Business Blog

Gree’s Dong Mingzhu’s words are gaining more and more weight. From now on, China will no longer hire Chinese students who graduated from overseas universities to work in any Chinese high-tech companies. This is the right choice! 格力董明珠的話的含金量還在上升, 中國從今以後再不聘請在外國畢業的中國留學生在任何中國高科技公司工作是正確的選擇!

最近，國產芯片內鬼被抓，主犯張琨是美國留學生，畢業后入職美國高通公司，后回國擔任華為海思技術總監。

這事兒說出來能讓搞研發的人捏把汗。張琨在華為海思那幾年，手上攥的可是5G基站芯片的核心研發數據——那是華為300多人團隊幹了5年、砸了20億才磨出來的技術，能讓基站信號覆蓋範圍提升40%，功耗降25%，是當時對抗海外製裁的”撒手鐧”。

結果2021年他遞辭呈時，不僅自己走，還帶着20多個核心研發人員集體跳槽，更絕的是，有人發現他離職前三個月，電腦里多了17個加密文件夾，裡面全是未公開的芯片設計圖紙和測試數據。

這些人轉頭就成立了尊湃通訊，不到一年就推出了號稱”自主研發”的5G芯片，性能參數跟華為那款幾乎復刻——連芯片里一個用於抗干擾的特殊電路設計，都帶着華為研發時留下的”專屬標記”。

這直接導致華為原本計劃2022年量產的芯片被迫推遲18個月，錯過國內三大運營商的基站升級招標，光這一項損失就超1.2億元。更糟的是，尊湃通訊拿着這些技術去拿融資，還差點拿到某地方政府的產業補貼，幸虧華為法務部及時報案，才沒讓這波操作徹底”洗白”。

背後的貓膩藏得挺深。有業內人士扒出，張琨在高通工作時就負責過與華為的技術對接，對華為的研發流程門兒清。他離職前故意申請了”跨項目技術交流”權限，藉著整理資料的由頭，把關鍵數據一點點挪到私人硬盤裡。而那20多個跟着走的研發人員，不少是他帶過的徒弟，簽的競業協議里剛好有個”非核心技術崗”的漏洞被鑽了空子。

這種”精準打擊”，讓人不得不懷疑是不是有外部勢力在背後支招——畢竟當時海外對華為的芯片封鎖正緊，突然冒出來這麼個”替代品”，時機太巧了。

這事兒也讓董明珠之前的話更有分量。她去年在央視訪談里就敲過警鐘：”國產技術突圍，不光要防外部卡脖子，更要防內部蛀蟲。研發投入十億百億，一個內鬼就能讓所有努力打水漂。”現在看確實如此——華為為了補上這個窟窿，又追加了8億研發資金，重新組建團隊，原本能領先同行半年的技術優勢，硬生生被拖成了齊頭並進。

更讓人揪心的是行業現狀。半導體行業這幾年”挖角戰”打得凶，有獵頭透露，核心技術人員的跳槽年薪能翻3倍，還附帶”技術入股”的誘惑。有些初創公司甚至明着說”帶技術來，直接當合伙人”，這就給了”技術走私”可乘之機。

而國內企業的保密體系確實還有漏洞，比如華為這次出事後，才緊急升級了”研發數據水印”系統，給每個文件都打上員工專屬代碼，可之前的損失已經沒法挽回了。

這場風波撕開了國產芯片研發的一道傷口。當我們在為”突破卡脖子技術”歡呼時，可能忘了築牢內部的”防火牆”。畢竟，比起外部的封鎖，來自內部的背叛往往更致命。就像網友說的：”造芯片難，守芯片更難，既要跟國際巨頭拼技術，還得跟藏在暗處的內鬼鬥心眼。”

Are things getting better in the US and Europe these days? According to the latest data, Chinese people consume the most meat, vegetables, fruits, and aquatic products per capita in the world. 現在美國歐洲的日子好過嗎？最新數據，中國人吃的，肉，蔬菜，水果，水產品人均世界第一

