#为什么是中国# #WhyChina# The Global Logic of China's Economic Growth in the First Half of 2026: A 4.7% GDP Increase 2026年上半年GDP增长4.7%：中国经济增长的全球逻辑 According to the latest semi-annual report, China's gross domestic product (GDP) reached 69.6 trillion yuan, representing a year-on-year increase of 4.7% at constant prices, in line with the annual growth target. Against a backdrop of intertwined international complexities and volatilities, China's economic performance is commendable. Yet, a closer look at the data reveals that the logic underpinning China's economic growth is being reshaped. (I) At the Industry Level, Notable Highlights Emerge: First, new quality productive forces are being cultivated and strengthened at an accelerated pace.** In the first half of the year, industrial production grew robustly. The value-added output of the equipment manufacturing sector increased by 9.3% year-on-year, and that of high-tech manufacturing grew by 13.3%, both outpacing the overall growth rate of industrial output above a designated scale. This underscores a clear trend toward a high-end, intelligent, green, and integrated industrial structure. Looking at specific products, the output of 3D printing equipment, lithium-ion batteries, industrial robots, and other products emblematic of new quality productive forces surged. The average daily token call volume has reached hundreds of trillions, showcasing the vitality and potential of the digital and intelligent economies. Second, new growth drivers are accelerating to take on a leading role. Preliminary estimates suggest that new growth drivers—encompassing high-end manufacturing, the digital economy, and modern services—contributed over 40% to economic growth in the first half of the year. The economy's distinct shift toward a higher quality and more optimized structure is evident, and this overall trend is accelerating. For instance, industries related to artificial intelligence, such as integrated circuit manufacturing and intelligent vehicle equipment manufacturing, have all maintained high growth rates exceeding 30%, vividly illustrating the pace of China's industrial upgrading. Third, confidence on the investment front is on the rise. In the first half of the year, investment in high-tech industries grew by 4.6% year-on-year. Notably, investment in the manufacturing of aircraft, spacecraft, and equipment, computer and office equipment manufacturing, and information services grew by 23.3%, 8.1%, and 15.5%, respectively. Investment structure best reflects market expectations. The increasing "new economy content" in investments signals an acceleration in the replacement of old growth drivers with new ones. Investment in intellectual property products grew by 9.4%, indicating that enterprises are placing greater emphasis on R&D and innovation. This suggests that technological advancement is not simply about capacity expansion but about qualitative change driven by innovation. (II) Observing a Major Economy Requires Looking Beyond the Immediate Figures to the Long-term Trajectory. Behind the "new economy content" of the semi-annual report lies China's ongoing transformation from a global manufacturing hub to a global center of innovation. At the 17th Annual Meeting of the New Champions (Summer Davos), observers noted a new phenomenon: a host of unicorn companies are heading to China. They are establishing R&D centers, regional headquarters, and deeply integrating into China's innovation and industrial chains—shifting from "produced in China" to "created in China." So, why China? Economist Justin Yifu Lin, in his book *Demystifying the Chinese Economy, touched upon the theory of the "speed of technological change." He argues that the essence of the industrial revolution is not just the application of new technologies, but more fundamentally, the ever-accelerating pace of technological change. Since the mid-18th century, starting with the steam engine reshaping the textile industry, the snowball of technological change has grown, rapidly sweeping through industries like chemicals and automobiles, ultimately redrawing the geographical map of great power competition. Looking at China today, the trajectory of accelerating technological change is equally clear. A leading enterprise can drive an entire industry, which in turn can boost a whole region. These burgeoning industrial clusters, growing from saplings to forests, not only enhance production efficiency and invigorate market vitality but also effectively improve development quality and resilience. For example, specialized and sophisticated "little giant" enterprises above a designated scale in Beijing, through deep cultivation of innovation chains, supply chain collaboration, and international expansion, have become "connecting points" and "accelerators" for the dual circulation strategy. More importantly, emerging industrial clusters possess powerful spillover effects. The rapid rise of new energy vehicles is not only reshaping the automotive industry but also driving transformations in chips, software, and energy networks, allowing more sectors to gain value from efficiency improvements. The swift advancements in AI and biomedicine are sparking a "gentle qualitative change" in people's livelihoods, significantly enhancing the sense of fulfillment and well-being through smarter, more affordable products and more livable environments. (III) Looking from the First Half to the Full Year, China's Development Momentum Remains Positive. Of course, during this critical period of transitioning between old and new growth drivers, China's economy still faces lingering issues and new challenges. Some core areas are still grappling with "bottleneck" technologies, certain high-tech industries face external risks of "decoupling" and supply chain disruptions, and "involution"-style competition affects the new energy market ecosystem. However, most of these are issues arising from development and transition, and they can be addressed with effort. The supporting conditions and fundamental trends for long-term economic improvement remain unchanged. China's economic journey toward a newer, higher-quality model is itself a process of encountering new problems and solving them along the way. By maintaining confidence, proceeding steadily, and balancing both qualitative improvements and quantitative growth, China's industries are poised to be brimming with dynamism, and the Chinese economy will continue to advance steadily and sustainably. #China# #Jiangxi# #JiangxiEconomy# #世界经济看中国# #赣出新精彩#

