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国家元首

Trump (US)Xi (China)Putin (Russia)Modi (India)von der Leyen (EU)Macron (France)Merz (Germany)Starmer (UK, outgoing)Burnham (UK, contender)Meloni (Italy)Sánchez (Spain)Tusk (Poland)Netanyahu (Israel)Pezeshkian (Iran)Zelensky (Ukraine)Erdoğan (Turkey)MBS (Saudi)MBZ (UAE)el-Sisi (Egypt)Ramaphosa (S. Africa)Tinubu (Nigeria)Ruto (Kenya)Lula (Brazil)Sheinbaum (Mexico)Milei (Argentina)Petro (Colombia)Prabowo (Indonesia)Marcos (Philippines)Anwar (Malaysia)Kim (N. Korea)Sharif (Pakistan)Tarique Rahman (Bangladesh)Carney (Canada)Albanese (Australia)

接班与高层健康

Khamenei (Iran)King Charles III The papacy Putin Xi

Former leaders

Yunus (Bangladesh)Orbán (Hungary)Bolsonaro (Brazil)

Elections & the ballot

Refusing to Concede The Anti-Incumbency Wave The Far Right, Mainstreamed Snap & Early Elections The Postponed Vote

Coups & people power

Gen Z Uprisings The Coup Belt Strongman Succession People Power

The domestic arena

Courts vs Elected Power Lawfare & the Net Closing Centre vs the States Austerity and the Street

现役战争

Ukraine–Russia Iran / Gulf Gaza / Israel Sudan Sahel DR Congo / M23 Myanmar Somalia Yemen Syria Haiti Ethiopia Nigeria Mozambique Colombia Pakistan insurgency Central African Rep.Cameroon Mexico (cartels)

对峙与冻结冲突

Taiwan Strait South China Sea India–Pakistan Korea Armenia–Azerbaijan Israel–Hezbollah India–China border Serbia–Kosovo Essequibo Western Sahara Cyprus Thailand–Cambodia Egypt–Ethiopia Morocco–Algeria Greece–Turkey Venezuela (internal)

政变与国家崩溃

停火与和平进程

代理人与军援动态

无人机与自主系统

FPV drones Loitering munitions Naval drones Counter-UAS Swarms Shahed

防空与导弹防御

Patriot THAAD Iron Dome S-400 Interceptor stocks

核力量

Sentinel ICBM B-21 China buildup New START Proliferation

工业基础与产能

Shells / 155mm Rheinmetall Lockheed RTX BAE Rostec NORINCO

军贸与采购

电子战·网络·海军

Bases & force posture

The Overseas Base Race Indian Ocean Bases Island-Chain Bases Arctic Militarisation Himalayan & Tibet Airfields Forward Posture & Rotations Basing Rights & Access Homeland Basing & BRAC

Alliances, pacts & burden-sharing

NATO AUKUS The Quad SCO CSTO Burden-Sharing & the 5% Push Bilateral Defence Pacts EU Defence & Autonomy Extended Deterrence

Exercises & readiness

Major Exercises Readiness & Strain Conscription & Manpower Grey-Zone Drills

半导体

TSMC Samsung Intel SMIC ASML HBM SK Hynix Micron Arm

AI 数据中心

Hyperscaler capex Power demand Nvidia (GPUs)AMD Stargate Cooling & water

AI 实验室

OpenAI Anthropic Google DeepMind Meta AI xAI Mistral DeepSeek Alibaba (Qwen)

模型发布与能力

评测与基准

智能体与工具调用

安全与对齐

开源与闭源

标准与协议

量子与材料

生物与合成生物

石油

Brent WTI Dubai OPEC+US shale Strategic reserves Russian crude

天然气与 LNG

EU gas (TTF)Asia LNG (JKM)Henry Hub Qatar LNG US LNG Russian pipeline gas

电力

核能与铀

Uranium Enrichment SMRs Kazatomprom Rosatom

可再生与储能

炼化

发射与进入

SpaceX Starship China launch Ariane / Europe Launch cadence & costs

卫星与星座

Starlink China megaconstellation Amazon Kuiper OneWeb / Eutelsat

轨道拥堵与碎片

Orbital congestion Debris & collisions Space-traffic management

导航与 PNT

GPS jamming / spoofing BeiDou Galileo

军事航天

ASAT weapons Space Force Missile warning Golden Dome space layer

探索与地月空间

Artemis / Moon China lunar / Tiangong Mars

融资与估值

Seed & pre-seed Series A/B Growth / late stage Mega-rounds ($100M+)Down rounds & markdowns Dry powder & fund sizes Valuations & unicorns

基金与投资人

Sequoia Andreessen Horowitz Accel Founders Fund Thrive Capital General Catalyst Lightspeed Khosla Ventures Benchmark Index Ventures Tiger Global SoftBank Vision Fund Insight Partners

