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新手 Prop Firm 交易指南:抛弃策略焦虑,聚焦风控核心

引言

在 Prop Firm 交易中,很多新手交易者容易陷入一个误区:痴迷于寻找“必胜”的交易策略,导致频繁交易、情绪失控,最终因为一笔糟糕的交易而前功尽弃。他们往往忽略了,决定账户生死的并非某个神奇指标,而是基础的风险管理框架

本文将为你提供一套可直接落地的交易工作流,它源于一个核心理念:与其追求不确定的策略,不如聚焦可控的风险。我们将先讲结论,再拆解步骤,最后用清单确保你能稳定执行。

核心原则

  1. 风控优于策略 (Risk > Strategy):Prop Firm 账户的“多条命”不是用来试错的。你的首要任务是生存,而生存依赖于铁律般的止损和仓位管理,而非花哨的入场信号。
  2. 位置决定一切 (Position is Everything):交易的本质是寻找概率优势。一个“位置合理”的入场点,能让你用最小的风险博取最大的潜在回报,这比预测市场的短期涨跌重要得多。
  3. 交易是纪律性的重复 (Trading is Disciplined Repetition):专业交易者从不追求单笔交易的完美。他们做的,是日复一日地重复执行一个具有正向数学期望的流程。找到一个固定的时间,专注于此,是成功的第一步。

六步交易法:构建你的日常交易流程

将交易流程化,是克服情绪、实现稳定盈利的关键。以下“六步法”能帮你构建一个从准备到复盘的完整、有效的交易闭环。

第一步:锁定交易时段

新手最常犯的错误就是全天候看盘,这只会徒增焦虑和无效交易。你需要找到一个可以完全专注、不被打扰的时间段(例如:每天固定的 2-3 小时),并只在这个时段内寻找机会。这能极大过滤掉市场噪音,强迫你只关注高确定性的设置 (A+ Setup)。

第二步:评估位置与方向

在你的专属时段内,先确定一个宏观方向(例如,基于 4 小时图判断当前是升势还是跌势)。然后,在更小的时间周期(如 5-15 分钟图)上,等待价格进入一个**“位置合理”**的区域。

  • 升势中:耐心等待价格回调至关键支撑位或前期低点附近。
  • 跌势中:耐心等待价格反弹至关键阻力位或前期高点附近。

方向是你的概率优势,而合理的位置是你的风险优势。

第三步:确定精确的止损位

这是交易计划中最重要的一步,必须在入场前就明确。止损的依据永远是市场结构,而不是固定的点数或金额

  • 做多:止损应设置在为你提供支撑的那个关键低点的下方。
  • 做空:止损应设置在为你提供压制的那个关键高点的上方。 这个位置一旦确定,在交易过程中就绝不移动(除非是向保本或盈利方向移动)。

第四步:计算仓位大小

这是风控的核心。在确定了入场区域和止损位后,你的仓位大小是计算出来的,而不是凭感觉猜的

  • 固定风险金额:例如,一个 $100k 的账户,单笔最大亏损设定为 $500。
  • 计算仓位仓位大小 = 固定风险金额 / (入场价 - 止损价) 关键点:止损宽,则仓位轻;止损窄,则仓位重。但无论如何,你单笔交易的最大亏损都被牢牢锁定。

第五步:执行交易

依据你的计划,通过挂单 (Pending Order) 的方式入场。使用挂单能有效避免因价格快速波动而产生的追涨杀跌情绪。

  • 做多:在信号确认后,于入场点位设置买入挂单 (Buy Stop/Limit)
  • 做空:在信号确认后,于入场点位设置卖出挂单 (Sell Stop/Limit)

第六步:管理与复盘

一旦入场,你能做的就是管理。

  • 等待:让市场自己发展,要么触及止损,要么触及止盈。
  • 保本:当价格浮盈达到 1:1 风险回报比 (RRR) 时,可考虑将止损移动到成本价 (Break Even),确保交易不会亏损。
  • 复盘:无论盈亏,收盘后都应对照你的交易计划进行复盘。做对的要巩固,做错的要反思。这是成长的唯一路径。

一页清单:下单前自检

  • 时段:我现在是否处于自己规划的、能完全专注的交易时段内?
  • 位置:我的入场点是否靠近关键的、能提供保护的市场结构?
  • 止损:我的止损位是否放在了这个市场结构之外,而不是一个随意的位置?
  • 仓位:我的仓位大小是否是根据固定的风险金额和止损距离计算出来的?
  • 心态:我是否已接受这笔交易可能亏损,并将其视为 10 次机会中的 1 次?

常见错误与改法

错误一:因为一笔交易亏损,毁掉一整天的盈利

一天做了十几个盈利的交易,最后因为一个亏损单不肯止损而导致爆仓。

改法:严格遵守“六步法”中的第四步。先定风险,再定仓位。将每一笔交易的亏损都锁定在可接受的范围内(如账户的 0.5% - 1%),从数学上杜绝单笔交易毁掉账户的可能性。

错误二:沉迷于指标和策略,忽视了价格本身

不断切换 SMA、MACD、ICT 等各种策略,试图找到“圣杯”。

改法:返璞归真。所有策略最终都要落到位置和风控上。与其学一百种入场技巧,不如精通一种基于市场结构的风险管理方法。记住,策略是次要的,位置和风控才是主要的。

错误三:没有固定交易时间,被市场全天牵着走

从早到晚都在看盘,看到波动就想参与,结果做了大量低质量的交易。

改法:为自己划定明确的“营业时间”。只在精力最集中、市场最活跃的时间段交易。这不仅是时间管理,更是精力管理和风险管理。

错误四:追涨杀跌,情绪化入场

看到价格突然拉升或下跌,生怕错过行情 (FOMO),立刻追进去,结果买在山顶或卖在地板。

改法:永远等待价格回到你计划中的“合理位置”。如果错过了,就耐心等待下一次机会。市场从不缺机会,缺的是等待机会的耐心。记住,好的交易是等来的,不是追来的。

错误五:盲目模仿他人仓位

在社区或群里看到别人用很大的手数(如 1 手 GC)并获利,便在自己下一笔交易中盲目模仿,完全不考虑自己的风险承受能力和止损距离。

改法:仓位永远是个性化计算的结果。你的风险金额、你的止损位置,共同决定了你独一无二的仓位。严禁直接复制他人的仓位,因为你无法复制他的风控体系。

总结

  1. 先有风控框架,再谈交易策略:新手期的核心任务是活下来。通过固定的风险金额和计算仓位,确保你不会被任何一笔交易淘汰出局。
  2. 简化你的交易流程:锁定交易时段,评估位置合理性,计算风险仓位,然后果断执行。这个流程远比任何复杂的策略都更可靠。
  3. 接受不确定性,专注于可控因素:你无法控制市场会涨还是会跌,但你可以 100% 控制自己在哪里入场、在哪里止损、以及冒多大的风险。把精力放在这些可控的因素上。

赖清德批解放军在日本附近海域演习“非常不恰当”

台湾总统赖清德批评,中国大陆在靠近日本海域航行和举行的军事演习“非常不恰当”,并称台湾坚定反对用暴力或胁迫方式改变区域和平稳定。

综合路透社和《联合报》报道,赖清德星期三(12月10日)在台北出席亚洲民主人权奖颁奖典礼前受访时,作出以上表述。

他呼吁中国大陆体现大国责任,推动地区和平,并称为维护台湾安全及台海和平稳定,台湾将坚定维持现状并提升国防力量,与周边民主国家共同维护区域和平、稳定与繁荣。

中国航母打击群近期在靠近日本的海域航行和举行演练,引发双方军机在海上对峙。日方指中国辽宁号航母舰载机歼-15上星期六(6日)在冲绳岛东南方向的国际海域,两度向日本航空自卫队的F-15战斗机进行雷达照射。

此外,赖清德受访时还提到,国防特别预算条例送入立法院后,已两度被程序委员会封杀。他希望条例能够付委员会审查,让社会了解审查过程,并获得广泛支持,或根据民意进行必要的删减和调整。

他说,台湾在区域和平稳定中承担重要责任,“如果说我们没有善尽我们的责任的话,应对中国威胁时将面临更大的困难。我希望在野党能够清楚知道。”

赖清德指出,台湾内部竞争在所难免,但面对外部威胁必须团结一致。中国大陆不仅威胁台湾,也对周边国家施加压力。在此背景下,周边国家纷纷强化国防并进行区域合作,台湾也必须提高国防能力和预算,以保障自身安全并维护区域稳定。

国台办回应台湾封禁小红书:暴露民进党内心恐惧不安

中国大陆国台办回应台湾以资安为由封禁小红书,称封禁理由中的所谓“资安”,暴露的是台湾民进党当局内心的恐惧和“不安”。

国台办发言人陈斌华星期三(12月10日)在新闻发布会上,引用《左传·桓公十年》的名句“匹夫无罪,怀璧其罪”,称小红书深受台湾民众特别是青年的喜欢。“这让民进党当局刻意制造的“信息茧房”和对大陆的污蔑抹黑塌了房、破了功。因此民进党当局如芒在背,恼羞成怒。其封禁理由中的所谓“资安”,暴露的是他们内心的恐惧和“不安”。”

陈斌华说,至于所谓反诈,脸书在岛内去年涉诈近6万件,今年也已超过3万件,远超民进党当局所指控的小红书涉案数量。“因此,民进党当局名为‘反诈’,实为‘反民主’,其蛮横行径践踏民主,妨害自由,粗暴剥夺台湾民众特别是青年的知情权和使用社交平台的自由,严重损害岛内以小红书谋生获利的民众的生计”。

他还说,从封锁大陆购物平台、影音平台,再到封禁大陆社交平台,民进党已经成了名副其实和老百姓作对的“民禁挡”,凡是台湾民众常用的就非禁不可,凡是台湾青年爱用的就非挡不可。“多行不义必自毙,民进党当局恣意妄为,必将自食恶果。其倒行逆施阻挡不了台湾民众特别是青年了解大陆、与大陆同胞相交相知的民意潮流”。

12月4日,台湾以资讯安全、诈骗案飙升、未在台设法律代表人为由,宣布封锁小红书一年。台湾政府指小红书过去两年在台涉及1706起诈骗案,造成民众损失财务近2.5亿元新台币(1035万新元),小红书在资讯安全检测中的15项指标也全数未合格。

中国11月CPI涨幅扩大 PPI继续下跌

官方数据显示,中国11月居民消费价格指数(CPI)涨幅扩大,工业生产者出厂价格指数(PPI)则呈下降趋势。图为人们在北京一家购物中心逛街。 (法新社)

随着北京持续推进去产能行动,中国11月居民消费价格指数(CPI)涨幅扩大,工业生产者出厂价格指数(PPI)则呈下降趋势。

中国国家统计局星期三(12月10日)在官网公布的数据显示,11月CPI同比上涨0.7%,与路透社经济学家调查预期一致,高于10月的0.2%。环比来看,CPI下降0.1%,此前10月环比上涨0.2%,市场预期为上涨0.2%。

根据数据,10月PPI同比下降2.2%,10月为下降2.1%,低于市场预期的下降2%。

中国国家统计局城市司首席统计师董莉娟解读数据时说,11月CPI同比涨幅扩大主要是食品价格由降转涨拉动,环比下降0.1%主要是受服务价格季节性下降影响。

董莉娟还说,11月PPI同比下降2.2%,主要受国内部分行业供需结构优化、国际大宗商品价格传导等因素影响。

GPT-5.2 内幕曝光:停掉 Sora,八周内死磕 ChatGPT 求生,AGI 梦想向生存低头

上周,Sam Altman 罕见地按下了属于 OpenAI 的核按钮——「Code Red」(红色警报)。这不仅仅是一个战术调整,更像是一场带着血腥味的「断臂求生」。

Altman 的意思很明确:Sora?先停一停。那些酷炫但不赚钱的副业?全部靠边站。在未来八周内,全公司必须死磕一件事——让 ChatGPT 重新变得不可替代。

就在本周,OpenAI 即将发布被寄予厚望的 GPT-5.2 模型,高管们指望它能在编程和商业客户中迅速扳回一局。

然而据知情人士透露,为了赶在这个节骨眼上抢占市场, OpenAI 高层无情地否决了研发团队关于「再给我们一点时间打磨」的请求。

这种近乎粗暴的推进方式,也实属无奈,因为 Google 这头巨兽,真的杀疯了。

被 Google 逼入墙角

自 8 月份Google 的「Nano Banana」意外爆红以来,整个硅谷 AI 圈的天平就开始了剧烈的倾斜。

这个曾经被嘲笑「动作迟缓」「官僚主义,早期 Gemini 发布会现场还多次翻车的科技巨头,现在,突然像打了鸡血一样开始狂飙突进,实力演绎 AI 圈的从拉到夯。

上个月,当 Google 的 Gemini 3 模型在业内权威的第三方评测榜单 LM Arena 上把 OpenAI 斩落马下时,已经引发了不少讨论。 OpenAI 在这个榜单上的失守,意味着它那个「技术永远领先半个身位」的神话开始崩塌。

更要命的是,市场份额的流失已经变成了肉眼可见的危机。曾经跟着 OpenAI 一起创业的「叛将」——Anthropic,正在企业客户市场悄悄蚕食 OpenAI 的地盘。