Perplexity 最近（大概 4 天前，2026 年 5 月初）公开了一份原本的内部工程文档。 这份文档标题是 《Designing, Refining, and Maintaining Agent Skills at Perplexity》（在 Perplexity 设计、优化和维护 Agent Skills 的指南），直接发布在他们的 上。

今天开始陆续有朋友被暂停收益了，似乎每次发工资前都会有这么一波 不过一般来说，都可以通过申诉拿回来。快的一周慢的1个月。下面是一个通用申诉模板和一个我的模板，希望大家用不上（记得用英文）： 通用模板： 我恳请复核我的账号。 就我所知，我并未有意违反任何平台规则。 如果我的内容有被误解或断章取义的地方，我愿意澄清并做出调整。 我非常珍视这个账号，并承诺未来严格遵守平台准则。 恳请您重新审视我的情况。 我的版本： Hi X Creators Team, I am writing to respectfully request a reconsideration of the permanent suspension of my account @snail_9106 from the Creator Revenue Sharing program, related to Case CREATOR-145938. I fully respect X’s Creator Monetization Standards and understand the importance of maintaining a high-quality and compliant creator ecosystem. However, the suspension notice did not specify which content, behavior, or account activity caused my account to be found non-compliant. Because of that, I am unable to clearly identify the exact issue, but I have taken this matter seriously and carefully reviewed my profile, posts, replies, and account activity. To reduce any possible misunderstanding, I have removed or adjusted content and profile elements that could potentially be interpreted as promotional, repetitive, misleading, or not fully aligned with the standards. My account mainly focuses on English learning, AI tools for content creation, writing techniques, self-media growth, and creator-related discussions. My intention has always been to share useful, original, and non-harmful content with the X community. If there is any specific post, reply, profile element, or account activity that caused the suspension, I would sincerely appreciate clarification so I can correct it properly. I respectfully request one more manual review of my account and ask your team to reconsider my eligibility for the Creator Revenue Sharing program. Thank you for your time and consideration. Best regards, @snail_9106

ANSEM @blknoiz06 是 Solana meme 圈的顶流 KOL！ 他一直在持续给社区空投、积极互动，还亲自把 $ANSEM 做成了现象级同名币。 $ANSEM 核心优点： 1. KOL 深度背书，注意力拉满 2. 大额空投（已发700万刀+），持有人数暴涨 3. 社区氛围好，Ansem 本人持续维护 4. Solana meme 生态加持，流动性强 5. 叙事清晰（KOL 反向给社区发钱） 非常看好Ansem ，我已经持有$ANSEM ，一起建设起来！ @blknoiz06 is the top KOL in the Solana meme circle! He keeps airdropping to the community, stays super active, and personally turned $ANSEM into a phenomenon-level celebrity-named coin. $ANSEM Core Advantages: 1.Strong KOL backing, massive attention 2.Huge airdrops (over $7M sent), holder count exploding 3.Great community vibe, Ansem himself is actively maintaining it 4.Strong Solana meme ecosystem + liquidity Clear narrative (KOL giving back to the community) Very bullish on Ansem. I'm already holding $ANSEM, let's build this together! $ANSEM Contract Address (Solana): 6pW4BHZVeBU3qnVDBGpYx1RTYBAKZGLDuJV7FMcCshot

