洛神
Prof: Iran Will Not Turn Its Back on Russia and Trust US to Be Disappointed Again_我的网站
一 | Dr. Alexander Azadgan, professor of business studies and international political economy in Southern California, explains why President Putin's trip to Tehran was so significant and reflects on skyrocketing energy prices as well as the future of the Iran nuclear deal.,Sputnik: How effective was President Putin's visit to Tehran, considering the geopolitical challenges countries face at present?,Dr Alexander Azadgan: Very, very effective. We are witnesses of Gazprom and NIOC, which stands for National Iranian Oil Company, signing a $40 billion contract for Russia to develop six Iranian oilfields in the Persian Gulf. Notably, the Pars field, which is shared between Iran and Qatar. The Qataris call it the North field, Iranians call it the South Pars field. It's one of the biggest underwater natural gas reserves in the world, if not the biggest itself. Qatar and Iran have been sharing it. Iran, of course, has not had the technology to extract as much as the Qataris. Around one-fifth of it is in the Iranian territorial water, four-fifths in Qatari water.,RussiaPutin Praises Record-High Trade Turnover With Iran at Meeting With Raisi19 July, 14:12 GMT,There will also be a product swap exchange between Iran and Russia, completion of LNG projects, liquid natural gas plus construction of gas export pipelines and other scientific and technological cooperation. This oil and gas deal is reportedly the largest in Iran's history, $40 billion. Before the Joint Comprehensive Plan of Action (JCPOA) was reneged, French company Total was interested in excavating and helping the Iranians. Of course, they reneged, like so many other things, and Russia has stepped in right now. It's a win-win for both countries, but it has its own complications as well.,Sputnik: Do you agree with President Putin's assertion that Western policies over "the previous decade" were to blame for soaring energy prices?,Dr Azadgan: Iranian relations right now are better than with the previous administration, the Rouhani administration. The conservatives are in charge right now. President Raisi visited Moscow not too long ago. And the conservatives have had the tendency in the past several years to lean more towards Russia, especially with IRGC and all the advancements that that body of military is making. We cannot leave out Iranian internal politics when it comes to the overall Russo-Iranian relations.,RussiaPutin: Western Policies From Last 10 Years to Blame for Soaring Energy Prices20 July, 03:29 GMT,Keep in mind that US invasion and occupation of Iraq, Iraq being one of the top five exporters of oil at that time and one of the top five exporters of oil to United States now, was a catastrophic mistake in a sense that the neocons at that time were delusional to think that by causing havoc in the region, especially obviously toward Iraq, there will be less export of Iraq's oil to the Far East, the growing economies of China, in particular, followed by South Korea and Japan. All that is part of what we are seeing today when it comes to inflation.,Now the supply and demand has not changed in the world - the reason the price of oil has increased is because of the perception of the conflict between Ukraine and Russia to continue. There is no logical reason for this change. I think, unfortunately, with Washington really triggering Russia over NATO's expansion during the past many years, most people think this conflict just started. If you want to go back, it depends on what your frame of reference is. You can go back to 2004 in Ukraine, followed by the Orange Revolution. There's been a lot of