豫

2021-07-17

远离强国，拥抱A国才有机会。

抱歉，原内容已删除

2021-07-14

$Quantumscape Corp.(QS)$十字线收

2021-07-14

$Quantumscape Corp.(QS)$只知道会跌，不知道跌到哪里？

2021-06-23

$爱立信(ERIC)$耕耘国际市场才有希望。

2021-04-23

$洛克希德马丁(LMT)$buy，buy，buy

2021-04-08

$诺基亚(NOK)$渐入佳境，耐得住寂寞必有回报。

2021-03-19

不要抱太大希望

诺基亚(NOK.N)：公司正在参与中国5G设备的竞标

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箭在弦上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314337928483000","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659345252,"gmtCreate":1679804277776,"gmtModify":1679804279360,"author":{"id":"3537506392450471","authorId":"3537506392450471","name":"聚能体","avatar":"https://static.tigerbbs.com/3380b26c840291f6fe7d8aa874009f3d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"老外不会被忽悠","listText":"老外不会被忽悠","text":"老外不会被忽悠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659345252","repostId":"2322210829","repostType":4,"repost":{"id":"2322210829","pubTimestamp":1679787935,"share":"https://www.laohu8.com/m/news/2322210829?lang=&edition=full","pubTime":"2023-03-26 07:45","market":"hk","language":"zh","title":"来中国，“放长线钓大鱼”！苹果CEO库克来了，桥水达利欧来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2322210829","media":"华尔街见闻","summary":"扩大内需战略、产业链供应链韧性和安全、营商环境、投资、绿色发展等内容都是重点议题。","content":"<html><head></head><body><p>中国发展高层论坛2023年年会于3月25日至27日在北京钓鱼台国宾馆举行。会议围绕经济复苏主题，论坛侧重在宏观政策、全球合作角度展开讨论。扩大内需战略、产业链供应链韧性和安全、营商环境、投资、绿色发展等内容都是重点议题。</p><p>值得关注的是，这是自2020年新冠疫情发生后，中国发展高层论坛第一次恢复线下举办。国务院发展研究中心主任陆昊担任论坛主席，德国安联集团董事会主席奥利弗·贝特担任论坛外方主席。嘉宾包括<b>中央财经委员会办公室分管日常工作的副主任韩文秀，美国桥水投资公司创始人瑞·达利欧，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司CEO库克、<a href=\"https://laohu8.com/S/ABT\">雅培</a>公司CEO罗赋德、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>公司首席执行官艾伯乐、<a href=\"https://laohu8.com/S/QCOM\">高通</a>公司总裁安蒙、美国前国务卿基辛格</b>......</p><p><img src=\"https://static.tigerbbs.com/5e5f052b301282aec2933022287f96a5\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/></p><p>在会议之前还有个小插曲，苹果公司CEO库克来到了北京三里屯苹果零售店。库克本人当天晚上也发布微博表示很高兴见到团队和顾客。</p><h2><b>韩文秀：欢迎来华“放长线钓大鱼”</b></h2><p>据澎湃新闻，3月25日，中央财经委员会办公室分管日常工作的副主任韩文秀表示，中国是国际金融安全的避风港，多年来中国实施稳健的货币政策，坚持货币政策的自主性和常态化，在支持经济发展过程中，稳住了金融体系，消除了大量风险隐患，守住了不发生系统性风险的底线。当前没有明显的通货膨胀或通货紧缩的压力，货币政策具有较大的回旋余地。</p><p>对外开放是中国的基本国策，将继续扩大市场准入，稳步推动规则、规制、管理、标准等制度性开放，继续打造市场化、法治化、国际化一流营商环境。<b>“我们欢迎各国企业来华投资，也期待外商树立长远眼光，深耕中国市场，在中国投资可以‘放长线钓大鱼’。”</b></p><p>韩文秀还表示，中国将今年经济增长的预期目标确定为5%左右，既考虑了扩大就业，改善民生的需要，也考虑了潜在增长能力和各种困难挑战，留有适当的余地，体现了稳中求进。从目前的发展态势来看，实现这一目标是有把握的。</p><h2><b>苹果库克谈AI创新提速：发明者有责任保证技术被正确使用</b></h2><p>3月25日，在中国发展高层论坛2023年年会论坛上，苹果公司首席执行官蒂姆·库克表示：“创新在中国发展很快的，我想它还会再加速。”</p><p>库克表示，当前全球在人工智能等方面的创新速度是非常迅速的，这些技术将对人类产生重大影响。