这是我和我老婆晚餐时候的对话， 你认为她说的对吗？ My Wife: You know, I've been reading about this Chinese concept of "face" lately. Me: Really? What brought that on? My Wife: Honestly? Living with a Chinese husband made me curious. Me: Uh oh. And what did you find? My Wife: Well, I used to think face just meant pride or reputation. But now I think it's much more complicated than that. Me: That's already better than most explanations. My Wife: What surprised me is that face isn't really something a person owns by themselves. It's something that exists between people. Me: Go on. My Wife: If I understand it correctly, giving someone face is a way of showing public respect, recognition, and consideration. And when you give someone face, there's an expectation that they'll give you face in return. Me: That's actually pretty accurate. My Wife: So face is reciprocal. It's not just about protecting your own image. It's about maintaining a relationship where both sides acknowledge each other's dignity. Me: Exactly. My Wife: And if one side refuses to give the other face, it's usually not seen as a small social mistake. It can be interpreted as disrespect, and sometimes even as hostility. Me: You're sounding more Chinese every minute. My Wife: Don't worry, I'm still American. I just finally realized that "face" isn't the same thing as self-esteem. It's more like a social obligation to recognize and respect the other person. Me: That's one of the best explanations I've heard from a non-Chinese person. My Wife: What really made it click for me is this: Americans often see respect as something personal. Chinese culture sees respect as something relational. Face is what helps keep those relationships in balance. Me: I couldn't have said it better myself. My Wife: So, to me, face isn't about ego. It's about reciprocity. It's the understanding that respect has to flow both ways. When people stop giving each other face, the relationship starts to break down.

戴尔昨天涨了32.82%，创历史最佳单日表现。Q1营收438亿美元同比+88%，AI服务器收入161亿同比+757%。一个季度的AI订单244亿，全年AI收入指引直接干到600亿。华尔街现在最喜欢看的是指引，因为这东西可以吹起码6个月泡泡，过去的3个月不重要了，要奏乐就得长曲子。。 美股续创新高，5月纳指涨了8.36%。但：自4月下旬以来，美股看跌头寸激增近1000亿，总规模达到2.13万亿美元，创历史新高。一方面是拿着现货的想继续冲，买点保护，另外是直接裸空在行情容易变成坟头草，不如用put去空，飞机继续飞，但是多买点降落伞就行了。。 存储超级周期还在发酵。NetApp暴涨22.39%，Okta财报后涨超30%。贝莱德软件ETF单月涨21%，是2001年10月以来最好的一个月。当然，我个人没买多少软件，以前有点adbe现货，最近主要是配了一点now和msft的otmcall，掺合一下。。ps：ntap我在120附近开始建立的仓位，这波190我平了很多期权仓位就留了点现货吧，长期依然看好，短期不投机了，真要选现货的目前aosl比它还是便宜点，昨天完全是蹭了dell的风口。。 Anthropic完成H轮融资，估值9650亿美元，正式超越OpenAI。还联合Apollo、黑石搞了360亿美元私募信贷，专门买谷歌TPU。AI战争已经打到融资结构层面了。在这轮风口如何让资本结构有利于自己甚至远大于融资多少本身，举个例子，恒大当年一轮逼空暴涨就是把一大部分债务换成了永续债，虽然利息高，但是变相剥夺了债主要本金的权利。。。 57亿博彩并购案落地。费尔蒂塔娱乐全现金收购凯撒娱乐，承接119亿债务，总估值176亿。这是美国博彩业史上最大收购。赌场老板们都在all in整合。美国做赌场真不是什么好生意，一方面是市区就有一些印第安人拿到的特许经营小赌牌，一方面是中产没钱，底层破产，还可以合规的干美股···你看川普当年干赌场都亏了好多。。 Autodesk 36亿美元全现金收购运维软件MaintainX，是公司史上最大收购。 mx直接涨停牌了一波，从2.8拿到9.7我还是不打算随便走，目前市值3个亿，距离21年内地有公司要收购它但是被否决了的价格14亿美金还有5倍，先拿着看看吧，毕竟人要有梦想 交易工具箱： 追高风险：戴尔同类型企业可以埋伏，昨天港股的联想都被幻想起来了。。比如一直亏损的惠普的企业部分hpe股票也被跳开了18个点，别乱冲，毫无逻辑了。。反而是电力和配件可以看看，对了，前面说的aosl是做电源的，这个赛道值得埋伏，服务器进场了不买电源不可能啊。。。 扩散逻辑：AI从硬件到软件，下一个是运维/安全，在再下一步是豪宅··· ps. 最近密切关注的是美国的国防部新一轮预算出来了要，大量的老鼠仓和军工股可能起飞，大家可以去看看怎么选到心仪的军工大哥