political intrusion by Washington and Brussels. And unfortunately, we find ourselves in the current situation, which could affect the entire global economy in a very hyper-inflationary hell, really. This is what economists are most scared of - a hyper inflationary situation.,Sputnik: How much has Europe's decision to turn its back on traditional energy sources added to the present crisis?,Dr Azadgan: With the whole environmental movement, which obviously is of an urgency, we need to realize that green energy is not going to provide the energy demand of 8 billion people. It's just simply not possible. I think we need to be more realistic that obviously oil is going to be with us for a long time. Natural gas is the transitioning method of energy. We will have that for many years, it is cleaner, but both of them are going to be along for a long time. And to start making the change now in such a naive, extreme, erratic way is going to have major economic backlashes.,Not to mention the political turmoil and the geopolitical uncertainty in that part of the world. We need more realism from our policymakers - of course, with Democrats in the White House and Chancellor [Olaf] Scholz in Germany, unfortunately, we are being a little bit too naive and unrealistic when it comes to planning energy resources for the next 60 years.,Sputnik: Russia's deputy prime minister Alexander Novak said that Moscow and Tehran will continue to expand the use of national currencies in foreign trade settlements. How will this affect the dollar's dominance?,Dr Azadgan: Before we even talk about the Iranian rial and the Russian ruble exchange, this is a major breakaway from the past, I would say, 80 years where petroleum was only supposed to be traded in the US dollar given the US dollar’s tremendous power. And unfortunately, we've seen the weaponization of the dollar in the past few decades - this is the problem. Yes, this is a clear and present danger to United States national interests.,WorldTehran Exchange Launches Trading in Iranian Rial/Ruble19 July, 10:06 GMT,Several years ago, China and Russia exchanged an oil contract where the Russians provided oil and natural gas to China and the whole thing was around $400 billion when it was exchanged in rubles and yuan. At that time, US policymakers took notice. And now we are in this situation where because of the US' rash reaction into pushing for a war, believe it or not, between Russia and Ukraine, more countries as a result of that are leaning toward the East. And by east, I mean the shifting of power to China and Russia.,China has tremendous manufacturing capabilities. Russia - the same in addition to tremendous amounts of all sorts of natural resources and rare minerals. In the decades to come, we will see the weakening of the dollar, which would result in the US national debt, which is $28 trillion, more or less. That's going to be a problem that will contribute into inflation. And we saw how Mr Biden had to go to Saudi Arabia and lobby Mohammed bin Salman to open up the coffers of oil so that prices go down. That would have been never possible in the past.,Crude Prices Skyrocket After Biden Returns From Saudi Arabia Without Oil Deal18 July, 15:17 GMT,The US president had to go to Saudi Arabia and beg for oil. Usually that was done through a phone call. And if the answer was ‘No’ by the Saudis, guess what? That would have been a coup in the palace. So, unfortunately, we have put ourselves in a situation where we have lost our leverage or are in the way of losing more leverage.,Sputnik: To what extent will the switch to national currencies help eliminate the effect of Western-imposed sanctions?,Dr Azadgan: That's