退出·IPO·并购

Tech IPOs Startup M&A Secondaries SPACs Direct listings Acquihires

AI 创业

Foundation-model labs AI agents AI infrastructure Applied / vertical AI Defense AI AI coding / devtools

热门赛道

Fintech Climate tech Defense tech Biotech / health Space Crypto / web3 Robotics & hardware Consumer & social Deep tech

全球生态

Silicon Valley New York Boston Los Angeles Austin Toronto / Waterloo London Paris Berlin Stockholm / Nordics Amsterdam Warsaw / CEE Tel Aviv Dubai / UAE Riyadh Lagos Nairobi Cairo Bengaluru Delhi / Mumbai Singapore Jakarta Beijing Shenzhen Hangzhou Seoul Tokyo Sao Paulo Mexico City Sydney / Melbourne

加速器与工作室

Y Combinator Techstars Antler Venture studios

关停·裁员·欺诈

Shutdowns Layoffs Fraud & failures Founder / board disputes

The money

Media rights Club valuations PE & investment Sponsorship Ticketing & gate

Sportswashing & soft power

Saudi PIF LIV Golf Qatar UAE Newcastle United Saudi Pro League

Football (soccer)

Premier League La Liga Champions League FIFA UEFA Real Madrid Manchester City PSG Transfer market

US leagues

NFL NBA MLB NHL MLS

Cricket & South Asia

IPL BCCI ICC (cricket)T20 leagues

Motorsport

Formula 1 MotoGP

Mega-events & hosting

Olympics IOC FIFA World Cup Hosting bids

Governance & integrity

Betting Doping / WADA Match-fixing Corruption

Athletes & labour

Player unions NIL & amateurism Athlete activism

Emerging

Esports Women's sport

关税战线

US–China US–EU USMCA US–India US–Brazil EU–China

制裁与出口管制

Russia Iran Chips→China Venezuela North Korea

集团与协定

WTO CPTPP RCEP Mercosur–EU AfCFTA

产业政策与补贴

稀土与磁体

NdFeB magnets Neodymium Dysprosium MP Materials Lynas

电池金属

Lithium Cobalt Nickel Graphite Manganese

铜与基本金属

Copper Aluminium Zinc Tin

资源民族主义

Indonesia nickel DRC cobalt Zimbabwe lithium Chile lithium Guinea bauxite

生产与加工商

Albemarle SQM Ganfeng Tianqi Glencore Zijin CMOC Freeport-McMoRan Codelco BHP Rio Tinto Vale Nornickel Rusal Huayou Cobalt

精炼与加工技术

Refining & separation HPAL (nickel)Direct lithium extraction Magnet manufacturing Smelting Recycling Substitution

小金属与战略金属

Gallium Germanium Antimony Tungsten Tantalum Niobium Vanadium Titanium sponge Platinum Palladium Rhodium

咽喉要道

Hormuz Malacca Suez Bab-el-Mandeb Panama Gibraltar Turkish Straits Danish Straits Dover Taiwan Strait Sunda Lombok Kerch Korea Strait Tiran Cape of Good Hope Magellan

集装箱运输

Spot rates Shanghai index (SCFI)Maersk MSC CMA CGM COSCO Hapag-Lloyd

油轮与干散货

Baltic Dry VLCC rates War-risk premiums

港口

造船

央行

Fed ECB BoJ PBoC BoE RBI SNB BoC BCB (Brazil)CBRT (Turkey)

货币与外汇

USD / DXY EUR JPY CNY GBP INR TRY ARS EGP

主权收益率与债券

US Treasuries JGBs Gilts Bunds

保险与再保险

支付网络与央行数字货币

SWIFT CIPS CBDCs Stablecoins

银行压力

困境与违约

Senegal Egypt Pakistan Argentina Kenya Ghana Zambia Sri Lanka Ethiopia Tunisia Bolivia

IMF 项目

债权方（中国 / 巴黎俱乐部）

谷物

Wheat Rice Corn Soy Barley

化肥

Urea / nitrogen Potash Phosphate Ammonia

软商品

Cocoa Coffee Sugar Palm oil Cotton

蛋白与渔业

种子与农业遗传

出口禁令与粮食安全

考古学

Major digs & finds Underwater archaeology Ancient DNA & origins Rock & cave art

遗产与保护

World Heritage Heritage in conflict Antiquities trafficking Living & indigenous heritage

归还与返还

Colonial loot returns Looted antiquities Nazi-looted art Ancestral & human remains

解密与档案

Colonial archives Wartime records Intelligence declassification Archive access & secrecy

记忆与清算

Reparations debates Colonial reckonings Genocide recognition Wartime & atrocity memory History laws & textbooks

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venture capital analysis

按立场 · 1 视角本期全站

Andreessen Horowitz Big Ideas 2026 · United States · Applied and Vertical AI

“”

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更新 2026年7月6日 en ar ja ko zh