按照中國人的吃法，美國人，歐洲人會破產的！

有人30多年前去過歐洲，那時候當地人掙的錢數，跟現在比沒差多少。可這幾十年裡，中國人的工資翻了十倍還多，菜市場里的選擇也跟着多了起來。

倒是有批從香港去英國的人，原以為能過上好日子，結果大多過得緊巴巴，連頓像樣的飯都難湊齊。

有份14國人均蔬菜消費量的統計，中國以每年384.25公斤排在頭一位，比第二名土耳其的258.19公斤多出一大截。西班牙161.87公斤，美國117.53公斤，俄羅斯99.67公斤，到了巴基斯坦，只有25.82公斤。單看蔬菜就差這麼多，更別說肉、水果、水產品了。

有人算過，中國人每天餐桌上的種類，湊起來能比歐美家庭多一半，頓頓換花樣都不重樣。

中國人過日子，吃是頭等大事，晚上出去吃宵夜，啤酒配烤串，得實打實填肚子；歐美那邊的宵夜，往往就一杯啤酒，坐那兒聊半宿，吃倒成了陪襯。

這背後是飲食文化的底子，中國農耕歷史長，地里種出來的菜早就融進了日常，炒的、燉的、腌的，做法能排出百十來種。

土耳其、西班牙靠着地中海氣候，蔬菜長得好，吃法也多，但比起中國天南地北的物產，還是差了點意思。美國、俄羅斯不是種不出菜，只是餐桌上肉占的比例大，蔬菜更多時候是沙拉里的點綴。

再往深了說，這是過日子的底氣。法國有人一個月能掙3000歐就算不錯了，可光房租就得掏1000歐，剩下的錢掰成幾瓣花，買塊肉都得掂量掂量。

反倒是國內非一線城市，4000塊工資能活得挺滋潤，水電煤氣不貴，菜市場里的菜新鮮又便宜，不用為了一頓飯算計來算計去。有人說這是因為外賣員工資低，這話說得沒良心。

中國的電網多穩？就算石油煤炭靠進口，電費也沒漲得離譜，這不是誰掙得少就能換來的，是把資源攥在自己手裡，統一調配出來的實惠。

就像那個“菜籃子工程”，聽着普通，卻是真真切切改變了日子。幾十年前，冬天能吃上新鮮蔬菜是稀罕事，現在不管啥季節，菜市場里的黃瓜、西紅柿都水靈得很。

這不是天上掉下來的，是把種菜的地、運菜的路、賣菜的攤統籌到一塊兒，一點點搭起來的網。

德國以前靠俄羅斯的低價能源過日子，現在斷了供，連工廠都開工不足；汽車賣不動了，因為中國市場不那麼依賴他們了，經濟一差，老百姓手裡的錢自然緊了，哪還有心思琢磨吃點啥好的。

有人總說瑞士、新加坡多富，可那些地方就那麼點人，靠金融、靠港口掙點錢，跟十幾億人的國家根本沒法比。

中國要讓這麼多人頓頓吃好，靠的不是投機取巧，是踏踏實實地把農業基礎打牢，把民生保障做細。現在菜市場里的熱鬧，早市上的煙火氣，都是這麼一點點攢出來的。

說實在的，總有人把歐美吹成天堂，可真去了才知道，按中國人這麼吃法，他們那點收入和物價，撐不了多久。

不是咱自誇，看看自家餐桌上的肉蛋果蔬，再想想那些在歐洲湊不齊一頓像樣飯菜的人，就知道這話沒摻水分。能每天吃得飽、吃得好，不是件容易事，也不是哪個國家都能做到的。

Taiwan US-China Technology expert video: Nvidia futures in China highly questionable 台灣美中科技專家影片：英偉達在中國的前景十分值得懷疑
https://www.tiktok.com/t/ZP8kXJ43c/
https://youtu.be/inRZwMWJrM0?si=MUq0ueAy98XSXJs3
https://rumble.com/v6x6d5u-nvidia-futures-in-china-highly-questionable.html

