技术分析之外
Red Cat 是美国期待的无人机之王吗?Red Cat Holdings (RCAT) 处于国防技术转型时刻的中心。2025年12月FCC对中国无人机制造商DJI和Autel的禁令有效地消除了Red Cat的主要竞争对手,为本土生产商创造了受保护的市场。随着2025财年第三季度收入同比激增646%,以及资产负债表上超过2.12亿美元的现金加强,Red Cat 将自身定位为美国转向主权国防供应链的主要受益者。公司获得“Blue UAS”认证并列入北约采购目录,在全球重新武装的关键时刻提供了对本土和盟国国防市场的即时访问。
公司的技术架构通过涵盖空、陆、海领域的集成系统与竞争对手区分开来。“Arachnid”系列,包括Black Widow四旋翼无人机、Edge 130混合VTOL以及FANG打击无人机,创建了一个闭环生态系统,通过与Palantir的GPS拒止导航合作以及与Doodle Labs的反干扰通信合作得到增强。Red Cat的Visual SLAM技术能够在受干扰的电磁环境中实现自主操作,直接满足五角大楼在Replicator倡议下对“可消耗大量”自主系统的要求。最近与Apium Swarm Robotics的合作推进了一对多无人机控制,成倍提高了单个操作员的作战效能。
对FlightWave和Teal Drones的战略收购迅速扩展了Red Cat的能力,同时保持严格的供应链主权。公司被选为陆军短程侦察Tranche 2计划的决赛入围者,验证了其战术系统用于步兵部署。随着北约盟国增加国防开支,以及乌克兰冲突展示了小型无人系统的大量需求,Red Cat面临多年世俗顺风。监管保护、技术差异化、财务实力和地缘政治必要性的汇聚,将Red Cat定位为不仅仅是国防承包商,而是美国未来十年机器人战争基础设施的基石。
一天一家A股公司高管:摩尔线程创始人、董事长兼总经理是张建中一、基本背景:科班出身,扎根IT行业
张建中1966年出生于江苏南京,本科毕业于南京理工大学计算机系,后进入原冶金部自动化研究院深造,获得硕士学位。科班背景为他后续在IT领域的深耕奠定了技术基础。
二、早期职业经历:从科研到企业,积累行业经验
张建中的职业起点是冶金自动化研究设计院国家计算机实验室,1990年5月至1992年3月担任高级研究员,期间参与了计算机实验室的科研项目,积累了早期的技术研究经验。
1992年4月,他加入中国惠普有限公司,担任产品总经理,负责惠普计算机系统产品的市场推广与管理,积累了企业运营与产品管理的经验。
2001年6月,张建中转投戴尔(中国)有限公司,担任全球客户部总经理,负责戴尔全球客户的产品销售与客户关系管理,进一步拓展了其在IT企业高层管理的经验。
三、英伟达时期:开拓中国市场,成为全球副总裁
2005年,张建中加入英伟达(NVIDIA),开启了其在GPU领域的核心职业生涯。在英伟达期间,他担任全球副总裁、大中华区总经理,负责英伟达中国市场的战略规划与业务拓展。
其核心贡献在于开拓建立GPU在中国的完整生态系统:通过推动英伟达GPU与中国本土软件、硬件厂商的合作,以及针对中国市场推出定制化产品,使英伟达中国GPU市场占有率从2008年的不足50%大幅提升至2020年的80%,成为中国GPU市场的主导品牌。这一成绩不仅巩固了英伟达在全球GPU领域的地位,也让张建中成为GPU行业的“中国通”,积累了丰富的本土市场资源与生态构建经验。
四、创立摩尔线程:怀揣“国产GPU梦”,开启创业之路
2020年,张建中从英伟达离职,创立摩尔线程智能科技(北京)股份有限公司(以下简称“摩尔线程”),并担任董事长兼总经理。其创业的初心是“造中国人自己的全功能GPU”,解决中国GPU产业“卡脖子”的问题。
摩尔线程成立后,张建中凭借其在GPU行业的深厚积累,带领团队快速推进研发:2021年11月推出首颗全功能GPU芯片“苏堤”,2022年3月发布MUSA统一系统架构,2022年11月推出业内首款国产游戏显卡MTT S80,2023年9月发布新一代全功能GPU芯片“曲院”及AI训推一体计算卡MTT S4000,逐步构建起覆盖3D图形渲染、AI计算、科学计算等多重能力的全功能GPU产品体系。
在张建中的领导下,摩尔线程发展迅速:2023年10月被美国商务部列入实体清单(限制其获取美国技术与产品),但公司通过调整供应链策略(如采用国内代工)推进自主可控;2025年12月登陆科创板,开盘当日股价涨超400%,市值突破2800亿元,成为“国产GPU第一股”。
五、核心能力与贡献:生态构建与本土化经验
张建中的核心竞争力在于GPU生态构建能力与本土化市场经验:
生态构建:在英伟达期间,他推动英伟达CUDA生态在中国的普及,积累了丰富的软件生态资源;创立摩尔线程后,他延续这一思路,推动MUSA架构与国内软件生态(如游戏引擎、AI框架)的兼容,降低开发者迁移成本。
本土化经验:他熟悉中国市场的需求(如游戏、AI、工业设计等领域的GPU需求),能够针对本土市场推出定制化产品(如MTT S80针对游戏玩家,MTT S4000针对AI企业),这也是摩尔线程能够快速占领本土市场的关键。
总结
张建中的履历从科研机构到全球科技巨头,再到创立国产GPU企业,涵盖了IT行业的多个关键环节。他在英伟达期间积累的生态构建能力与本土化经验,为摩尔线程的发展奠定了基础;而其“造中国人自己的全功能GPU”的初心,则推动摩尔线程成为国产GPU领域的标杆企业。其职业生涯不仅见证了中国GPU产业的崛起,也为本土科技企业的发展提供了可借鉴的路径。
I. Basic Background: A Cadre-Trained IT Professional
Zhang Jianzhong was born in Nanjing, Jiangsu Province in 1966. He graduated from the Department of Computer Science at Nanjing University of Science and Technology with a bachelor’s degree, and later pursued a master’s degree at the former Metallurgical Ministry Automation Research Institute. His cadre-trained background laid a solid technical foundation for his subsequent career in the IT field.
II. Early Career: From Scientific Research to Enterprise, Accumulating Industry Experience
Zhang Jianzhong started his career at the National Computer Laboratory of the Metallurgical Automation Research and Design Institute. From May 1990 to March 1992, he served as a senior researcher, participating in scientific research projects at the laboratory and accumulating early technical research experience.
In April 1992, he joined Hewlett-Packard (HP) China as a Product General Manager, responsible for the market promotion and management of HP computer system products, where he accumulated experience in enterprise operations and product management.
In June 2001, Zhang Jianzhong transferred to Dell (China) Co., Ltd. as the General Manager of the Global Customer Department, responsible for product sales and customer relationship management for Dell’s global customers, further expanding his senior management experience in IT enterprises.
III. NVIDIA Period: Pioneering the Chinese Market, Becoming a Global Vice President
In 2005, Zhang Jianzhong joined NVIDIA, embarking on his core career in the GPU field. During his tenure at NVIDIA, he served as Global Vice President and General Manager of Greater China, responsible for the strategic planning and business expansion of NVIDIA’s Chinese market.
