磋商结束后接受记者采访的经济财政相赤泽（13日，华盛顿，kyodo） 日本汽车对美国出口2024年达到137万辆，包括零部件在内的出口额共计7.2万亿日元，占日本对美出口 整体的34.1%。特朗普关税带来的打击很大…… 日本经济财政兼再生相赤泽亮正当地时间6月13日下午在美国首都华盛顿参加了日美关税谈判的第6轮部 长级磋商。赤泽在磋商后的记者会上表示，"进行了非常深入的沟通，摸索了达成协议的可能性"。他解 释称，以汽车关税为中心，对立仍在持续，"日美之间将积极推进协调"。 赤泽与美国商务部长卢特尼克进行约70分钟的单独磋商，随后与财政部长贝森特进行了约45分钟的磋 商。关于此前磋商时要求的"撤销"一系列关税措施，他没有明确透露是否再次提出要求。 日美的部长级磋商从4月16日开始，在最近两个月里共进行了6轮。为了借近期在加拿大召开的七国集团 峰会（G7峰会）机会而举行的日美首脑会谈上达成一定协议，赤泽连续4周访问美国进行对话。 赤泽对于在首脑会谈上达成协议的可能性仅表示，"不作预判"。据悉，关于贝森特6月11日在美国国会 上暗示的部分延长对等关税宽限期，他在13日的磋商中没有给出解释。 日美之间的主要争论点之一 ...

央行的买入对金价构成支撑，有观点预测，下半年黄金现货价格基本在每盎司3100~3500美 元。如果贸易摩擦加剧，全球经济前景的不确定性增加，金价则有可能攀升至3900美元…… 新兴国家的中央银行正在不断增持被视为安全资产的黄金。当前，对美元的信任发生动摇， 俄乌冲突等地缘政治风险也没有缓解的迹象。中国减持美国国债，黄金在其外汇储备中的占 比三年内增加到了两倍。波兰也在积极买入，希望增加黄金储备。 中国人民银行（央行）6月7日公布的资产负债表显示，该行5月购买了约1.9吨黄金。连续7 个月实现黄金净买入。中国央行的黄金储备量达到约2296吨，是日本银行（央行）的2.7 倍。 中国正在降低对美国的依赖度，通过增持黄金来推进持有资产的分散化。美国财政部5月16日 公布的截至3月底的各国美债持有额显示，中国的持有额比上月减少189亿美元，降至7653亿 美元。这一数字低于英国，排名降至第三位。 另一方面，黄金在中国外汇储备中的占比提升至6.7%，在过去三年里膨胀到了约两倍。 Robin Tsui认为，"以新兴国家为中心，未来中长期内将继续增持黄金，目标是达到2成"。尤 其是中国（6.7%）和印度（13.4%）的央行还 ...

Group 1 - Japan's Nippon Steel is set to complete the acquisition of US Steel for $14.1 billion, with the final procedures expected to be completed by June 18, 2023 [1][2] - The acquisition was facilitated by a national security agreement signed between Nippon Steel and the US government, which was necessary to address security concerns [1][3] - The US government will receive a "golden share" from Nippon Steel, which grants it veto power over significant operational decisions, although this share will not have voting rights [2][3] Group 2 - To gain support from the US government, Nippon Steel proposed a substantial investment plan of approximately $11 billion by the end of 2028, aimed at upgrading old production facilities and constructing new steel plants [3][4] - The acquisition process faced political challenges, including a halt initiated by former President Biden, which led to legal actions from Nippon Steel [3][4] - The acquisition saga lasted for a year and a half, culminating in a resolution after negotiations resumed under the Trump administration [4]

日经GO Switch2发售4天销量：全球超350万台，日本94万台 原创 阅读全文 ...

