Taiwanese analysts have broadly welcomed a new US Navy plan to deploy thousands of uncrewed surface vessels across the Indo-Pacific by 2030, saying it could complicate Beijing’s military planning and strengthen deterrence. But they also warned that unless Taipei pressed ahead with its own stalled drone fleet ambitions, the approach might offer Taiwan only limited direct benefit, given Washington’s...
Taiwanese analysts have broadly welcomed a new US Navy plan to deploy thousands of uncrewed surface vessels across the Indo-Pacific by 2030, saying it could complicate Beijing’s military planning and strengthen deterrence. But they also warned that unless Taipei pressed ahead with its own stalled drone fleet ambitions, the approach might offer Taiwan only limited direct benefit, given Washington’s production, logistics and surveillance challenges. The assessments follow remarks this week by...
DeepSeek rolled out preview versions of a new flagship artificial intelligence model Friday, introducing its biggest upgrades a year after upending Silicon Valley with a groundbreaking platform. The Chinese startup unveiled the V4 Flash and V4 Pro models along with fairly basic details on pricing, parameters and the ability to process a maximum output of 384,000 tokens. The Hangzhou-based AI start...
DeepSeek rolled out preview versions of a new flagship artificial intelligence model Friday, introducing its biggest upgrades a year after upending Silicon Valley with a groundbreaking platform. The Chinese startup unveiled the V4 Flash and V4 Pro models along with fairly basic details on pricing, parameters and the ability to process a maximum output of 384,000 tokens. The Hangzhou-based AI startup ignited a trillion-dollar stock market selloff in 2025 with the release of the R1, an open source model that mimics the process of human reasoning. R1 rivaled the performance of cutting-edge AI systems from companies like OpenAI but was purportedly built for a fraction of the cost. Almost overnight, some tech firms and investors began rethinking the wisdom of pouring billions of dollars into AI development. Those outlays have since sprung back, as American technology giants are projected to invest around $650 billion in 2026 on AI infrastructure and data centers.
德银上调今年中国经济增速预期，报告强调，中国经济在今年第一季度已呈现“量价齐升”的积极态势。 “简单的全球化模式正在消失，取而代之的是一种更加加速且具有差异化结构的全新格局。” 德意志银行集团亚太、欧非中东及德国首席执行官慕文泽（Alexander von zur Muehlen）近日在上海接受第一财经记者独家专访时表示，地缘冲突频发和全球经济放缓的背景下，风险管理能力的重要性日益凸显，全球货币多...
德银上调今年中国经济增速预期，报告强调，中国经济在今年第一季度已呈现“量价齐升”的积极态势。 “简单的全球化模式正在消失，取而代之的是一种更加加速且具有差异化结构的全新格局。” 德意志银行集团亚太、欧非中东及德国首席执行官慕文泽（Alexander von zur Muehlen）近日在上海接受第一财经记者独家专访时表示，地缘冲突频发和全球经济放缓的背景下，风险管理能力的重要性日益凸显，全球货币多元化进程加速。与此同时，中国市场凭借清晰的长期规划，在动荡的世界中提供了罕见的稳定性，“人民币国际化进程将成为这一趋势中的主要受益者”。 4月17日，德意志银行发布研报，将今年中国国内生产总值（GDP）增速预期上调0.4个百分点至4.9%。报告强调，中国经济在今年第一季度已呈现“量价齐升”的积极态势，物价的健康回升将通过改善企业盈利，为投资与居民收入的复苏提供有力支撑。 “在全球整体环境不佳的情况下，这是一个非常强烈的信号。”慕文泽认为，目前全球资本对中国市场的配置比例明显偏低，这与中国对全球GDP的贡献度完全不成比例。“作为跨境银行，我们认为引导全球投资者进入中国市场既是机遇，也是一种责任。”他补充道。 谈及中欧经贸，慕文泽认为中欧之间不仅有着极高的行业互补性，更有着在动荡中寻求“长期稳定性”的共有价值观，未来在人工智能领域的合作空间广阔。 地缘冲击的“肌肉记忆” 第一财经 ：就当前中东局势引发的全球市场动荡而言，你认为最糟糕的时期是否已经过去？ 慕文泽： 目前局势仍难以定论。我们必须做好应对准备，波动可能随时复燃。 所幸，市场已有所回落，油价虽处于高位但也已趋于稳定。 此外，我们仍需警惕其次生影响。除能源价格波动及随之而来的通胀压力，资源获取的安全性和全球物流周期延长的挑战，后续可能引发更深远的连锁反应。 在此背景下，中国的处境非常稳固。得益于充足的战略储备，以及过去几年通过多元化发展与提升经济电气化程度所实现的战略转型，中国已具备极强的竞争优势。 短期内，全球正面临通胀压力。但对中国而言，这甚至可能转化为积极因素，轻微的阶段性通胀或将触发经济回暖，进而有效拉动消费增长。德银继续非常看好中国，尽管过去几周发生了很多事情，我们仍调高了对今年中国经济增速预期至4.9%。在全球整体环境不佳的情况下，这是一个非常强烈的信号。 第一财经：美股市场已然收复中东冲突爆发以来的全部失地...