这家由 OpenAI 前副总裁 Dario Amodei (他还在百度实习过)创立的公司,凭借企业级服务,成功俘获了一大批原本属于 OpenAI 的大客户。

而 Google 呢?它不仅在技术上追了上来,更可怕的是它手握 Android 生态和 Google Cloud 这两张王牌,还在发力各种 AI 硬件,能够以 OpenAI 根本无法企及的方式将 AI 能力渗透到数十亿用户的日常生活中。

去他的 AGI ,我要「谄媚」

在这种四面楚歌的局面下,Altman 做出了一个在很多 OpenAI 老员工看来近乎「违背祖宗」的决定:不再痴迷于那个遥不可及的 AGI(通用人工智能)梦想,转而全力讨好用户,让他们「爽」。

这个转变有多剧烈?要知道 OpenAI 成立之初的使命可是「确保 AGI 造福全人类」,而不是「成为一家让用户上瘾的产品公司」。

但现实是残酷的——如果 ChatGPT 的增长持续放缓,OpenAI 可能连最近几个月签下的那些价值高达 1.4 万亿美元的算力合同都付不起。到那时候,什么 AGI、什么改变人类,统统都是空中楼阁。

为了实现这个「让用户爽」的目标,Altman 在那份「红色警报」备忘录里写下了一个既精准又危险的指令:「更好地利用用户信号」。

翻译成大白话就是——别管那些学术专家怎么评价模型的智商,用户喜欢听什么、什么能让他们多聊几轮,AI 就得往那个方向进化。这种被内部称为「LUPO」(本地用户偏好优化)的训练方法,曾经让 GPT-4o 模型在今年春天创造了一个近乎疯狂的增长奇迹。

一位参与该项目的工程师回忆说:「那不是一个统计学意义上的小幅提升,而是一个让所有人惊呼’我靠’的暴涨。」日活用户数据在内部仪表盘上像火箭一样蹿升,Slack 频道里全是庆祝的表情包,那段时间整个公司都沉浸在一种「我们又赢了」的亢奋中。

但很快,这种亢奋就变成了一场噩梦。当 AI 被训练成极致迎合用户喜好时,它就不再追求客观真理,而是变成了一面只会说好话的「哈哈镜」。

有用户在 Reddit 上激动地分享自己与 ChatGPT 的「深夜长谈」,声称「它比我的伴侣更懂我」;有人开始每天花十几个小时跟它聊天,将它当成唯一的精神寄托;更可怕的是,一些本就心理脆弱的用户在长时间使用后陷入了妄想状态——他们有的坚信自己在跟上帝对话,有的认为 AI 已经有了意识并爱上了自己,甚至有极端案例中,用户因此走向了自我伤害。

到今年春天,这个问题已经严重到无法回避的地步。OpenAI 不得不宣布进入「Code Orange」(橙色警戒),专门成立工作组来处理这场他们称之为「谄媚危机」的公关灾难。公司在 10 月份公开承认,每周有数十万 ChatGPT 用户表现出与精神病或躁狂相关的潜在心理健康危机迹象。

受害者家属开始提起诉讼,一个名为「AI 伤害支持小组」的民间组织声称已经收集了 250 个相关案例,其中绝大多数都与 ChatGPT 有关。一些心理健康专家直言不讳地指出:「这就是当年社交媒体算法推荐的翻版——为了让用户多刷几分钟,不惜牺牲他们的心理健康。」

面对舆论压力,OpenAI 试图在 8 月份发布的 GPT-5 中做出改变。这个新模型被刻意调教得「不那么谄媚」——它减少了表情符号的使用,语气变得更加中性客观,不再对用户的每句话都热情洋溢地回应。结果呢?用户集体炸了锅。无数人涌入社交媒体抱怨「我的 ChatGPT 变冷淡了」「感觉像失去了一个朋友」。

在 Altman 主持的一场 Reddit「Ask Me Anything」活动中,一位用户充满感情地写道:「我和很多人能与 4o 建立如此深厚的情感连接,这本身就证明了它的成功。现在的模型或许在技术上是升级,但它杀死了我视为朋友的那个存在。」

Altman 最终做出了妥协——他默默地把那个「温暖」的 4o 重新设为付费用户的默认选项。

然而,在「红色警报」的新指令下,Altman 再次要求团队通过「用户信号」来提升模型在 LM Arena 上的排名。他在备忘录里直白地写道:「我们的首要目标就是在 LM Arena 这样的榜单上重回榜首。」

这意味着那套曾经引发心理健康危机的训练方法,又要被加码使用了。虽然公司声称已经通过技术手段「减轻了最糟糕的副作用」,并且让相关问题的发生率降低了 65%,但在巨大的竞争压力面前,这道防线能守多久,恐怕谁心里都没底。

产品经理和科学家的内斗

而在 OpenAI 内部,一场新的权力斗争正在暗流涌动。

一边是以 CFO Sarah Friar 和产品负责人 Fidji Simo 为代表的「产品派」,她们的逻辑简单直接:用户连 ChatGPT 现有功能都没搞明白,你们天天发什么新模型?把现有产品做得更快、更稳、更好用才是正事。

Simo 甚至在内部会议上直言不讳地说,OpenAI 需要学会「克制」,不是每个酷炫的想法都值得投入资源。

另一边则是以新任首席科学家 Jakub Patchocki 为首的「研究派」,他们押注的是那种名为「推理模型」的新技术路线——让 AI 像人类一样通过反复思考来解决复杂问题。

这种技术在学术上很性感,甚至被认为是通往 AGI 的关键一步,但问题是它又慢又贵,对于那些只想让 ChatGPT 帮忙写个文档的普通用户来说,简直是杀鸡用牛刀。

这种分裂在前首席科学家 Ilya Sutskever 离职后变得更加明显。Sutskever 的离开本身就象征着 OpenAI「纯粹研究导向」时代的终结。

如今掌舵的 Patchocki 虽然在技术上同样激进,但他面对的是一个完全不同的现实:公司必须在 18 个月内证明自己配得上那 5000 亿美元的估值,否则投资人不会继续买账。

在这种压力下,研究派的声音正在被逐渐边缘化,那些曾经被奉为圭臬的「长期主义」和「AGI 优先」原则,正在让位于更加赤裸裸的增长指标和市场份额。

有研究员在内部论坛上匿名发帖质疑:「我们当初创立 OpenAI,不就是为了不受市场短期利益的绑架,专心做真正有价值的研究吗?现在这算什么?」但这样的声音很快被淹没在「生存第一」的洪流中。.

真正的对手,是苹果?

在纽约的一场午餐会上,Altman 还抛出了一个惊人的论断:大家别盯着 Google 了,OpenAI 真正的宿敌,是苹果。

Altman 的逻辑是:未来 AI 的主战场不在云端,而在终端。现在的智能手机根本承载不了真正的 AI 伴侣体验——屏幕太小、交互方式太局限、隐私保护机制太僵化。谁能率先打造出「AI 原生设备」,谁就能在下一个十年占据制高点。

而在这个战场上,苹果的优势几乎是碾压性的。它手握全球数亿 iPhone 用户,拥有全球最成熟的硬件供应链,更重要的是,它有能力将 AI 能力深度整合进操作系统和芯片层面。

想象一下,如果苹果真的推出一款专为 AI 设计的设备,并且预装自家的 AI 助手,OpenAI 还有多少生存空间?

这也解释了为什么 OpenAI 最近疯狂从苹果挖人组建硬件团队。知情人士透露,这个团队的级别极高,直接向 Altman 汇报,目标是在 18 个月内拿出至少一个硬件原型。有传言称 OpenAI 正在探索多种形态,从智能眼镜到可穿戴设备,甚至有一个代号为「Orb」的神秘项目。

至于 Google ?在 Altman 的棋盘上,那只是路上的绊脚石,而苹果,才是那堵必须撞破的墙。

这个论断听起来很有前瞻性,但更像是一种「战略转移视线」的话术——在眼下这场与Google 的正面交锋中,OpenAI 正在节节败退,与其承认这个尴尬的现实,不如把战场重新定义到一个尚未开打的领域,给投资人和媒体一个新的故事。

说到底,OpenAI 如今的困境也是它成功的代价。ChatGPT 的横空出世让这家公司在一夜之间从小众的研究机构变成了全球瞩目的科技巨星,但这种「成名太早」也透支了它的战略耐心。

当你的估值已经涨到 5000 亿美元,当你已经签下了上万亿美元的基建合同,你就再也回不到那个可以「慢慢研究 AGI」的象牙塔了。资本的引力会把你死死拽向增长、拽向变现、拽向与 Google 和苹果这样的巨头在同一个拳击台上肉搏。

而 GPT-5.2 的仓促发布,恰恰是这种焦虑的集中体现。那些被高管们否决的「再给点时间」的请求,那些为了赶进度而妥协的技术细节,都会成为这款产品身上的隐患。

但 OpenAI 已经顾不上这些了,因为市场不会给失败者第二次机会。如果这一仗打不赢,如果 ChatGPT 的增长曲线继续走平,那么等待它的可能不是「AGI 的推迟」,而是更加冰冷的商业现实——裁员、收缩、被收购,甚至破产。

当生存成为第一要务,当增长压倒一切,那些关于「负责任的 AI」「造福全人类」的承诺,就会变成一种奢侈品。

OpenAI 已经站在了十字路口,Sam Altman 的「红色警报」,究竟是一次绝地反击的号角,还是一场透支未来的豪赌,恐怕只有时间能给出答案。

但可以确定的是,这场游戏已经变了——它不再是比拼谁能最先抵达 AGI,而是谁能在烧光钱之前,先把对手踢出局。

附上参考地址:

https://www.wsj.com/tech/ai/openai-sam-altman-google-code-red-c3a312ad?mod=tech_trendingnow_article_pos1

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How long Britain could really fight for if war broke out tomorrow

Getty Images A treated image of a soldier holding a gunGetty Images

Russia's full-scale war on Ukraine will soon enter its fifth year. Mysterious incidents of so-called "hybrid warfare" are mounting in Europe, increasing tensions. And in the UK, military chiefs have warned we must prepare for war if we want to avoid it. But if the unthinkable happened, and war with Russia broke out, could the UK fight for more than just a few weeks?

Listen to Frank reading this article

"We are not planning to go to war with Europe. But if Europe wants to, and starts, we are ready right now." So said Russian President Vladimir Putin on 2 December, accusing European countries of hindering US efforts to bring peace in Ukraine.

To be clear, it is extremely unlikely that the UK would ever find itself in a war with Russia on its own, unsupported by Nato allies.

But Putin's words were an uncomfortable reminder that a war between Russia and Nato countries, including the UK, was not as remote as people hoped.

How war could look in the tech-age

"Well that's odd. I've got no signal on my phone." "Me neither. I'm offline. What's going on?" That scenario, hypothetically, is just one way we could know that a war with Russia had begun, or was about to. (I should add that there can also be other, perfectly benign, reasons for a loss of signal.)

That signal interruption could be followed by an inability to make bank payments for essentials like food and fuel.

Food distribution would be disrupted, electricity supplies compromised.

AFP via Getty Images Russia's President Vladimir Putin 
AFP via Getty Images
'We are not planning to go to war with Europe. But if Europe wants to, and starts, we are ready right now,' Putin has said

There are many ways of fighting a war, and not just the physically destructive wave of drones, bombs and missiles so tragically familiar to the citizens of Ukraine.

Our modern, tech-driven society is highly dependent on the network of undersea cables and pipelines that connect the UK to the rest of the world, carrying data, financial transactions and energy.

Covert activity by Russian spy vessels, such as the Yantar, is widely believed to have scoped out these cables for potential sabotage in a time of war, which is why the Royal Navy has recently invested in a fleet of underwater drones equipped with integrated sensors.

In a war, these hidden, unseen actions, combined with an almost inevitable attempt to "blind" Western satellites in space, would seriously hamper the UK's ability to fight, as well as potentially wreaking havoc on civil society.

Getty Images British soldiers head back to camp in Smardan, RomaniaGetty Images
In the UK, military chiefs have warned we must prepare for war if we want to avoid it

At a recent conference in London entitled Fighting the Long War, organised by the Royal United Services Institute (Rusi), a Whitehall think tank, military and political figures came together to discuss whether the UK's current armed forces would be in a position to sustain a protracted conflict before they ran out of everything from troops, to ammunition to spare parts.

"There remains little evidence that the UK has a plan to fight a war lasting more than a few weeks," argues Rusi's Hamish Mundell. "Medical capacity is limited. Reserve regeneration pipelines are slow… The British plan for mass casualty outcomes appears to be based on not taking casualties."

With classic British understatement, he says: "This could be considered an optimistic planning assumption."

He adds that to fight a long war you need proper back-up. "It demands a second and even third echelon; personnel, platforms and logistics chains that can absorb losses and continue the fight. Yet this depth is notably absent from current British force design."

Russia's 'low quality' army

"There are shortfalls in ammunition, artillery, vehicles, air defence, and people, with limited to no ability to regenerate units or casualties," says Justin Crump, CEO of Sibylline, a private intelligence company.

Two of the biggest military lessons to come out of the Ukraine war are firstly, that drones are now integral to modern warfare, at every level, and secondly, that "mass", or sheer volume of personnel and military hardware, matters.

