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黄仁勋称中国AI人才占全球50%，批评美国芯片限制令

简报：

• 英伟达CEO黄仁勋在台北国际电脑展上表示，全球50%的AI研究人员是中国人，中国AI发展势不可挡
• 黄仁勋特别称赞DeepSeek等中国AI公司，称其产品"非常出色"，不承认中国AI成就是"极度缺乏自信"
• 他批评美国对华芯片限制令"从根本上就是错误"，已导致英伟达损失150亿美元销售额
• 黄仁勋认为美国应加速技术全球普及而非限制，否则中国技术将扩散到全世界
• 英伟达确认将在上海扩建办公空间，但强调会遵守当前出口管制规定

相关链接：

• 黄仁勋：全球一半AI人才都是中国人，根本阻挡不了

• 黄仁勋：全球一半AI人才都是中国人，美相关限制令是个错误

• 英伟达要做全球AI基础设施运营商 黄仁勋：全球一半AI人才是中国人

Jensen Huang Says 50% of Global AI Talent is Chinese, Criticizes U.S. Chip Restrictions

Newsletter:

• NVIDIA CEO Jensen Huang stated at the Taipei International Computer Show that 50% of the world's AI researchers are Chinese, and China's AI development is unstoppable 🌍
• Huang specifically praised Chinese AI companies like DeepSeek, calling their products "exceptionally outstanding" and dismissing the notion that acknowledging China's AI achievements reflects "a severe lack of confidence"
• He criticized the U.S. chip export restrictions on China as "fundamentally wrong," noting that they have cost NVIDIA $15 billion in sales 💰
• Huang believes the U.S. should accelerate the global spread of technology rather than impose restrictions, warning that otherwise, Chinese technology will proliferate worldwide
• NVIDIA confirmed plans to expand office space in Shanghai, while emphasizing compliance with current export control regulations 📈

Related Links:

• Jensen Huang: Half of Global AI Talent is Chinese, Impossible to Stop
• Jensen Huang: Half of Global AI Talent is Chinese, U.S. Restrictions Are a Mistake
• NVIDIA Aims to Be Global AI Infrastructure Operator, Jensen Huang: Half of Global AI Talent is Chinese

微软Build 2025大会聚焦智能体技术，发布多项自动化产品

简报：

• 微软在Build 2025全球开发者大会上重点推出10多个智能体相关产品和服务，CEO纳德拉在2小时演讲中用了1.5小时介绍智能体技术
• 核心发布包括Azure AI Foundry智能体工厂，支持7万企业客户处理100万亿token数据，新增多智能体协作功能
• GitHub Copilot升级为全自动编程助手Coding Agent，可自主完成功能开发、bug修复等任务
• 微软与xAI合作将Grok系列模型接入Azure，马斯克透露Grok 3.5将具备物理原理推理能力
• 英伟达GB200芯片将在Azure AI基础设施中大规模部署，性能提升40倍

相关链接：

• Agent大爆发！微软发布10多个智能体，自动化大时代降临！
• Agent大爆发！微软一晚上发布50个新东西！

Microsoft Build 2025 Conference Focuses on Agent Technology, Unveils Multiple Automation Products

Newsletter:

• Microsoft unveiled over 10 agent-related products and services at the Build 2025 Global Developer Conference, with CEO Nadella dedicating 1.5 hours of his 2-hour keynote to discussing agent technology 🤖
• Key releases include Azure AI Foundry, an agent factory supporting 70,000 enterprise customers in processing 100 trillion tokens of data, now featuring multi-agent collaboration capabilities
• GitHub Copilot upgraded to a fully automated programming assistant, Coding Agent, capable of independently completing feature development, bug fixes, and more 💻
• Microsoft partners with xAI to integrate the Grok series models into Azure, with Elon Musk revealing that Grok 3.5 will feature physical reasoning capabilities
• NVIDIA GB200 chips to be deployed at scale in Azure AI infrastructure, delivering a 40x performance boost 🚀

Related Links:

• Agent Boom! Microsoft Releases Over 10 Agents, Ushering in the Era of Automation!
• Agent Boom! Microsoft Announces 50 New Features in One Night!

