在台湾的活动上发表演讲的英伟达CEO黄仁勋（19日，台北市，REUTERS） 英伟达2~4月营收增长69%，达到440亿6200万美元，净利润增加26%，达到187亿7500万美 元。同期计提了美国政府对华出口管制相关的库存准备金等费用，是8个季度以来首次未能刷新 历史最高利润…… 美国英伟达5月28日公布的2025年2~4月财报显示，营业收入同比增加69%，达到440亿6200万 美元，净利润增加26%，达到187亿7500万美元。同期计提了美国政府对华出口管制相关的库存 准备金等费用，是8个季度以来首次未能刷新历史最高利润。 2~4月营业收入和净利润均超过市场预期。净利润低于按季度计算创历史最高的2024年11月 ~2025年1月（约220亿美元），连创利润新高的势头已经终端。净利润同比增长率与2024年11月 ~2025年1月的80%相比大幅下降。 2025年5~7月的营业收入预期比上年同期增长50%，达到450亿美元左右，与市场预测持平。预 期中纳入了对华出口管制导致80亿美元营收损失的影响。美国等的增长将弥 补 对中国出口的下 滑。 英伟达的股价在28日美国股市的盘前盘后交易中，一度比当天收盘价上涨 ...

多普克专门从事有关性别和家庭的研究，但在美国得不到资金支持。作为外国研究人员，他一直 在不知何时被剥夺签证的不安中坚持研究工作。 "（美国）发生了许多对科学的攻击"，经济学家多普克教授辞去在美国大学的职位转移至伦敦从 事研究。由于研究资金中断和签证被剥夺等情况相继在美国发生，像多普克教授一样，很多研究 人员正在流向海外。一方面，欧洲和亚洲正在加强接纳来自美国的研究人员…… 在总统特朗普加强对大学施压的美国，研究人员的外流已经开始。由于研究资金中断和签证被剥 夺等情况相继发生，这些人员已经日趋难以稳定地推进研究。在欧洲和亚洲，接纳来自美国研究 人员的竞争正在加强。美国作为"知识大国"的地位正在动摇。 美国频现"对科学的攻击" 经济学家、德国出身的马蒂亚斯·多普克(Matthias Doepke)教授今年4月卖掉了一直居住的美国伊 利诺伊州的房子，搬到伦敦。他决定辞去2008年开始任教的美国西北大学（Northwestern University）的职位，专注于伦敦政治经济学院(LSE)的研究工作。 "自从第一届特朗普政府上台以来，我就开始考虑整个社会的变化和自己的研究，寻找替代方 案"，多普克说："（美国）发生 ...

Core Viewpoint - The Asian Infrastructure Investment Bank (AIIB) emphasizes the importance of sustainable economic growth in Asia, focusing on renewable energy infrastructure and collaboration among China, Japan, and South Korea [1][2]. Group 1: Sustainable Development and Investment - AIIB President Jin Liqun highlighted the significance of balancing infrastructure development and environmental protection, noting that Asia accounts for approximately 60% of global carbon dioxide emissions [2]. - The bank prioritizes Environmental, Social, and Governance (ESG) factors in its funding strategies, asserting that sustainable development cannot be achieved without environmental friendliness [2]. Group 2: Technological Focus and Regional Cooperation - Jin expressed particular interest in Japanese technology as a key component for achieving sustainable economic growth in Asia [2]. - Investment in hydrogen as a renewable energy source is deemed crucial for energy security, indicating substantial potential for collaboration among China, Japan, and South Korea in this area [2].

