在巴黎的金融区,一栋不起眼的建筑里,Omnes Capital的团队正在进行一场悄无声息的变革。他们不是传统意义上的金融巨鳄,而是深科技领域的探险家,手握着数十亿欧元的资金,试图在那些尚未被充分挖掘的领域,寻找下一个引爆点。最近,他们又传来了一个消息,完成了Omnes Real Tech 2基金的首次封闭,募集资金高达1.12亿欧元。这笔资金的背后,不仅仅是数字的增长,更预示着一场技术革命的加速。
Omnes Capital,这家管理着57亿欧元资产的私募股权公司,正以令人瞩目的速度扩张其在深科技领域的版图。他们的投资方向不再局限于传统的科技领域,而是深入到那些高风险、高回报,却对未来世界有着深远影响的领域:国防科技、太空科技,以及能源转型。
资金涌入,深科技投资加速
1.12亿欧元,这仅仅是Omnes Real Tech 2基金的开始。Omnes Capital的目标是在2026年完成最终封闭,届时基金总规模将达到2亿欧元。这笔资金将注入到哪些领域?又将改变哪些行业的格局?答案或许就隐藏在Omnes Capital的过往投资案例中。
回顾过去,Omnes Capital在深科技领域的投资可谓是硕果累累。他们完成了Omnes Real Tech基金的最终封闭,该基金拥有1.3亿欧元的投资能力,专注于突破性技术(组件、材料、软件)的开发。此外,Capenergie 5基金也成功完成首次封闭,募集资金高达8亿欧元,并最终募集到18亿欧元,创下了Omnes Capital基金募集规模的历史新高。这些资金的注入,为深科技领域的创新企业提供了强有力的支持,也预示着Omnes Capital在深科技领域的雄心壮志。
Navigating Trade Tensions: Sector-Specific Risks and Opportunities in U.S.-Japan Trade Disputes
A storm is brewing on the horizon of global trade, and the winds are picking up. Whispers of escalating tariffs, retaliatory strikes, and a radical reshaping of global supply chains are turning into a deafening roar. This isn’t uncharted territory, however. History offers chilling reminders, notably the U.S.-Japan trade battles of the 1980s and 90s, a period marred by trade deficits and accusations of unfair practices, primarily in the automotive and electronics sectors. Now, the cycle repeats, albeit with a modern twist.
We’re no longer simply talking about trade deficits. A chilling new era of “conditional globalization” is upon us, where nations prioritize domestic industries and national security above all else. This shift is driving up costs, disrupting established networks, and creating a volatile landscape where fortunes can be made and lost in the blink of an eye. Just witness the geopolitical tremors between China and Australia, where sanctions led to a staggering 40% plunge in Australian lithium exports. This is a glimpse into the future, a future where political tensions can cripple entire industries overnight.
The Tangled Web of Disputes
The U.S.-China trade conflict, ignited in 2017 and amplified by the COVID-19 pandemic, stands as the primary catalyst for this global reshuffling. Unilateral actions by the U.S. have shaken the very foundations of international commerce, forcing businesses to confront a new reality. But this is just one thread in a complex web. The U.S.-Canada dispute of 2025, impacting vital sectors like aluminum, energy, and technology, adds another layer of uncertainty, demanding an investment strategy so nuanced it borders on clairvoyance.
Investors are now trapped in a high-stakes game, forced to navigate short-term disruptions while desperately seeking long-term strategic advantages. The key? A sector-by-sector dissection of the landscape, focusing on industries where tariff impacts bite the deepest. Think automotive, semiconductors, and rare earth minerals – these are the battlegrounds where the real fortunes will be forged or shattered. Some are resorting to shorting auto stocks ahead of impending deadlines, while others are hedging their bets with yen-hedged ETFs, a testament to the sophisticated financial maneuvering required to survive in this hostile environment.
Echoes of the Past: U.S.-Japan Trade Tensions
While often portrayed as a more stable partnership than the U.S.-China dynamic, the U.S.-Japan relationship is far from immune to trade tensions. Current negotiations, while striving for an interim agreement, are merely postponing the inevitable confrontation over more significant issues. The focus of U.S. trade policy towards Japan is subtly shifting beyond traditional tariffs, now encompassing investment, services, and the increasingly critical protection of intellectual property.