Core Viewpoint - Japanese companies are making progress in reducing the use of rare earths in neodymium magnets and developing alternative technologies, but face challenges due to the lower prices of Chinese products [1][5]. Group 1: Impact of Rare Earth Export Controls - China's export controls on rare earths have expanded into the automotive production sector, affecting components like magnets used in motors [1][3]. - The price of Chinese neodymium magnets is approximately 30% lower than that of Japanese products, leading component manufacturers to hesitate in switching suppliers or adopting alternative technologies [1][4]. - The recent export controls by China, including on heavy rare earth elements like dysprosium and terbium, are seen as a retaliatory measure against the U.S. [1][3]. Group 2: Automotive Industry Challenges - The automotive industry is experiencing disruptions due to rare earth shortages, with companies like Suzuki halting production of small cars and Ford pausing SUV production in Chicago [3][4]. - The reliance on heavy rare earths in various automotive components, including power steering systems, has made the industry particularly vulnerable to supply chain issues [3][4]. - Historical precedents, such as the 2010 export restrictions by China during diplomatic tensions with Japan, highlight the ongoing risks in the rare earth supply chain [3][4]. Group 3: Japanese Companies' Responses - Companies like Shin-Etsu Chemical and Daido Steel have maintained sufficient inventory levels to mitigate short-term supply concerns, although they have not disclosed specific quantities [4][5]. - Japanese manufacturers are facing significant competition from Chinese neodymium magnets, which dominate over 80% of the market, leaving Japanese products with only about 10% market share [4][5]. - The Japanese government and companies are collaborating to diversify procurement sources, with investments in Australian and French rare earth operations aimed at reducing dependence on China by 2030 [5]. Group 4: Future Outlook - Demand for rare earths in Japan is projected to increase, with estimates suggesting a 15% growth by 2024, particularly for magnets used in automotive motors [5]. - Despite signs of potential easing in China's export restrictions, the risk of future supply chain disruptions remains if reliance on Chinese sources continues [5]. - Japanese companies are actively seeking to innovate and diversify their supply chains to avoid temporary spikes in demand leading to shortages [5].

版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 围绕日本制铁收购美国钢铁公司，美国总统特朗普6月12日表示，"我们将拥有（美国钢铁公 司的）黄金股。由总统控制"。谈判已进入最后阶段，但日铁高管强调称，"如果没有经营自 由度，谈判也有可能流产"。日铁将以一贯要求的美国钢铁公司变为全资子公司为条件，与美 国政府进行最后的谈判。 日铁此前也表示，"没有免费的技术。因为将提供高级钢的全部制造技术，所以不能进行没有 回报的投资"，要求将美国钢铁变为全资子公司。日铁高管在听到特朗普的发言后表 示，"（通过日铁投资）重振美国制造业这一想法与美国政府一致"，透露谈判已进入最后阶 段。 日经中文网 https://cn.nikkei.com 特朗普称美国政府将取得美钢的黄金股，"美国人将拥有51%的所有权"。对此，日铁高管表示，"如果 没有经营自由度，有可能无法与美国政府达成协议"，强调了以变为全资子公司为条件的态度不会动 摇…… 视频号推荐内容： 在此基础上表示，"如果没有经营的自由度，有可能无法与美国政府达成协议"，强调了以变 为全资子公司为收购条件的态度不会动摇。而特朗普12日表示，美国政府将取 ...

美国总统特朗普6月12日针对以色列攻击伊朗表示，"虽然我不想说迫在眉睫，但这是完全可 能发生的事情"。美国和伊朗的官员15日将在阿曼就伊朗铀浓缩计划举行第6轮谈判。 资料图（REUTERS） 作为美国指标的WTI期货在6月13日上午一度涨至每桶77美元区间，达到近5个月高点…… 受以色列攻击伊朗的报道影响，油价出现暴涨。作为美国指标的WTI（西德克萨斯中质原油） 期货在日本时间6月13日上午一度比前一天上涨14%，涨至每桶77美元区间。达到近5个月高 点。中东局势紧张导致市场对供应的担忧迅速增强。 伊朗对全球约2成石油供应经过的霍尔木兹海峡具有巨大影响力，局势恶化将直接导致原油供 应隐忧。 野村证券的经济学家高岛雄贵表示，"如果伊朗攻击伊拉克的美军设施等进行报复，战火扩大 至周边产油国的风险将被意识到，原油的供应隐忧将进一步加强"。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com ...