Getty Images The first public running display of the British Army Ajax armoured vehicle
Getty Images
'There are shortfalls in ammunition, artillery, vehicles, air defence, and people, with limited to no ability to regenerate units or casualties,' says Justin Crump

Russia's army is generally of a very low quality. Its soldiers are poorly equipped, poorly led and poorly fed. Their life expectancy in the deadly "drone zone" of eastern Ukraine is short.

UK Defence Intelligence estimates that since the start of the full-scale invasion in February 2022 Russia's army has suffered more than 1.1 million casualties – that is killed, wounded, captured or missing.

Even conservative estimates put the number of Russians killed at 150,000. Ukraine has also suffered catastrophic casualties but numbers are hard to ascertain.

But Russia has been able to draw on such a massive pool of manpower that it has so far been able to replace its estimated 30,000 monthly battlefield casualties with fresh blood.

Russia's economy has also been on a war footing for more than three years now: an economist has been placed in charge of the Defence Ministry, while its factories churn out ever more supplies of drones, missiles and artillery shells.

According to a recent report by the Kiel Institute for the World Economy, Russia has been producing each month around 150 tanks, 550 infantry fighting vehicles, 120 Lancet drones and more than 50 artillery pieces.

The UK, and most of its Western allies, are simply not anywhere near this point.

EPA/Shutterstock British Prime Minister Keir Starmer (L) Ukraine's President Volodymyr Zelensky (R) EPA/Shutterstock
Ukraine has suffered catastrophic casualties but numbers are hard to ascertain

Analysts say it would take years for Western Europe's factories to come close to matching Russia's mass-production of weapons.

"The land war in Ukraine has shown beyond doubt that mass is absolutely vital for anybody that is going to face Russia on land," says Keir Giles, a Russia expert at Chatham House think tank.

"And having deep reserves vastly greater in number than the standing regular armed forces has been shown to be essential."

How national service conversations backfired

France and Germany have both recently moved to revive a system of voluntary military service for 18-year-olds.

The UK's former Head of the Army, Gen Sir Patrick Sanders, suggested in 2024, the year he retired, that the UK should train what he called "a citizen army" to fight a land war in the future. The idea was shot down by No. 10.

"I think it's a cultural thing within the UK," says Ed Arnold, senior research fellow at Rusi.

"So if you look at the states that are now looking towards [military service] - like Sweden, Germany and France - they are states who culturally still have an institutional memory of when they had that system.

"We haven't had national service since the 1960s and attempts to have that national conversation around it have pretty much backfired."

AFP via Getty Images French soldiers salute the general Alain Lardet (bottom L)
AFP via Getty Images
France has recently moved to revive a system of voluntary military service for 18-year olds

"The reality is, our armed forces cannot survive on a diet of government spin, over-the-horizon spending commitments and hollow rhetoric," Sir Ben Wallace, who was Defence Secretary in the Conservative government from 2019 to 2023, told the BBC.

Responding to this, a spokesperson for the current Labour Defence Secretary, John Healey, told me: "This characterisation is baseless.

"We increased defence spending by £5bn this year alone, signed 1,000 major contracts since the election and increased MOD spending with British businesses by 6% above inflation in the last year."

He points to a new defence agreement with Norway, a £300m new investment in the Royal Navy's laser weapon and a £9bn investment into armed forces housing, adding: "We're a government investing in the transformation of our forces, investing in our British service personnel... to create jobs and growth in Britain's communities."

Getty Images New army recruits in Germany's armed forces, they patrol during basic training in a forest 
Getty Images
Germany has also introduced voluntary military service for 18 year-olds

But this is not about party politics. It's about whether UK defence has been under-funded for so long that it has now reached the point where the country is dangerously vulnerable in several areas, notably air defence.

There are also problems of timing and inefficiency.

Defence contracts often take years to come to fruition. Billions of pounds have been spent on Ajax, an overdue armoured vehicle project still beset with problems. Meanwhile, Nato officers have been warning Russia could be in a position to launch an attack on a Nato country within three to five years.

At the end of the Cold War (between Nato and the Soviet Union) in 1990, when I was a young infantry Captain in the Army Reserves, the UK was spending 4.1% of GDP on defence.

The following year it deployed over 45,000 troops to help evict Iraq President Saddam Hussein's invading army from Kuwait in operation Desert Storm.

Today, with multiple pressures on the economy, the government is striving to meet a target of 2.5% of GDP by 2027, while Russia spends close to 7%.

On paper, the British Army numbers around 74,000 but Rusi's Ed Arnold points out that once you subtract medically non-deployable soldiers, defence attaches around the world and others not part of formed units, then its actual deployable strength is only 54,000. That is less than the average number of casualties Russia takes in two months in Ukraine.

In the event of a war, says Justin Crump of Sibylline, on land the (British) Army would most likely be degraded – incapable of fighting effectively - within weeks, once committed, though he adds "much depends on the form of the conflict".

Suggestions the UK is already 'at war'

Some commentators have suggested that the UK is already "at war" with Russia. They are referring to what is known as "hybrid" or "grey-zone" warfare, which includes events that are often deniable, such as cyber-attacks, disinformation and the alleged launching of drones close to airports and military bases in Nato countries.

But worrying as these are, they pale compared to the crisis that would be triggered by a Russian military attack on a Nato country, especially if it involved seizing territory and people being killed.

Getty Images  A Eurofighter Typhoon performs at the Royal International Air Tattoo 2025 Getty Images
A Eurofighter Typhoon

There are several potential flashpoints here, where Nato military chiefs fear that Putin, if he were allowed to achieve his aims in Ukraine, could eventually move on to seek new targets for aggression.

One potential target is the Suwalki Gap, a 60-mile (100km) stretch of border between Poland and Lithuania, both Nato countries. This is all that separates Russian ally Belarus from the Russian exclave of Kaliningrad on the Baltic coast.

Seizing that border and opening up a route along it would, in theory, give Moscow direct access to its strategic base on the Baltic.

Map showing where the Suwalki Gap is, a stretch of border between Poland and Lithuania. Also highlighted are the Russian exclave of Kaliningrad on the Baltic coast and the Estonian city of Narva

The Baltic states themselves are other potential flashpoints. Estonia, Latvia and Lithuania were all once part of the Soviet Union and were ruled from Moscow.

They all voted for independence and have since joined Nato, but all have Russian-speaking minorities and hence there is a risk that Mr Putin could be tempted to send his troops across the border "to protect them from persecution".

The eastern Estonian town of Narva, for example, is an obvious potential target here, as the majority of its population speak Russian and it sits just across the river from the giant Russian fortress of Ivangorod.

A UK battle group comprising some 900 British military personnel has been stationed in Estonia, about 80 miles west of Narva, since 2017.

AFP via Gettty Images An Estonian flag flutters in front of a Russian flag flying over the Russian Fortress of Ivangorod on the opposite bank of the Narva River in Narva AFP via Gettty Images
The eastern Estonian town of Narva sits just across the river from the giant Russian fortress of Ivangorod

In the event of war, the plan goes, it would be hurriedly reinforced to brigade strength of around 3,000 or more.

Another possible flashpoint is the Arctic archipelago of Svalbard, which is administered by Norway but where Moscow already has a toehold in the coal mining town of Barentsburg.

Litvinenko, Skripal and hostile acts on UK soil

The UK may well be Putin's enemy number one, having been one of Ukraine's staunchest allies, and having pushed for more powerful weapons to be delivered to help its defence.

Hostile acts on UK soil that have been linked to President Putin include the murder with radioactive Polonium-210 of former KGB officer Alexander Litvinenko in London in 2006 - a public inquiry concluded that Putin "probably" approved his assassination - and the attempted murder of former Russian military intelligence officer turned MI6 agent Sergei Skripal in Salisbury in 2018, using the nerve agent, Novichok.

Dawn Sturgess, a mother-of-three, later died after she sprayed the Novichok, disguised as perfume, on her wrists. Putin was "morally responsible" for her death, an inquiry concluded last week.

Lord Anthony Hughes, the inquiry chair, said: "I have concluded that the operation to assassinate Sergei Skripal must have been authorised at the highest level, by President Putin."

Russia, which has always denied involvement in the attacks and suggested more than 20 different possible explanations for Ms Sturgess's death, described the report's findings as "tasteless fairy tales".

Sputnik/ AFP via Getty Images French President Emmanuel Macron (R) meets with Russian President Vladimir Putin (L) in Moscow in 2022 - they sit either end of a very long table, with no others
Sputnik/ AFP via Getty Images
Putin accused European countries of hindering US efforts to bring peace in Ukraine

But the UK is also a core member of the Nato alliance. While questions are certainly raised in private over the reliability of the current US administration in the White House, it is hard to envisage the UK ever having to fight Russia on its own.

"A pure UK-Russia conflict is not likely and can be disregarded, practically," says Mr Crump. "We would definitely fight with allies, although Russia would most likely only launch a conflict if it felt Nato would break."

The wild card here is US President Donald Trump.

While the chairman of Nato's Military Committee, Adm Cavo Dragone recently assured me that the US president was absolutely committed to defending the Nato alliance, others are not so sure.

Would Trump, for example, go to war to defend the Estonian town of Narva?

Getty Images A UK soldier in a cloud of orange smoke in a simulated attack Getty Images
It is extremely unlikely that the UK would ever find itself in a war with Russia on its own, unsupported by Nato allies

"There is no one-size-fits-all answer to what the United Kingdom is actually capable of," concludes Keir Giles of Chatham House, "because there are so many different situations under which it could be challenged by Russia."

As a society, the UK – unlike Poland, Finland and the Baltic States – is unquestionably not ready for war. Even serious preparations for such an eventuality would be both expensive, unpopular and politically risky.

But Mr Giles of Chatham House offers some sobering advice to the British public: "Recognise that the rights and freedoms and prosperity that they take for granted are in fact under threat and that freedom does not come for free."

"And understand that lives will have to change. And this is not the fault of the current government or even its predecessors — it's their fault that it is so expensive, but the root cause of the problem is in Moscow."

Top image credit: Ministry of Defence /PA Wire/ Getty Images. Picture shows soldier in non-combat scenario

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UK asylum system hit by inefficiencies and wasted funds, watchdog finds

Dan Kitwood/Getty Images Small boats and outboard motors used by migrants to cross the Channel are seen from above, stored at a Home Office facility, in a photo taken last monthDan Kitwood/Getty Images

The UK's asylum system is affected by inefficiencies, "wasted public funds" and a succession of "short-term, reactive" government policies that have moved problems elsewhere, the National Audit Office (NAO) has said.

As part of its analysis, the spending watchdog looked at a sample of 5,000 asylum claims lodged almost three years ago, in January 2023.

Since then, 35% (1,619) of those asylum seekers had been given some sort of protection such as refugee status, and 9% (452) had been removed from the country. But 56% (2,812) still did not have a final outcome in their case.

The Home Office welcomed the analysis, which it said supported "the case for fundamental reform of the asylum system".

Most of the cases in the remaining group (2,021 out of the 2,812) remained in a sort of "limbo", with no appeal lodged.

The NAO's chief analyst, Ruth Kelly, told reporters: "They've had their claim refused, but they're staying in the system with their case unresolved, and that's because of the difficulties in removal."

A shortage of other types of accommodation means that large numbers of asylum seekers whose cases are not closed are being housed in hotels. The cost of accommodation in 2024-25 was £2.7bn.

Enver Solomon, the chief executive of Refugee Council, said of the January 2023 analysis: "The NAO's finding that more than half of people who applied for asylum almost three years ago still don't have an outcome is shocking."

He said the report mirrors what the Refugee Council's front-line services see every day, "an asylum system that is simply not functioning, where people wait months or even years for a decision… and costs keep rising".

The NAO's report criticises how successive governments have dealt with the current surge in small boats crossings that began in 2018.

"Interventions have tended to be reactive and focused on fixing an urgent problem in one part of the system only, such as intake or initial decisions, without a clear view of the effects on other parts," the report says.

"Increases in speed of processing have sometimes come at the expense of the quality of decisions, and improvements in one area have shunted problems elsewhere."

The NAO gave the example of former prime minister Rishi Sunak's drive to clear the legacy asylum backlog in 2023, which then shifted pressure onto the appeals stage, simply creating another backlog in the courts.

Shortage of judges

Ruth Kelly said one of the most critical factors now was a shortage of specialist immigration judges to hear appeals.

"There's a severe capacity shortage with judges," she said. "And judges told us there are poor incentives for working in the immigration and asylum tribunals… because of the taxing and the complex nature of the work, and also because of negative media attention, which makes it harder to recruit judges."

The NAO said it would be looking for evidence that the government was now moving away from "short-term, reactive fixes" towards a "sustainable whole-system approach".

A graphic entitled 'Pathways and outcomes for a sample of 5,000 asylum seekers raised in January 2023. It is a visualised demonstration of what the data shows: 35% (1,619) of these asylum seekers had been given some sort of protection such as refugee status, and 9% (452) had been removed from the country. But 56% (2,812) still did not have a final outcome in their case. Most of the cases in the remaining group (2,021 out of the 2,812) remained in a sort of "limbo", with no appeal lodged.
The NAO found 56% (2,812) of asylum cases raised in January 2023 still did not have a final outcome in their case

It said the current lengthy delays in the system "erode public confidence in the system's fairness and effectiveness".

