Kimi K3一夜登頂全球 美嚇壞只能出封殺下策？陸掌握全球稀土供應 緬甸成關鍵角色？｜岑永康、林友銘、朱紀中【永康情報局】完整版 20260723

The emergence of Kimi K3, propelling it into the top tier of global AI models, has shocked Silicon Valley and prompted the Trump administration to consider resuming sanctions. Meanwhile, the global AI, electric vehicle, and defense industries are vying for rare earth resources, with China holding a refining advantage. Myanmar, a crucial source of heavy rare earths, has become a new battleground in the US-China rivalry. Why is Kimi K3 causing such high concern in the US? And how does Myanmar influence global supply chains and geopolitics? This episode will reveal the answers. #KimiK3 #OpenSourceLargeModel #USTechWar #AIComputingPower #YangZhilin #Musk #ChinaMyanmarEconomicCorridor #MalaccaDilemma #KyaukpyuPort #IndianOcean #Myanmar #RareEarth #Laos #Hydropower #SoutheastAsiaBatteries #ChinaLaosRailway #ASEANEconomy #YongkangIntelligenceAgency #smartnews Host: #CenYongkang Guests: Senior Analyst #LinYouming, Financial Expert #ZhuJizhong 【Yongkang Intelligence Agency】Facebook:   / kangintelligenceagency   【Yongkang Intelligence Agency】Instagram:   / kangintelligenceagency   【Yongkang Intelligence Agency】Threads: https://www.threads.net/@kangintellig...