FT中文网 . 英国《金融时报》集团旗下唯一的中文商业财经网站，旨在为中国商业菁英和决策者们提供每日不可或 缺的商业财经资讯、深度分析以及评论。 随着企业纷纷削减招聘计划，美国大学应届毕业生在求职方面陷入挣扎。经济学家警告 这可能是整体劳动力市场出现麻烦的早期信号。 编者荐语： 文丨英国《金融时报》 日本经济新闻社与金融时报2015年11月合并为同一家媒体集团。同样于19世纪创刊的日本和英国的两家 报社形成的同盟正以"高品质、最强大的经济新闻学"为旗帜，推进共同特辑等广泛领域的协作。此次， 作为其中的一环，两家报社的中文网之间实现文章互换。 以下文章来源于FT中文网 ，作者英国《金融时报》 阅读更多内容请点击下方" 阅读原文 " （本文由FT中文网提供） 随着经济不确定性导致企业纷纷削减招聘计划，美国大学应届毕业生在求职方面陷入挣扎。经济学 家们警告称，这可能是整体劳动力市场出现麻烦的早期信号。 从2024年7月至2025年4月中旬，学生和毕业生招聘平台Handshake上的招聘广告比上一学年同期减 少15%。 ...

Core Viewpoint - The approval rating of Prime Minister Shigeru Ishiba's cabinet stands at 34%, showing a slight increase of 1 percentage point from the previous month, while the disapproval rate remains high at 60% [1][3]. Group 1: Cabinet Changes and Public Opinion - Ishiba has replaced former Agriculture Minister Takumi Eto, who controversially stated, "I have never bought rice," with Shinjiro Koizumi, marking the first cabinet reshuffle since Ishiba's first cabinet formation in October 2024 [3]. - Among respondents, 65% expressed expectations for Koizumi, while 31% did not [3]. - Regarding the responsibility for Eto's dismissal, 53% believe the Prime Minister holds appointment responsibility, while 42% disagree [3]. Group 2: Public Concerns and Policy Priorities - The most pressing issue for the public is "addressing prices," with 49% of respondents prioritizing it, a slight decrease from 51% in April [3]. - "Pension" is the second priority at 32%, with the ruling parties planning to amend the pension reform bill proposed by the Constitutional Democratic Party [3]. - Both "child-rearing, education, and countermeasures for declining birthrate" and "economic growth" are seen as priority issues by 28% of respondents each [4]. Group 3: Political Party Support - Support rates for political parties show the Liberal Democratic Party (LDP) at 28%, the Democratic Party for the People at 11%, the Constitutional Democratic Party at 9%, and 27% of respondents identifying as independents [4].

日本制铁收购美国钢铁公司的计划正在向终点前进。有分析认为,纳入追加巨额投资等内容的提案 得到了美国总统特朗普的理解。日铁近期将派高管赴美，为实现收购，预计将与美国政府方面进 行最后的磋商。在收购框架中，日铁定为条件的对美国钢铁的100%出资能否得到认可将成为关 键。 特朗普批准了日铁收购，但并未提及全资子公司化。日铁决定在收购金额之外追加万亿日元规模 投资，全资子公司化是不能让步的条件。如果在最后的磋商中，美方坚持仅允许过半数的51%或 小额出资等，妥协点将难以预测…… 虽然特朗普称其为"美国企业"的根据并不明确，但在收购后的美国钢铁经营体制中，日铁将保留 半数以上的董事为美国籍。日铁已宣布，除了至少3名美国籍独立董事之外，核心董事也为美国 籍。 为了推动有利于美国钢铁的贸易政策，日铁方面还计划设立由美国籍的委员组成的"贸易委员 会"，以便向董事会提供建议。此类方针也被认为成为说服美国政府的一个因素。 如果能够通过有关收购框架的最终磋商，解决全资子公司化这一最大的难题，那么对于日铁而 言，剩下的障碍就不算高了。 自日铁宣布收购以来已过去近一年半，漫长的美国钢铁收购战似乎终于要落下帷幕了。 版权声明：日本经济新 ...

在华盛顿进行第三轮日美关税谈判的日本经济财政兼再生相赤泽亮正（右）与美国贸易代表格里尔（5月23日，日本内阁官房提供） 日本经财相赤泽亮正在会谈结束后表示"希望能借那个（6月G7峰会的首脑会谈）时机达成某些共 识"。日本方面准备好了扩大农产品进口、简化美国汽车进口程序、造船领域合作等筹码，将继续 寻找妥协点…… 日本经济财政兼再生相赤泽亮正于当地时间5月23日在美国首都华盛顿参加了对美关税谈判的第 三轮部长级磋商。赤泽再次提出希望美方对特朗普关税进行全面调整。双方就继续紧密磋商达成 一致，力争在6月的首脑会谈中达成协议。赤泽计划5月内再次访问美国。 在本次谈判之前的日本时间5月23日，日本首相石破茂与特朗普总统举行了电话磋商。双方确 认，将借加拿大的七国集团(G7)峰会期间举行首脑会谈。 赤泽在部长级磋商结束后的记者会上表示："希望能在那个时机达成某些共识"，他同时强调："即 使到了最后期限，也不会达成损害国家利益的协议",表明了希望避免草率进行讨论的想法。 日本将扩大企业的对美投资作为关税谈判的有力筹码。还表达了特朗普政府的一系列关税措施导 致日方投资能力减退的隐忧。如果伴随巨额投资的日铁对美国钢铁的收购计 ...