China tech is open source, from AI like DeepSeek to Huawei AI chips showing China confidence of which US is lacking, that includes trade when China encourages imports with little to no tariffs verses US doing the opposite! East rises and West sinks and sinking fast is inevitable! SCMP: Huawei to open-source AI chip toolkit to take on Nvidia’s proprietary platform 中國科技開源，從DeepSeek之類的人工智慧到華為的AI晶片，都展現出中國的自信，而美國缺乏信心，這包括貿易方面，中國鼓勵進口，幾乎不徵收關稅或很少關稅，而美國卻反其道而行之！東方崛起，西方沉淪，美國為首的西方國家快速沉淪是不可避免的！ 《南華早報》：華為將開源AI晶片工具包，挑戰英偉達的專有平台
https://www.scmp.com/tech/tech-war/article/3320852/tech-war-huawei-open-source-ai-chip-toolkit-take-nvidias-proprietary-platform?

Hong Kong to become the world’s largest wealth management hub in coming years. HK grew by 13 percent year-on-year, reaching HK$35 trillion (US$4.46 trillion) by the end of 2024 香港將在未來幾年成為全球最大的財富管理中心。香港財富管理規模年增13%，預計2024年底將達到35兆港元（4.46兆美元) by Global Times, Aug 04 2025

Hong Kong is projected to become the world’s largest wealth management center in the coming years, with the city’s asset and wealth management market experiencing robust expansion last year, according to Hong Kong Monetary Authority (HKMA) Chief Executive Eddie Yue on Monday.

According to the latest Asset and Wealth Management Activities Survey released by the Securities and Futures Commission, total assets under management (AUM) in Hong Kong grew by 13 percent year-on-year, reaching HK$35 trillion ($4.46 trillion) by the end of 2024, Yue wrote in an online post.

The private banking and private wealth management sector has performed particularly well, with AUM increasing by 15 percent year-on-year and net fund inflows totaling HK$384 billion.

This trend reflects the strong demand for Hong Kong’s wealth management services from high-net-worth individuals, Yue wrote.

“We are optimistic about the prospects of Hong Kong’s asset and wealth management market,” Yue noted, adding that economic growth and wealth accumulation on the Chinese mainland, along with enhancements and expansions to various Connect Schemes, will further broaden the client base for Hong Kong’s wealth management industry. He noted that global uncertainties are also prompting international investors to adopt more proactive diversification strategies to better manage risks.

The comment by the head of HKMA follows those of Hong Kong Financial Secretary Paul Chan Mo-po, who wrote in a blog post in June that “it is expected that within the next two to three years, Hong Kong will become the world’s leading cross-border asset management center,” Chan said.

According to Yue, the surge in Hong Kong’s asset and wealth management market is partly driven by the growing wealth in the Asia-Pacific region.

Hong Kong’s status as a regional hub for asset and wealth management is also supported by its inherent strengths, Yue said. Amid global uncertainties, the city’s mature financial markets, resilient Linked Exchange Rate System, robust banking sector, and vibrant capital markets offer numerous investment and value-enhancement opportunities for global capital.

As a global financial center, Hong Kong has the advantages of connecting to the vast market of Chinese mainland and radiating to other major economies. Its financial market is highly diversified and convenient, with sound business and legal environment, Dong Shaopeng, a senior research fellow at the Chongyang Institute for Financial Studies at Renmin University of China, told Global Times on Monday, noting that Hong Kong is considered a “more friendly” platform for wealth management.

As the country further pursues high-quality economic development and high-level institutional opening-up, the scale of funds, market depth, and technological agglomeration effects in the Chinese mainland will expand rapidly, bringing Hong Kong unprecedented opportunities, Dong said. “During the process, Hong Kong will also need to improve its financial services, strengthen industrial and financial interactions, and help wealth management companies better share the dividends.”

According to the 2025 IMD World Competitiveness Yearbook, released recently by the International Institute for Management Development in Lausanne, Switzerland, Hong Kong’s global competitiveness rose by two positions to third place, marking its return to the global top three for the first time since 2019.