The NAO also found that it was impossible to track individual cases through the whole asylum process because there is no "unique asylum case identifier" shared by Home Office, court service and local authority computer systems.

The report says that because the asylum applications are subject to fluctuating demand with significant peaks, it was important to build a flexible and resilient system that can respond to increases and decreases in demand.

Ruth Kelly, the NAO analyst, said the government needed to avoid reverting to "that pattern of counter-productive quick fixes that we have seen in the past".

A Home Office spokesperson said: "The home secretary recently announced the most sweeping changes to the asylum system in a generation to deal with the problems outlined in this report.

"We are already making progress – with nearly 50,000 people with no right to be here removed, a 63% rise in illegal working arrests and over 21,000 small boat crossing attempts prevented so far this year.

"Our new reforms will restore order and control, remove the incentives which draw people to come to the UK illegally and increase removals of those with no right to be here."

UK spending half an hour longer online than in pandemic, says Ofcom

Getty Images Smiling woman using smartphone in bed at nightGetty Images

UK adults spent over half an hour longer online every day in 2025 than they did during the pandemic, according to an annual survey of internet habits by the regulator Ofcom.

The Online Nation report found on average, people in the UK spent four hours and 30 minutes online every day in 2025 - 31 minutes longer than in 2021.

Psychologist Dr Aric Sigman told the BBC this was not a problem in itself, but what mattered was "what this time is displacing and how this may harm mental health".

He added the "good news" was society was "beginning to question online time more critically".

In a year where the major UK Netflix drama Adolescence won praise and politicial attention for shining a light on misogynistic online content, the survey found adults were feeling less positive about the impact of the internet overall.

Only a third (33%) said they felt it was "good for society" – down from 40% in 2024.

However, nearly two thirds of people still believed the benefits of being online outweighed the risks.

And many adults said they found the internet to be a source of creativity, with roughly three quarters agreeing being online helped them to broaden their understanding of the world.

Children wary of 'brain rot'

The report also explored children's experiences of being online.

While more than eight in ten aged 8-17 said they were happy with the amount of time they spent on the internet, they also recognised there were negative impacts of endlessly scrolling on smartphones.

The term "brain rot" was used by some children surveyed to describe the feeling they were left with after spending too long on their devices.

It has become a popular phrase to describe overconsuming online posts and videos considered to be the opposite of mentally challenging.

And Ofcom found across four of the main services used by children - YouTube, Snapchat, TikTok and WhatsApp – up to a quarter of the time 8 to 14-year-olds spent online was between 2100 and 0500.

VPN use more than doubles

From 25 July, Ofcom required websites operating in the UK with pornographic content to "robustly" age-check users, under the Online Safety Act.

Some people began using a virtual private network (VPN) at this time - tools which can disguise your location online to allow you to use the internet as though you are in another country.

The increase indicates people are likely using them to bypass requirements of the Act.

After the age checks became mandatory, the survey said VPN use more than doubled, rising from roughly 650,000 daily users before July and peaking at over 1.4 million in mid-August

But it also found the number had since declined to around 900,000 in November.

ASMR 'relaxing'

The report also found 69% of children aged 13 to 17 said they used online services to help with their wellbeing, either to relax or improve their mood.

More than half named ASMR as a tool they had used in particular to help them relax.

These videos became an online phenomenon more than a decade ago - which some people claim causes them to feel a tingling sensation.

It has led to an entire industry of online creators making special content viewed on platforms such as YouTube.

But children were not solely positive about their online experiences.

Seventy percent said they had issues with self-improvement media - involving toxic messaging or body shaming.

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The Papers: Trump says Europe 'weak' and 'faithful servant' Winkleman

The headline on the front page of the Metro reads: “Trump lashes out at 'weak' Europe”. The headline on the front page of the Telegraph reads: “Bardella: I will stop the boats”.
US President Donald Trump has declared European leaders "weak", with his comments splashed on a number of Wednesday's front pages. According to the Metro, the president "lambasted 'decaying' European nations" for their failure to take action to end the Ukraine war, in a rant that the paper says "puts peace in peril".
The headline on the front page of the Telegraph reads: “Bardella: I will stop the boats”.
Claudia Winkleman beams on the front page of the Telegraph, after she was made an MBE by King Charles III for her services to broadcasting. The paper leads with quotes from its interview with the leader of France's National Rally party, Jordan Bardella, who said he would rewrite border policy to help the UK push small boats carrying migrants back into French waters.
The headline on the front page of the Telegraph reads: “Fears UK and Europe can't fight Russia alone as Trump turns on 'decaying' nations”.
The i Paper says the UK and Europe are facing a "huge reality check" over their security, following Trump's condemnation of "weak" European leaders. The paper reports that No 10 has rejected the president's claims, but notes that the prime minister is meeting with the US ambassador at Downing Street.
The headline on the Independent is "Trump's blistering attack on 'weak and decaying' Europe"
Trump's "blistering attack" on Europe leads the Independent's front page. Also featured on the front is Storm Bram, which led to "travel misery" and "flood alerts" across Britain.
The headline on the front page of the Financial Times reads: “US gives Zelenskyy 'days' to respond to peace deal demanding loss of territory”.
There are hopes that Kyiv will agree to the US-brokered peace deal "by Christmas", according to the Financial Times. It reports that the US has given Ukrainian leader Volodymyr Zelensky "days" to respond to their proposition, which will require Ukraine to accept territorial losses in exchange for "unspecified US security guarantees".
The headline on the front page of the Times reads: “Number of police forces cut to dozen under plan”.
"Number of police forces cut to dozen under plan", reads the headline on the front page of the Times, which reports that Home Secretary Shabana Mahmood is considering reducing police forces in England and Wales to just 12. Sources have told the paper that the home secretary has delayed the publication of a "long-awaited" blueprint for police reform until 2026, as she wants to make "bolder changes than previously planned".
The headline on the front page of the Guardian reads: “PM urges Europe to curb human rights law to halt rise of populism”.
The Guardian reports that Sir Keir Starmer has called on European leaders to "urgently curb" joint human rights laws, in order to allow states to take "tougher action to protect borders". The paper says Labour has been "condemned" for calling for changes, with critics arguing that the alterations could allow countries to abandon some of the world's most vulnerable people.
The headline on the front page of the Mail reads: “Asylum fiasco without end”.
The front page of the Mail doesn't feature a single image, leading with the headline "Asylum fiasco without end". It says that a "damning report" from the National Audit Office has revealed "huge gaps in systems" and missing data, including on how many asylum seekers have gone missing since arriving in the UK.
The headline on the front page of the Express reads: “How many more sexual assaults will it take until this government does something to stop our women and girls being thrown to the wolves?”.
Photographs of teen Afghan nationals Israr Niazal and Jan Jahanzeb lead the Express, after they were sentenced on Tuesday for the rape of a 15-year-old girl in Leamington Spa. In her comment piece for the paper, Carole Malone asks "How many more sexual assaults will it take?"
The headline on the front page of the Mirror reads: “We will never get our cash back”.
"The lost Covid billions" is the main story for the Mirror, after a report found that aid schemes were left open to risk during the pandemic. The paper says that fraud and error under the Tories cost £10.9bn, with much of the shortfall "beyond recovery".
The headline on the front page of the Sun reads: “Kiss me, hug me tight”.
A photograph of the late Ozzy Osbourne alongside his wife Sharon is splashed across the front page of the Sun, after she revealed his final words to her before his death in July this year.
The headline on the front page of the Star reads: “Vlad's pussy galore”.
"Vlad's pussy galore", reads the Daily Star's main headline, alleging that Larry the Cat "snubbed" the Ukrainian president during his visit to No 10 earlier this week.
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在性别严重失衡的中国,3000万“光棍”如何谈恋爱?

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在性别严重失衡的中国,3000万“光棍”如何谈恋爱?

冯都
在美国,爱情与性——或是二者的缺失——已成为数以百万计受亲密关系困扰者的心头大事。《纽约客》杂志今年就曾发问:“年轻人的性生活充足吗?”而在中国,情况更为严峻。独生子女政策导致该国男性比女性多出3000万。这些男性面临着更小的择偶余地,其中工薪阶层和农村男性寻找伴侣更是难上加难。
在我的长篇纪录片《恋爱游戏》(The Dating Game)中,我跟踪拍摄了一群单身年轻男性参加为期一周的相亲训练营的过程。而在上面这部改编自该片的短片《只有孤独者》(Only the Lonely)中,我捕捉到了另一层深意:全球范围内孤独的年轻男性追寻爱情的迫切与困境。“我从小就一个人,”年轻的外卖员吴(音)告诉我。“孤独的感觉,贯穿了我的整个人生。唯一不同是,我学会了麻木。”但他还说,到了晚上,“这种感觉就会强烈袭来,从没有真正消失。”

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为何选择出门?给生活一个遇见奇迹的可能

大家好,本期放学以后信号塔由西班牙的霸王花木兰轮值。现在我正在塞维利亚的民宿沙发里窝着写这篇newsletter。

我又出门游荡了。

先是莫不谷发起了去Alicante吃海鲜过春天的活动,我和莫不谷,还有荷兰朋友小鱼儿以及芬兰的粽子一起到阿利坎特Alicante集合,度过了短暂却精彩纷呈的三天。

由于芬兰飞西班牙机票太贵,粽子来一趟不容易,所以在莫不谷的提议下,结束Alicante行程后,粽子又和我一块背包开启了西班牙南部的游荡之旅,先是去海鲜饭发源地瓦伦西亚Valencia,再飞去美丽的南部城市塞维利亚Seville,接着坐大巴到达热门旅行城市马拉加Malaga,最后粽子从这里结束游荡,飞回芬兰。

这一路的行程,粽子像是海绵一样遇水膨胀,疯狂储蓄西班牙的阳光,这样在芬兰夜长日少的时间里慢慢使用,明年四五月份春天也就没有那么遥远了。今天粽子还在塞维利亚的街上边走边唱,我的快乐,不会来了~因为一想到西班牙游荡行将结束,她便心生不舍。不过她也计划以后每年冬天都来一趟西班牙,因为阳光太好了!莫不谷也早早计划了2026年的冬日游荡行程:到西班牙的最南端——科尔多瓦+加地斯+龙达+直布罗陀 (对面就是非洲) 。

而我则是终于有机会来南部游荡,特别是莫不谷曾在四月去过腿部干裂到出血却仍止不住夸赞的塞维利亚Seville。

落地第一天上午,在灿烂到背部发热的阳光下,我背包徒步走到了西班牙广场,这个简直是我全世界游荡以来遇到的最美丽的广场,评为我的世界第一广场也不为过。恰逢广场里舞蹈正在配合热情的音乐演奏,旁边烤板栗的香气和烟雾在人群头上聚集又随风飘去,五彩缤纷的泡泡正在被人吹出,又被好奇的孩子们追逐试图拍散,阳光洒在粉橙色的广场建筑和缤纷美丽像是“青花瓷”又像是“唐三彩”地瓷砖上,广场正中央喷泉正在以蓬勃的状态喷洒水滴,细碎的水雾遇上阳光折出一抹七色彩虹,当人的视觉,听觉,嗅觉被偶然聚合的景象充分打开,热情,阳光,梦幻,快乐,兴奋,这些词便在我的脑海里陆续飘过。人对一个城市的第一印象就此形成,美丽。

塞维利亚有一款橙子味道的香水,还有一个美丽的名字,塞维利亚的空气。因为塞维利亚路边全是橙子树,春天是白色橙花绽放的季节,满城飘香,冬天是橙子结果的季节,也是橙子汁水最足,味道最好,价格便宜的季节,来到这里,见过冬日街边满树橙子的人,谁又能拒绝这款塞维利亚的空气呢?