His core contribution lies in building a complete GPU ecosystem in China. By promoting cooperation between NVIDIA GPUs and Chinese domestic software and hardware manufacturers, as well as launching customized products for the Chinese market, he increased NVIDIA’s market share in China’s GPU market from less than 50% in 2008 to 80% in 2020, making NVIDIA the dominant brand in China’s GPU market. This achievement not only consolidated NVIDIA’s position in the global GPU field but also earned Zhang Jianzhong the reputation of a "China expert" in the GPU industry, accumulating rich local market resources and ecosystem construction experience.
IV. Founding Moore Threads: Pursuing the "Domestic GPU Dream" and Starting a Business
In 2020, Zhang Jianzhong left NVIDIA and founded Moore Threads Intelligent Technology (Beijing) Co., Ltd. (hereinafter referred to as "Moore Threads"), serving as Chairman and General Manager. His entrepreneurial初心 was to "build China’s own full-function GPU" to solve the "choke point" problem in China’s GPU industry.
After its establishment, Moore Threads rapidly advanced R&D under Zhang Jianzhong’s leadership: In November 2021, it launched its first full-function GPU chip, "Sudi"; in March 2022, it released the MUSA Unified System Architecture; in November 2022, it launched the industry’s first domestic gaming graphics card, MTT S80; in September 2023, it released the new-generation full-function GPU chip, "Quyuan," and the AI training and inference integrated computing card, MTT S4000, gradually building a full-function GPU product system covering 3D graphics rendering, AI computing, scientific computing, and other capabilities.
Under Zhang Jianzhong’s leadership, Moore Threads developed rapidly: In October 2023, it was listed on the U.S. Department of Commerce’s Entity List (restricting its access to U.S. technology and products), but the company adjusted its supply chain strategy (such as adopting domestic foundry) to promote independent controllability; On December 5, 2025, it was listed on the STAR Market, with its opening price rising more than 400% and its market value exceeding 300 billion yuan, becoming "China’s first domestic GPU stock."
V. Core Competencies and Contributions: Ecosystem Construction and Localization Experience
Zhang Jianzhong’s core competitiveness lies in his GPU ecosystem construction capabilities and localization market experience:
Ecosystem Construction: During his tenure at NVIDIA, he promoted the popularization of NVIDIA’s CUDA ecosystem in China, accumulating rich software ecosystem resources. After founding Moore Threads, he continued this approach, promoting the compatibility of the MUSA architecture with domestic software ecosystems (such as game engines and AI frameworks) and reducing developers’ migration costs.
Localization Experience: He is familiar with the needs of the Chinese market (such as gaming, AI, and industrial design) and can launch customized products for the local market (such as MTT S80 for gamers and MTT S4000 for AI enterprises), which is also the key to Moore Threads’ rapid capture of the local market.
Summary
Zhang Jianzhong’s career spans from scientific research institutions to global tech giants and then to founding a domestic GPU enterprise, covering multiple key links in the IT industry. His ecosystem construction capabilities and localization experience accumulated during his tenure at NVIDIA laid the foundation for the development of Moore Threads; his "dream of building China’s own full-function GPU" has promoted Moore Threads to become a benchmark enterprise in China’s GPU industry. His career not only witnessed the rise of China’s GPU industry but also provided a replicable path for the development of local tech enterprises.
(Note: The above content is translated from the original Chinese text, and all proper nouns, company names, product names, and data are consistent with the original. The English translation of technical terms such as "full-function GPU" and "MUSA Unified System Architecture" follows industry conventions and official statements from relevant companies.)
《灵龟入海纳离火:海南风水格局的时空能量解析与运势展望》
离火运下的“灵龟腾飞”
一、海南地理风水核心格局:千年“灵龟入海”的能量基底
海南的风水禀赋源于“玄武金龟”的天然地形与“五指山龙脉”的水系格局,这种格局符合《葬经》“势如万马自天而下,形如莲花接地而生”的吉相,为长期发展奠定了“藏风聚气”的能量基础:
地形格局:海南岛整体似“玄武金龟”,万宁、三亚、儋州、东方分别为龟的“四爪”,主干龙(南干龙分支)贯穿全岛,形成“脊梁”支撑,这种格局象征“稳定发展”与“活力四射”。
水系格局:万泉河、南渡江环绕五指山,形成“玉带环腰”的水局,契合“水主财”的风水逻辑;正西、西北方向的海域(虽受越南“大反弓”影响,但仍有气场聚留)为“得令旺财水”,支撑财运积累。
龙脉能量:五指山作为“祖龙”,分出四大支龙(儋州、东方、三亚、万宁),这些支龙走向的城市成为海南“人丁兴旺”的核心区域,其中三亚因“山龙脉优势+八运旺财水”成为过往发展的最大受益者。
二、2026年及以后的“天时”:九紫离火运的爆发期
2024-2043年为下元九紫离火运(先天运2017-2043年,后天运2024-2043年),这是海南的“真正天时”,其核心逻辑是“离火与海南的属性共振”:
离火的属性:离卦象征“光明、科技、文明、南方”,与海南的“热带气候(阳光充足)”“自贸港(开放文明)”“南方地理位置”高度契合。
九运的爆发点:九紫运的“先天运”(2017-2043年)于2020年进入“交接中期”,此时海南自贸港(2020年设立)的政策与“天时”共振,水明堂(西北、西方海域)开始发挥巨大作用,海南将迎来“风生水起”的发展期。
