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Continue reading →: 2028年全球AI危机仅仅两年时间， 经济就从“可控”和“特定行业”转变为与我们所有人成长过程中所熟悉的截然不同的面貌。本季度宏观经济报告旨在重构这一过程——对危机前经济进行一次事后分析。 当时的欣喜之情溢于言表。到2026年10月，标普500指数逼近8000点，纳斯达克指数突破3万点。由于劳动力淘汰，第一波裁员潮于2026年初开始，而裁员也确实达到了预期效果：利润率扩大，盈利超出预期，股市飙升。创纪录的企业利润被大量投入到人工智能计算领域。
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Continue reading →: The Future of AI in the US: Economic Risks Aheadthe only way forward for the United States is: G2 – reconciliation with China, ending the trade war, and establishing a trans-Pacific free trade area between the US and China. This way, Silicon Valley technology, as it did before 2018, can innovate in Silicon Valley, with Chinese industries following suit,…
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Continue reading →: 数据与智能：欧盟DMA和DSA的关键欧盟正在系统性地构建一套以数据、算法和数字市场秩序为核心的新型监管体系。DMA 管的是市场结构，DSA 管的是系统风险，而接下来，围绕数据流通、人工智能责任、关键数字基础设施的立法只会更加密集。网络安全、供应链安全当然也重要，但它们更多是“防守型规则”；真正塑造未来竞争格局的，仍然是数据与智能相关的制度设计。 欧洲不再只是一个市场，而是一套正在输出规则的“制度实验室”
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Continue reading →: 看不见的手：亚当·斯密的市场理论解析亚当·斯密在1776年《国富论》中提出“看不见的手”（invisible hand），意指在社会应该推崇自由竞争的市场，让个人追求自身利益的非故意行为，受“看不见的手”驱使，最终会促进社会整体利益的增加。这一隐喻揭示了市场机制通过价格机制和自由竞争自动配置资源，而无需政府过多干预。 《国富论》中关于“看不见的手”的英文表述： 在《国富论》第四篇第二章中，原文如下： “By pursuing his own interest he frequently promotes that of the society more effectually than when he really intends to promote it. I have never known much good done by those who affected to trade for the public good. It is an affectation, indeed, not very…
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Continue reading →: The Digital Omnibus MomentHow Europe Is Quietly Rewriting the Architecture of Its Digital Future. I have never really believed that the EU would have any successful legislation (except for GDPR). Most legislation overlaps, and with the complexity of multiple languages and countries, it’s often perfectly conceived in theory, but when implemented, it ends…
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Continue reading →: “Trusted”：一个技术词如何长成全球网络安全产业“暗号”“Trusted”一词在网络安全行业经历了三十年的演变，从技术理念到组织治理，再到供应链的重要性，最终在Zero Trust思潮下，重新定义为实时判定，而在欧洲却被政治化，面临被误用的风险。
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Continue reading →: When Europe’s Airports Fell Silent: The Real Crisis Behind the 2025 Collins Aerospace MeltdownIn September 2025, a ransomware attack on Collins Aerospace’s MUSE system caused widespread disruption across European airports. This incident revealed the fragility of the aviation industry’s digital infrastructure and highlighted the need for enhanced cybersecurity cooperation among stakeholders. Greater collaboration and real investment in security measures are essential to prevent…
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Continue reading →: The Invisible Strength of Bull Group: The Global Rise of China’s Socket ChampionIf Hermann Simon were to revisit China today and update his list of “hidden champions,” Bull Group from Cixi, Zhejiang would almost certainly make the cut. In a seemingly mundane niche — power strips, wall switches, and home electrical accessories — this company, founded only in 1995, has grown into…
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Continue reading →: 公牛的隐形力量：一个中国插座冠军的全球化进击公牛集团成立于1995年，迅速崛起为中国插座市场龙头，专注于高安全性的电工产品。创始人阮立平凭借工程师背景和市场策略，推动公司扩展至智能家居和新能源领域。公牛正计划国际化，以应对市场饱和。
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Continue reading →: 巨头做减法：归核企业战略三十年“归核运动”是指企业在多元化后，剥离非核心业务，专注于自身优势领域以增强竞争力的战略。这一潮流在西门子、飞利浦、诺基亚等企业中表现明显，重塑了其市场定位和资源配置，强调核心能力带来的可持续优势。
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I’m Karl Zw
Welcome to ZHIDAO.blog. My website mainly focuses on digital trust, corporate strategic insights, and some industry insights and analysis. The content is mainly written in Chinese and English for readers’ reference.
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