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Une personne douée en finances, qui s'intéresse beaucoup aux tendances et à l'analyse économiques, suit également l'actualité politique et se tient informée des avancées technologiques. Elle s'intéresse particulièrement à la manière dont les politiques économiques influencent les marchés mondiaux.
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China AI Boom, Crypto Downturn, Chip Shortage, Visa‑Free Travel...
Lundi 15 décembre 2025 à 00:38
Global Economic Shifts & Crypto Outlook
China’s AI Industry Poised to Top $170 B in 2025
China Daily reports that the nation’s core artificial‑intelligence sector is expected to exceed 1.2 trillion yuan (≈ $170 billion) this year, driven by breakthroughs in large‑model capabilities and a surge in embodied‑intelligence financing. The forecast underscores Beijing’s strategic pivot from pure research to monetizable AI products, a move likely to attract foreign investment and reshape global AI supply chains.
China Daily
Chinese Economy Beats Forecasts Amid Structural Reforms
At the China Economic Annual Conference, senior official Han Wenxiu highlighted that 2025 growth outpaced expectations, with stable employment, diversified exports and accelerated industrial modernization. The remarks signal confidence in policy‑driven expansion and suggest a continued push for a unified national market, bolstering investor sentiment in Asian equities.
China Daily
Barclays Warns of a Crypto “Down‑Year” in 2026
Barclays’ year‑end report flags a muted outlook for digital assets, noting a steady decline in spot‑trading volumes and an absence of clear catalysts such as regulatory breakthroughs or major product launches. The bank cautions that without policy‑driven demand spikes, firms like Coinbase and Robinhood may face revenue pressure, reinforcing the link between macro‑policy and crypto market health.
CoinDesk
Bitcoin Slips Below $90 K Ahead of U.S. Data and BOJ Decision
CoinDesk observed that Bitcoin traded around $89,600, reflecting investor caution as the week approaches key U.S. economic releases and the Bank of Japan policy meeting. The dip illustrates how macro‑economic data and central‑bank signals continue to dominate crypto price dynamics, reinforcing the asset’s sensitivity to broader financial conditions.
CoinDesk
Tech Innovations Driving Performance and Supply Chains
Linux 6.19 Benchmarks Showcase AMD EPYC 9965 AI/HPC Gains
Phoronix’s early tests of the development‑kernel Linux 6.19 on an AMD EPYC 9965 2P server reveal notable performance lifts for AI and high‑performance computing workloads, despite minor scheduler regressions. The results highlight the growing relevance of open‑source kernels in extracting value from next‑gen silicon for data‑center operators.
Phoronix
Samsung Pursues AMD 2 nm Partnership, Challenging TSMC’s Dominance
Wccftech reports that Samsung Foundry is negotiating with AMD to supply its upcoming 2 nm process for future EPYC “Venice” CPUs, positioning the Korean giant as a serious contender to TSMC amid global capacity constraints. If secured, the deal could reshape the competitive landscape of high‑end chip manufacturing and diversify supply for server‑grade silicon.
Wccftech
SK hynix Highlights Ongoing DRAM Shortage and Price Pressures
In an interview with Wccftech, SK hynix described the current DRAM crunch as “shocking,” noting that manufacturers are forced into aggressive price hikes as inventory tightens across laptops, PCs and mobile devices. The shortage underscores systemic supply‑chain fragilities that may ripple through consumer‑tech pricing throughout 2026.
Wccftech
Apple May Use Non‑iPhone Chipset to Extend Smart‑Glasses Battery Life
Wccftech reveals that Apple’s forthcoming smart‑glasses could adopt an Apple Watch SiP, delivering performance comparable to an A‑series chip while consuming a tenth of the power. This architectural shift aims to overcome the “few‑hour” battery limitation that has hampered earlier prototypes, potentially opening a new wearables market segment.
Wccftech
Policy Moves Shaping Travel and Infrastructure
Visa‑Free Transit and Direct Flights Intended to Boost China Tourism
China Daily announces a new visa‑free transit policy coupled with expanded direct flight routes, aiming to stimulate inbound travel and revive the post‑pandemic tourism sector. The measure reflects a broader governmental effort to leverage soft‑power and economic stimulus through relaxed border controls.
China Daily
China’s High‑Speed Rail Advances with Indigenous Technology
According to China Daily, the launch of the Shenyang‑Baihe high‑speed line and the record‑setting CR450 bullet train illustrate China’s self‑developed rail innovations, from ultra‑precise track slabs to aerodynamic nose redesigns. These advances not only enhance domestic connectivity but also showcase the strategic priority placed on high‑tech infrastructure as a pillar of national development.
China Daily
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