需弥补的缺陷:西北方的琼州海峡是“水明堂缺口”,古代无法修补,但现代可通过跨海工程(如琼州海峡跨海大桥)缓存水气场,链接内陆地势,弥补山峦与水势的不均衡,推动海南“更上一层楼”。
三、2026年及以后的“地利”:区域发展的“能量聚焦”
结合九紫离火运的“火属性”与海南的“地理格局”,2026年及以后的核心发展区域将围绕“龙脉+旺财水”展开:
海口市:作为省会,位于“来龙入口”,是海南的“人丁兴旺”核心城市。若琼州海峡跨海大桥建成,海口将成为“链接内陆的环抱型城市”,财运与人气将大幅提升,成为“第一个真正崛起的城市”。
儋州市:位于“神龟左前爪”,支龙走向此处,未来将形成“新地标矩阵”(如恒大海花岛),依托“龙脉+水局”,成为海南的“经济增长极”之一。
三亚市:虽得八运(2004-2023年)旺财水,但九运(2024-2043年)将依托“山龙脉优势”,继续成为“旅游与高端产业”的核心区域(如凤凰岛、亚特兰蒂斯),但需注意“凶煞龙脉”的化解(如南山寺的观音像已镇住南山岭的“凶煞”)。
四、2026年及以后的“人和”:产业与社会的“离火转型”
九紫离火运的“火属性”将推动海南产业与社会结构的转型,核心趋势包括:
产业趋势:
新能源:离火象征“能量”,海南的“太阳能、风能”资源丰富(全年日照超2000小时),将成为“新能源基地”,支撑“绿色经济”发展。
文旅与文创:离卦主“丽”(美丽、文明),海南的“热带风光、黎苗文化”将成为“文旅核心”,如三亚的“亚特兰蒂斯”、海口的“骑楼老街”,将依托“文化+科技”模式,成为“国际文旅度假胜地”。
数字经济:离火象征“信息”,海南的“江东新区”(自贸港核心园区)将成为“数字经济”的“能量枢纽”,吸引字节跳动、阿里巴巴等企业,推动“产业升级”。
社会趋势:
女性力量崛起:离卦对应“中女”(30-55岁成熟女性),海南的“文旅、文创”产业将成为女性的“主场”,如“黎苗文化”的传承、“女性创业”的支持,推动“性别平等”。
边界意识强化:离火的“光明”特质推动“社会边界”清晰,海南的“社群联结”将更注重“质量”而非“数量”,如“兴趣社群”的专业化、“情感经济”的崛起。
五、2026年及以后的“风险”:需规避的“风水隐患”
尽管海南的“天时地利人和”占优,但仍需规避风水隐患:
琼州海峡的“缺口”:若不修建跨海工程,“水明堂缺口”可能导致“财运流失”,需加快工程进度,链接内陆地势。
三亚的“凶煞龙脉”:南山岭的“龙身小、龙头大”形态仍需“化解”(如南山寺的观音像),避免“凶煞”影响“财运与安全”。
产业的“虚火”:离火的“虚火”可能导致“科技泡沫”(如AI、元宇宙的过度投资),需“坚守伦理底线”,避免“盲目跟风”。
六、结论:海南的“离火未来”
海南的风水局在2026年及以后将进入“天时地利人和”的共振期:
地理格局:“灵龟入海”的能量基底支撑“稳定发展”;
天时:九紫离火运的“火属性”与海南的“热带、开放”属性共振,推动“产业升级”;
地利:海口、儋州、三亚等城市依托“龙脉+旺财水”,成为“经济增长极”;
人和:“新能源、文旅、数字经济”等产业推动“社会转型”,“女性力量”与“边界意识”成为“社会特色”。
尽管需规避“琼州海峡缺口”“凶煞龙脉”“产业虚火”等风险,但海南的“离火未来”仍值得期待,将成为“中国南翼的火眼”(吸纳南海生气)与“离火文明的实验田”(科技伦理、生态文明)。
The Feng Shui of the United States《水龙破天心:美国国土风水格局的玄空推演与霸权拐点预警》美国国土风水格局与国运推理:基于玄空飞星模型的分析
一、核心结论
美国国土的玄空风水格局呈现“龙脉强旺但隐患暗藏、水局得势但气散、当前国运处于巅峰但即将转衰”的特征。其核心逻辑基于玄空飞星“立向-龙脉-水局-运期”的四维模型,结合美国地理特征与历史发展,可推导出其未来20年(2024-2043年,下元九运)的国运趋势:经济与科技仍将领先,但军事冲突、内部撕裂与地缘风险将加剧,需警惕“盛极而衰”的拐点。
二、美国国土风水格局的具体分析
1. 立向:水龙局“坐空朝满”,契合平地临水的能量逻辑
玄空风水立向的核心原则是“乘龙、止龙、截龙、虚、气”,其中“虚龙原则”(以明堂为向)与“气龙原则”(以气口为向)适用于美国这类“平地临水”的地理格局。
美国地理特征:华盛顿特区位于波托马克河岸的平地,无高大山脉可“乘龙”(以山为坐),但有密西西比河、波托马克河等大水“止龙”(以水为向)。
立向结论:美国国土的立向为“子山午向”(正北正南),符合“水龙局”(以水为向)的能量逻辑——水主财,故美国经济以“流动型财富”(贸易、金融、科技)为核心。
2. 龙脉:东大龙余脉“强旺但元气受损”,支撑国家核心能量
全球龙脉均发源于昆仑山(万龙之祖),其中“东大龙”(青藏高原→中国北方→蒙古→俄罗斯→跨白令海峡→美洲落基山脉)是美国的核心龙脉。
龙脉走向:东大龙余脉延伸至美国境内,形成落基山脉(美国西部主脉),成为美国的“玄武靠山”(支撑国家稳定的能量核心)。
龙脉隐患:白令海峡的阻隔导致东大龙“元气大伤”(龙气无法像支撑中国昆仑山那样持续输入美国),故美国虽能短期强旺,但长期缺乏“根龙”(昆仑山)的稳定能量支撑。
3. 水局:密西西比河“水破天心”但得“无形水口”庇护,形成“风险与机遇并存”的财富格局
水局是玄空风水“聚财”的关键,美国的核心水局为密西西比河(贯穿全境,流入墨西哥湾)。
“水破天心”的格局:密西西比河从黄石河到新奥尔良的干流基本是直的,两边无千米以上的“捍门水口”(镇锁水流的山脉),符合“水破天心”的凶局特征(破坏稳定、风险极大)。
“无形水口”的庇护:墨西哥湾及加勒比海的“热流”(量子风水学认为)像一堵水墙,阻塞了墨西哥湾的出水,间接阻止了密西西比河的直泄;此外,银河系时间场(1864-2044年)处于“巽向乾”方向,与密西西比河出水方向相反,形成“无形水口大北辰”(比任何水口山峰更有效的能量屏障)。
水局结论:密西西比河的“水破天心”格局虽为凶,但得“无形水口”庇护,故美国能形成“风险与机遇并存”的财富格局——经济强大但易受外部冲击(如2008年金融危机、2020年新冠疫情)。
4. 运期:当前处于下元九运(2024-2043年),科技与文化将主导,但需警惕“盛极而衰”
三元九运是玄空风水“时间维度”的核心模型,每20年为一运,当前(2024-2043年)为下元九运(九紫离火运)。
九运与美国国运:九紫离火运主“科技、文化、新能源”,美国的科技(硅谷、人工智能)、文化(好莱坞、TikTok)与新能源(特斯拉、页岩气)均处于全球领先地位,故九运期间美国仍将保持“超级大国”地位。
运期隐患:九运的“火性”(燥、动)与美国“白虎擎拳”(西部山脉强于东部)的风水格局叠加,易引发“军事冲突”(如俄乌战争、中美贸易战)与“内部撕裂”(如种族矛盾、党派对立)。
三、美国国运的未来趋势推理(2024-2043年)
基于玄空风水模型,美国未来20年的国运将呈现以下趋势:
1. 经济与科技:仍将领先,但需警惕“水破天心”的风险
优势:九紫离火运主“科技”,美国的硅谷、人工智能、新能源(特斯拉、页岩气)仍将引领全球,经济将保持“流动型财富”(贸易、金融、科技)的增长。
风险:密西西比河的“水破天心”格局虽得“无形水口”庇护,但需警惕“水口变薄”(如墨西哥湾海平面上升、热流减弱)的风险,可能导致经济衰退(如2008年金融危机)。
2. 军事与外交:“白虎擎拳”格局主导,冲突与对抗将加剧
风水逻辑:美国西部山脉(落基山脉)强于东部(阿巴拉契亚山脉),形成“白虎擎拳”(主凶恶好战)的风水格局。
趋势推理:九运期间,美国的军事冲突(如俄乌战争、中美贸易战)与外交对抗(如制裁伊朗、朝鲜)将加剧,需警惕“军事消耗”(如阿富汗战争、伊拉克战争)导致国力衰落。
3. 内部社会:“水散财流”格局叠加,撕裂与矛盾将升级
风水逻辑:密西西比河的“水破天心”格局导致“水散财流”(财富无法集中),美国的种族矛盾(黑人与白人)、党派对立(民主党与共和党)、地域分裂(东西海岸与中部)将升级。
趋势推理:九运期间,美国的内部撕裂(如国会山骚乱、种族冲突)将加剧,需警惕“社会动荡”(如大规模抗议、暴力事件)影响国家稳定。
4. 地缘政治:“盛极而衰”的拐点将至,需警惕“他国崛起”的挑战
风水逻辑:银河系时间场(1864-2044年)结束后,“无形水口”(热流)将减弱,密西西比河的“水破天心”格局将暴露,美国的国力将衰落。
趋势推理:九运后期(2034-2043年),美国的国力将逐渐衰落,需警惕“他国崛起”(如中国、印度)的挑战,地缘政治格局将从“美国独霸”转向“多极化”。
四、结论与启示
美国国土的玄空风水格局呈现“强旺但隐患暗藏”的特征,其国运将受“九运科技主导”与“风水隐患”的双重影响。未来20年,美国仍将保持“超级大国”地位,但需警惕“军事冲突”“内部撕裂”“地缘风险”与“盛极而衰”的拐点。
对中国而言,需借鉴美国“科技与文化”的优势,同时规避其“军事好战”“内部撕裂”的隐患,坚持“和平发展”“科技创新”“文化自信”的道路,才能在九运期间实现“民族复兴”的目标。
注:以上分析基于玄空风水模型与历史数据,仅供参考,不构成对美国国运的绝对预测。实际国运受多种因素(政治、经济、科技、文化)影响,需综合判断。
The Feng Shui Pattern of the United States and its National Fortune: An Analysis Based on the Xuan Kong Flying Star Model
I. Core Conclusions
The Xuan Kong Feng Shui pattern of the United States exhibits characteristics of "a strong dragon vein but hidden dangers, a powerful water formation but dissipated energy, and a current peak in national fortune but impending decline." Its core logic is based on the four-dimensional model of Xuan Kong Flying Star—"orientation-dragon vein-water formation-fortune period"—combined with the geographical features and historical development of the United States, leading to the following predictions for its national fortune over the next 20 years (2024-2043, the Lower Yuan Period 9): While its economy and technology will remain leading, military conflicts, internal divisions, and geopolitical risks will intensify, requiring vigilance against the turning point of "prosperity followed by decline."