where we're going: from this point on, because of all the miscalculations and the weaponization of the dollar, countries are eventually going to do that. They're not going to peg their currency against the dollar, which has been the case. Don't forget, the Iranian economy has been in shambles during the past 15 years. When it comes to this $40 billion oil contract, the Iranian currency lost 9/10th of its value since 2013, when President Ahmadinejad left office - they went from 3500 tomans to over 30,000 tomans [1 toman = 10,000 rials].,RussiaKremlin: Russia and Iran May Ditch Dollar When Measuring Bilateral Trade Volume18 July, 09:12 GMT,This has been a disaster. Because they decided to peg their currency even more toward a US dollar. And this is an Iranian liberal policy leaning more toward the West, whereas the Iranian conservatives have a tendency to lean more toward the growing economies of the east. There's demand for the Iranian currency that would hopefully have an impact on the Iranian rial currency to stop hemorrhaging. It's at a point where we could possibly face a major economic collapse in Iran, which would even make the prices of oil higher. I think Russia is stepping in at the right time, in the right place, especially in the context of the Russia-Ukraine conflict, and we'll see where that will go.,Sputnik: How important is Russia's and Iran's cooperation over the JCPOA, especially amid increased US attention towards a diplomatic resolution? How strong is Iran now in this regard?,Dr Azadgan: Washington has no one to blame but the previous administration. In 2018, President [Donald] Trump reneged from the P5+1 [the UN Security Council’s five permanent members (China, France, Russia, the UK and the US) plus Germany]. Iran was single-handedly negotiating with six superpowers, with one stroke of the pen President Trump got us out of that, and Iranians have lost all hopes in US in terms of their liberal persuasion within the Iranian political power structure. That's why we had Mr. Raisi coming in, the Conservatives coming in, and President Putin's visit to Iran, many visits to Iran during the liberal administration of President Rouhani, in my estimation, was an economic, political, geopolitical and military persuasion of Iranians to lean more towards the East.,Had the JCPOA been successful under the Rouhani administration, the country would have leaned westward for decades to come. Those policies failed, and as a result, we have conservatives in the Iranian executive branch, and there's a shift in power in that country. The JCPOA, I'm afraid, won't be going anywhere. It's just for keeping up appearances. Having said that, let us not forget that at the very beginning of the Russia-Ukraine conflict, Washington was very concerned to get reassurances from Russia that there is no nuclear non-proliferation going on by the Iranians.,Biden, Lapid Sign Joint Declaration Pledging to 'Never Allow Iran to Acquire Nuclear Weapon'14 July, 11:15 GMT,That's their number one concern in the Middle East right now because of the terrible relationship between Iran and Israel. But the fact that this topic came up in the first place shows how much Washington is worried, the Biden administration is worried that Iranians could be very close to having weapon-grade bomb, even though they clearly have denied it, for decades to come they claim they just want to enrich uranium and they want peaceful use of the technology. But Washington is not buying that.,Sputnik: What could Russia’s role be in securing the JCPOA?,Dr Azadgan: It's a very difficult situation. On the one hand, President Biden is desperate. His poll numbers are so low in this country because