Core Viewpoint - The U.S. government is implementing a mechanism requiring semiconductor companies like NVIDIA and AMD to pay 15% of their sales revenue from exports to China, which may soon extend to other industries reliant on exports to China [2][4]. Group 1: Export Mechanism - The new mechanism currently applies only to semiconductor companies but is seen as a potential model for other industries in the future [4]. - The mechanism could impose significant financial burdens on industries that depend on exports to China, as it may lead to substantial fees [4][5]. Group 2: Legislative and Regulatory Context - The bipartisan U.S. Congressional "China Economic and Security Review Commission" report highlights that areas of U.S.-China technological competition include not only advanced semiconductors but also artificial intelligence, quantum computing, and biotechnology [5]. - The White House spokesperson indicated that the payment mechanism is currently limited to NVIDIA and AMD, with ongoing adjustments by the Department of Commerce regarding legal consistency [5][6]. Group 3: Security Concerns and Criticism - There are significant concerns regarding the legality and implications of the payment mechanism, with critics arguing it essentially prices national security [6]. - The Trump administration's Export Control Reform Act (ECRA) prohibits charging fees for export licenses, raising questions about the legality of the new payment requirement [6].

Core Viewpoint - The company Asics has revised its financial forecasts for the fiscal year 2025, expecting significant growth in both net profit and sales, driven by strategic changes in product offerings and increased demand from tourists [1][3]. Financial Performance - Asics anticipates a consolidated net profit of 87 billion yen for the fiscal year ending December 2025, representing a 36% increase from the previous year, up from an earlier forecast of 78 billion yen, which was a 22% year-on-year growth [1][3]. - The company expects sales to reach 800 billion yen, an 18% increase year-on-year, with operating profit projected to grow by 36% to 136 billion yen. These figures have been revised upwards by 20 billion and 16 billion yen, respectively [3]. Strategic Initiatives - The company is focusing on reducing low-priced entry-level shoe products while promoting the high-end brand "Onitsuka Tiger," which has seen a surge in sales, particularly from tourists visiting Japan. Sales from this brand reached 11.1 billion yen in the April to June period, nearly doubling from the same period last year [1][3]. - Asics is expanding its international presence, including the opening of its first direct store in Paris on the Champs-Élysées in July 2025, as part of its strategy to enhance overseas market penetration [3]. Market Response - The announcement of an increased annual dividend to 28 yen, up by 2 yen from previous forecasts, has positively impacted market sentiment, leading to the company's total market capitalization surpassing 3 trillion yen for the first time [1].

千玄室 在大德寺管长的门下得度出家，并获得了鹏云斋的斋号。1964年继承了第十五代掌门之位， 并袭名宗室。2002年将掌门之位传给长子后，改名为玄室。 他提倡"一碗茶中出和平"的理念，走访了世界各地。 1997年获得日本文化勋章。获颁法国荣誉军团司令官勋章等。还担任过联合国教科文组织 （UNESCO）友好大使、联合国友好大使。1986年11月2日~12月2日在日本经济新闻（中文 版：日经中文网）上刊载了《我的履历书》。 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 日本茶道里千家的前掌门人千玄室于8月14日凌晨0点42分去世，享年102岁。他提倡"一碗 茶中出和平"的理念，走访了世界各地。还担任过联合国教科文组织（UNESCO）友好大使、 联合国友好大使…… 通过茶汤为介绍日本文化做出贡献的日本茶道里千家的前掌门人千玄室于8月14日凌晨0点42 分去世，享年102岁。将举行告别仪式，日期尚未确定。 千玄室作为里千家第十四代掌门人的长子出生于京都。1941年入读同志社大学预科，1943年 加入舞鹤海兵团。接受了士官教育，在松山海 ...

日经GO 日本2025年国考报录比为2.9:1 原创 阅读全文 ...

Group 1 - The core viewpoint of the article highlights the significance of South Korean President Lee Jae-myung's upcoming visit to Japan, marking a shift in diplomatic relations between South Korea and Japan, especially after a period of tension during the previous administration [2][4]. - Lee Jae-myung is the first South Korean president to visit Japan before the United States, indicating a strategic approach to foreign relations and a focus on improving ties with Japan [2][5]. - The Japanese government announced that Lee will meet with Prime Minister Kishida Fumio during his visit, emphasizing the importance of maintaining good relations between the two countries [2][5]. Group 2 - The article notes that historically, relations between South Korea and Japan have deteriorated during periods of progressive leadership in South Korea, with the 2018 administration under Moon Jae-in experiencing significant diplomatic challenges [4]. - Lee Jae-myung's "pragmatic diplomacy" approach aims to enhance cooperation with Japan in economic and national security matters, reflecting a shift in policy direction [5]. - The initial meeting between Lee and Kishida took place during the G7 summit in Canada, setting the stage for further diplomatic engagement [5].

特朗普把对华半导体管制当作"交易"来使用（Reuters） 英伟达过去几个月最重要的课题是与AI大国中国维持交易。但中美对立正在动摇英伟达的战 略。特朗普4月禁止对华出口英伟达AI半导体H20，7月改为同意出口，但中国因安全隐忧又 要求企业避免使用…… 美国英伟达的在华业务蒙上了一层阴影。美国总统特朗普虽然同意恢复4月禁止的人工智能 （AI）半导体的对华出口，但中国方面以安全方面的隐忧为由叫停在国内的使用。大国之间围 绕安全保障问题的对立，正在动摇引领世界AI开发的英伟达的战略。 美国彭博社报道称，中国政府要求本国企业避免使用英伟达生产的AI半导体"H20"。特别是 强烈要求在与政府和国家安全相关的业务中不要使用。 H20是面向中国市场的降低性能的AI半导体。特朗普4月将其列为对华出口管制对象，但7月 中旬又改口同意恢复交易。8月11日，特朗普表示作为允许向中国供货的交换, 将要求美国半 导体巨头向美国政府上缴15%的销售收入。 在中国的AI半导体开发方面，华为明显崛起。华为的产品虽然不如英伟达的主力产品，但正在 运用方法和软件上下功夫，以弥补差距。 中国领导层正在加快提高半导体的自给率。在3月举行的全国人民 ...