Core Viewpoint - The article discusses the potential historical significance of the upcoming G7 summit, emphasizing the need for the U.S. to maintain its role in upholding international order despite its declining relative power [1][4]. Group 1: U.S. International Role and Policies - The G7 summit is seen as a critical platform for addressing the U.S.'s departure from international cooperation under Trump's administration, which is characterized by a return to high tariffs reminiscent of the 19th century [2][3]. - Trump's administration is marked by a significant shift towards isolationism, with a focus on unilateral national interests, raising concerns about the future of international collaboration [3][5]. - The historical context of the G7's formation in response to U.S. policies in the 1970s highlights the ongoing struggle to maintain multilateral cooperation amid U.S. challenges [3][5]. Group 2: Economic Context and Implications - The article notes that the G7's share of global economic output has fallen from over 60% in the 1970s to below 30% today, reflecting the rise of countries like China and India [5]. - The potential for G7 to address trade tensions and economic cooperation is underscored, with Canada aiming to avoid past conflicts by focusing on areas of mutual agreement rather than a unified declaration [6]. - The historical reference to the "Kindleberger Trap" illustrates the dangers of a lack of leadership in stabilizing the international economy, which could be exacerbated by current U.S. policies [6].

Group 1 - The international price of natural rubber has been hovering near a low point not seen in 1 year and 4 months, particularly influenced by price competition in the electric vehicle (EV) and plug-in hybrid vehicle (PHV) markets in China [1][2] - BYD has announced price cuts of up to 34% on its main brand's 22 models, leading to concerns about potential price competition in the automotive market, which is contributing to the downward pressure on natural rubber prices [2][3] - In the U.S., new car sales growth has significantly slowed, with a 1.4% increase in May compared to higher growth rates in previous months, indicating a potential end to the rush for purchases [3] Group 2 - The demand for natural rubber, primarily used in tires, is showing signs of decline, with approximately 70% of its usage in the automotive sector, reflecting a slowdown in the automotive market [1][2] - The Shanghai Futures Exchange's natural rubber futures dropped below 13,300 yuan per ton, marking the lowest level since February 2024, driven by expectations of price declines in EVs and PHVs [2] - The supply of natural rubber is expected to increase as the production period begins after the reduction phase, which may further exert downward pressure on prices [3]

Core Viewpoint - The article discusses the emergence and potential of AI pediatric doctors in addressing the shortage of pediatricians and improving healthcare for children, particularly in light of the challenges faced by parents in managing their children's health issues [3][5][12]. Group 1: AI Pediatric Doctors Development - In March, Beijing Children's Hospital partnered with Baichuan Intelligence to launch China's first pediatric medical model, introducing two versions of the "AI Pediatric Doctor" [3]. - Multiple hospitals are exploring the application of AI pediatric products to alleviate the long-standing issues of pediatrician shortages and difficulties in child healthcare [4]. - AI pediatric doctors could potentially become a "killer application" in medical AI, enhancing diagnostic efficiency and directly serving patients [5]. Group 2: Addressing Parental Concerns - Young mothers face various sudden healthcare issues after becoming parents, leading to a high frequency of consultations and a willingness to pay for medical advice [7][9]. - Existing AI tools like Deepseek and Doubao are used for interpreting lab reports and light consultations, but there are concerns about the accuracy of AI-generated medical advice [9][10]. - Companies are developing specialized AI doctors to cater to the pediatric field, with products like Baichuan's "Bai Fang AI Doctor" and "Xiao Yi Pediatric AI Family Doctor" being offered for free [10]. Group 3: AI's Role in Healthcare - The effectiveness of AI pediatric doctors is partly determined by their integration into top hospitals, which enhances data accessibility for training AI models [10]. - AI can assist in pre-treatment remote triage and post-treatment patient education, potentially directing more complex cases to hospitals [11]. - AI pediatric doctors are currently focused on "light consultations," while core diagnostics still rely on B-end doctors [13]. Group 4: Commercialization and User Engagement - The future commercialization of AI pediatric doctors may involve low subscription fees, with potential revenue from personalized health guidance and referrals to healthcare services [12]. - The pediatric sector presents unique challenges for commercialization due to restrictions on prescriptions and tests, but the target demographic of mothers is seen as a valuable consumer group [12]. - Achieving a significant user base is crucial for attracting commercial partnerships in pharmaceuticals, hardware, and insurance [12]. Group 5: AI's Evolving Capabilities - AI is increasingly seen as a supportive tool for pediatricians, helping with patient data analysis and documentation, thus allowing doctors to focus on patient care [13][14]. - Recent advancements in AI capabilities enable it to assist in diagnosis and treatment planning, moving from a mere efficiency tool to a more integral part of the medical decision-making process [14]. - The potential for AI to analyze children's developmental videos for early detection of health issues is highlighted as a future application [16].