of inflation, because of the high price of oil. So if somehow the US and Iran decide, especially the US decides to bring Iran's oil production online - as you know, Iran is capable of exporting around 2,5 to 3 million barrels per day; under US sanctions it's not even 500,000. And the rest of it, let's just say they use creative methods of exporting the oil. If that supply comes online, the price of oil will come down. But I don't think Biden wants to negotiate at all with the Iranians, and the Iranians don't trust them. I think the Iranians really negotiated in good faith. If you ask me very naively that liberal Rouhani administration. And look at what they got for it, in 2018, just with a push of a pen, the whole thing was reneged. There's really not much to salvage out of JCPOA because I don't see any policy changes from the Biden administration at all.,West in Hurry to Conclude JCPOA Deal Amid Ukraine Crisis, Iranian Negotiator Says4 July, 13:52 GMT,They see Iran right now in the grips of conservatives. The conservatives are hawks just like any other nation. They negotiate more realistically, shall we say. And Iran is at a point where they have enriched uranium up to 60 percent. And militarily, they are very powerful. I think that for the time being, they have the upper hand, minus their economy, which is in shambles. But in other areas, they have the upper hand. It really depends on what kind of signals we get from the Biden administration and knowing how, unfortunately, the Israeli lobby plays such a crucial role in US foreign policy in the Middle East, we have also to keep in mind how willing Israel will be in back-channel communications possibly taking place. We do know, however, that under the Rouhani administration, this is a matter of fact, there were very covert back-channel conversations between Iran and Israel, and that was not to the liking of the IRGC and the conservatives. So it's very, very convoluted.,There's a massive deficit of trust between the US and Iran. And just because Russia is in a difficult position right now, I don't see Iranians turning their back toward the Russians and trust Washington and be disappointed again. The Iranians really have no one to trust, if you ask me. They're petrified of being of any superpower’s pawn. This is very important. There is no good history between some of Iran's new allies now. I think it's a battle of persuading the Iranian public on the policies that the Iranian government is suggesting. There's a lot of persuasion that needs to be done because they’re looking at decades to come. Literally the Russo-Iranian relations, which go further, they're looking at a change in policy for decades to come. I think Washington is very much petrified of that.,Sputnik: What about an agreement on grain exports? Can we expect a breakthrough in this, through the joint efforts of Russia and Turkey?,Dr Azadgan: We have to. We could be at the threshold of a famine in the world. Don't forget that the biggest importers of Russia's grain are some of the poorest countries in the world. The top five are Egypt at $3.2 billion; Turkey, since they are part of this negotiation in Tehran, at $1.7 billion a year, buying Russian wheat; Nigeria, one of the poorest countries in the world, but one of the richest in terms of natural resources, they import $566 million; Bangladesh, practically an economic disastrous country.,I'm afraid they will be next after Sri Lanka, they aim for $409 billion, followed by another very poor but powerful country, Pakistan, which imports close to $400 billion a year of Russian wheat. And then Egypt, Pakistan and Turkey are the fastest growing export markets for Russia. So it's