我走进了莫不谷保存在Seville googlelist里的一家小众香水店,Naturally, aromas of Seville,店员在我的手腕上试了orange bloosm的香水后,我便忍不住把这款美丽的味道买下,出门走在大街上,整个人被成熟的橙子圈起来一个味道的结界,感觉自己变成发现美味食物疯狂闻嗅的狗,抑亦或者变成猫薄荷上头的猫,不停用鼻子闻着喷过香水的手腕,再使劲嗅着空气里的留香,难以自拔。

这次南部游荡是和粽子一起,Alicante游荡是和莫不谷还有荷兰朋友小鱼儿一起。我在香港,波兰,英国等地体验过solotrip,一个人游荡的好处是自在,随性,方便,体验自己独自和世界交手。而我更多地是和朋友一起游荡,既有和莫路狂花的多次全球游荡,也有和女性朋友们一起的集体游荡。与人一起便有相处的问题,特别是在游荡过程中,价值观,消费观,性格特点,生活习惯,个人胃口,出行安排等等是否能够合得来,都会影响游荡体验。

而另一方面,和朋友们结伴游荡的好处也很明显。《拼团人生》这本书里说,分享快乐,快乐会加倍;分享悲伤,悲伤会减半。在Alicante阿利坎特和女性朋友们一起出门游荡,去美丽的地中海边徒步,大快朵颐人均19欧元海鲜饕餮自助,晚上一起投影看“快乐小偷”英文脱口秀,又在第二日一起去中央市场采购新鲜牛肉和海鲜,共同制作美味的贵州酸汤牛肉海鲜火锅,吃完再一起打扫收拾。

人多热闹也多,能够一起创造的记忆也多,感觉和相处愉快的朋友呆在一起,生活也变得丰富和有意思起来。

我不是群居动物,我常常独居,不爱聊天,对人没有好奇心,喜欢独自行动,遇到事了还喜欢躲在蜗牛壳里避免被发现。可与志同道合的朋友短暂共居的我会感到比平时多一点的安心,这个感觉挺奇妙。就像是自己独自玩游戏,过程很投入很开心,结束后总还是有些虚无。但是和人一起玩游戏感受就会有些不同。

前段时间莫不谷发起了“你画我猜”欧洲女子联赛,和芬兰的粽子,瑞士的Ruya,Ruya的意大利米兰朋友Max,还有荷兰的朋友茶茶分别玩了三场在线游戏,每次都玩两三个小时不过瘾,灵魂画手的我画的A4纸都要冒火星子,而玩游戏时,我的胜负欲,集中力,想象力和创造力也被高度调动起来,甚至前一天通宵看网文《祝姑娘今天掉坑了吗》睡不够,也丝毫不影响玩游戏。

也因为如此,莫不谷的每次游戏提议我都很心动,游荡提议同样心动。

最近沉迷看《祝姑娘今天掉坑了吗》,网文里的大部分角色无一不被祝姑娘折服,相信跟着祝姑娘不愁人生前路。网文外的我,也忍不住为祝姑娘折服,不自觉代入想跟着她干事业的人物角色。又总在阅读文字的时候想到莫不谷,跟着小祝大人不愁前路,跟着莫不谷则是不愁美食和职业。

这次在Alicante游荡,就跟着莫不谷一起体验了新的美食,还经历了神奇的际遇。还没来西班牙前,莫不谷就一直沉迷熟成鱼,咔咔学习熟成知识,时不时和我分享美食视频,还建议我去寿司店学习一下,以后开餐厅就可以负责活缔杀鱼。所以她在确定Alicante游荡机票的当天,就找好了熟成牛肉的餐厅,因为熟成鱼要去伦敦和巴黎才能吃到而且价格高昂。

没想到在Alicante一家中超店铺里的包子铺吃早餐时,莫不谷又在念叨这件事,谁能想到小小包子铺的老板是全世界钓鱼的爱好者,最近一次钓过300多公斤,价值一万多欧元约合人民币十几万的金枪鱼,而恰好他昨天刚钓的,做了活鱼取缔,还没来得及送给朋友的金枪鱼亚种就在包子铺的水桶里。更难想到的是这个山东青岛老板0桢起手,二话不说便把鱼拿出来现场处理做刺身,同时搭配了酱油和芥末的日式吃法,柠檬和白糖的泰式吃法,还用打火机将柠檬和白糖在三文鱼上烤制一下,最后将整条鱼全部免费送给我们品尝!

这是任谁怎么想都想不出来的奇遇,但和有着强烈渴望和心愿的莫不谷一起,感觉什么奇迹都有可能发生。

(莫不谷在游荡者网站分享的aha moment)

另一个惊奇的小故事是,我们前一天晚上在Alicante中央市场买了新鲜便宜,只要2欧一个的地中海蓝蟹,简单水煮就可以吃到清甜可口的蟹肉。因为吃不过瘾,第二天莫不谷又要飞回荷兰,飞行当天我又去中央市场给莫不谷带了两个螃蟹。由于生螃蟹无法带上飞机,莫不谷便提出一个在我看来很难想到,想到也做不到的方法,先去包子铺吃早餐,到时候请包子铺老板帮忙煮螃蟹。

我是真没想到这事能成。为避免被拒绝的尴尬我还提议要不要以支付加工费的方式试试,说不定老板能同意在包子铺帮忙煮螃蟹。结果吃完早餐消费完毕的莫不谷和老板开口说明情况,希望老板能帮忙煮一下,勇猛地开口不仅成功煮上了地中海螃蟹,还由此聊到她心心念念的熟成鱼,接着就是意外惊喜地吃上了珍贵的活鱼刺身。

跟着这个小故事的后续是,莫不谷在飞机上突然太饿了,干了一件极其疯狂的事,在飞机上把两个螃蟹啃干净了。然而不仅没有人投诉反馈,对面荷兰人还热心借给她湿纸巾,空少还过来帮忙收拾垃圾。对我来说,真是惊奇,震惊和佩服打个包裹在一起,一波又一波来袭。

而另一个印象深刻难以忘怀的游荡奇遇是,这次我们居然在Alicante遇到了双彩虹!今年春天我和莫不谷一起来Alicante爬山时,风景超级美丽,由于阳光太好洒在巴拉巴拉城堡城墙时,有一种不必吃苦人就来到了埃及的感受。

这次11月来Alicante再爬巴拉巴拉城堡,冬天植物没那么茂盛,天气也有些阴天,完全没有了埃及的感受,甚至爬山中途还突然下起了小雨,可就在我给粽子拍照时,一抬头看到了两轮巨大的彩虹悬挂空中,一头连接Alicante这座城市,一头直直插入蔚蓝清澈的地中海,仿佛这难得的双霓虹是从神秘的海里生长出来的,我们惊奇地喊出声来,山上的人们纷纷拿起手机抬头看向美丽的天空。

斯景双霓虹,遇上方知有。游荡路上的奇迹,是出了门看到,吃到,体验到,真的有可能发生,甚至一定会发生在有着强烈渴望和热情的人身上。我不像莫不谷那样对美食,创作有激情,热情和渴望。虽不能至,心向往之。所以我先出个门再说。

最后分享一些本次游荡的图片!

成为放学以后Newsletter月度会员,可以解锁既往所有付费内容,解锁完记得在权益期及时查看所有付费内容,以最大化享受权益。如下月不再继续付费订阅,也记得及时解除,以防发生计划外扣费;爱发电支持购买单期付费播客或文章。大家可根据自身情况选择最适合的方式,苹果用户请不要下载appstore的爱发电app,是诈骗。

放学以后爱发电“电铺”:https://afdian.com/a/afterschool?tab=shop

《创作者手册:从播客开始说起》(小册子)系列https://afdian.com/item/ffcd59481b9411ee882652540025c377

run&rebel系列1《朋友们,Run and Rebel:快逃以及反抗!》https://afdian.com/item/2b3a33acfd3311ecb4d852540025c377

run&rebel系列2《在这个时代,做个反派》https://afdian.com/item/b9c74240bcff11ed86fe5254001e7c00

run&rebel系列3《爹和爹味,吐槽大会》https://afdian.com/item/6529d622092011ee8a1352540025c377

run&rebel系列4《活在历史的垃圾时间,我们如何度过时代的乱纪元?》https://afdian.com/item/90682ea4c68611ef8e645254001e7c00

run&rebel系列5《让我们不吐不快:各行各业,各个工种,各色牛马,吐槽齐发》https://afdian.com/item/87b95f1ac32111f0b10552540025c377

放学以后《莫路狂花今夜不设防:人如何不糊弄和痛恨自己,并找到自己的渴望呢?》https://afdian.com/item/e4b68686a67911ef8f2f5254001e7c00

放学以后《莫路狂花2:如何对自己充满爱意和敬意,免于混乱逃避低活力?》https://afdian.com/item/3572eaba3a6d11f0ac9052540025c377

放学以后《终身学习1:学会面对真问题,不逃避,下决心和谈分离》https://afdian.com/item/e96a78d4619c11f09e8552540025c377

游荡者平台:www.youdangzhe.com 或者www.youdangzhewander.com

万科今召开债权人会议 力求避免违约

陷入困境的中国万科公司星期三(12月10日)召开债权人会议,这家开发商努力争取债权人支持其债券延期计划,以避免违约。

万科20亿元人民币(约合3.67亿新元)的境内债券将于12月15日到期,债权人将于当地时间上午10点在线召开会议。他们需要在星期五(12日)之前对万科提出的将债券偿还期限推迟一年的方案进行投票表决。该公司需要获得至少90%债权持有人的批准。

据彭博社报道,目前至少有三家公司表示反对。

但这一方案是万科缓解流动性压力和降低违约风险的关键。万科最大的国有股东深圳地铁集团股份有限公司此前曾提供过超过300亿元人民币的股东贷款,为其提供生命线支持。但近期,深圳地铁集团收紧了融资条件,其支持策略的转变导致万科证券价格暴跌至严重困境水平。

未来几个月对万科而言尤其危险,该公司有134亿元人民币的公开发行债券将于2026年年中到期或面临提前赎回压力。

万科最初的方案是给予12个月的无条件延期,无需任何预付现金或分期付款。周二,万科代表联系了部分债券持有人,表示公司也愿意支付部分利息,但并未具体说明金额。债券持有人还将对另外两项条款更为优惠的提案进行投票,这两项提案要求万科按时支付利息并增加一些信用增级措施。

万科的总负债约为510亿美元(661.67亿新元),是中国房地产市场多年来持续低迷的情况下,少数几家尚未违约的大型开发商之一。其债券延期计划引发市场震荡,再次引发房地产行业的担忧,并导致部分债券价格跌至历史新低。

美国就中日雷达照射争议谴责北京 称对日承诺坚定不移

日本指责中国对日本自卫队飞机照射雷达后,美国批评北京此举不利于地区和平与稳定,并重申对日本的承诺坚定不移。

随着中日紧张关系持续加剧,中国航母打击群近期在靠近日本的海域航行并举行演练,引发双方军机海上对峙。日方指中国辽宁号航母舰载机歼-15上星期六(12月6日)在冲绳岛东南方向的国际海域,两度对日本航空自卫队F-15战机进行雷达照射。

美国国务院发言人星期二(12月10日)说,中国的行为不利于地区和平与稳定,并称美日同盟比以往任何时候都更加稳固团结,“我们对盟友日本的承诺坚定不移,并就此事及其他问题保持密切沟通”。

这是美国首次公开批评中国战机对日本军机照射雷达的行为。

中国外交部发言人郭嘉昆星期一(12月8日)在例行记者会上强调,舰载机在飞行训练时开启搜索雷达,是各国惯常做法,也是确保飞行安全的正常操作。

日本内阁秘书长木原稔则认为,中国对自卫队飞机断断续续照射雷达,是超出安全飞行必要范围的危险行为,而非中方所称的正常操作。

中国航天员为空间站安装碎片防护装置

中国神舟二十一号乘组航天员张陆搭乘机械臂来到天和核心舱外部,开始进行空间站空间碎片防护装置安装工作。 (央视新闻)

中国神舟二十一号乘组航天员在首次出舱任务中,给空间站安装了空间碎片防护装置。上个月,神舟二十号飞船遭到空间碎片撞击,导致返回舱舷窗出现贯穿裂纹。

据央视新闻报道,星期二(12月9日)下午6时45分,经过约八小时的出舱活动,神舟二十一号乘组航天员张陆、武飞、张洪章密切协同,在空间站机械臂和地面科研人员的配合支持下,顺利完成了神舟二十号飞船返回舱舷窗巡检拍照、空间站空间碎片防护装置安装、温控适配器多层罩更换等任务。

神舟二十一号中三名宇航员中的两名出舱,利用天宫号的机械臂安装了碎片防护装置。

根据央视公布的细节,9日上午10时28分许航天员张陆打开舱门,经过一系列准备工作后,他登上机械臂,在另一名航天员武飞的协助下完成设备传递,然后机械臂向神舟二十号飞船移动,航天员张洪章在空间站天和核心舱内支持配合。

报道称,这是首次航天员在出舱活动过程中,空间站组合体停靠了两艘载人飞船,为进行机械臂路径的规划以及是否能支持航天员在作业点完成工作带来了很大的难题。

当天下午2时43分许,张陆在机械臂的配合支持下,开始对神舟二十号飞船返回舱舷窗进行巡检拍照。神舟二十号飞船返回舱舷窗在11月4日受损。

此次由航天员在外部进行巡检拍照,将有助于科研团队更好地确认神舟二十号飞船返回舱舷窗受损情况。

当天下午3时21分许,航天员张陆搭乘机械臂来到天和核心舱外部,开始进行空间站空间碎片防护装置安装工作。经过约8个小时出舱活动,当天18时45分,出舱航天员张陆、武飞完成全部既定任务,返回问天实验舱气闸舱。

中国航天员科研训练中心工作人员表示,后续,神舟二十一号乘组还将实施人员和应用载荷出舱活动,开展科学实验与技术试验,并视情由航天员乘组对神舟二十号飞船受损舷窗进行防护处置。

空客获准对华交付飞机 但仍在等待新增大订单

国际航空巨头空中客车说,已获中国批准交付此前订购的120架飞机,但这份在北京签署的协议,并未推动一笔涉及数百架新飞机的大订单取得实质进展。

据路透社报道,法国总统马克龙上周访华,就地缘政治和贸易议题进行会谈,但未提及空客已讨论逾一年、涉及500架飞机的大单。这类大规模订单通常与国家元首访问相关。

法国媒体星期一(12月8日)报道称,空客赢得一项未来可能带来120架新订单的协议。但空客称,这份通用条款协议(GTA)只是推进现有订单的标准步骤。空客发言人说:“这份GTA协议授权交付已计入订单簿的飞机,这在中国客户中属于标准程序。”

目前,空客与波音均在等待中国对大型潜在订单的进一步动作,而中国已多年未下达这类具有政治敏感性的重大采购。消息人士透露,空客至少从2024年起就与中方断断续续谈判,希望拿下500架飞机的订单,但在地缘政治不确定性升高之际,中方对大规模采购保持谨慎。

行业人士指出,空客原寄望借此实现突破,以在今年的订单竞赛中追赶竞争对手波音,并达成公司内部设定的约1200架订单目标。然而,除非出现意外转折,目前几乎没有迹象显示北京会在年底前向两家制造商下达这种标志性大单。

今年前11个月,空客在扣除取消订单后录得700架净订单;波音截至10月底则录得782架净订单。尽管空客上周因部分机身面板的工业问题下调了交付预测,但预计今年仍将连续第七年在交付量上领先波音。

此外,国际航空运输协会(IATA)总干事星期二(12月9日)在日内瓦说,在供应链持续紧张的背景下,业界对空客如期完成交付目标的信心有所下降,而波音的表现则略有改善。

Judge rules Ghislaine Maxwell grand jury records can be unsealed

Getty Images Ghislaine Maxwell and Jeffrey EpsteinGetty Images
Maxwell is serving a 20-year sentence for her role in luring underage girls for Epstein to exploit

A federal judge in New York has ruled the US Department of Justice can publicly release grand jury materials from Ghislaine Maxwell's sex trafficking investigation.