Group 1 - The core viewpoint of the article emphasizes Japan's commitment to supporting a free trade system amidst rising global protectionism and inward thinking, urging Asian countries to collaborate and demonstrate the importance of a rules-based, free, and fair economic order [1][2] Group 2 - One of the strategies proposed by Japan's Prime Minister is the promotion of the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), which covers a wide range of areas and establishes high-standard unified rules, contributing not only to economic benefits but also to global peace and prosperity [2] - Japan aims to play a leading role in expanding and upgrading the CPTPP framework, which includes not just tariff reductions but also liberalization of services, investment, and intellectual property [2] - As of December 2024, the UK will officially join the CPTPP, increasing the number of member countries to 12, with ASEAN members such as Brunei, Malaysia, Singapore, and Vietnam already part of the agreement [2] - Japan plans to strengthen cooperation with ASEAN and the EU, using the CPTPP as a core framework, and has already signed an Economic Partnership Agreement (EPA) with the EU [2]

Core Viewpoint - The article discusses the 30th Nikkei Forum "The Future of Asia," focusing on the theme "A World Full of Challenges, Asia Rising to the Occasion," highlighting the need for collective happiness over individual interests in the face of global uncertainties [1][3]. Group 1: Forum Overview - The forum took place in Tokyo from May 29 to 30, featuring around 40 leaders, officials, and experts from various countries [1]. - Key topics included geopolitical risks, decarbonization, and the role of Asia in driving growth amid challenges such as the U.S.-China rivalry and the ongoing crises in Ukraine and the Middle East [1]. Group 2: Key Speakers and Discussions - Notable speakers included Muhammad Yunus, Prime Minister Hun Manet of Cambodia, and other high-profile officials from countries like Laos, Vietnam, and Malaysia [1][2]. - Yunus emphasized the need for Asia to move beyond rhetoric and develop concrete solutions for peace [3]. Group 3: Yunus's Vision and Political Context - Yunus called for a shift in mindset from pursuing personal interests to achieving collective happiness, stating that the future will depend on current choices [3]. - He expressed a desire for Bangladesh to join ASEAN, aiming for free movement and cross-border business activities among member states [3]. - Yunus mentioned that elections in Bangladesh are expected to occur between December 2025 and June 2026, contingent upon necessary reforms [3][4].

Core Viewpoint - The U.S. International Trade Court ruled that Trump's tariff policy exceeded presidential authority, ordering the government to cease the tariffs imposed under the International Emergency Economic Powers Act (IEEPA) [1][2]. Group 1 - The court's ruling is the first judicial decision regarding Trump's second-term tariff policy, which includes tariffs on Canada, Mexico, and China, justified under the guise of combating illegal drugs [2]. - The court determined that the president does not have the authority to impose tariffs globally, stating that IEEPA does not grant such power [2]. - The ruling declared the series of tariffs invalid and mandated the government to "permanently stop" these measures [2]. Group 2 - The Trump administration is expected to appeal the ruling, with White House spokesperson Kush DeSai asserting that decisions on emergency responses should not be made by unelected judges [1][2]. - IEEPA allows the president to regulate financial transactions during a national emergency but does not explicitly authorize the imposition of tariffs [2]. - The authority to levy tariffs is constitutionally vested in the federal Congress, and at least eight lawsuits have been filed challenging the constitutionality of Trump's tariffs [2].

Core Viewpoint - The U.S. State Department has begun canceling visas for certain Chinese students, particularly those linked to the Chinese Communist Party or involved in significant research areas, as part of efforts to prevent high-end technology from flowing to China, which is seen as a competitor in military, economic, and technological fields [1][2]. Group 1 - The U.S. State Department is collaborating with the Department of Homeland Security to enhance scrutiny of all visa applications from mainland China and Hong Kong, indicating a shift in review standards [2]. - The trend of "U.S.-China decoupling" is increasingly affecting the academic sector, reflecting heightened tensions in the high-tech domain [2]. - The number of Chinese students in the U.S. peaked at 370,000 in the 2020 academic year but has since declined, with an estimated 280,000 expected for the 2024 academic year, representing about 25% of the total international student population in the U.S. [2]. Group 2 - The Trump administration previously restricted visa issuance to Chinese students under the pretext of technology leakage, and this trend appears to be continuing under the current administration [2]. - Harvard University was notified by the government to suspend its eligibility to accept international students, with accusations of fostering violence and anti-Semitism on campus [2][3]. - Universities in the U.S. must obtain certification from the Student and Exchange Visitor Program (SEVP) to enroll international students, and losing this certification would prevent them from issuing necessary visa application documents [3].