II. Detailed Analysis of the Feng Shui Pattern of the United States
1. Orientation: The Water Dragon Formation, "Sitting Empty, Facing Full," Aligns with the Energy Logic of Flat Land Facing Water
The core principles of orientation in Xuan Kong Feng Shui are "Riding the Dragon, Stopping the Dragon, Intercepting the Dragon, Emptiness, and Qi." Among these, the "Empty Dragon Principle" (facing from the Bright Hall) and the "Qi Dragon Principle" (facing from the Qi vent) are applicable to the "flat land facing water" geographical pattern of the United States.
Geographical Characteristics of the United States: Washington, D.C., is located on flat land along the Potomac River. There are no high mountains to "ride the dragon" (sitting from the mountain), but there are large rivers such as the Mississippi River and the Potomac River to "stop the dragon" (facing from the water).
Conclusion of Orientation: The orientation of the United States is "Zi Mountain Wu Facing" (due north and due south), which conforms to the energy logic of the "Water Dragon Formation" (facing from the water)—water governs wealth, therefore the US economy is centered on "flowing wealth" (trade, finance, and technology).
2. Dragon Vein: The Eastern Great Dragon's Residual Vein – "Strong but Damaged in Vital Energy," Supporting the Nation's Core Energy
All global dragon veins originate from the Kunlun Mountains (the ancestor of all dragons), with the "Eastern Great Dragon" (Qinghai-Tibet Plateau → Northern China → Mongolia → Russia → across the Bering Strait → Rocky Mountains of the Americas) being the core dragon vein of the United States.
Dragon Vein Route: The residual vein of the Eastern Great Dragon extends into the United States, forming the Rocky Mountains (the main vein of the western United States), becoming the "Black Tortoise Backing Mountain" (the energy core supporting national stability) of the United States.
Dragon Vein Hidden Dangers: The Bering Strait's obstruction has severely damaged the Eastern Great Dragon's vital energy (its dragon energy cannot continuously flow into the United States like it does into the Kunlun Mountains of China). Therefore, although the United States may experience short-term prosperity, it lacks the stable energy support of its "root dragon" (the Kunlun Mountains) in the long term.
3. Water Formation: The Mississippi River, though seemingly "breaking the heart of the sky," is protected by an "invisible water mouth," creating a wealth pattern where "risk and opportunity coexist."
The water formation is key to "accumulating wealth" in Xuan Kong Feng Shui. The core water formation in the United States is the Mississippi River (which flows through the entire country and into the Gulf of Mexico).
The "breaking the heart of the sky" formation: The Mississippi River's main stream from Yellowstone to New Orleans is essentially straight, lacking "guardian gates" (mountains blocking the water flow) exceeding a kilometer in length on either side. This conforms to the inauspicious characteristics of "breaking the heart of the sky" (destabilizing and extremely risky).
The Protection of the "Invisible Waterway": The "hot currents" of the Gulf of Mexico and the Caribbean Sea (according to quantum feng shui) act like a water wall, blocking the outflow of water from the Gulf of Mexico and indirectly preventing the Mississippi River from flowing directly out. Furthermore, the Milky Way's time field (1864-2044) is in the "Southeast to Northwest" direction, opposite to the outflow direction of the Mississippi River, forming the "Invisible Waterway Great North Star" (an energy barrier more effective than any waterway peak).
Water Pattern Conclusion: Although the Mississippi River's "Water Breaking the Heavenly Heart" pattern is inauspicious, it is protected by the "Invisible Waterway," thus enabling the United States to form a wealth pattern of "risk and opportunity coexisting"—a strong economy but vulnerable to external shocks (such as the 2008 financial crisis and the 2020 COVID-19 pandemic).
4. Period of Fortune: Currently in the Lower Yuan Period Nine (2024-2043), technology and culture will dominate, but caution is advised regarding the "rise and fall" phenomenon.
The Three Yuan Nine Periods is the core model of Xuan Kong Feng Shui's "time dimension," with each period lasting 20 years. The current period (2024-2043) is the Lower Yuan Period Nine (Nine Purple Fire Period).
Period Nine and the National Fortune of the United States: The Nine Purple Fire Period governs "technology, culture, and new energy." The United States is a global leader in technology (Silicon Valley, artificial intelligence), culture (Hollywood, TikTok), and new energy (Tesla, shale gas). Therefore, the United States will maintain its "superpower" status during this period.