华为的技术人员5月通过论文发表了使用"昇腾"芯片的大语言模型（LLM）的训练成果 华为启用了使用自家开发的半导体的新型服务器群，并发布了利用自家半导体开发的高性能AI模 型。在美国对半导体出口管制、获取技术受限的背景下，华为正在稳步提高开发和使用AI的能 力…… 中国通信设备巨头华为技术正在自己建立人工智能（AI）基础。华为启用了使用自家开发的半导 体的新型服务器群，并发布了利用自家半导体开发的高性能AI模型。在美国对半导体出口管制、 获取技术受限的背景下，华为正在稳步提高开发和使用AI的能力。 在华为4月举办的活动上，云业务部门负责人张平安表示："我们将坚定打造'自主创新、安全可 信'的AI算力底座"。其信心来源于在安徽省数据中心启用的新一代AI服务器群。 的生产"。 左右AI开发竞争力的不仅是硬件。英伟达的GPU之所以能在AI开发领域维持高份额，其软件开发 平台"CUDA"功不可没。在被长期用于AI开发的过程中，使用的工具群和软件得到了大量的积 累。 在这一领域，华为表示也扩充了可轻松访问的开发资源和易用的开发工具。华为还表示已为AI工 程师建立支持体制，截至2024年底已培训超过4万人。据称，华为202 ...

日经GO 日乒男双64年后世乒赛再夺金，鏖战五局获胜 原创 阅读全文 ...

Core Viewpoint - The article highlights the challenges faced by Japanese automakers, particularly Nissan and Toyota, in establishing domestic EV battery production facilities, while Chinese companies continue to dominate the global EV battery market [1][2][3]. Group 1: Nissan and Toyota's Battery Plans - Nissan has announced the abandonment of its plan to build its first EV battery factory in Japan due to poor performance and the inability to make significant investments, despite having signed a site agreement just three months prior [1][2]. - Toyota has also decided to postpone the construction of its battery factory originally planned for spring 2025 in Fukuoka Prefecture, which was intended to produce batteries for next-generation EV models [2][3]. Group 2: Investment Challenges - The investment burden for EV batteries is substantial, with Nissan's planned investment amounting to approximately 153.3 billion yen, seeking a subsidy of up to 55.7 billion yen from the Japanese Ministry of Economy, Trade and Industry [2]. - The failure of Nissan and Toyota to proceed with their battery factory plans poses significant implications for the growth strategies of Japanese automakers and the Japanese government's goal of establishing a domestic battery supply chain [2]. Group 3: Market Position and Competition - In 2024, CATL, a Chinese company, is projected to hold a 37.9% share of the global automotive battery market, with six out of the top ten companies being Chinese, while Panasonic ranks sixth among Japanese firms [3]. - Japanese companies are currently lagging behind Chinese firms in the battery materials sector, with Chinese companies holding dominant market shares in key components such as cathodes (89.4%) and anodes (93.5%) [4]. Group 4: Broader Industry Implications - The Japanese government has set a target to increase domestic battery production capacity to 150 GWh by 2030, but the recent setbacks from Nissan and Toyota make achieving this goal more challenging [2]. - The article draws parallels between the current situation in the Japanese automotive industry and past struggles in the Japanese electronics sector, suggesting that prioritizing short-term gains over long-term investments could lead to similar declines [6].

Core Viewpoint - Changan Automobile has officially launched its first overseas new energy vehicle factory in Thailand, marking a significant step in its global expansion strategy and aiming to penetrate larger international markets [4][5][6]. Group 1: Factory Launch and Production Capacity - The Changan factory in Rayong, Thailand, has commenced production, with an initial capacity of 100,000 vehicles per year, set to expand to 200,000 vehicles annually [4]. - The total investment for the factory is approximately 10 billion Thai Baht (around 2.16 billion RMB), with plans to produce models from Changan, Deep Blue, and Avita brands [4][6]. Group 2: Market Expansion Strategy - Changan aims to transition from merely exporting products to establishing a full industrial presence abroad, targeting markets in Southeast Asia, Central and South America, the Middle East, and Europe [5][6]. - The company has already established a sales network in the Middle East and Africa since 1994, with cumulative sales exceeding 400,000 vehicles in that region [5]. Group 3: Future Plans and Goals - Changan plans to introduce 12 new energy vehicle models to the Southeast Asian market over the next three years and establish a parts warehouse in Thailand to serve as a right-hand drive parts center [4][8]. - The company's long-term goal is to achieve global sales of over 5 million vehicles by 2030, with overseas sales targeted at 1.5 million vehicles [8].

日经GO 春秋航空的佐贺-上海航线将增至每周往返4次 原创 阅读全文 ...

Core Viewpoint - Southeast Asian countries are tightening regulations on certificates of origin to prevent circumvention of trade restrictions on Chinese products, indicating a cooperative stance towards the U.S. to seek tariff relief [1][2]. Group 1: Regulatory Changes - Thailand announced in late April that it would modify the rules for issuing certificates of origin for 65 categories of products, including solar panels and automotive parts, requiring on-site inspections of factories to verify local procurement rates and production costs [1]. - Cambodia's Ministry of Commerce decided to implement inspections of production bases when issuing certificates of origin for exports to the U.S. starting from the 12th [1]. - Malaysia has prohibited the export of foreign-produced rubber gloves, allowing only locally produced gloves to be exported, as rubber products are among the top five export categories to the U.S. [2]. Group 2: Economic Impact - The U.S. plans to impose high reciprocal tariffs of 49%, 46%, 36%, and 24% on Cambodia, Vietnam, Thailand, and Malaysia respectively, which could significantly impact the economies of these countries [2]. - Vietnam, as a major export partner for the U.S., has taken measures to strengthen the issuance of certificates of origin, reflecting a heightened sense of urgency due to its trade surplus with the U.S. exceeding $100 billion in 2024 [2]. Group 3: Industry Implications - The tightening of regulations is seen as a protective measure for domestic industries, particularly in sectors like electric vehicles, where many components are sourced from China [3].