Core Viewpoint - The Japanese government is investigating the alleged unfair low pricing of galvanized steel plates and steel strips imported from China and South Korea, which is believed to be harming the domestic industry [2][4]. Group 1: Investigation Announcement - The Japanese Ministry of Economy, Trade and Industry and the Ministry of Finance announced on August 13 that they will investigate the low pricing of galvanized steel plates and steel strips from China and South Korea [2]. - The investigation will require manufacturers and importers from China, South Korea, and Japan to submit relevant information, with a completion timeline of approximately one year [2][4]. Group 2: Market Impact - In Japan's 2024 imports, South Korean products account for nearly 50%, while Chinese products make up about 40% [4]. - Japanese companies such as Nippon Steel, Nippon Steel Sheet, Kobe Steel, and Yodogawa Steel Works submitted requests for tariff increases to the Japanese Finance Minister in April, citing losses due to the low prices of imports from China and South Korea [4].

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。 以下文章来源于FT中文网 ，作者张冬方 为了和特朗普达成协议，为了避免特朗普的30%关税威胁变成现实，欧委会即使没 有忍辱负重，也算得上是毕恭毕敬。 文丨FT中文网专栏作家 张冬方 欧盟委员会主席终于在8月1日前与特朗普达成了关税和贸易协议。一直以来，为了和特朗普 达成协议，为了避免特朗普的30%关税威胁变成现实，欧委会即使没有忍辱负重，也算得上 是毕恭毕敬。趁着特朗普在苏格兰打高尔夫， 欧盟见缝插针地 "拿"下了一份协议。此场景 特别像求老大哥办事的小弟，处心积虑不触碰逆鳞的情况下，求得一份特赦令。 欧美之间的力量悬殊还体现在了协议内容上。虽然协议细节还有待敲定，但根据该协议框 架，美国对绝大多数欧对美出口产品征收15%的关税，对钢铁和铝则征收50%的关税，钢铝 产品以后会实行配额制，不过只是可能而已；而欧盟在未来三年内采购7500亿美元的美国液 化天然 ...

Core Viewpoint - The article discusses China's ambition to lead in humanoid robot development, aiming for mass production by 2025 and global dominance by 2027, highlighting the strategic importance of human-like robots as a resource for national power [2][6][8]. Group 1: Humanoid Robots and National Strategy - China views humanoid robots not just as tools for convenience but as a representation of human resources, which are crucial for national strength [6][8]. - The rapid development and production of humanoid robots in China are closely linked to its economic strategies, particularly in the context of rare earth resources [6][9]. - The Chinese government has set ambitious goals for humanoid robot production, with a focus on integrating rare earth resource management into its broader economic strategy [6][9]. Group 2: Technological Advancements and Market Position - China's dominance in the rare earth magnet market, particularly in neodymium magnets used in servo motors for robots, has shifted from Japan to China, with China now holding 80% of the global market share [8][9]. - Projections indicate that by 2050, humanoid robots could replace 30-40% of the workforce in China, the U.S., and other high-income countries, with each robot requiring 2-4 kg of neodymium magnets [8][9]. - The increasing reliance on humanoid robots is expected to create a supply shortage of neodymium-praseodymium alloys starting in 2037, further solidifying China's control over rare earth resources [9][10]. Group 3: Global Implications and Competitor Responses - Other countries, including the U.S. and Japan, are attempting to develop new rare earth mines, but the timeline for production is lengthy, making it difficult to meet immediate needs [12]. - Japan's past failures in industries where it had advantages, such as electric vehicles and hydrogen energy, highlight the need for a strategic approach to robotics and rare earth resource management [12][13]. - Japan is urged to adopt a long-term perspective in its industrial policy, particularly regarding humanoid robots, to mitigate risks posed by China's dominance in the sector [13][14].

后门是指设置入口以便通过互联网侵入系统的手法，迄今为止被用于很多网络攻击。如果政 府机关和企业引进装有后门的设备，有可能导致机密信息泄露和系统混乱。 在中国出席展会的英伟达CEO黄仁勋（7月、北京市、Reuters） 中国7月指出英伟达H20半导体存在安全隐患，对"后门"的担忧加强，约谈了英伟达负责人。 英伟达反驳称"不存在终止开关和后门"。与上届特朗普政府时期美方以同样理由排除华为时 相比，攻守逆转…… 围绕美国英伟达的人工智能（AI）半导体，中国政府对"后门"的安全担忧正在加强。英伟达 方面进行了反驳。与上届特朗普政府时期美方以同样理由排除中国华为时相比，攻守发生了 逆转。 美国彭博社报道称，中国政府要求本国企业避免使用英伟达生产的AI半导体"H20"。据悉， 特别强烈要求不要在政府相关和国家安全相关业务中使用。 英伟达的公关负责人8月12日在接受《日本经济新闻》（中文版：日经中文网）采访时评论 称，"中国在国内确保了充足的半导体供应，在政府工作中并不依赖美国产品"。表示"H20不 是军事产品，也不是面向政府基础设施的产品"。 中国政府7月指出H20存在安全隐患，并约谈了英伟达负责人，要求作出解释。要求英 ...