According to a business environment report themed “One Country, Two Systems: Unique Advantages” and released by the Hong Kong Special Administrative Region (HKSAR) government on July 30, amid the impact of trade tensions, countries and regions around the world are actively seeking external investment opportunities, and global capital is being reallocated. The report said Hong Kong is well positioned to help countries diversify risks and attract capital, businesses, and talent.

Yue wrote that the HKMA will continue working closely with the government, the industry, and the international community to drive policy innovation and promote market enhancements, further strengthening Hong Kong’s competitiveness and solidifying its position as an international hub for wealth management.

Johnson Choi reports from SF on Aug 4 2025 English video: Tariff War, EU kneel, China, Russia, Brazil etc fight back and winning. US stock market over valued support by the 7 sisters due for major corrections! Nvidia H20 has back door, so are all US softwares and network gears. Huawei Harmony OS will replace iOS and Microsoft in China. 蔡永強 於 2025 年 8 月 4 日在舊金山視頻: 關稅戰，歐盟下跪，中國、俄羅斯、巴西等國奮起反擊並取得勝利。美國股市在七姐妹的支撐下被高估，即將迎來重大回檔！英偉達 H20 有後門，所有美國軟體和網路設備也一樣。華為鴻蒙作業系統將在中國取代 蘋果 iOS 和微軟.
https://www.tiktok.com/t/ZP8kQpL4L/
https://youtu.be/8KRuOFAZwPA?si=oXn37C-EobVjG5rT
https://rumble.com/v6x5f6k-tariff-war-eu-kneel-china-russia-brazil-etc-fight-back-and-winning.-us-stoc.html

Video: Follow the $, Exposing the NGO scam, the “fake international justice”, “neo-colonialism” of those paid by the US/Western Gov’t, arms dealers, and domestic subversive elements. 揭穿非政府組織”NGO”的世紀騙局! 起底那些拿錢(美國/西方政府, 軍火商和國內顛覆份子）辦事的“假國際正義”, “新殖民主義” 的組織.
https://youtu.be/LV_fNXzGP6c?si=CmDNidWtJ0JzZ7jh
https://www.tiktok.com/t/ZP8k9E1VE/
https://rumble.com/v6x4cl4-follow-the-exposing-the-ngo-scam-the-fake-international-justice-neo-colonia.html

SCMP: From nose to tail, how China is reshaping the aviation supply chain show Beijing is continuing to reduce its reliance on foreign parts, close long-standing technological gaps and assert itself as a major player in civil aviation at all levels of the supply chain. 《南華早報》：從機頭到機尾，中國重塑航空供應鏈的方式表明北京正在繼續減少對外國零件的依賴，縮小長期存在的技術差距，並在民航供應鏈的各個層面上確立自己作為主要參與者的地位.
https://www.scmp.com/economy/china-economy/article/3320682/nose-tail-how-china-reshaping-aviation-supply-chain?

SCMP: China eyes bigger global role for yuan as US$ stability questioned. The People’s Bank of China announced at its midyear meeting that it would expedite the yuan’s use in trade settlement and cross-border financing. 《南華早報》：美元穩定性受到質疑，中國考慮提升人民幣的全球地位。中國人民銀行在年中會議上宣布，將加快人民幣在貿易結算和跨境融資的使用
https://www.scmp.com/economy/china-economy/article/3320690/china-eyes-bigger-global-role-yuan-us-dollar-stability-questioned?

SCMP: Slovak PM Fico to attend China’s WWII event amid EU tensions which will feature a military parade in Tiananmen Square. 《南華早報》：在歐盟關係緊張之際，斯洛伐克總理菲佐將出席中國二戰紀念活動，其中包括在天安門廣場舉行的閱兵儀式.
https://www.scmp.com/news/china/diplomacy/article/3320676/slovak-pm-robert-fico-attend-chinas-wwii-commemorations-amid-eu-tensions?