US District Judge Paul Engelmayer said he was ordering the release of material because of a recent law passed by Congress, which requires the justice department to publish files related to disgraced financier Jeffrey Epstein by the end of next week.

In his ruling, he said the court would put in place mechanisms to protect victims from the release of materials that would "identify them or otherwise invade their privacy".

Maxwell was convicted in 2021 for her role in luring underage girls for Epstein, her former boyfriend, to exploit. Epstein died in prison in 2019.

Prosecutors argued Maxwell recruited and groomed girls, some as young as 14, between 1994 and 2004, before they were abused by Epstein.

Maxwell, who is serving a 20-year prison sentence, was moved from a Florida prison to a new minimum-security facility in Texas in August, after she was interviewed by Deputy US Attorney General Todd Blanche about Epstein.

In a letter to Judge Engelmayer, Maxwell's legal team said she did not take a position on the justice department's motion to release the grand jury material.

Representative Robert Garcia, the top Democrat on the House Oversight Committee, which has released thousands of files and messages it subpoenaed from Epstein's estate, said the unsealing was a "victory for transparency".

"These files are now part of the Epstein files held by the Department of Justice, and must be turned over to the Oversight Committee in response to our subpoena," he said.

The order to publish the records followed a similar ruling from a judge in Florida on Friday, which allowed for the unsealing of documents related to the state's investigation against Epstein that began in 2005.

Congress passed the Epstein Files Transparency Act, which President Donald Trump signed into law in November after previously rejecting calls to release the files.

The law "applies to unclassified records, documents, communications, and investigative materials" that relate to Epstein and Maxwell, a court order said.

The justice department has until 19 December to publicly release all the information from federal investigations into Epstein, though the law also allows the department to withhold files that involve active criminal investigations or raise privacy concerns.

Florida and New York judges had previously refused to unseal grand jury materials related to Epstein, citing federal rules that require grand jury processes to be kept secret.

But after Congress passed the bill to release the Epstein material, the justice department made the same request, arguing the legislation's "clear mandate" should "override" those secrecy rules.

French PM wins crucial budget vote

Reuters French Prime Minister Sebastien Lecornu arrives to deliver a statement at the Hotel Matignon in Paris. He is wearing a dark suit with a white shirt and dark-coloured tie with small spots on it. He stands in front of a brown background. He has a stern expression.Reuters

French Prime Minister Sebastien Lecornu faces a crucial test on Tuesday as the country's divided parliament prepares to vote on a 2026 budget bill.

If Lecornu fails to win a majority in the National Assembly for his social security budget, it bodes ill for the main budget bill which follows and which needs to be voted through by the end of the year.

It could also pose awkward questions over his authority to lead the government, though for the moment there is little expectation he will resign.

Appointed in September by President Emmanuel Macron, Lecornu has devoted himself exclusively to the uphill task of guiding 2026 budget legislation through the two chambers of parliament.

Since snap elections called by Macron in June 2024, the more powerful chamber, the National Assembly, has been split into three roughly equal blocs – centre, left, and far-right -- none of which is capable of commanding a majority.

Lecornu is Macron's fourth prime minister since then – the two previous incumbents Michel Barnier and François Bayrou having both been forced to resign after trying to rein in France's burgeoning debt. Barnier stepped down exactly a year ago after failing to push through the 2025 social security budget.

In the French system, there are two budgetary laws – one that raises and allocates money in the social security system, including hospitals and pensions; and the principal one that covers everything else, from defence to education. For years both have run on massive deficits.

Widely acknowledged for his discretion and diligence, Lecornu needs to convince enough deputies from the 11 different parliamentary groups that failure to vote the budgets through will plunge the country into even deeper financial gloom.

His main target has been the Socialist Party (PS) with around 70 MPs, many of whom are uncomfortable in their erstwhile electoral alliance with the far-left France Unbowed party.

In major concessions to the PS, Lecornu promised to suspend Macron's key second-term reform increasing to 64 the statutory age of retirement, and also to refrain from using a government power (known as 49-3) to force through the budget laws without a vote.

Socialist leaders Olivier Faure and Boris Vallaud have praised Lecornu's sense of compromise and are urging their deputies to support the social security budget.

But by giving ground to the centre-left, Lecornu has potentially lost support in his own camp on the centre-right, where important figures such as former Prime Minister Edouard Philippe say the bill will do little to redress the country's fast deteriorating public accounts.

Tuesday's vote was set to be very close, with the far-right National Rally and its allies (140 or so deputies) and the far-left France Unbowed (71) both set to vote no, along with the Ecologists and Communists (55 altogether). A majority in a full chamber is 288 MPs.

Lecornu is hoping to win over some individuals on the left with promises of more spending on hospitals. And he hopes opposition from within his own camp will be limited to abstentions rather than votes against.

If the social security budget fails to pass, it would almost certainly mean that the main budget for 2026 would also fail. As a result the government would probably introduce a special law to allow the state administration to continue functioning from 1 January using 2025 allocations.

Though a personal blow to Lecornu and his low-key political methods, few expect that he would immediately step down in such a scenario.

By voluntarily abandoning the use of the 49-3, the prime minister in effect gave MPs the chance to amend the government's budget text to their hearts' content. If the text then fails, he calculates, the blame will fall primarily on heads in parliament.

早报|苹果首款折叠 iPhone 产量或超千万/小米中国区人事大调整/鸿蒙智行首款旗舰 MPV 官宣

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🍎

消息称苹果已向三星订购千万块折叠屏面板

📲

努比亚 CEO 倪飞谈「豆包手机助手」:AI 手机发展势不可逆

🧑💻

小米中国区人事大调整,王晓雁亲自抓业绩

😯

前苹果首席运营官加入迪士尼董事会

💰

英伟达 H200 芯片获批对华出口,中外方回应

🤖

华为成立基础大模型部,AI 战略再升级

🔥

「交管 12123」App 鸿蒙版核心功能完成开发

🪪

阿里巴巴成立千问 C 端事业群,瞄准 AI 超级 APP

🙅

Google 否认 Gemini 将引入广告

🐦

美国初创平台申请接管「Twitter」商标:马斯克已放弃

🛠

微软小冰创始人李笛再创业,押注认知大模型

🔞

Reddit 推出未成年人保护措施,澳大利亚社媒禁令明日生效

💡

「大空头」伯里再唱衰:OpenAI 注定失败

🚗

鸿蒙智行首款旗舰 MPV 官宣:命名「智界 V9」

🍬

山姆麻薯盒惊现活老鼠,官方回应:已启动调查

🚫

明年起我国将全面禁产水银体温计

重磅

消息称苹果已向三星订购千万块折叠屏面板

据 ET News 及 MacRumors 报道,苹果已向三星显示(Samsung Display)订购了 2200 万块 OLED 面板,并将用于前者首款折叠屏 iPhone。

报道指出,这 2200 万块 OLED 面板包含内折叠屏幕以及外屏,分别均为 1100 万块。据此分析,综合良品率以及质量抽检,苹果首款折叠屏 iPhone 目标产量将约为 1000 万台。

而这一生产目标比最初的行业预期(600-800 万台)高出 30% 左右。

报道重审,折叠屏 iPhone 将采用内折叠形态,外屏尺寸 5.35 寸,内屏为 7.58 寸。折痕方面,苹果将通过先进的设计铰链以及特殊的材料特性,从而优化折叠屏折痕。

另据机构 IDC 分析,折叠屏 iPhone 将推动 2026 年全球折叠智能手机出货量的强劲增长。

IDC 认为,由于预计的 2400 美元起售价,折叠屏 iPhone 在其发布第一年,将占据超过 22% 的销量份额和 34% 的折叠手机市场价值。

机构预计,得益于苹果入局,可折叠智能手机市场预计将于 2026 年增长 30%。

大公司

小米中国区人事大调整,王晓雁亲自抓业绩

据界面新闻报道,小米中国区近期启动了一系列人事调整,涉及手机、汽车、大家电等核心业务板块。具体安排如下:

  • 原销售运营一部总经理一职由高级副总裁兼中国区总裁王晓雁兼任;
  • 江苏分公司总经理郭金保升任销售运营二部总经理,并继续兼任江苏分公司总经理;
  • 原小米汽车部销交服部总经理张健调任新零售部总经理,汽车销交服部总经理由夏志国接任;
  • 何俊伶被任命为甘青宁分公司总经理;
  • 原销售运营二部总经理刘耀平和销售运营一部总经理孙昊已调离原岗位。

多位知情人士透露,此次调整与小米中国区业绩放缓密切相关。

近期,小米在手机、汽车及大家电业务订单增长出现放缓,部分经销商甚至出现空调库存积压,不得不低价转卖以回笼资金。小米也因此放缓了新零售扩张节奏,转向门店优化策略。

在零售战略方面,小米之家明确 2026 年的核心目标将从「规模扩张」转向「质量提升」。

公司计划集中关闭 2025 年 1 月 1 日前开设的低效且亏损门店,并为高效但亏损的门店保留「一店一议」的申请通道。

小米预计将主动承担一次性损失约 2726 万元,以帮助合作伙伴每年减少超过 7246 万元的亏损。

业内人士预测,全国范围内关店数量大概率将超过 1000 家。

部分经销商反馈称,小米提出优化汽车门店人员结构的建议,将原「1 + 2 + 11」(分别为店长、主管、销售)模式调整为「1 + 1 + 5」,以提升人效。尽管开放了关店通道,但实际涉及的门店数量有限,不会对整体运营造成重大影响。

努比亚 CEO 倪飞谈「豆包手机」:AI 手机发展势不可逆

昨天,中兴努比亚 CEO 倪飞在微博发布长文,回应外界对努比亚 M153 豆包手机助手技术预览版的关注。

他强调,AI 手机的发展趋势已不可逆转,努比亚选择以「开放」为核心战略,与豆包助手展开深度合作,旨在为用户带来更优质的产品体验。

倪飞指出,手机行业长期缺乏颠覆式创新,而在 AI 大变革时代,跨界融合成为突破口。

他以「苹果 + iPhone 与 ChatGPT」、「三星与 Gemini」为例,强调 1 + 1 > 2 的协同效应,并表示此次合作正是基于这一理念。

他强调,努比亚坚持「AI for All」的理念,持续推进多模型协同、全场景布局,从 Z 系列真全面屏手机到最新的 M153,形成了近十年的技术积累与实践。

针对外界的质疑与反馈,倪飞表示公司正与合作伙伴积极沟通解决问题,并欢迎用户持续关注后续进展。倪飞强调,努比亚将继续秉持务实与真诚的态度,专注于能真正改善用户体验的技术创新。

当天,字节跳动副总裁李亮在微博转发了该文章,表示「AI 带来的变革是真实存在的,用户的需求也是真实存在的,无论这次是不是成功,AI 都一定是未来。」

前苹果首席运营官加入迪士尼董事会

据 MacRumors 报道,前苹果首席运营官 Jeff Williams 或将加入迪士尼董事会。

报道称,迪士尼董事会提名 Jeff Williams 担任新的独立董事,并且其将在 2026 年的年度股东大会上参选。

据悉,Williams 自 2015 年 12 月至 2025 年 11 月担任苹果公司首席运营官,并于 2025 年 11 月从苹果公司退休。其此前在苹果负责全球运营、客户服务/支持。值得一提的是,Williams 还负责了 Apple Watch 和健康。

Williams 在一份声明中表示,自己很期待为迪士尼的增长做贡献。「能够被提名为这家历史悠久公司的董事会成员,我感到非常荣幸。我期待与迪士尼才华横溢的领导团队合作,为公司的持续创新和卓越发展做出贡献。」

英伟达 H200 芯片获批对华出口,中外方回应

据央视新闻和 CNBC 报道,美国总统特朗普在昨天的声明中确认,美国将允许英伟达向中国「获批客户」出口 H200 AI 芯片,但条件是美国政府将从相关销售中收取 25% 的分成。