Hazards During the Period: The "fire" nature (dryness, movement) of Period Nine overlaps with the US's "White Tiger Holding a Fist" Feng Shui pattern (western mountains stronger than the east), potentially triggering "military conflicts" (such as the Russia-Ukraine war, the US-China trade war) and "internal divisions" (such as racial conflicts, partisan conflict).
III. Future Trends in the United States' National Fortune (2024-2043)
Based on the Xuan Kong Feng Shui model, the United States' national fortune over the next 20 years will exhibit the following trends:
1. Economy and Technology: Maintaining its leading position, but the risk of "Water Breaking the Heart of Heaven" needs to be guarded against.
Advantages: The Nine Purple Fire Luck governs "technology." Silicon Valley, artificial intelligence, and new energy (Tesla, shale gas) will continue to lead the world, and the economy will maintain growth driven by "fluid wealth" (trade, finance, technology).
Risks: Although the "Water Breaking the Heart of Heaven" pattern of the Mississippi River is protected by an "invisible water mouth," the risk of "thinning water mouth" (such as rising sea levels in the Gulf of Mexico and weakening heat flow) needs to be guarded against, which may lead to economic recession (such as the 2008 financial crisis).
2. Military and Diplomacy: The "White Tiger Raising its Fist" pattern dominates, and conflicts and confrontations will intensify.
Feng Shui Logic: The western mountain ranges (Rocky Mountains) of the United States are stronger than those in the east (Appalachian Mountains), forming a "White Tiger Raising its Fist" (indicating fierceness and warlikeness) Feng Shui pattern.
Trend Inference: During the Ninth Period, military conflicts (such as the Russia-Ukraine War and the US-China trade war) and diplomatic confrontations (such as sanctions against Iran and North Korea) in the United States will intensify. We must be wary of "military attrition" (such as the wars in Afghanistan and Iraq) leading to a decline in national power.
3. Internal Society: The overlapping of the "water dispersing wealth" pattern will escalate divisions and contradictions.
Feng Shui Logic: The "water breaking the heart of heaven" pattern of the Mississippi River leads to "water dispersing wealth" (wealth cannot be concentrated), which will escalate racial contradictions (between Black and White people), partisan antagonism (Democrats and Republicans), and regional divisions (East Coast, West Coast, and Midwest) in the United States.
Trend Inference: During the Ninth Period, internal divisions in the United States (such as the Capitol Hill riots and racial conflicts) will intensify. We must be wary of "social unrest" (such as large-scale protests and violent incidents) affecting national stability.
4. Geopolitics: The Turning Point of "Rise and Fall" is Approaching; We Must Be Wary of the Challenges from the Rise of Other Nations
Feng Shui Logic: After the end of the Milky Way's time field (1864-2044), the "invisible watercourse" (heat flow) will weaken, and the "water breaking the heart of heaven" pattern of the Mississippi River will be exposed, leading to the decline of American national power.
Trend Reasoning: In the later stages of the Ninth Cycle (2034-2043), American national power will gradually decline, requiring vigilance against the challenges from the rise of other nations (such as China and India). The geopolitical landscape will shift from "American hegemony" to "multipolarity."
IV. Conclusion and Implications
The Xuan Kong Feng Shui pattern of the United States presents the characteristics of "strong prosperity but hidden dangers." Its national fortune will be influenced by both "technology dominance during the Ninth Cycle" and "feng shui hidden dangers." In the next 20 years, the United States will maintain its "superpower" status, but it must be wary of "military conflict," "internal division," "geopolitical risks," and the turning point of "rise and fall."
For China, it is necessary to learn from the United States' advantages in "technology and culture" while avoiding the hidden dangers of its "military belligerence" and "internal divisions," and to adhere to the path of "peaceful development," "technological innovation," and "cultural confidence" in order to achieve the goal of "national rejuvenation" during the Ninth Period.
Note: The above analysis is based on the Xuan Kong Feng Shui model and historical data, and is for reference only. It does not constitute an absolute prediction of the United States' national destiny. Actual national destiny is influenced by multiple factors (political, economic, technological, and cultural), requiring comprehensive judgment.
Short BTC
看图后,让我重新完整描述这个交易策略:
## Trading Strategy | 交易策略
**Market Context: | 市场背景:**
This is a swing trading strategy on BTC/USDT perpetual futures using a 4-hour timeframe, tracking price action from mid-November through late December 2025.
这是一个针对BTC/USDT永续合约的波段交易策略,使用4小时时间框架,追踪从2025年11月中旬到12月下旬的价格走势。
**Technical Setup: | 技术设置:**
The strategy utilizes multiple horizontal support and resistance zones combined with a trend-following approach visualized through blue curved lines that track swing highs and lows.
该策略使用多个水平支撑和阻力区域,结合趋势跟踪方法,通过蓝色曲线追踪波段高点和低点。
**Key Price Levels: | 关键价格水平:**
- **Resistance Zone 1 | 阻力区1:** $95,000 (upper boundary | 上边界)
- **Resistance Zone 0.79 | 阻力区0.79:** ~$92,000
- **Short Entry Zone 0.62 | 做空入场区0.62:** ~$90,600 (红色区域 | red zone)
- **Support Zone 0.5 | 支撑区0.5:** ~$90,000
- **Primary Support Zone 0 | 主要支撑区0:** ~$84,000-$85,000 (绿色目标区 | green target zone)
**Short Position Strategy: | 空头仓位策略:**
**Red Zone (Entry) | 红色区域(入场):** Around $91,038 at the 0.62 level. This represents the short entry area where sell positions are initiated when price reaches this resistance zone.
在0.62水平附近的$91,038。这代表做空入场区域,当价格达到这个阻力区时开启卖出仓位。
**Green Zone (Target) | 绿色区域(目标):** Around $84,000-$85,000 near the 0 level. This is the take-profit target zone for the short positions, representing the anticipated downside move.
在0水平附近的$84,000-$85,000。这是空头仓位的止盈目标区域,代表预期的下跌幅度。
**Trade Logic | 交易逻辑:**
The strategy involves shorting Bitcoin when it rallies into the red resistance zone around $91,000, with the expectation that price will reverse and decline toward the green support zone around $84,000-$85,000, representing approximately a 7-8% downside move.
该策略是在比特币反弹至$91,000附近的红色阻力区时做空,预期价格将反转并下跌至$84,000-$85,000附近的绿色支撑区,代表约7-8%的下跌幅度。
**Current Market Position: | 当前市场位置:**
Price is currently trading around $87,575, positioned between the short entry zone (red) and the target zone (green), suggesting the short position is in profit and moving toward the take-profit target.
价格目前在$87,575附近交易,位于做空入场区(红色)和目标区(绿色)之间,表明空头仓位处于盈利状态并正在向止盈目标移动。
**Risk Management: | 风险管理:**
Stop loss for the short position would likely be placed above the 0.62 resistance zone, possibly around $91,500-$92,000, to protect against a breakout above the entry level.
