流星之绊
India’s unilateral naming move in China’s Zangnan a self-deception, runs counter to improving ties, warn Chinese experts_我的网站
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Chinese experts on Sunday slammed India's latest move of identifying 27 locations in China's Zangnan area by their so-called standard names on its official map as self-deception, which runs counter to the improving momentum in bilateral relations and could complicate efforts to properly handle border issues.
The Indian government on Friday said the updated Survey of India map included "four mountain passes and a high-altitude lake," and claimed that the move "is intended to ensure the correct identification of these places" and "improve public awareness of their geographical and historical significance," according to the Times of India.
The claim came shortly after the 36th meeting of the Working Mechanism for Consultation and Coordination on China-India Border Affairs (WMCC) was held on August 6 in New Delhi.
During the meeting, officials from both sides discussed issues including boundary delimitation, border management and control, mechanism building, and cross-border cooperation. They agreed to maintain communication through diplomatic and military channels and jointly safeguard peace and stability in the border areas, according to a statement released by the Chinese Foreign Ministry on Friday.
China has been carrying out standardization of geographical names in the region for a long time. At a time when China-India relations are showing signs of improvement and leaders from both countries are expected to engage through multilateral platforms, any unilateral action by India that escalates the border situation shows no point and will not serve the broader interests of bilateral relations, Qian Feng, director of the Research Department at Tsinghua University's National Strategy Institute, told the Global Times on Sunday.
Qian said India should avoid turning border issue into a larger dispute, as such actions could stifle the improving political ties between the two countries.
Consistent position
China's position on the Zangnan region is consistent. The area covers parts of Nyingchi and Shannan and is located in Southwest China's Xizang region, which has been China's territory since ancient times.
Since 2017, China's Ministry of Civil Affairs has released six batches of standardized names for locations in Zangnan, with a total of 112 names announced as of April 2026. These names cover villages, mountain passes, rivers and peaks, accompanied by standardized Chinese and Tibetan names as well as geographic coordinates.
The dispute over the region has a long historical background. The illegal "McMahon Line" drawn between China and India during the 1914 Simla Convention was never signed or recognized by successive Chinese governments and therefore has no legal validity.
After China's Ministry of Civil Affairs published the sixth batch of names that should be used for places in Zangnan region on April 10, two days later, the spokesperson for India's Ministry of External Affairs expressed rejection to China assigning names to places in so-called "Arunachal Pradesh," adding that these actions detract from ongoing efforts to stabilize bilateral ties.
Chinese Foreign Ministry Spokesperson Guo Jiakun said at a routine press briefing on April 14 that Zangnan region is China's territory. China does not recognize the so-called "Arunachal Pradesh" illegally set up by India. It is fully within China's sovereign rights for the Chinese government to issue standard names for some of the places in Zangnan.
China-India relations are generally stable at the moment. China's commitment to improving and growing China-India relations has not changed. We hope the two sides will work in the same direction and act more in ways conducive to bilateral relations, Guo stressed.
India's latest naming of 27 locations is a unilateral administrative move and does not alter the legal status of the area, Guo Xuetang, a professor at the center for South Asia and Indian Ocean Studies under Shanghai International Studies University, told the Global Times.
According to Guo Xuetang, India's move is an attempt to strengthen its claim of control over the area and create additional leverage in future boundary negotiations. However, such actions have no practical meaning and will only undermine the atmosphere for negotiations between the two countries.
Not merely from the perspective of international law, Zangnan region has culturally, religiously and historically been connected within Xizang, with close links between local communities and civilization, the expert stressed.
Positive momentum
Despite differences over the boundary issue, China and India have in recent months continued efforts to stabilize relations. In December 2024, China and India's representatives for boundary affairs reached a six-point consensus during talks.
Last week, the Nathu La Pass, which was closed for six years, officially resumed operations, signaling a new phase of mutually beneficial cooperation and development in cross-border trade.
