2025年，离岸人民币汇率从年初的7.30上涨到6.99，上涨了4.2%。
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过去两年，大模型训练与推理带动数据中心用电量呈几何级增长。高盛研报显示，2026至2030年，数据中心将贡献美国电力需求增长的近40%，成为全美第一大新增用电负荷。加州、德州、弗吉尼亚等数据中心密集区，电价一年上涨超20%，居民电费压力直线飙升。
“Cut and sew is not the type of work Americans want,” Smeaton says. “In China, labor costs are $2 to $3 an hour. In America they are $20 an hour.” He explains that tariffs would have to rise to 500% to make reshoring worth considering. Many firms would be out of business long before then.
Say hello to Browt 🌱, Pombon 🔥, and Gecqua 💧. Who will you partner with on this adventure, Trainers? pic.twitter.com/UfKtE5lszu