小米宣布3nm芯片玄戒O1量产，填补中国大陆先进芯片设计空白

简报：

• 小米集团董事长雷军宣布自主研发的3nm旗舰芯片"玄戒O1"已开始大规模量产，采用第二代3nm工艺制程
• 这是中国大陆首次实现3nm芯片设计突破，使小米成为全球第四家拥有自研3nm手机SoC芯片能力的企业，仅次于苹果、高通和联发科
• 玄戒O1将搭载于5月22日发布的小米15s Pro手机和小米平板7 Ultra，两款旗舰产品同步亮相
• 小米芯片研发已投入超135亿元，研发团队规模达2500人，2025年预计再投入超60亿元
• 3nm工艺较5nm晶体管密度提升约70%，功耗降低25-30%，性能提升10-15%
• 高通CEO安蒙表示与小米保持长期稳固合作关系，部分旗舰机仍会采用高通芯片

相关链接：

• 雷军宣布:小米3nm芯片来了
• 雷军：小米3nm芯片，开始大规模量产
• 填补中国大陆先进芯片设计空白！3nm小米芯片要来了
• 雷军，国产3nm芯片突破

Xiaomi Announces Mass Production of 3nm Chip Xuanjie O1, Filling the Advanced Chip Design Gap in Mainland China

Newsletter:

• Xiaomi Group Chairman Lei Jun announced that the self-developed 3nm flagship chip "Xuanjie O1" has entered mass production, utilizing the second-generation 3nm process technology. 🚀
• This marks the first 3nm chip design breakthrough in mainland China, making Xiaomi the fourth company globally to possess self-developed 3nm mobile SoC chip capabilities, following Apple, Qualcomm, and MediaTek.
• The Xuanjie O1 will be featured in the Xiaomi 15s Pro smartphone and Xiaomi Pad 7 Ultra, both flagship products set to be unveiled on May 22. 📱
• Xiaomi has invested over 13.5 billion RMB in chip R&D, with a team of 2,500 people, and plans to invest an additional 6 billion RMB in 2025.
• The 3nm process offers approximately 70% higher transistor density, 25-30% lower power consumption, and 10-15% better performance compared to the 5nm process. 💡
• Qualcomm CEO Cristiano Amon stated that the company maintains a long-term and stable partnership with Xiaomi, with some flagship devices still using Qualcomm chips.

Related Links:

• Lei Jun Announces: Xiaomi's 3nm Chip is Here
• Lei Jun: Xiaomi's 3nm Chip Enters Mass Production
• Filling the Advanced Chip Design Gap in Mainland China! Xiaomi's 3nm Chip is Coming
• Lei Jun, Breakthrough in Domestic 3nm Chip

五大国有银行及招商银行同步下调存款利率，一年期利率跌破1%

简报：

• 5月20日，工商银行、农业银行、中国银行、建设银行、交通银行、邮储银行及招商银行同步下调人民币存款利率
• 一年期整存整取利率普遍下调15个基点至0.95%，首次跌破1%关口
• 三年期和五年期存款利率均下调25个基点，分别降至1.25%和1.3%
• 活期存款利率下调5个基点至0.05%，7天通知存款利率下调15个基点至0.3%
• 这是2025年首轮存款利率下调，10万元存一年利息将减少150元，20万元存三年利息减少1500元

相关链接：

• 六大行及招行集体下调存款利率：三年期、五年期均下调25个基点
• 事关你的钱包！刚刚大消息，降了！都降了！
• 多家银行宣布：下调存款利率

Five Major State-Owned Banks and China Merchants Bank Simultaneously Cut Deposit Rates, One-Year Rate Falls Below 1%

Newsletter:

• On May 20, Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of China, China Construction Bank, Bank of Communications, Postal Savings Bank of China, and China Merchants Bank simultaneously lowered RMB deposit interest rates. 💰
• The one-year fixed deposit rate was generally reduced by 15 basis points to 0.95%, marking the first time it has fallen below the 1% threshold. 📉
• The three-year and five-year deposit rates were both cut by 25 basis points, dropping to 1.25% and 1.3%, respectively.
• The current deposit rate was lowered by 5 basis points to 0.05%, and the seven-day notice deposit rate was reduced by 15 basis points to 0.3%.
• This is the first round of deposit rate cuts in 2025. For a deposit of 100,000 RMB for one year, the interest will decrease by 150 RMB, while for 200,000 RMB deposited for three years, the interest will drop by 1,500 RMB. 💸