extremely, extremely important because you're talking about the food supply chain security. The top five exporters of wheat in the world are first and foremost Russia, followed by the US, Australia, Canada and Ukraine at the fifth place. And after Ukraine it is France, Argentina and Germany. And the fastest export market for Ukraine is Pakistan, Lebanon and Vietnam.,Istanbul Grain DealErdogan Hopes to See Implementation of UN Plan on ‘Grain Issue’ in Coming Days20 July, 12:09 GMT,So Russia and Ukraine are finding themselves in a difficult competitive position for the Pakistani market. And everyone knows how Lebanon is on the verge of economic and social and political collapse. The only one that is somehow unscathed is Vietnam. So they just have to find a way to negotiate the export exit of Ukrainian wheat through the Black Sea, through the Turkish Strait and into the Middle Eastern and African markets, they are very much at risk.。 IT时报记者 郝俊慧 夏日炎炎，比天气更热的是AI。 7月20日，2026世界人工智能大会（WAIC 2026）的展馆里，有两个词到处可见：智能体和Token。
二 | 不少展台演示着类似的场景：某个智能体如何替人完成一段工作，比如读财报、写代码、打开网页…… 然而，《IT时报》记者的一个困惑始终无法被解答：如何衡量这些智能体的价值？Token烧完之后，企业到底得到了什么？ “用Token收费，是大模型公司一种很‘狡猾’的做法，它不为自己的错误买单，你的钱还被花了。
三 | ”2026世界人工智能大会期间，在容联云举办“协同进化·价值共生——企业级Agent的进化与商业化落地”的主题论坛上，亿欧董事长王彬坦言。
四 | 容联云产研中心副总经理唐兴才引用的一组数据与之相印证：全球88%的企业已经部署了Agent，但其中不到10%的Agent真正为企业创造了可量化的业务价值。 论坛上，从Token定价模式到效果付费，从技术指标到业务闭环，围绕“价值”重新校准的AI评价体系成为嘉宾热议的话题。 当日，容联云宣布全栈产品Agent化，涵盖Voice Agent、质检Agent、辅助Agent、协呼Agent、CRM辅助Agent、智能客服Agent、私域运营Agent等完整产品矩阵，实现对企业营销、销售、服务、质检、运营全场景的纵深覆盖。 Token黑洞 价值缺席 现阶段的企业级Agent往往有一个核心矛盾：Token在加速消耗，价值却持续缺席。 唐兴才描述了一个典型场景：企业引入AI编程工具后，如果不加以节制和规划使用，单个程序员的Token消耗成本可能是自身人力成本的10倍。许多企业初期以Token消耗量作为智能化程度的度量指标，直到财务报表出来，才发现成本膨胀与价值产出之间完全脱钩。 在现有按Token消耗计费的模式下，AI服务方不承担产出质量风险，所有试错成本全部由企业端承担。
五 | 在商业模式中，这是一个典型的错位：供给方按消耗收费，消耗越多赚得越多，却与使用方的价值无关，优化Token成本的动力显然不足。
六 | 唐兴才也举例，一个语音Agent的意图识别准确率达到95%，但如果它无法推动订单转化、无法缩短工单了结时长、无法提升复购率，95%这个数字对企业经营者而言没有实际意义。
七 | “关注业务闭环应关注的是业务指标，订单转化率、工单了结时长、运营覆盖人数与GMV贡献。”唐兴才指出。 但目前来看，技术指标和业务指标之间是断层的，需要工程化能力和行业Know-how来建立桥梁。 王彬将这一现象归结为评价体系的缺位。他提出VPT（Value Per Token）模型，主张以单位Token创造的商业产出来衡量AI的实际生产力，推动智能体从“Token消费者”向“价值生产者”跃迁。这一框架的核心逻辑是：Token的定价权不应掌握在算力提供方手中，而应由其对业务结果的实际贡献来决定。 效果付费 共担风险 当评价体系从技术指标转向业务指标，收费模式的重构就成为必然。 容联云解决方案中心总经理闫玉华在论坛圆桌环节透露，容联云今年正在探索一种新的业务模式——效果付费或成果付费，尤其涉及AI新技术和新场景，通过共担风险的方式化解客户的投入顾虑。 效果付费的前提，是Agent能够在特定场景中实现业务闭环，产出可被量化的业务结果。 今年6月，容联云发布了Voice Agent。数据显示，在银行信贷催收与营销场景中，日均通话超过2万通，完成率94%。以可比口径计算，人工坐席月成本为5000至8000元，日均处理话务150至300通；Voice Agent月成本2000至3000元，日均处理话务量1万通以上，而且24小时运转，服务标准统一。 当Agent的产出可以精确到通话量、完成率、回款金额这些业务指标时，效果付费就具备了可操作性的商业模式。 私域运营Agent则提供了另一个维度。
八 | 一个人力运营人员管理几千到几万用户已是上限，而Agent可管理几十万乃至上百万用户，容联云的私域运营Agent已独立管理超8万私域客户，经营规模增长87%。
九 | 在效果付费框架下，这一数字可以直接映射为GMV增量，成为定价的依据。 多点数智副总裁张宇的定价逻辑也很清晰，他以海外一个大超市客户为例，生鲜年销售额三四十亿元，损耗率8%至9%，通过补货智能体，哪怕损耗率只降低1个百分点，一年就节省数千万元，AI系统的投入成本相比之下几乎可以忽略。 如果Agent替代的是一个具体的岗位、承担的是一个具体的KPI，它的定价就不再取决于消耗了多少Token，而是取决于创造了多少可衡量的业务增量。 企业级Agent的价值锚点 企业级Agent的价值锚点究竟在哪里？ 根据容联云这几年的实践，唐兴才总结认为，数据连通、人机协同、业务闭环缺一不可。 数据连通是价值锚点的地基。
十 | 企业内部的Agent平台与CRM、ERP等业务系统长期割裂，Agent无法理解订单、合同、工单等业务对象的语义，也无法将作业过程中的知识与经验沉淀为可复用的资产。
十一 | 容联云的解法是在Agent与底层系统之间架设数据语义层，将业务数据抽象和实体化。 业务闭环是价值锚点的度量刻度。唐兴才认为，企业级Agent有四个阶段的进化路径：单点能力（Copilot）、闭环任务、人机协作、自主业务闭环。前三个阶段，Agent的价值仍然依附于人的判断和执行；只有到第四阶段，Agent自主完成从订餐到信审的完整业务链路，其对业务结果的贡献才具备独立可量化的条件。
十二 | 容联云将全栈产品Agent化，本质上是寻找那些可以实现业务闭环的场景，将Agent的考核从技术指标体系切换到业务指标体系。
十三 | 行业Know-how是价值锚点的壁垒，多点数智在零售领域积累了10年的数字化底盘（Dmall OS）和智能中枢（D-BRAIN），因此，其Agent集群能够在选品、定价、补货、巡检等核心环节，输出可量化的经营结果。
十四 | 简而言之，企业级Agent的价值不在通用模型的参数规模，而在垂直行业知识与业务流程的深度融合。 论坛上，嘉宾们形成的共识是，Agent 规模化核心突破口在于深度绑定企业客服、风控等核心业务，而技术幻觉、业务组织抵触是规模化两大核心壁垒。未来一年，多角色协同 Agent、全企业规模化部署将成为产业关键突破方向，合规与信任仍是长期普及的最大制约。
十五 |
Current article:http://www.qiniaohongfangfoguisenzhai.cyou/news/20260826_7219730.htm
Published on:01:39:10