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Chinese FM urges greater progress in China-South Korea strategic cooperative partnership in meeting with SK president_我的网站

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    South Korean President Lee Jae Myung meets with Chinese Foreign Minister Wang Yi, also a member of the Political Bureau of the Communist Party of China Central Committee, at Cheong Wa Dae in Seoul, South Korea, Aug. 20, 2026. Photo: XinhuaFresh progress in China-South Korean ties was on display in another high-level exchange held Thursday between the two sides, following mutual visits by the two heads of state within a span of just over two months previously.
Chinese Foreign Minister Wang Yi, who kicked off his visit to South Korea on Wednesday, held talks with President Lee Jae-myung on Thursday, according to the Chinese Foreign Ministry.
The visit by Wang Yi is his first in five years since he last came to Seoul for bilateral talks with his South Korean counterpart in September 2021, according to South Korean media outlet Yonhap News Agency. 
During the meeting, the South Korean president said that South Korea and China should become mutually dependent and mutually beneficial partners with complementary strengths, adding that the two countries need each other in areas such as economy, trade and security, according to the Xinhua News Agency.
Wang Yi, also a member of the Political Bureau of the Communist Party of China Central Committee, said the comprehensive restoration of China-South Korea relations and positive progress made since the beginning of this year have demonstrated that a rational, pragmatic and positive policy toward China fully serves South Korea's interests and is in keeping with the trend of the times. 
During the visit, Wang also met with South Korean Foreign Minister Cho Hyun and Wi Sung-lac, South Korea's top presidential national security advisor.
Chinese analysts regard the latest senior-level engagements as "building on the past and paving the way for the future." Coming at a critical juncture amid shifting regional dynamics, it serves as a tangible follow-up to the two heads of state's efforts to restore bilateral ties and reflects the growing maturity of relations, they said.
Opportunity for greater progress
During the meeting, Lee told Wang Yi that he was glad to see China-South Korea relations improving and developing rapidly, with strong growth momentum in economic and trade cooperation. While highlighting that people-to-people exchanges between the two countries are expected to exceed 10 million this year, Lee said that South Korean public perceptions of China are improving and there are growing expectations for strengthening comprehensive cooperation with China, per Xinhua. 
Lee added that he looks forward to visiting China's Shenzhen City in November for the 2026 APEC Economic Leaders' Meeting, calling it an important opportunity to work with China to advance the South Korea-China strategic cooperative partnership to a new level.
In his turn, the Chinese top diplomat told President Lee that he hopes South Korea will firmly pursue a friendly policy toward China and take the 35th anniversary of the establishment of diplomatic relations between the two countries next year as an opportunity to make greater progress in the China-South Korea strategic cooperative partnership.
Wang also noted that China is ready to share development opportunities with all countries, especially its neighbors. Amid growing global economic fragmentation and rising trade protectionism, Wang pointed out that China and South Korea should set an example by concluding the second phase of Free Trade Agreement (FTA) negotiations at an early date to promote regional economic integration and universally beneficial and inclusive economic globalization.
Since the two countries established diplomatic relations in 1992, their bilateral trade volume has increased more than 60 times. China has remained the South Korea's largest trading partner for 21 consecutive years, according to the Xinhua.
According to a Wednesday report by South Korean newspaper The Korea Herald, Seoul has also described Wang Yi's trip as an opportunity to build on the recent improvement in bilateral relations and prepare for further high-level exchanges.
Wang Junsheng, a researcher at the Chinese Academy of Social Sciences' National Institute of International Strategy, told the Global Times that this visit is anchored in key consensus forged during the reciprocal state visits by the two countries' heads of state. Wang Yi's trip can be seen as translating leaders' consensus into concrete action, and deepen exchanges and cooperation at all levels, he noted.
He also viewed the visit as encompassing coordination with Seoul on future preparations for November's APEC meeting, as Lee is expected to attend. 
After previous setbacks, China-South Korea relations have recovered across political, economic, diplomatic and security spheres following the leaders' meetings, Yang Xiyu, a senior research fellow at the China Institute of International Studies, told the Global Times on Thursday.
"The highlight of Wang Yi's visit this time could be summarized as steady progress in the maturity of China-South Korea relations, laying firmer ground for expanded cooperation and difference management ahead," Yang added.
Hand in hand 