Related Links:

• Six Major Banks and China Merchants Bank Collectively Cut Deposit Rates: Three-Year and Five-Year Rates Reduced by 25 Basis Points
• Concerning Your Wallet! Big News Just In, Rates Cut! All Cut!
• Multiple Banks Announce: Deposit Rates Cut

5年期LPR下调10个基点，100万房贷30年利息减少2万元

简报：

• 5月20日，中国人民银行公布新一期贷款市场报价利率（LPR），1年期LPR降至3%，5年期以上LPR降至3.5%，均较上月下降10个基点
• 以100万元商业贷款、等额本息30年计算，利率从3.60%降至3.50%，利息总额可节省约2万元，月供减少约56元
• 此次LPR下调是2025年首次调整，预计将进一步降低企业和居民融资成本，支持实体经济稳定增长
• 存量房贷利率将在重定价日调整，重定价周期可选择3个月、6个月或12个月，部分借款人最快7月1日可享受新利率

相关链接：

• 下调！100万房贷30年少还2万
• LPR年内首降，100万房贷30年少还2万
• LPR与存款利率同日下调：30年期100万商贷少还2万元

5-Year LPR Cut by 10 Basis Points, Reducing Interest on a 1 Million Yuan Mortgage by 20,000 Yuan Over 30 Years

Newsletter:

• On May 20, the People's Bank of China announced the latest Loan Prime Rate (LPR). The 1-year LPR dropped to 3%, and the over-5-year LPR fell to 3.5%, both down by 10 basis points from the previous month. 📉
• For a 1 million yuan commercial mortgage with equal principal and interest over 30 years, the interest rate reduction from 3.60% to 3.50% saves approximately 20,000 yuan in total interest, with monthly payments decreasing by about 56 yuan. 💰
• This LPR adjustment marks the first change in 2025, expected to further lower financing costs for businesses and residents, supporting steady growth in the real economy. 📈
• Existing mortgage rates will be adjusted on the repricing date, with repricing cycles available at 3 months, 6 months, or 12 months. Some borrowers may benefit from the new rates as early as July 1.

Related Links:

• Rate Cut! 1 Million Yuan Mortgage Over 30 Years Saves 20,000 Yuan
• First LPR Reduction of the Year, 1 Million Yuan Mortgage Over 30 Years Saves 20,000 Yuan
• LPR and Deposit Rates Cut on the Same Day: 1 Million Yuan Commercial Loan Over 30 Years Saves 20,000 Yuan

马斯克承诺未来5年继续领导特斯拉，否认董事会寻找继任者传闻

简报：

• 马斯克在多哈经济论坛上表示，未来5年将继续担任特斯拉CEO，除非去世
• 特斯拉销售未出现需求问题，欧洲市场表现最弱，其他地区销售强劲
• 特斯拉董事会否认《华尔街日报》关于寻找CEO继任者的报道，称对马斯克领导能力充满信心
• 马斯克批评《华尔街日报》报道存在蓄意造假，违反职业道德
• 消息公布后特斯拉股价一度大涨超3%，最终收涨0.7%

相关链接：

• 马斯克最新发声！5年内继续担任特斯拉CEO
• “除非我去世”，马斯克称仍致力于继续执掌特斯拉

Musk Pledges to Lead Tesla for Next 5 Years, Denies Board Seeking Successor Rumors

Briefing:

• Musk stated at the Doha Economic Forum that he will continue as Tesla CEO for the next 5 years, unless he passes away 💼
• Tesla sales show no demand issues, with Europe being the weakest market, while other regions exhibit strong sales performance 📈
• Tesla's board refutes a Wall Street Journal report about searching for a CEO successor, expressing full confidence in Musk's leadership
• Musk criticizes the Wall Street Journal report for deliberate fabrication and breach of professional ethics 😡
• Following the announcement, Tesla's stock surged over 3% at one point, closing with a 0.7% gain

Related Links:

• Musk's Latest Statement! Will Remain Tesla CEO for 5 More Years
• "Unless I Die," Musk Says He Remains Committed to Leading Tesla