空头仓位的止损可能设置在0.62阻力区上方,大约在$91,500-$92,000,以防止价格突破入场水平。
卡拉宝:泰国的游行仍在继续Redoubling 是我在 TradingView 上开展的个人研究项目,旨在回答以下问题: 我的资本需要多久才能翻倍? 每篇文章都会重点介绍一家不同的公司,我会尝试将其添加到我的模型投资组合中。 我将使用文章发布当天最后一个日线收盘价作为初始买入限价。 我将根据基本面分析做出所有决定。 此外,我不会在计算中使用杠杆,但我会将我的资本减少佣金(每笔交易 0.1%)和税收(20% 的资本利得税和 25% 的股息税)。 要了解公司股票的当前价格,只需点击图表上的播放按钮即可。 但请仅将这些内容用于教育目的。 需要说明的是,这并非投资建议。
以下是对 Carabao Group Public Company Ltd 的详细概述——这是一家在泰国上市的饮料公司( SET:CBG ),以其能量饮料而闻名,尤其是 Carabao Dang 品牌。
1. 主要业务领域 卡拉宝集团股份有限公司是一家总部位于泰国的控股公司,主要从事能量饮料和其他饮料的生产、制造、营销、销售和分销。 其业务遍及国内市场和国际出口渠道,产品包括能量饮料、功能性/非碳酸饮料、运动饮料、饮用水、咖啡产品(速溶和即饮型),以及第三方食品和非食品产品的分销服务。
2. 商业模式 公司通过垂直整合的饮料商业模式产生收入。 该公司生产自有品牌的饮料,并通过其在泰国和海外的分销网络直接销售。 此外,该公司还通过零售和现代贸易渠道分销自有产品和第三方产品来赚取收入。 这包括其子公司的成品饮料销售收入、分销服务收入以及OEM/包装产品销售收入。
3. 旗舰产品或服务 卡拉宝的旗舰产品是卡拉宝当能量饮料,以卡拉宝品牌在全球销售。 除了能量饮料外,该公司还提供电解质饮料(卡拉宝运动饮料)、功能性/维生素强化饮料(例如, Woody C+ Lock),饮用水,3合1咖啡粉,即饮咖啡和其他饮料形式。 它还分销食品和非食品类别的第三方消费品。
4. 关键业务国家 卡拉宝的业务以泰国为中心,泰国贡献了其最大份额的收入(在最近一个财政年度的 209.6 亿泰铢中约有 153.5 亿泰铢)。 该公司还在东南亚(包括柬埔寨、缅甸、老挝和越南)及其他地区的海外市场开展业务,向约 42 个国家出口能量饮料和饮品。
5. 主要竞争对手 卡拉宝与区域性和全球性饮料品牌展开竞争,尤其是在能量饮料领域。 主要竞争对手包括: Osotspa Public Company Ltd 的 M‑150 — 泰国领先的能量饮料品牌。
TC制药工业公司的Krating Daeng——泰国原产的能量饮料,是红牛的前身。
红牛有限公司(全球能量饮料品牌)。
国际饮料公司如Monster Beverage以及其他提供能量饮料、功能饮料和即饮饮料的公司。
6. 影响利润增长的外部和内部因素 外部因素:
【*】东南亚饮料需求不断增长,受能量饮料消费量增加和零售业扩张的推动。
出口市场渗透,尤其是在柬埔寨、老挝、越南、缅甸和越南(CLMV)国家,支撑了泰国以外地区的营收增长。
内部因素: 垂直整合的运营,包括包装和分销能力,提高了成本控制和利润可持续性。
强大的国内分销网络,涵盖传统和现代贸易,扩大了市场覆盖范围。
通过进军啤酒领域实现多元化:卡拉宝集团正在投资开发自己的啤酒品牌,为其饮料组合增加另一项收入来源。 此举旨在开拓东南亚不断增长的啤酒市场,并可能降低公司对能量饮料销售的依赖。 啤酒市场的成功上市将增强其整体零售影响力,并拓宽其长期增长机遇。
7. 导致利润下降的外部和内部因素 外部因素:
根深蒂固的本地和全球能量饮料品牌的竞争日益加剧,它们施加价格和市场份额压力。
【原材料和包装成本波动,尤其是铝和糖,可能会挤压利润空间。】
内部因素:
对能量饮料品类的依赖使得该公司对消费者口味向更健康替代品转变非常敏感。
与行业同行相比,近期盈利趋势中观察到的利润波动性。
8. 管理层稳定性 过去5年高管变动:
卡拉宝集团的领导层基本保持稳定,Sathien Setthasit 担任首席执行官兼执行副董事长,财务和运营部门的执行团队也保持稳定。 关键数据还包括在销售和运营部门任职多年的高级总监。
对企业战略和文化的影响:
这种稳定性为长期战略的延续性提供了支持,包括一致的品牌形象、分销渠道的扩大以及向功能性饮料和新产品的多元化发展。 领导层任期延长可能有助于形成凝聚力强的企业文化和清晰的战略方向。
分析表明,目前每股收益没有增长,但长期总收入稳步增长,以及各项高优先级指标表现强劲,包括优秀的应收账款周转天数、良好的债务收入比,以及运营、投资和融资现金流均表现良好,从而支撑了整体财务稳定性。 中等优先级的指标在很大程度上强化了这一评估,其中股本回报率显示出稳定的长期增长,应付账款天数和存货收入比率稳健,利息保障倍数强劲,流动比率虽然近期没有改善但也没有发出压力信号,而利润率和营业费用率保持平稳。 该公司的市盈率为 15,估值被认为是可以接受的,并且与公司目前的增长和盈利状况相符。 没有发现任何可能威胁公司运营或引发破产担忧的重大新闻。 假设分散化系数为 20,且当前股价与其年度平均每股收益偏差超过 4 倍,则以最后一个交易日的收盘价分配 5% 的资金,体现了符合分散化原则的审慎稳健的投资组合配置。
市值8900万美元的公司能否拿下1510亿美元的国防合同?Sidus Space (NASDAQ: SIDU) 在入选导弹防御局的 SHIELD 项目后,股价经历了惊人的 97% 飙升。该项目是一项不确定交付/不确定数量 (IDIQ) 的合同,其上限达到了令人咋舌的 1510 亿美元 。这代表了极端的估值不对称;合同上限是该公司目前约 8900 万美元市值的 1696 倍 。SHIELD 的授标证实了 Sidus 的人工智能卫星技术对美国“黄金穹顶” (Golden Dome) 导弹防御战略至关重要,使这家微型市值公司得以与 Parsons Corporation 等国防巨头并肩,在未来十年内竞争任务订单 。
该公司的 LizzieSat 平台和 FeatherEdge AI 系统解决了紧迫的国家安全需求,特别是来自近邻对手的高超音速导弹威胁 。通过在轨道边缘处理数据而不是将其转发到地面站,Sidus 将“杀伤链” (kill chain) 的延迟从几分钟缩短到了几毫秒——这是跟踪机动高超音速滑翔飞行器必不可少的能力 。该公司采用 3D 打印卫星制造方法,可实现 45 天的快速生产周期,支持五角大楼的“战术响应空间”条令,以便在对抗环境中快速重组被摧毁的资产 。
然而,巨大的执行风险依然存在。Sidus目前的年收入不足 500 万美元,每季度烧钱约 600 万美元,截至 2025 年第三季度,现金储备仅为 1270 万美元 。该公司的毛利率为负,依靠稀释性股权融资维持生存 。SHIELD 合同并非有保证的收入,而是一张“狩猎许可证”,需要对单个任务订单进行成功的竞争性投标 。盈利之路取决于赢得足够的任务订单,以实现覆盖高额固定成本所需的规模,并向高利润的“数据即服务”模式转型 。对于投资者来说,这是一个高风险、不对称的赌注,赌的是一家微型市值公司能否成功穿越“死亡之谷”,成为主要的国防承包商 。
一天一家A股公司高管:百济神州生物科技有限公司董事长 欧雷强当资本成为诗行:一位企业掌舵者的价值投资叙事
一、基本信息
欧雷强(John V. Oyler),1969年出生,美国国籍,硕士研究生学历。他是全球创新药企百济神州(北京)生物科技有限公司的联合创始人、执行董事、董事会主席兼首席执行官(2010年至今),也是中国生物医药领域极具影响力的企业家之一。
二、教育背景
1990年:毕业于麻省理工学院(MIT),获理学学士学位(专业未明确提及,但早期职业生涯涉及机械工程与生物领域)。
1996年:毕业于斯坦福大学商学院,获工商管理硕士(MBA)学位。
三、职业生涯经历
欧雷强的职业生涯横跨咨询、创业与生物医药行业,核心经历如下:
1. 咨询行业起步(1990-1997年)
以管理顾问身份加入麦肯锡公司(McKinsey & Company),开启职业生涯。期间积累了战略规划、运营管理与商业咨询经验,为后续创业奠定了基础。
2. 首次进入生物医药行业(1997-1998年)
1997年至1998年,担任Genta Incorporated(纳斯达克上市、肿瘤重点生物制药企业)联席首席执行官。这段经历让他深入接触到生物医药企业的运营模式与研发流程。
3. 第一次创业:电信数据领域(1998-2002年)
1998年,离开Genta后创立Telephia, Inc.(信息商业公司,类似IMS/IQVIA,为决策提供数据服务),并担任总裁。2007年,Telephia以4.49亿美元被尼尔森公司(The Nielsen Company)收购,首次创业获得成功。
4. 回归生物医药:CRO领域创业(2002-2009年)
2002-2004年:担任Galenea Corp(中枢神经系统疾病治疗方法研发企业)首席执行官,积累了生物制药研发管理经验。
2005-2009年:创立BioDuro, LLC(药品开发外包公司,CRO领域),并担任总裁兼首席执行官。2009年,BioDuro以7700万美元被Pharmaceutical Product Development Inc.(PPD)收购。此次创业让他深刻理解了中国生物医药研发的成本优势与人才潜力,为后续进入中国市场埋下伏笔。
5. 联合创立百济神州(2010年至今)