On the international and regional front, Lee said that amid the current international situation, stronger strategic cooperation between South Korea and China serves the fundamental interests of both countries and is important for regional peace and stability, per Xinhua. 
Wang Yi told Lee that as an important force for maintaining world peace, China consistently advocates the political settlement of international and regional conflicts through dialogue, adding that China is also a major stabilizing force, providing valuable certainty for the world.
During the Thursday meeting with Wi Sung-lac, South Korea's top presidential national security advisor, Wang Yi also expressed hope that South Korea will pursue genuine strategic autonomy, refrain from bloc confrontation or taking sides, and develop its relations with China, the US and other major countries in a mutually compatible manner, per Xinhua. 
Wang Yi stressed that it is necessary to remain highly vigilant against the rhetoric and actions of Japan's right-wing forces that seek to turn back the wheel of history, and that the resurgence of Japanese militarism must never be allowed.
The Chinese top diplomat called on all parties to do more to facilitate the resumption of dialogue and restoration of mutual trust, expressing hopes that the Korean Peninsula will move toward peaceful coexistence between South Korea and the DPRK, ultimately achieving lasting peace and stability on the Korean Peninsula, Xinhua reported. 
Yang told the Global Times that China is entering a new stage of development, while South Korea in effect stands at a crossroads amid shifts on regional security. For both countries, deepening cooperation is therefore of great significance, and the two sides will need to demonstrate greater political sincerity to expand cooperation and manage differences.
As long as the two sides uphold the vision of a shared future and maintain their independence, China-South Korean relations at this historic juncture can embark on a more solid, fruitful development path that benefits both nations, Yang continued.
He added that stable China-South Korea relations can reduce the risk of confrontation among Northeast Asian countries, build a solid regional cooperation framework, as well as serve as a model in the region.
Looking at the broader international landscape, conflicts persist in the Middle East and elsewhere, while protectionism and unilateralism are on the rise, disrupting and even severing global supply chains. Against this backdrop, China-South Korea cooperation is vital not only to maintaining stable regional supply chains but also to supporting stability at the global level, Wang Junsheng said. 
Progress in China-South Korea cooperation will generate multiplier effects benefiting both countries and the wider region, while injecting positive momentum into the global economy amid rising protectionism, Yang echoed.
On the first day of his trip on Wednesday, Wang Yi met with Cho Hyun, who said in an X post on Thursday that they walked together along the Dasan Seongguwak-gil trail in Namsan and continued their conversation from yesterday.
"Despite the lingering late-summer heat, I hope walking along the trail — where the historical fortress wall, Namsan's lush forest, and Seoul's cityscape blend seamlessly —offered Minister Wang, an avid hiker, a memorable experience. For me, it was indeed a meaningful time to deepen our friendship too," he wrote. 
Embracing China means embracing the future, and going hand in hand with China means going hand in hand with opportunities, Wang Yi said during the meeting with Lee. 
。    财联社7月21日讯（编辑 潇湘）上周，一款来自大洋彼岸中国的极具竞争力的AI模型，重新引发了华尔街对于美国AI行业在存储组件和算力上巨额支出是否合理的争论——费城半导体指数也在上周五跌入了技术性熊市区域。         然而，在经历了一个周末的热议后，一些华尔街分析师和美国科技行业人士认为，低成本中国AI的出现对于美国芯片巨头来说并不一定是一件坏事，尽管这些芯片巨头的股价此前曾因外界对AI硬件的强劲需求而飙升。         他们的理据是——即使AI成本下降，这些芯片公司最终也可能会从中受益。

B |          上周四，中国AI开发商月之暗面发布了最新的Kimi K3模型，这是一款开放权重模型，在某些基准测试中其排名可与领先的美国模型媲美。         在Arena综合文本排名中，Kimi K3目前以1679分位居前端代码排行榜的榜首，领先于Anthropic的Claude Fable 5(1631分)和OpenAI的GPT-5.6 Sol(1618分)——这两者均属于闭源模型。该排名是基于对98个模型进行的约484000次两两对决盲测投票得出的。鉴于K3的前代产品排名第18位——因此，月之暗面在极短的时间内实现了性能的重大飞跃。         一家中国实验室在资金资源较少且面临美国对英伟达最新、最强大芯片出口管制的情况下，能够开发出一个具备近前沿能力的模型，这给华尔街和硅谷带来了震动。Kimi K3的发布加剧了上周五美国芯片板块的抛售势头。         然而，一些业内人士表示，对Kimi K3暴涨的需求表明，中国的AI模型在算力饥渴程度上可能与西方同行不相上下。月之暗面上周末表示，对Kimi K3爆发式的需求已将其容量推至极限，导致该公司暂停了C端新用户订阅，以优先保障现有会员的算力调配。

