太极张三丰
China shares desertification-control expertise at UNCCD COP17 in Mongolia_我的网站
一 | 在持续火爆的AI交易势头中，美国知名投行Evercore ISI的分析师 Amit Daryanani认为，存储设备制造商、网络供应商和苹果公司未来将迎来强劲增长。
A Chinese delegation proposed establishing an International Grassland Day at the 17th Session of the Conference of the Parties (COP17) to the United Nations Convention to Combat Desertification (UNCCD), which opened in Ulan Bator of Mongolia on Monday. China also pledged to share its expertise and experience in combating desertification with other countries during the event.
China shared its experience in science-based desertification control, grassland restoration, technological innovation and livelihood development at the event, while highlighting regional achievements under China-Arab States, China-Mongolia and China-Central Asia cooperation mechanisms on desertification control, the Global Times learned from China's National Forestry and Grassland Administration (NFGA).
China has contributed about 25 percent of the world's newly added green areas and taken the lead in achieving zero growth in land degradation.
Held under the theme "Restoring Land, Restoring Hope," COP17 brings together representatives from 197 parties, as well as UN agencies, international organizations, research institutions and businesses, to discuss issues including the restoration of degraded land, sustainable land management, drought resilience and grassland conservation.
The conference will also feature plenary sessions, implementation review meetings and high-level ministerial dialogues, with a focus on innovative financing, drought resilience, grassland restoration and pastoralists' well-being. Interactive forums on water resources, food systems and other topics will also be held.
Hosting COP17 in Ulan Bator is expected to place an international spotlight on Mongolia's land restoration priorities, including approaches that safeguard livelihoods, strengthen food security and protect ecosystems in dryland regions.
The conference is also taking place during the United Nations International Year of Rangelands and Pastoralists 2026 (IYRP 2026), declared by the UN General Assembly and championed by Mongolia. The year provides an important opportunity to advance the sustainable management, restoration and conservation of rangelands and to highlight the needs of pastoralist communities whose livelihoods depend directly on these ecosystems, according to Xinhua News Agency.
Desertified land accounts for about one-quarter of China's total land area. After more than half a century of sustained efforts, China has achieved a historic shift from "advancing sands and retreating people" to "expanding greenery and retreating deserts," with both desertified and sandy land areas continuing to decline, according to the NFGA.
China has become the first country in the world to achieve zero growth in land degradation, with 53 percent of its treatable sandy land effectively restored.
Over the past five years, China has completed 36.6 million hectares of land greening, raising its forest coverage rate to more than 25 percent and contributing about 25 percent of the world's newly added green areas, statistics from the NFGA show.
Moreover, China attaches great importance to international cooperation on desertification control. It has established the China-Mongolia Desertification Prevention and Control Cooperation Center, the China-Arab International Research Center for Drought, Desertification, and Land Degradation, and the China-Central Asia Desertification Prevention and Control Cooperation Center, providing Chinese solutions and expertise to the global fight against desertification, according to China's National Forestry and Grassland Administration.
For example, hundreds of wells drilled by Chinese teams have turned sandy areas into farmland in Egypt, supporting desert reclamation. China has supplied drought-resistant saplings to Mongolia's "Billion Trees" campaign. Africa's own "Great Green Wall" initiative, inspired by China's National Forestry and Grassland Administration, has also gained support from China, Xinhua reported last year.
。 在给客户的最新报告中，Daryanani推荐了2026年下半年“最值得持有的六大人工智能（AI）股票”，其中包括存储设备制造商和网络供应商，由于今年以来在人工智能硬件方面的强劲支出，这些公司已经为投资者带来了丰厚的利润。
二 | 具体而言，他指出，存储设备的强劲需求让他和他的团队对希捷科技和西部数据的股票未来上涨前景充满信心。 Daryanani认为，随着存储产品供应持续紧张，希捷的定价能力有望进一步提升。该公司还拥有“两年的技术领先优势，并且这一优势还在不断扩大”，其Mozaic 3+硬盘存储平台已通过认证，并在主要超大规模数据中心投入运营。 他还补充道，与此同时，Mozaic 4+平台正在与全球两大云服务提供商合作，加速产能提升。
三 | 他表示，后续的Mozaic 5+平台预计将于明年晚些时候开始出货，并接受客户的认证。
四 | Daryanani表示，推理和智能体人工智能带来的数据生成加速，将进一步提振西部数据的股价。他还对西部数据计划在研发投入后将所有自由现金流返还给股东表示赞赏。 今年以来，西部数据公司的股票上涨了170%，而希捷公司的股票上涨了207%。网络供应商 另一方面，在数据中心网络供应商中，Daryanani和他的团队提到了线缆连接器巨头安费诺（Amphenol）、美国云网络和交换机巨头Arista Networks和思科系统公司（Cisco Systems）。
五 | 具体而言： 安费诺：在他看来，人工智能的需求、安费诺在扩大收购规模方面的优势以及其多元化的终端市场，使其有能力在今年及以后“跑赢大盘”。
六 | 此外，该公司在铜缆和光纤AI连接器领域处于领先地位。因此，Daryanani表示，对于那些在铜缆和光纤组件之间犹豫不决的客户而言，该公司是“首选的连接合作伙伴”。 而且，他还认为，安费诺不仅在人工智能领域，而且在其他领域也有机会受益，因为该公司还生产互连系统和天线解决方案，服务于国防和工业市场。 Arista Networks：Daryanani表示，云客户群的多元化将对Arista Networks的发展起到推动作用，他预计该公司未来三到四年将实现“超高速增长”。他还指出，部分增长也可能得益于其面向企业的园区网络架构的上线。 Daryanani还表示，网络领域的潜在市场总量应该会继续显著增长，而Arista Networks正在向规模化网络领域扩张，此时该领域对市场的影响也越来越大。 思科：Daryanani认为思科在2027财年（始于 7 月）有增长潜力，因为网络更新周期可能会带来“第二波增长”，超出其此前预测的75亿美元人工智能收入（该收入已得到现有订单的支持）。 Daryanani还表示，思科的Silicon One可编程网络架构由于其从芯片到系统设计的全栈方法，对博通的解决方案具有“相当大的”竞争机会。苹果公司 最后，Daryanani和他的团队也对苹果公司的产品和功能路线图持乐观态度。他表示，iPhone的生命周期“依然具有吸引力”。 “被压抑的需求、iPhone 18 Pro的上市周期以及预计的折叠屏手机发布，应该会支撑需求和（平均售价），尤其是在基础款iPhone 18延迟发布的情况下。”他补充道。 Daryanani表示，尽管一些投资者对苹果智能技术和人工智能驱动的Siri持怀疑态度，但这些功能的成功实施“可能会延长iPhone的生命周期，推动升级换代，并解锁新的盈利机会”。随着对AI工具的需求不断增长，Daryanani认为，苹果未来可能会找到更多从中获利的方式。 他还指出，尽管苹果应用商店面临压力，但其服务业务在过去12个季度仍保持了两位数的增长。他认为这对苹果的毛利率是一个利好因素。在他看来，该公司通过分红和股票回购返还约90%的自由现金流，并优先考虑股东利益，这也是一个积极的因素。
（文章来源：财联社）。
Current article:http://mnyp.yaoyaotoutuanmieshaideizun.buzz/eepnyp3/f78ao.html
Published on:15:29:24
