特朗普：我将与习近平主席在韩国会面，我们关系非常好。中国目前正在支付55%的（关税），除非我们在11月1日前达成协议，否则可能会增加到155%。如果他们（中国）不跟我们做生意，我认为中国会陷入大麻烦，我认为中国，我不知道他们是否能撑得住。我确实这样认为。我相信他们正处于大麻烦中。我不想让他们陷入大麻烦，我希望他们过得好，我希望他们繁荣。我们必须共同繁荣。这是双向的。我认为当我们完成我们的会晤，中国和我将达成一个真正公平、真正伟大的贸易协议。 ...

DeepSeek最新开源的模型DeepSeek-OCR受到海外开发者关注。该模型提出了“上下文光学压缩”的思路，通过用少量的视觉token来表示原本需要大量文本token的内容，以此降低大模型的计算开销。编码器DeepEncoder将图片转为高压视觉token，解码器DeepSeek3B-MoE-A570M则从视觉token重建文字，实现以小博大。甚至有开发者惊呼，DeepSeek-OCR的推出是“AI的JPEG时刻”。 ...

Trade Policy Concerns - NFTC urges the Trump administration to immediately suspend the "affiliate rule" [1] - The rule has caused billions of US dollars in US exports to stall [1] - The rule may prompt China and other countries to exclude US companies from their supply chains [1] - The rule contradicts Trump's desire to reduce trade deficits and expand US exports [1] Regulatory Impact - The "affiliate rule" prohibits US companies from exporting goods and technology to companies partially owned by sanctioned entities [1] Government Response - The White House and the US Department of Commerce have not responded to requests for comment [1]

华尔街日报：知情人士透露，包括摩根大通、美国银行和高盛在内的多家银行正努力为阿根廷筹集一笔200亿美元的贷款，同时又不想让自己承担这个实际已濒临破产的南美国家的债务风险。包括花旗集团在内的银行团正在寻求某种形式的担保或抵押品，以确保他们能够收回资金。知情人士称，银行家们正在等待美国财政部的指导，看阿根廷能提供什么抵押品，或者华盛顿是否计划为这笔贷款提供担保。虽然通常此类救助工具由银行自行安排，但一些人表示，由于财政部一直在控制整个救助方案，银团感觉在没有华盛顿支持的情况下无法采取行动。 ...

Government & Trade Agreements - The US and Australia signed an agreement on rare earths and critical minerals to boost production by streamlining approval processes for mining and processing facilities [1] - The agreement involves an $8.5 billion (85 亿) "ready-to-go cooperation project" [1] Investment & Funding - The US and Australian governments plan to jointly invest over $3 billion (30 亿) in critical mineral projects in the next 6 months [1] - The extractable resources from these projects are valued at an estimated $53 billion (530 亿) [1] - The Pentagon will invest in a 100-tonne per year gallium processing plant in Western Australia [1] Production & Supply - The US anticipates having an abundance of critical minerals and rare earths within approximately one year [1]

GDP Growth Forecasts - Goldman Sachs raised China's 2025 GDP growth forecast to 4.8% from 4.5% [1] - Barclays increased its forecast to 4.8% from 4.5% [1] - Standard Chartered revised its projection upward to 4.9% from 4.8% [1]

#后续 亚马逊云服务(AWS)：可以确认依赖于美国东部1区的全球服务和功能已经恢复。外汇交易员 (@myfxtrader):#观察 Snapchat、麦当劳、Roblox、Fortnite、Duolingo、Robinhood、Coinbase等国际大型网站集中遭遇网络问题，可能与亚马逊AMS服务故障有关。 https://t.co/Srrxh3R4XS ...

网络安全与稳定性 - 多个国际大型网站，包括 Snapchat、麦当劳、Roblox、Fortnite、Duolingo、Robinhood、Coinbase 等，集中遭遇网络问题 [1] - 行业推测，此次大规模网络问题可能与亚马逊 AMS 服务故障有关 [1]

Service Disruption - Multiple major international websites including Snapchat, McDonald's, Roblox, Fortnite, Duolingo, Robinhood, and Coinbase experienced network issues [1] - The network problems may be related to a failure in Amazon's AMS (Amazon Marketing Services) [1]

#行情 越南股指跌幅扩大至5.5%，市场对企业债券发行违规的担忧引发抛售越南媒体报道，越南政府监察局于周五公布了对67家债券发行人的检查结果，其中包括5家银行，检查发现这些机构存在“各类违规行为”。违规行为包括资金挪用、信息披露不充分、资金管理不善、延迟支付本金与利息，以及项目提前销售。 https://t.co/GyeeY86LBL外汇交易员 (@myfxtrader):#行情 越南股指周一大跌4.5%。VN30指数成分股中21只下跌，仅3只上涨。Vingroup集团股票（如VHM跌4.14%、VIC跌3.97%、VRE跌3.78%）和银行股成为拖累指数的主要力量。近期外资对越南股指转为净卖出，上周五净卖超10亿美元。 https://t.co/YtuKvxCd6I ...