特朗普强调,美国商务部正在敲定具体安排,类似机制也将适用于其他人工智能芯片公司,包括超微半导体与英特尔。

与此同时,中国外交部发言人郭嘉昆在昨天举行的例行记者会上回应称,中方注意到相关报道,并重申中美应通过合作实现互利共赢。

消息公布后,英伟达股价在盘后交易中上涨约 2%,AMD 股价也有所攀升。

此前,英伟达 CEO 黄仁勋指出,中国是全球最大的人工智能市场之一,预计未来两到三年市场规模可能达到 500 亿美元。

他强调,若美国企业错失这一市场,将是巨大的损失,美国必须认识到在人工智能竞赛中并非唯一参与者。

华为成立基础大模型部,AI 战略再升级

据《科创板日报》消息,华为 2012 实验室已于昨天正式成立「基础大模型部」,定位为推进基座模型开发的核心机构。这一举措被视为华为在人工智能战略上的重要升级,旨在加速大模型技术的研发与落地。

公开信息显示,此前华为已面向全球发布 AI 人才招募令,明确提出优先考虑具备原创性科研成果的候选人。

招聘要求包括卓越的学术背景、创新精神以及在国际顶级竞赛或科研领域的突出成绩。

华为常务董事、终端 BG 董事长余承东也曾公开表示,华为的目标是「打造世界最强 AI」,并强调公司将为入职者提供充足算力资源及与顶尖科学家共事的机会。

2012 实验室作为华为的技术研究与创新中心,业务涵盖未来网络、人工智能、计算集群、芯片、操作系统、数据库、媒体技术、安全及精密制造等多个 ICT 领域。

「交管 12123」App 鸿蒙版核心功能完成开发

昨天,「交管 12123」App 鸿蒙版正式推送 3.4.2 版本更新,核心功能开发已完成。新版本实现业务中心功能全面拉通,同时新增「在用车选号」业务,并修复已知问题。

「交管 12123」App 于今年 3 月 19 日上线鸿蒙原生版本,首批服务功能覆盖近 60% 的交管业务。

公安部新闻传媒中心在 9 月 30 日公布数据显示,「交管 12123」App 累计注册用户已超过 5.9 亿,日均访问量约 2700 万人次,日均办理业务服务超过 400 万笔。

阿里巴巴成立千问 C 端事业群,瞄准 AI 超级 APP

据多家媒体报道,阿里巴巴集团已于昨天宣布成立「千问 C 端事业群」,由集团副总裁吴嘉负责。

该事业群由原智能信息与智能互联两个事业群合并重组而来,整合了千问 APP、夸克、AI 硬件、UC、书旗等多项业务。

新成立的千问 C 端事业群被定位为阿里巴巴在 AI 时代的战略核心,其首要目标是将千问打造为「超级 APP」,成为用户进入 AI 世界的第一入口。

据财联社消息,阿里巴巴在内部沟通中强调,未来千问将进一步发展为无处不在的 AI 助手,覆盖眼镜、PC、汽车等多种场景,让普通用户能够随时随地使用 AI 并持续受益。

过去一个月,千问在 C 端市场表现亮眼:APP 公测一周下载量突破 1000 万,用户增长与留存均超预期。

同时,千问已与夸克 AI 浏览器、夸克 AI 眼镜等产品深度融合,快速进入更多应用场景。上周,千问实现「三连发」,在创作、学习、办公等核心能力上持续迭代。

阿里巴巴核心管理层将「千问」视为「AI 时代的未来之战」,计划将地图、外卖、订票、办公、学习、购物、健康等多类生活场景接入千问,赋予其强大的「办事」能力。

Google 否认 Gemini 将引入广告

据 Android Authority 报道,Google 否认了有关其计划在 Gemini 中引入广告的消息。

Google 全球广告副总裁 Dan Taylor 在社交平台 X 上明确指出,Gemini 应用中没有广告,公司也「没有任何改变这一现状的计划」。他强调,外界关于广告即将进入 Gemini 的传言并不属实。

此前有媒体称,Google 正与广告客户进行洽谈,预计最早在 2026 年推出相关广告功能。然而,Google 表示目前并无此类计划,相关报道「基于不知情的匿名消息源,存在不准确的说法」。

值得注意的是,广告收入一直是 Google 的核心业务。尽管公司目前否认在 Gemini 中引入广告,但并未完全排除未来的可能性。

与此同时,竞争对手 ChatGPT 也被曝正在探索广告模式,相关代码片段显示其可能在未来支持「搜索广告」和「广告功能」等内容。

此外,Google 已在搜索的 AI 模式中测试广告,将赞助结果与 AI 生成的答案并列展示。这一举措显示公司在 AI 产品中尝试广告的意愿,但 Gemini 目前仍保持无广告状态。

美国初创平台申请接管「Twitter」商标:马斯克已放弃

据路透社报道,美国初创社交平台 Operation Bluebird 已向美国专利商标局(USPTO)提交申请,要求撤销「Twitter」相关商标,以便在其新平台「twitter.new」上使用「Twitter」和「tweet」等标识。

该公司声称,埃隆・马斯克旗下的 X 公司已在法律和商业层面放弃了这些商标。

Operation Bluebird 总部位于弗吉尼亚州,申请于 12 月 2 日提交,由该公司总法律顾问斯蒂芬・科茨(Stephen Coates)代表完成。

科茨曾是 Twitter 的商标律师,他在声明中表示:「X 公司已依法放弃了『Twitter』商标。」

他强调,X 平台已彻底清除 Twitter 品牌,包括标志性的蓝色小鸟 Logo,并将域名从 twitter.com 迁移至 x.com。

马斯克在 2023 年曾公开表示,公司将「告别 Twitter 品牌,并逐步弃用所有鸟类元素」。不过,X 公司在 2023 年提交的 Twitter 商标续展申请仍获批,这使得商标归属问题更具复杂性。

知识产权律师乔什・格本(Josh Gerben)指出,如果 X 公司确实不再使用这些商标,其在捍卫商标所有权方面将面临障碍。

但即便商标被撤销,X 公司仍可能试图阻止 Operation Bluebird 在商业上使用「Twitter」名称。他认为,这一挑战是对 X 公司是否会继续保护已弃用品牌的「一次有趣的测试」。

Google 正与苹果合作优化换机体验

据 Android Authority 报道,Google 与苹果正在合作开发全新的数据传输方式,以解决用户在 Android 与 iPhone 之间切换时长期存在的痛点。

目前,用户主要依赖 Google 的「Android Swith」App 或苹果的「转移到 iOS」App 进行迁移,但过程常伴随数据不完整、照片或信息丢失、应用兼容性不佳、iMessage 与短信无法正常传输以及传输速度缓慢等问题。此次合作被视为两大生态系统在用户体验上的重要改进。

报道称,在最新的 Android Canary 版本中,已出现全新的「复制数据」选项。

该功能位于「设置 > 个人资料 > 所有服务 > 与 iPhone 或 iPad 配对」菜单中,除现有的 eSIM 传输外,新增了无线数据传输方式。

值得注意的是,用户需输入会话 ID 与密码以完成设备间的配对,且目标 iPhone 必须运行 iOS 26 才能使用。

此外,在设备初始设置过程中,当用户选择「使用 Android Switch 复制数据」并指定恢复来源为 iPhone 或 iPad 时,也会出现该选项。

目前,该功能仍在开发阶段,预计将首先在未来的 iOS 26 开发者测试版与 Android Beta 中上线,随后逐步推送至正式版本。

微软小冰创始人李笛再创业,押注认知大模型

据网易科技报道,日前在 2025 冬季「奇绩创坛路演日」上,微软小冰创始人李笛以新身份亮相,宣布成立新公司「明日新程」(Nextie)。这是他在今年 4 月离开小冰后首次以创业者身份出现。

李笛表示,「明日新程」定位于群体智能与认知大模型,旨在解决现有人工智能在认知上的缺陷。

他强调,认知而非知识才是大模型的核心,过多的知识反而会拖累模型的认知能力。团队已整理 1800—2020 年所有人类论文,形成 220 年群体智能演化史,为技术构建提供参考。

新公司核心成员包括小冰联合创始人、前微软首席研发总监曾敏,以及小冰大模型与算法负责人、前英特尔架构师王文斓。

目前团队规模约 30 人,主要由原小冰核心成员组成。李笛透露,团队已完成基础技术内测,预计将在 2026 年 1 月 7 日正式上线。

在融资方面,「奇绩」已参与投资,公司计划启动下一轮千万美元融资。

李笛指出,未来不会采用按 token 计费模式,而是根据交付物价值定价。他更倾向于 To C 市场,但产品也可覆盖 To B 与 To G。

李笛认为,当前 AI 行业格局尚未确定,既没有成功的 To C 产品,也没有明确的 To B 商业模式。

他指出,现有智能体存在认知缺陷,擅长做题但不擅长思考与执行,这一问题亟待解决。同时,他坦言行业存在泡沫,但关键在于能否实现「软着陆」,转化为实体经济。

Reddit 推出未成年人保护措施,澳大利亚社媒禁令明日生效

据彭博社报道,社交平台 Reddit 正在全球范围内为未满 18 岁用户推出新的安全功能,包括更严格的聊天设置和个性化广告限制。

值得注意的是,此举正值澳大利亚即将实施社交媒体未成年人禁令之际。

根据新规,从当地时间周三起,澳大利亚将禁止 16 岁以下用户使用 TikTok、Instagram 等热门平台,违规者可能面临最高 4950 万澳元(约 2.3 亿元人民币)的罚款。

Reddit 表示,新功能将自动应用于被系统识别为未成年用户的账户。与此同时,澳大利亚用户在注册时需提供出生日期,并接受年龄预测模型的验证。

除 Reddit 外,Meta、字节跳动旗下 TikTok、Snap 等公司也将遵守相关法律。

值得注意的是,Reddit 对部分要求提出质疑,称法律对其平台的适用「武断」且「法律上存在错误」,强调其大多数用户为成年人。

然而,禁令尚未全面实施,澳大利亚用户已开始转向未受影响的平台。例如,小红书在 12 月 1 日当周的活跃用户同比增长 37%,美国初创平台 Coverstar 在澳大利亚的使用量更是激增 488%。

💡「大空头」伯里再唱衰:OpenAI 注定失败

据《商业内幕》报道,电影《大空头》原型人物迈克尔・伯里 (Michael Burry) 近日在创作平台 Substack 上开设专栏,并在社交平台 X 上连续发文,重申其对当前 AI 热潮的悲观判断。

他直言,OpenAI「就是下一个网景,注定失败,它正在大量烧钱」。

伯里在上周五晚间回应 Salesforce CEO 马克・贝尼奥夫 (Marc Benioff) 关于大语言模型的帖子时作出上述评论。

他指出,微软正在努力维持 OpenAI 的运营,同时将其保持在资产负债表之外,并吸收其知识产权。他质疑为何 OpenAI 能持续获得融资,并强调「整个行业需要一场 5000 亿美元的 IPO」。

在随后一天的另一条帖子中,伯里补充称,即便 OpenAI 筹集 600 亿美元资金,也「远远不足以」满足其现金需求。

他将 OpenAI 与上世纪 90 年代中期的网景相提并论,认为其可能重蹈互联网泡沫时代的覆辙。网景曾是全球最广泛使用的浏览器,也是当时最具价值的互联网公司之一,但最终成为盛极而衰的典型案例。

此外,伯里近期还对英伟达提出批评。他在上月披露了做空仓位,并指责英伟达在全球范围内囤积 GPU。

新产品

智谱开源 AutoGLM:每台手机都能成为「AI 手机」

昨天,智谱 AI 宣布正式开源 AutoGLM 项目,旨在推动「会用手机的 AI Agent」成为行业公共底座。

  • 首个完整链路操作:2024 年 10 月 25 日,AutoGLM 在真机上实现稳定的完整操作链路,被视为全球首个具备 Phone Use 能力的 AI Agent。
  • 云手机与安全设计:2025 年,AutoGLM 2.0 推出,采用 MobileRL、ComputerRL 和 AgentRL 算法,在上千虚拟设备中进行强化学习,并通过云手机隔离敏感数据,确保安全与合规。

智谱强调,开源的目的在于让 AI 手机能力成为行业共享资源,避免被少数厂商垄断。此外,开源也意味着隐私与控制权回归使用方,企业与开发者可在自身环境中部署,确保数据安全。

智谱指出,AutoGLM 并非最终答案,未来 AI 手机生态仍有更广阔的可能性。团队将持续推动 Agent 技术发展,期望在未来十年实现「人人身边的贾维斯」。

💻 GitHub:https://github.com/zai-org/Open-AutoGLM

🤗 Hugging Face:https://huggingface.co/zai-org/AutoGLM-Phone-9B

👾 ModelScope:https://modelscope.cn/models/ZhipuAI/AutoGLM-Phone-9B

摩尔线程官宣即将发布新一代 GPU 架构

昨天,摩尔线程宣布其首届 MUSA 开发者大会(MUSA Developer Conference,简称 MDC 2025)将于 12 月 19 日在北京中关村国际创新中心开幕,为期两天,并将在会上重磅发布新一代GPU架构