2010年,与王晓东(美国科学院院士、北京生命科学研究所所长)共同创立百济神州(北京)生物科技有限公司,并担任执行董事、董事会主席兼首席执行官。百济神州聚焦肿瘤创新药研发,先后推出百悦泽(泽布替尼,BTK抑制剂)、百泽安(替雷利珠单抗,PD-1抑制剂)等核心产品,成为中国生物医药领域的标杆企业。2019年,欧雷强入选生物技术产业协会(BIO)董事会及其卫生部门理事会,深度参与全球生物医药政策制定。
四、核心成就与荣誉
百济神州发展:带领百济神州从初创企业成长为全球性创新药企,其核心产品百悦泽(泽布替尼)成为全球同类药物领导者,覆盖70多个市场;百泽安(替雷利珠单抗)在中国获批多个适应症,推动中国创新药纳入医保。
行业认可:2019年入选BIO董事会及卫生部门理事会,成为全球生物医药行业的重要参与者;其创业经历被多家媒体报道,成为中国生物医药领域的典型案例。
五、总结
欧雷强的职业生涯以“跨领域、国际化、创新”为核心标签:从咨询到电信,再回归生物医药,每一次转型都抓住了时代机遇;其创业经历覆盖美国与中国市场,深刻理解全球生物医药行业的趋势与需求;作为百济神州的掌舵人,他带领企业实现了从0到1的突破,成为中国创新药走向世界的代表。
John V. Oyler's Professional Profile
I. Basic Information
John V. Oyler, born in 1969, is an American entrepreneur with a master’s degree. He serves as the Co-founder, Executive Director, Board Chairman, and Chief Executive Officer (CEO) of BeiGene (Beijing) Co., Ltd., a global innovative biopharmaceutical company, since 2010. He is widely regarded as one of the most influential entrepreneurs in China’s biopharmaceutical industry.
II. Educational Background
1990: Graduated from the Massachusetts Institute of Technology (MIT) with a Bachelor of Science (B.S.) in an unspecified discipline, though his early career involved mechanical engineering and biology.
1996: Earned a Master of Business Administration (MBA) from Stanford University Graduate School of Business.
III. Professional Career
John Oyler’s career spans consulting, entrepreneurship, and the biopharmaceutical industry, with a clear focus on innovation and global expansion.
1. Consulting: Laying the Foundation (1990–1997)
He began his career as a management consultant at McKinsey & Company, where he gained expertise in strategic planning, operational management, and business consulting—skills that would later underpin his entrepreneurial ventures.
2. Early Biopharmaceutical Experience: Genta Incorporated (1997–1998)
In 1997, Oyler joined Genta Incorporated, a Nasdaq-listed biopharmaceutical company focused on oncology, as Co-Chief Executive Officer (Co-CEO). This role provided him with hands-on experience in the operations and R&D processes of a biotech firm.
3. First Entrepreneurship: Telephia, Inc. (1998–2002)
In 1998, Oyler left Genta to found Telephia, Inc., a data analytics company akin to IMS Health/IQVIA, which provided decision-support data to the pharmaceutical industry. He served as President of Telephia until its acquisition by The Nielsen Company in 2007 for $449 million—a successful exit that marked his first major entrepreneurial achievement.
4. Second Entrepreneurship: BioDuro, LLC (2002–2009)
Between 2002 and 2004, Oyler served as CEO of Galenea Corp, a biotech firm developing treatments for central nervous system (CNS) disorders, further deepening his expertise in biopharmaceutical R&D management.
In 2005, he founded BioDuro, LLC, a contract research organization (CRO) focused on drug development. As President and CEO, he led BioDuro to become a leading player in the CRO space, with its 2009 acquisition by Pharmaceutical Product Development, Inc. (PPD) for $77 million solidifying his reputation as a successful biotech entrepreneur. This experience also exposed him to the cost advantages and talent pool of China’s biopharmaceutical industry, planting the seeds for his future focus on the Chinese market.
5. Co-founding BeiGene: Leading China’s Biopharmaceutical Rise (2010–Present)
In 2010, Oyler partnered with Wang Xiaodong (a member of the U.S. National Academy of Sciences and President of the Beijing Institute of Life Science) to co-found BeiGene (Beijing) Co., Ltd., a company dedicated to developing innovative oncology drugs. As Executive Director, Board Chairman, and CEO, he has led BeiGene from a startup to a global leader in biopharmaceuticals.
Under his leadership, BeiGene has launched two blockbuster products:
BRUKINSA® (zanubrutinib): A BTK inhibitor for lymphoma, which has been approved in over 70 markets worldwide and became the first Chinese-developed oncology drug to receive accelerated approval from the U.S. Food and Drug Administration (FDA).