作为技术的发明者，必须保证人们正确地使用这些技术，让技术能够帮助人类。他认为这对任何一个技术发明者都是非常重大的责任。</p><p><b>“公司认为让年轻人学会这一点非常重要，即使年轻人并不想成为程序员，他们也需要掌握一些编程能力，得知道编程所带来的可能性。”</b>库克表示，苹果正推动学校增设编程教育，“当学生们获得编程的基本能力后，可以跟上快速创新的世界。如果他们没有这项（编程）基本能力，我会担心有些孩子跟不上这个快速创新的世界。”</p><p>库克表示，编程技能和批判式思维是非常重要的，苹果开发了编程语言Swift，这个编程语言简单易用，对全球学校也是免费的，希望全世界的学校都能学习使用这个语言。目前，有3500万的孩子现在正在用它来学习编程。</p><p>此外，<b>苹果今日宣布对中国发展研究基金会的捐助增加至1亿元人民币，</b>以为中国各地的教师和学生创造成长机会。此次苹果新增的5000万元人民币捐赠将资助为期三年的“智惠园丁”项目，着眼于中国欠发达地区的数字化教学，预计将影响超过12万名教师和200万余名学生。</p><h2><b>黄奇帆：中国的人口优势越来越转换为超大规模的市场优势</b></h2><p>据第一财经，在中国发展高层论坛2023年年会上，重庆市原市长黄奇帆表示，近十几年中国的人口优势越来越转换为超大规模的市场优势。在四十年前，我们一谈中国的人口红利、人口优势一般是讲无限供给的、低成本劳动力的比较优势。最近十几年，随着我们经济规模增大，工业和进出口贸易都成了世界第一，我们的人均GDP逐渐赶上并超越了世界平均值。超过平均值以后的人越多，GDP规模就越大，中国的人口红利逐渐越来越体现为规模优势。</p><p>黄奇帆表示，当下要特别重视的是第四次工业革命所转化出来的核心产品。当下特别要重视的是第四次工业革命的核心技术转化出来的最终产品。每一个工业革命都会产生一批关键技术。现在到了第四次工业革命：人工智能时代。我们领跑、并跑，或者跟跑这三种状态可能都有。在这个过程中，我们最终的产业链集群的大产品如果有几种类型是中国造，那就是真正把握了产业链布局的主动权。</p><h2><b>施耐德CEO赵<a href=\"https://laohu8.com/S/00370\">国华</a>：电气化是实现去碳的唯一方法</b></h2><p>3月25日，<a href=\"https://laohu8.com/S/0NWV.UK\">施耐德电气</a>董事长、首席执行官赵国华在“中国发展高层论坛2023”上表示，互联网改变了我们的生活，物联网将万物互联，数字化意味着将有更高层次的效率，而<b>电气化是实现去碳的唯一方法，数字化与电气化的结合等于可持续化的未来。</b></p><p>赵国华认为，GDP与能源使用紧密相连，想要发展就需要能源；如今正在重新改变能源结构，目前70%-80%的能源投资进入。</p><p>赵国华表示，目前全球75%的来自能源，供应侧可以通过电气化、数字化提升能效和供给侧低碳化分布式来实现减碳，同时也需要在需求端进行减碳。如今已进入到电力4.0时代，万物互联，所有城市都在寻找可再生能源，而这也需要充分实现周围所有事物的数字化，将数据放在云端，将数据进行处理，通过数据孪生可以在世界任何地方、任何时间进行操作，能够实现安全性和韧性更高，效率更好。</p><h2><b>建行董事长田国立谈房地产</b></h2><p>在3月25日的活动现场，《每日经济新闻》记者向建行董事长田国立提问，应如何提高房地产对消费的促进作用？</p><p>田国立回应记者：“实际上就是要把房地产改变一个方式，因为房地产永远被市场需要，只是过去的方式太单一，例如租售比，中国差不多有10%的人依靠租赁，如果未来的房地产租赁能够从10%提高至20%-30%，房产地市场就会有大的改变。”</p><p>演讲中，田国立还提到，消费升级呼唤大租赁时代的来临，产业发展将更加专业化和集约化。随着住房消费的升级，中国房地产的交易形态发生了重大变化，大租赁时代呼唤更多的专业化、规范化、品质化的管理机构，通过深化社会分工，推动经济效率不断提升，同时也需要进一步的完善相关法律和政策，让租房和买房获得差不多的公共服务。</p><p>另外，田国立还指出，房地产转型和租赁市场发展非常需要长期的资本金融。之前房地产开发主要依靠银行贷款，资产负债率高，聚集了较大的金融风险，现在有更多的通过盘活存量不动产升级改造后满足消费者的需求。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n来中国，“放长线钓大鱼”！苹果CEO库克来了，桥水达利欧来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 07:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3684882><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国发展高层论坛2023年年会于3月25日至27日在北京钓鱼台国宾馆举行。会议围绕经济复苏主题，论坛侧重在宏观政策、全球合作角度展开讨论。扩大内需战略、产业链供应链韧性和安全、营商环境、投资、绿色发展等内容都是重点议题。值得关注的是，这是自2020年新冠疫情发生后，中国发展高层论坛第一次恢复线下举办。国务院发展研究中心主任陆昊担任论坛主席，德国安联集团董事会主席奥利弗·贝特担任论坛外方主席。嘉宾...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684882\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3a6a7b139d58808422d7237d4e0edf26","relate_stocks":{"LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD 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