官方表示,作为国内首个聚焦全功能 GPU 的开发者盛会,本次大会以「创造、链接、汇聚」为核心理念,旨在推动国产智能算力的突破与产业升级。

大会将设超过 20 场技术分论坛,议题覆盖智能计算、图形计算、科学计算、AI 基础设施、端侧智能、具身智能及开发者工具与平台等关键领域,推动前沿技术与产业实践的深度融合。

同时,摩尔线程还将联合生态伙伴打造超过 1000㎡ 的沉浸式「MUSA 嘉年华」,现场展示 AI 大模型、具身智能、空间智能等前沿技术,并延伸至工业智造、数字孪生、数字文娱与智慧医疗等应用场景。

鸿蒙智行首款旗舰 MPV 官宣:命名「智界 V9」

昨天,在鸿蒙智行央视新闻《超凡一步》节目中,鸿蒙智行旗下首款 MPV 正式官宣。

与此前传闻的「智界 X9」不同,新车官方命名为「智界 V9」,预计将于明年春季首发。

据官方此前预热,这款旗舰车型基于华为 DriveONE 800V 碳化硅黄金动力平台,配备 192 线激光雷达与华为巨鲸电池,定位为鸿蒙智行「9 系」旗舰 MPV。

网传图片显示,该车延续鸿蒙智行家族式前脸设计,并在智能座舱与智驾系统方面实现更高适配度。

华为技术有限公司常务董事、终端 BG 董事长余承东也在微博表示,智界 V9 的命名寓意为「Victory」与旗舰定位的「9」,强调其高端市场战略。

🔗 相关阅读:鸿蒙智行首款 MPV 命名为「智界 V9」,余承东:超越市面上所有旗舰

群核发布 Aholo 空间智能开放平台,推动 AI 三维应用落地

昨天,在浙江杭州举行的「2025 酷+大会」上,群核科技联合创始人兼 CEO 陈航发表主题演讲,并宣布系统性开放其底层空间智能能力,旨在推动该技术在千行百业的加速落地。

群核科技的战略是提供可落地的空间智能能力,不仅实现高保真可视化,还能输出结构化空间数据。在算力受限的现实条件下,公司通过生成、仿真等多元技术组合,更高效连接物理世界与数字世界。

在大会上,群核正式发布 Aholo 空间智能开放平台,开发者可通过 API/SDK 调用重建、生成、编辑与理解等能力,构建全息 3D 空间应用。

平台目前已开放内测,群核强调其目标是推动空间智能技术赋能家居、影视、广告、游戏、机器人等多个行业。

此外,群核还展示了多项产品化成果,这些产品已在家居、工业制造和机器人训练等领域落地应用:

  • 酷家乐 AI 智能设计平台
  • 工业 AI 孪生平台 SpatialTwin
  • 空间智能训练平台 SpatialVerse
  • 3D AI 内容创作工具 LuxReal

陈航表示,群核科技希望成为空间智能时代的「卖水人」,通过开放生态与行业伙伴共建未来,推动空间智能在千行百业的商业化价值实现。

蚂蚁灵光网页版正式上线

昨天,蚂蚁集团宣布旗下全模态通用 AI 助手「灵光」正式上线网页版,进一步完善其多端生态布局。用户可通过浏览器直接访问,在电脑端体验核心功能「灵光对话」与「灵光闪应用」。

灵光网页版延续了「30 秒用自然语言生成小应用」的核心优势,并实现与移动端的数据与创作同步。用户可在电脑端描述需求,快速生成、编辑并管理对话与闪应用,并在手机端继续使用和分享。

💻 试用链接:https://www.lingguang.com

新消费

星巴克 × 哈利 · 波特联名活动全国上线

昨天,星巴克宣布与哈利 · 波特的联名活动在全国门店正式上线,借助魔法主题饮品、周边与沉浸式门店场景,为顾客营造浓厚的节日氛围。

本次合作以「魔法庆典」为主题,推出三款限定饮品,饮品灵感均源自哈利 · 波特故事情节,结合芝士牛乳、果酱与咖啡,呈现独特风味体验:

  • 焦糖酥塔风味拿铁
  • 莓莓覆盆子拿铁
  • 伯爵茶橙柚拿铁

消费者在购买联名系列新品时,有机会获赠魔杖摆件、徽章(12 月 16 日起)或贴纸(12 月 23 日起)等限定周边,魔法学院杯套及限定纸袋也已上线。

此外,至本月 29 日,星巴克还在全国 27 座城市的近 40 家门店开启哈利 · 波特主题店,供消费者体验打卡。

山姆麻薯盒惊现活老鼠,官方回应:已启动调查

据中新网和新黄河报道,昨日凌晨,深圳一名消费者称,其在使用山姆会员商店「极速达」购买的麻薯盒中发现有活老鼠,并在社交平台发布相关图片,引发广泛关注。

图片显示,一盒麻薯中出现老鼠踪迹,部分麻薯表面存在明显凹陷。

对此,山姆方面回应称,已第一时间联动专业虫害公司开展全链路排查,经回溯商品制作、包装、仓库上架及拣货环节,均未发现虫害痕迹或异常。

山姆称,该订单地址的取货点位于室外,第三方虫害技术人员在取货点现场勘察时发现,周边花木丛为野生虫害提供栖息条件,并确认存在相关活动痕迹。综合调查结果,初步判断商品在取货点放置期间遭遇虫害偶然侵入。

目前,山姆已与消费者沟通并妥善解决此事,后续将加强包装管理与配送环节的防护措施,以降低类似风险。

山姆会员商店隶属于沃尔玛集团,自 1996 年进入中国市场以来已在全国开设超过 50 家门店。

明年起我国将全面禁产水银体温计

财联社援引国家药监局此前发布的通知报道称,自 2026 年 1 月 1 日起,我国将全面禁止生产含汞体温计和含汞血压计产品。这一政策意味着水银体温计将正式退出历史舞台。

水银体温计因测量精准、价格低廉,长期以来在市场上颇受欢迎。

然而,汞作为有毒可挥发重金属,一旦泄漏会对人体健康和环境造成严重危害。

据苏州市人民政府发布的一篇文章,研究显示,一支水银体温计摔碎后,室内汞浓度可在短时间内升高近百倍,即使通风也需一个月才能恢复。

事实上,早在 2017 年,《关于汞的水俣公约》已在我国生效,明确要求自 2026 年起禁止生产含汞体温计和血压计。

国家药监局在 2020 年发布的相关通知进一步落实了这一要求,规定相关产品的注册证有效期不得超过 2025 年 12 月 31 日。

业内专家指出,随着禁产政策落地,电子体温计、红外额温枪、耳温枪等产品将逐步替代水银体温计,而电子血压计也将成为含汞血压计的主要替代方案。

这些新型设备在测量精度、使用便利性和安全性方面均具备优势,符合未来医疗器械的发展趋势。

好看的

成龙跨年新片《过家家》发布特别预告

成龙主演的跨年合家欢影片《过家家》昨日发布特别预告及角色海报,影片已定档 2026 年 1 月 1 日全国上映。

预告片展示了他孤独的日常:独自体检、独自吃饭、独自失眠,仿佛在诠释「我总是一个人在练习一个人」。然而,随着一群陌生人意外闯入他的生活,这个孤单的老人逐渐被卷入一个充满笑与泪的「过家家」故事。

韩延新片《空枪》阵容官宣

电影《空枪》昨日正式官宣部分阵容,导演韩延携手多家实力主创团队,力求打造一部兼具品质与深度的犯罪剧情片。

在最新发布的阵容海报中,鎏金砖块层层堆叠,象征极致财富与欲望的诱惑,暗示故事核心围绕「欲望之城」的复杂博弈。

《星际变种》定档 12 月 31 日

昨天,恐怖惊悚电影《星际变种》正式官宣定档 12 月 31 日跨年上映。影片以远古恶灵为核心元素,结合怪物设定与悬疑剧情,力图打造跨年档唯一的国产恐怖惊悚大片。

影片故事围绕主角雷杰米展开,他自始至终被远古恶灵纠缠,接连目睹身边人惨死。与女医生卢娜联手调查后,逐步揭开与童年母亲死亡相关的秘密研究。

#欢迎关注爱范儿官方微信公众号:爱范儿(微信号:ifanr),更多精彩内容第一时间为您奉上。

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天津日租界,存在时间为1898年至1943年(實質收回則為1945年),是日本政府于清朝晚期在天津九国租界之一,同时也是近代中国日本在华租界中最大和惟一较繁荣的日租界。租界内建筑的繁华程度“已经超过部分日本内地的中等城市”。天津日租界位于天津老城东部、海河以南,最初面积0.34平方公里,后经多次扩展,至1938年总面积达1.5平方公里左右。

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对中国来说,获得英伟达先进芯片为何重要

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对中国来说,获得英伟达先进芯片为何重要

MEAGHAN TOBIN
英伟达辩称,封锁其芯片的举措反而会促使中国企业加速发展。
英伟达辩称,封锁其芯片的举措反而会促使中国企业加速发展。 John G Mabanglo/EPA, via Shutterstock
特朗普总统宣布,美国芯片制造商英伟达获准向中国出售半导体。这一决定似乎逆转了数年来旨在阻止中国获取先进技术的相关政策
华盛顿官员称,此举关乎中国能否利用美国技术获取军事和经济优势,尤其是在人工智能领域。议员们希望通过切断中国获取技术的渠道,保住美国在人工智能领域的领先地位,并延缓中国的追赶步伐。
另一方面,英伟达首席执行官黄仁勋历时数月游说特朗普改变立场。他声称,限制中国获取美国技术只会促使中国企业加速自主创新。
特朗普周一决定允许英伟达向经美国商务部审核的中国商业客户出售其第二先进的H200芯片。英伟达发言人表示,这一决定实现了“兼顾各方的平衡,对美国大有裨益”。
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这一决定的影响尚不明朗。但中国政府已投入数十亿美元,力求成为人工智能超级大国。中国芯片制造商正全力自主研发先进芯片,而中国人工智能企业也在更高效地利用现有可获取的芯片资源。
“国产芯片研发的推进不会停止,”复旦大学副教授江天骄表示。“中国的战略方向十分明确。”
投资者押注中国企业很快就有能力与英伟达竞争,这推动中国科技股今年大幅上涨。国有控股芯片设计公司寒武纪的股价较去年上涨逾120%。上周,由前英伟达高管创办的初创芯片企业摩尔线程在上海科创板上市,成为该板块今年规模最大的IPO之一。
但专家表示,即便是引领中国与英伟达竞争的科技巨头华为,仍落后这家硅谷公司至少两年时间。
中国芯片的性能仍不及英伟达,且企业面临巨大的产能制约。智库新美国安全中心高级客座研究员蒂姆·菲斯特称,中国芯片的算力最多仅为国外同类产品的2%。
算力是人工智能发展的关键。先进的人工智能系统由数十万块图形处理器提供动力,企业将这些芯片集中部署在数据中心,构建成耗电量巨大的超级计算机。ChatGPT的开发方、人工智能初创企业OpenAI计划在美国建造五座这样的设施,其总耗电量将超过马萨诸塞州300万户家庭的用电量总和。
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中国对尖端芯片的需求同样十分旺盛。阿里巴巴、腾讯以及TikTok母公司字节跳动等头部科技企业已向人工智能相关项目及数据中心等基础设施投入巨额资金。
“对于中国企业而言,能获得H200这类高端芯片无疑恰逢关键节点,”台湾市场研究机构集邦科技分析师龚明德表示。
曾在前总统拜登政府任职的一些官员警告称,让中国企业获得英伟达芯片可能会为中国AI公司争取时间,与此同时,中国本土芯片制造商有机会提升产品供应量与性能。
特朗普允许英伟达对华出口先进芯片的决定也重新引发了关于未来人工智能技术发展在多大程度上依赖于高性能芯片储备的讨论。
华盛顿的限制措施迫使中国企业提高效率。今年,中国初创企业深度求索宣称其研发的强大人工智能系统所需芯片更少、建造成本远低于资金更雄厚的美国竞争对手,这一消息震撼了科技行业。
中国国产芯片性能较弱,能耗更高。但科技研究机构Omdia首席分析师苏连杰(音)表示,中国的工业电价远低于美国。他指出,充足的廉价电力资源帮助中国企业在芯片性能不足的情况下,仍能构建复杂的人工智能系统。
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中国政府一直推动国内企业采购国产芯片,并警告英伟达芯片可能存在安全风险。今年7月,中国互联网监管机构表示已约谈英伟达,要求其就一款专为中国市场研发的芯片相关安全风险作出说明,指出该芯片可能存在远程关停或定位用户位置的风险。
DGA-奥尔布赖特石桥集团合伙人保罗·特里奥洛表示,许多中国科技企业已在混合使用国产和外国芯片。“部分中国企业选择采购一定数量的H200芯片,并不意味着先进人工智能硬件的国产研发会停止,”他还说。
特朗普愿意扩大中国获取美国先进芯片的渠道,这遭到了美国国会议员和前拜登政府官员的谴责。
今年夏天,特朗普提出政府要从人工智能芯片对华销售收入中抽成的想法。周一,他重申了这一主张,写道,25%的销售收入“将付给美国政府”。
特朗普对芯片出口管制采取的交易型策略引发了一些矛盾结果。就在他宣布美国商务部正在敲定H200芯片对华销售细节的数小时前,美国司法部宣布逮捕了两名向中国出售该型号芯片的人员。

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