TEVIMBRA® (tislelizumab): A PD-1 inhibitor for solid tumors, which has been approved in multiple countries, including China, the U.S., and the European Union (EU).
Oyler’s global vision has been instrumental in BeiGene’s expansion: the company established its first U.S. clinical research and production base in New Jersey in 2024 and continues to advance a pipeline of innovative therapies for cancer and other diseases.
In 2019, he was elected to the Board of Directors of the Biotechnology Innovation Organization (BIO) and its Health Section Board, further cementing his role as a key player in the global biopharmaceutical industry.
IV. Key Achievements and Honors
Leadership at BeiGene: Transformed BeiGene from a startup into a global innovative biopharmaceutical company, with products approved in over 70 markets and a pipeline of over 20 clinical-stage candidates.
Industry Recognition: Elected to the BIO Board of Directors in 2019, becoming one of the few Chinese entrepreneurs to hold such a position in a leading global biotech organization.
Global Impact: Led BeiGene to become the first Chinese company to launch an oncology drug (BRUKINSA®) in the U.S. via the accelerated approval pathway, setting a precedent for Chinese biotech firms entering the global market.
V. Summary
John Oyler’s career is defined by cross-industry expertise, international perspective, and a commitment to innovation. From consulting to entrepreneurship in telecom and biopharmaceuticals, each phase of his career has been marked by a focus on solving complex problems and creating value. As the leader of BeiGene, he has not only built a successful global company but also helped position China as a key player in the global biopharmaceutical industry. His experience and vision make him a respected figure among entrepreneurs and industry leaders worldwide.
(All information is based on public sources, including BeiGene’s official announcements, media reports, and industry databases.)
量子计算是否将重写全球权力规则?D-Wave Quantum Inc. (QBTS) 正处于重塑投资格局的三股变革力量的交汇点:愈演愈烈的中美科技竞赛、向高能效计算的转变以及优化技术的军事化。该公司取得了极少数量子计算公司能够声称的成就:不仅实现了实际的商业收入,且同比增长超过 200%,毛利率接近 78%,媲美软件公司。凭借 8.36 亿美元的现金储备,D-Wave 消除了困扰大多数深科技企业的生存融资风险,为其执行双轨战略提供了多年的跑道:即在商业化量子退火(Quantum Annealing)技术的同时,开发下一代门模型(Gate-Model)系统。
D-Wave 将其 Advantage2 量子计算机战略部署在位于阿拉巴马州亨茨维尔的戴维森技术公司(Davidson Technologies)——美国导弹防御的核心地带,这标志着一个分水岭时刻。这不是云端访问;而是嵌入安全防御基础设施中的物理硬件,用于优化拦截器分配和雷达调度,服务于国家安全应用。随着美中经济与安全审查委员会警告“Q日”(Q-Day)威胁并建议到 2030 年投入 25 亿美元的量子资金,D-Wave 从研究好奇心向关键防御资产的转变,使其定位于获取重大政府采购合同。该公司的量子退火技术解决了经典超级计算机难以处理的组合优化问题,而这些问题正是现代战争物流、供应链弹性和工业竞争力的基础。
除国防外,D-Wave 还解决了人工智能革命中的一个关键瓶颈:能源消耗。随着数据中心逼近电网极限,D-Wave 的量子退火机为优化问题提供了高能效解决方案,涵盖从药物发现到金融投资组合管理等领域。该公司的“量子工作量证明”(Proof of Quantum Work)区块链机制展示了在安全金融基础设施中的潜在应用,而与巴斯夫(BASF)和福特(Ford)等财富 500 强公司的合作伙伴关系则显示了即时的运营价值。科学验证已证明,在特定问题集上,D-Wave 的退火机在性能上远超门模型量子竞争对手和经典超级计算机。随着像城堡投资(Citadel)这样的机构投资者增加持股,以及宏观经济条件在 2026 年随着利率下降而有利于向高增长科技股轮动,D-Wave 代表了一个不对称的机会——一家因市场怀疑而被低估,但其交付的成果却值得确信的公司。
好的,这是一份关于黑猫股份(002068)的技术分析: 黑猫股份股价近期处于高位震荡后的回调阶段,技术结构显示短期空头动能占据好的,这是一份关于黑猫股份(002068)的技术分析:
黑猫股份股价近期处于高位震荡后的回调阶段,技术结构显示短期空头动能占据优势,需关注关键支撑位的有效性。股价在 7.8元 附近获得初步支撑,该位置与50日移动平均线基本重合,也是前期震荡平台的上沿,具备一定的技术意义。上方面临 9.2元 的强阻力,该位置是近期回调的跳空缺口下沿与20日均线压力所在。
均线系统出现走弱迹象,20日均线(约9.0元) 已下穿 50日均线(约8.9元) 形成死叉,对股价构成短期压制。若股价无法快速收复此区域,调整态势可能延续。MACD指标在零轴上方高位死叉后,目前已回落至零轴下方,绿色动能柱有所缩短,但双线仍处于空头排列,显示调整动能尚未完全释放。RSI指标在40附近徘徊,反映市场情绪偏空但未至极端。
综合来看,该股短期技术面偏向调整。7.8元 是近期的多空分水岭,若能在此企稳并放量收复 9.0元 的均线压制区,则有望重拾升势;若有效跌破 7.8元,则可能开启更深度的回调,下探 7.2元 附近的前低支撑。投资者当前宜保持谨慎,重点关注股价在50日均线附近的多空博弈情况,等待明确的企稳信号。
好的,这是一份关于晶澳科技(002459)的技术分析: 晶澳科技股价近期处于长期下跌后的低位震荡筑底阶段,技术结构整体偏弱,但好的,这是一份关于晶澳科技(002459)的技术分析:
晶澳科技股价近期处于长期下跌后的低位震荡筑底阶段,技术结构整体偏弱,但已出现初步的止跌企稳信号。股价在 12.5元 整数关口附近获得多次支撑,形成了一个初步的底部平台,该位置是近期的关键心理与技术支撑位。上方面临 15.8元 至 16.5元 的强阻力区间,该区域是前期跳空缺口和下行的60日均线所在位置。
均线系统空头排列态势尚未根本扭转。60日均线(约16.2元) 正持续下行,是判断中期趋势能否扭转的核心压力线。短期来看,20日均线(约14.0元) 已由下降转为走平,并开始对股价形成微弱的支撑作用。MACD指标在零轴下方出现了明显的底背离结构后,已形成金叉并向上发散,绿色动能柱已收缩至零轴,红色动能柱开始出现,显示下跌动能衰竭,反弹动能正在逐步累积。
综合来看,该股正在尝试构筑中长期底部。12.5元 是近期的生命线,一旦放量跌破,恐将打开新的下跌空间。而对于多头而言,若想扭转颓势,必须持续放量突破 14.0元 的短期阻力,并进一步强势攻克 16.2元 的60日线强压,才能吸引场外资金关注,从而确认底部结构成立,打开向上空间。在当前阶段,投资者应以谨慎观望为主,重点关注股价在关键支撑与阻力位的表现。






