< 订正 > 日经中文网于 5 月 14 日刊登的报道《中国智能家电在日本提升影响力》中，将 " 欧珀 （ OPPO ）的销售代理店 OGA Japan" 错误表述为了 " 欧珀（ OPPO ）的日本法人 OPPO Japan" ，现对这一错误加以订正。（ 2025 年 5 月 29 日） 中国家电企业正在日本的智能家电市场上提高存在感。中国最大的智能手机企业小米在埼玉县的 两个地方开设了日本首批实体店。中国手机企业欧珀（OPPO）的销售代理店OGA Japan（东京 都中央区）向日本市场投放了中国大型电视企业创维（SKYWORTH）制造的无内置调谐器（电 视信号接收器）的液晶智能电视。除了基于全球规模的采购能力而实现的性价比之外，这些中国 企业还在以连接互联网的智能功能为核心开拓日本的家庭消费者。 小米的日本首家实体店"Xiaomi Store AEON Mall浦和美园店"(埼玉市) 小米在日本开设了首批除手机外还销售互联家电实体店。除了以往的性价比之外，中国企业正在 以智能功能为核心开拓日本的家庭消费者。不过，智能家电等产品在日本的拥有率目前仅为 10%…… 小米日本法人的副社长郑彦对开设实体店表示，" ...

Core Viewpoint - Japan's economic structure has remained heavily reliant on the automotive industry since 1985, with ongoing challenges in transitioning to a demand-driven economy despite efforts outlined in the "Maekawa Report" [1][4]. Group 1: Economic Structure and Policy - The "Maekawa Report" emphasizes the need for Japan to shift from an export-driven economy to one that is more focused on domestic demand, highlighting the importance of flexible monetary policy to stabilize both internal and external currency values [1][4]. - Following the Plaza Accord in 1985, Japan's economic strategy has been centered around internationalization and economic openness, as evidenced by the privatization of NTT, which marked a significant deregulation milestone [2]. Group 2: Market Performance and Challenges - NTT's stock, which became the world's most valuable upon its 1987 listing, failed to produce globally competitive IT products, with the introduction of the iPhone in 2007 marking a significant shift in the mobile market that Japan could not capitalize on [2]. - Japan's trade structure remains largely unchanged, with automotive exports constituting 17% of total exports in 2024, a slight decline from 19% in 1985, indicating persistent reliance on this sector [2]. Group 3: Labor Market and Entrepreneurship - Japan's labor market remains closed, with a low entrepreneurship rate of 3.1%, significantly below the U.S. (11.6%) and the U.K. (11.5%), which hinders the attraction of foreign investment [3]. - Despite the introduction of the Equal Employment Opportunity Law in 1985, progress in integrating women into the workforce has been slow, with Japan ranking 118th out of 146 countries in the Global Gender Gap Index [3]. Group 4: Monetary Policy and Exchange Rates - The Bank of Japan's recent publications on monetary policy and exchange rates indicate a shift in internal dynamics, suggesting a reevaluation of the relationship between monetary policy and currency management [3].

以下文章来源于FT中文网 ，作者刘远举 FT中文网 . 编者荐语： 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。 小米的新款EV"SU7 Ultra"（Reuters） 命运的馈赠，早已暗中标好了价格。更戏剧性的是，这馈赠来得快，消失得也快。 文丨FT中文网专栏作家 刘远举 阅读更多内容请点击下方" 阅读原文 " （本文由FT中文网提供） 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。 雷军现在的烦心事挺多。先是小米车祸，然后是小米出事率高，接下来是小米车主要求退 订，小米保险杠变形。 技术性地解决这些问题都不难，无非是成本问题。不过这些烦恼其实都是表象。表象之下， 最根本的是小米造车一开始的思路可能就有问题。某种程度上，小米已经意识到这一点，这 也是为什么小米高管会说，退订会直接造成小米汽车崩塌。当然小米的这位高管随后否认了 这个 ...