This reflects a growing realization that trade imbalances aren’t solely about quantifiable goods; they encompass intangible assets and deeply embedded economic structures. The parallels with the 1980s-90s are uncanny, with old anxieties about trade deficits and unfair competition resurfacing like ghosts from the past. U.S. Treasury Secretary Scott Bessent himself has acknowledged the intricate nature of these negotiations, stressing the need to address currency policies alongside the usual suspects of tariffs and trade barriers. The stakes are undeniably high.
High-Risk, High-Reward: The Post-G7 Landscape
The post-G7 landscape presents a volatile mix of high-risk and high-reward scenarios, a playground for companies agile enough to adapt to the ever-shifting trade winds. Diversified supply chains and the ability to command strong pricing power are no longer luxuries; they are essential survival tools. But businesses can’t navigate this treacherous terrain alone. Governments must step up, fostering multilateral cooperation and upholding a rules-based trade system to prevent further escalation and ensure fair competition. Their actions, or lack thereof, will determine whether this storm intensifies into a full-blown economic hurricane.
Navigating this maze of trade tensions demands a proactive and adaptable approach. We are not simply witnessing a series of isolated disputes; we are observing a fundamental restructuring of the global trade order. Businesses must prioritize building resilient supply chains, diversifying their markets to reduce dependence on single partners, and meticulously monitoring policy developments to anticipate future shifts. Investors need to dissect sector-specific risks and opportunities, armed with sophisticated financial instruments to manage the inevitable volatility. Policymakers, meanwhile, must champion multilateral cooperation and a rules-based trade system to prevent further escalation and create a more stable and predictable global economic environment. The lessons learned from past trade wars, particularly the U.S.-Japan experience of the 1980s and 90s, serve as a stark reminder of the importance of proactive engagement and a long-term perspective. To ignore these lessons is to court disaster, exacerbating tensions and jeopardizing global economic growth. The choices we make now will determine whether we weather this storm or succumb to its devastating force.
Mobile Industrial Robots (MiR) 等公司正在引领协作AMR在工业应用中的潮流,Teradyne 收购 MiR 凸显了这一新兴类别的战略重要性。预计到2028年,移动机器人(AGV和AMR)的总潜在市场规模(TAM)将达到约200亿美元,安装机器人数量将达到270万台,突显了未来增长的巨大潜力。预计到2029年,包括AMR在内的全球机器人市场将达到116.3亿美元,增长率为18.6%,这主要归功于它们在电子商务领域中日益重要的作用。
高通的战略部署并非偶然,其近期的一系列举动都指向一个明确的目标:加大对印度科技未来的投资和承诺。而“Snapdragon for India”计划,正是这场宏大战略中的关键一环。原定于2024年7月30日举行的首届活动,随后又宣布将于2025年7月30日与亚马逊云服务(AWS)合作举办“Auto Day”活动,都预示着高通将以此为平台,推出一系列旨在满足印度消费者和行业独特需求的创新产品。
首届7月30日活动的宣传语“两个重要发布,一个重要日子”,在科技界引发了巨大的期待。果不其然,后续的报道证实,高通发布了搭载Snapdragon X Elite处理器的Copilot+ PC,以及Snapdragon X系列处理器,成功将微软先进的人工智能技术带入印度市场。更令人兴奋的是,有传言称高通还将与Jio合作推出一款价格亲民的5G芯片组,旨在加速5G技术在更广泛人群中的普及。这不仅仅是硬件的升级换代,更是一场旨在打破技术壁垒,让更多人享受到科技红利的行动。
然而,高通的野心远不止于此。“Snapdragon Auto Day”活动的推出,清晰地表明了高通对印度汽车领域的坚定承诺。这次活动旨在促进汽车生态系统内部的合作,涵盖原始设备制造商(OEM)、一级供应商、媒体和行业领袖,共同推动道路安全和智能汽车技术的发展。高通在智能和安全的汽车技术方面的开创性工作,被定位为该国更安全、更智能的出行解决方案的关键推动力。这标志着一种更广泛的趋势,即将先进技术集成到汽车行业中,超越了传统的汽车功能。可以预见,未来的汽车将不再仅仅是交通工具,而是一个移动的智能终端,一个连接世界的入口。