During a meeting between Chinese Foreign Minister Wang Yi and Indian Foreign Minister Subrahmanyam Jaishankar on July 22 in Manila, the Philippines, Wang said China and India should consolidate the positive momentum in bilateral relations, and strengthen coordination and cooperation in international and regional affairs, while Jaishankar said India's positions on issues concerning Taiwan and Xizang have not changed, and that India respects China's sovereignty, Xinhua reported.
In the past two years, leaders of China and India have met in Kazan, Russia, and Tianjin, China, and agreed that China and India are partners rather than rivals, and that their development should be viewed as opportunities rather than threats, Wang said.
"India's latest move is essentially an attempt to reinforce its claims over disputed territory and counter China's sovereignty position, a move that amounts to self-deception. Unilateral name changes cannot alter the historical and legal facts surrounding the Zangnan region, nor can they shake China's resolve to safeguard its territorial sovereignty," Guo Xuetang said.
The only way to resolve the China-India boundary issue is through equal negotiations and a fair settlement based on historical and legal principles, while unilateral actions that create tensions or change the status quo will only harm mutual trust and border stability, Guo said.
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美东时间周三（8月26日）美股盘后，“AI芯片霸主”英伟达将公布2027财年第二季度财报。作为AI交易的风向标，英伟达财报已成为投资者每个季度都翘首以盼的重头戏，其业绩表现不仅关乎自身股价，更将牵动整个AI芯片乃至美股科技板块的走向。 Muse认为，投资者现在对待英伟达股票的态度，就好像该公司在人工智能领域“输了”一样，这种看法完全错误。他在周一给客户的一份报告中写道：“是时候闭上眼睛，重仓买入英伟达的股票了。” 尽管Muse不确定英伟达股价的下一个利好因素是什么，但他表示：“一旦这支股票开始上涨，我们认为它的涨幅将会非常非常快。”
目前投资者的配置偏低 Muse指出，如果按照对英伟达2027年每股收益17美元和2028年每股收益25美元的乐观预期来估值，英伟达的股票看起来特别便宜。他指出，该股目前的市盈率是2027年预期收益的14倍，是2028年乐观预期收益的10倍。 他表示，他建议积极买入英伟达股票的投资者，是那些相信该公司盈利潜力及其在人工智能生态系统中获取更大价值能力的投资者。 Muse给出的350美元目标价较当前水平高出大约68%。他认为投资者目前对该股的配置属于“低配”，这意味着英伟达在投资组合中的占比低于其在整体市场中的占比。
不仅仅是芯片厂商 Muse进一步指出，该公司已不再仅仅是一家芯片供应商。他对该公司通过投资OpenAI和Anthropic等人工智能公司，以及与CoreWeave和Nebius Group等新型云平台达成收益分成协议，进行“金融工程”的做法持乐观态度，尽管这种做法确实存在争议。 他认为，市场对这些举措的重视程度还不够。
B | Muse表示：“这一战略正变得越来越重要，我们相信，随着我们进一步推进当今强大的AI基础设施建设，这一战略将会大放异彩。” 尽管英伟达在人工智能半导体市场的主导地位正受到主要云公司日益关注定制芯片项目的威胁，但Muse认为，鉴于该公司正在推动超越主要云提供商的数据中心建设，与“新云服务”（neoclouds）进行收入分成是一种“更具韧性”的方法。 他还表示，英伟达也在拓展客户群体，将更多企业和主权国家纳入其中。Muse补充说，这种收益分成模式也有助于公司推进其机架、网络和其他组件的完整人工智能系统供应。 Muse认为，英伟达的股权和收入分成安排，其与领先的金融公司合作筹集5000亿美元用于人工智能基础设施的计划，以及为人工智能初创公司提供计算能力以换取股权的交易，已经将其图形处理单元（GPU）“变成了一种可融资、越来越可替代的资产类别”。 在他看来，这使得英伟达即使在技术堆栈的任何层面上输给了竞争对手，也能“很难被排挤出局”，因为“英伟达的资金和软件往往是超大规模数据中心基础设施得以存在的根本原因”。（文章来源：财联社）。
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