C |          杰文斯悖论将再度应验？          BluBird Capital管理合伙人Anni Sen明确表示，这一动态“对内存芯片交易而言是绝对的利好顺风”。         开源社区Hugging Face的数据显示，在Kimi K3高达2.8万亿的总参数中，其激活参数仅约500亿个。参数是AI模型在训练阶段用于学习和识别特征规律的变量，相当于模型的“记忆单元”。         Anni Sen解释称，虽然这种设计极大地提升了模型的运行效率，但要在主存中实时驻留2.8万亿个参数，意味着普通企业几乎不可能在自建服务器上独立运行该模型。         Kimi K3目前对每百万个输出token收费15美元——相比之下，OpenAI的GPT-5.6 Sol收费30美元，Anthropic的Claude Fable 5收费50美元。         华尔街人士认为，作为“杰文斯悖论”的一个体现——即提高一种资源的使用效率可能会增加其总需求，Kimi K3更低的token成本可能会导致AI工作负载的增加。         Sen认为，“随着开发者利用其较低的成本结构，Kimi将创造更多的应用场景”，进而也会增加对推理的需求。Sen表示，企业将越来越多地将“中端”AI 任务迁移至更便宜的模型，同时把极其昂贵的前沿模型留给更为复杂的多步骤智能体流程。

D |          AI研究员兼Interconnects AI博客创始人Nathan Lambert在周一的一篇文章中写道：“开放权重模型通过降低特定性能水平下的智能门槛，对整个经济中的AI普及起到了加速作用。”          他补充道，开放模型提供了额外的定制化机会，这可以使它们对特定企业更有用。         芯片需求将进一步增长          Wedbush分析师Matt Bryson表示，随着AI模型变得越来越大，支持更多参数对内存的需求也将增长。Bryson在周一的一份报告中表示，这意味着单个AI芯片配备的内存容量必须大幅提升，要么意味着必须通过扩充芯片集群规模，来分摊承载庞大的权重数据。         因此，Bryson表示，如果中国AI模型继续获得青睐，考虑到对高性能内存的需求将会增加，这对内存供应商来说“可以说是一件好事”。

E | 此外，由于模型参数增加而导致芯片集群变大，这也可能会给网络设备提供商带来推动力。         美光科技、SK海力士和三星电子是目前全球高带宽内存(HBM)的三大主要供应商，内存组件的短缺赋予了这些公司极强的定价权。         D.A. Davidson常务董事Gil Luria表示，随着运行AI模型的成本下降，对算力的需求可能会增加，这将使芯片制造业受益——尤其是在正经历供应紧张的内存芯片方面。         PurePlay ETFs首席执行官Joseph DeYonker也表达了类似的观点，即随着AI模型变得更加高效和易于获取，用户采用率的激增“会立即考验物理基础设施的极限”——就如Kimi K3的情况一样。

F | 在他看来，这证实了芯片制造商的长期增长轨迹依然完好。         DeYonker表示，“运行具有庞大上下文窗口的高级前沿模型，正在给内存和芯片制造供应链施加前所未有的巨大压力。” 因此，他预计专注于HBM和先进芯片封装的公司将保持强大的定价权。         同时，DeYonker还预计GPU和定制AI芯片的设计者——如英伟达和博通，将继续看到强劲的订单积压，因为企业和超大规模算力厂商正争先恐后地获取必要的硬件，以避免发生这些具体的运营瓶颈。         在他看来，对Kimi K3订阅的限制是“对半导体行业结构性的确认，而不是周期性的警示信号”，投资者应该将持续的内存和算力瓶颈，视为芯片板块具备长期可持续盈利增长潜力的迹象。

G |          （财联社 潇湘）。

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