但中国没按剧本走。没公开拦截，没制造海上冲突，反而直接锁死美国军工供应链。中国收紧了稀土、精密加工设备和关键电子元件的出口，军民两用物资 直接升级管控。美国军工产业有个致命软肋：高度依赖中国供应链。ATACMS导弹里的稀土永磁体、雷达组件，很多都得靠中国生产。现在，美国军火商私 下反馈，交付周期拉长，替代方案成本高得离谱，部分关键部件甚至彻底断供。 美国军工企业股价短期涨了，订单数据好看，但内部成本压力像滚雪球一样大。有企业向政府紧急报告，说关键部件找不到稳定来源，生产线都卡住了。这 不是战场上的事，而是供应链的慢性消耗。中国这招，不吵不闹，却让美国军工体系运转效率被持续侵蚀。 美国这次军售，表面是威慑，实际是清库存、秀政治姿态。但中国用产业反制，直接改变了成本结构。美国想用军事前推制造压力，中国却用经济手段让对 方每一步都付出真实代价。美国军工企业正被自己制造的"威慑"反噬，成本越来越高，而中国没动一枪一炮，就让对手的行动变得昂贵而艰难。 图文作者引入成长激励计划 美国突然一票装船420枚ATACMS导弹和82套海马斯系统，直奔东南沿海！这可不是虚张声势，而是实打实的对台军售。但中国没在海上硬碰硬，也没在舆 ...

责任编辑：张俊 SF065 责任编辑：张俊 SF065 波音（BA.US）周二尾盘上涨1.2%，此前美国国防部宣布该公司获得价值86亿美元的F-15战机项目合 同，内容包括为以色列空军设计、集成、仪表配备、测试、生产和交付25架新型F-15IA战机，并可增购 额外25架F-15IA战机。美国国防部称，该合约涉及美国对以色列军售。 波音（BA.US）周二尾盘上涨1.2%，此前美国国防部宣布该公司获得价值86亿美元的F-15战机项目合 同，内容包括为以色列空军设计、集成、仪表配备、测试、生产和交付25架新型F-15IA战机，并可增购 额外25架F-15IA战机。美国国防部称，该合约涉及美国对以色列军售。 ...

Group 1 - The core viewpoint of the article highlights that the U.S. has paused military sales to European countries, including the "Patriot" air defense system, due to the need to prioritize replenishing its own military inventory [1][3] - The Pentagon reportedly lost interest in selling the "Patriot" system to Denmark, valued at several billion dollars, after confirming shortages in certain weaponry [3] - The suspension of military sales may lead to increased tensions between the U.S. and its European allies, potentially weakening U.S. military influence in Europe [3] Group 2 - The article mentions that the U.S. had previously suspended some military aid to Ukraine in July due to concerns over declining domestic ammunition stocks [3] - The Trump administration is seeking congressional approval for a $6.4 billion arms sale to Israel, which includes 30 AH-64 Apache helicopters and 3,250 infantry fighting vehicles [5] - The arms sale to Israel is contrasted with growing caution among Democratic lawmakers regarding military support, as evidenced by a recent resolution recognizing Palestine and opposition to continued arms sales to Israel [5]

Core Points - The Trump administration is seeking congressional approval to sell nearly $6 billion worth of weapons to Israel, despite international condemnation of Israel's military actions against Hamas [1][3] - The proposed arms sale includes 30 AH-64E Apache helicopters valued at $3.8 billion, which would nearly double Israel's existing fleet of this model [3] - An additional $1.9 billion deal for 3,250 infantry fighting vehicles is also being pursued, with delivery expected to take two to three years [3] Summary by Sections - **Arms Sale Details** - The arms sale plan was submitted to Congress for review about a month ago, prior to Israel's attacks on Hamas leadership in Qatar [3] - The U.S. continues to seek approval for the arms sale even after the escalation of military actions by Israel [3] - **International Response** - Israel's military actions have drawn strong condemnation from multiple countries and international organizations, citing violations of international law and threats to regional stability [3] - The U.S. has repeatedly vetoed UN Security Council resolutions regarding the Gaza conflict, leading to dissatisfaction and criticism from the international community [3]

Core Points - The U.S. State Department has approved the sale of F-16 fighter jets to Peru, valued at approximately $3.42 billion [1][3] - The proposed sale includes 12 F-16 aircraft and aims to enhance the Peruvian Air Force's capabilities in supporting ground forces for anti-drug and counter-terrorism operations [3] - This military sale is part of a broader strategy by the U.S. to combat drug trafficking in Latin America, coinciding with the deployment of U.S. naval vessels near Venezuela [3] Summary by Categories Military Sales - The proposed military sale to Peru is valued at $3.42 billion and includes 12 F-16 fighter jets [1][3] - The sale is intended to strengthen Peru's military capabilities without altering the regional military balance [3] Strategic Implications - The sale is expected to bolster the long-term military partnership between the U.S. and Peru [3] - The U.S. is increasing its military presence in the Caribbean as part of efforts to combat drug trafficking, which has raised concerns from Venezuela [3]

Core Viewpoint - The Trump administration has adjusted the order of arms delivery, prioritizing Germany over Switzerland for the next batch of Patriot missile defense systems [1] Group 1: Arms Delivery Adjustments - The Pentagon's coordination for arms transfer to Ukraine marks the first practical assistance following Trump's announcement of increased support for allies to pay more for Ukraine military aid [1] - The decision to prioritize Germany reflects a strategic shift in U.S. military support within NATO [1] Group 2: Military Aid to Ukraine - Trump announced that the U.S. will provide "billions of dollars worth of top-tier weapons" to Ukraine, which will first be sent to NATO [1] - The package includes a "complete Patriot system," indicating a significant enhancement of Ukraine's defense capabilities [1]

Group 1 - The U.S. has approved a potential sale of HH-60W helicopters to Norway, valued at $2.6 billion [1] - This sale is part of a broader strategy to enhance military cooperation and defense capabilities between the U.S. and Norway [1] - The HH-60W helicopter is designed for combat search and rescue missions, indicating a focus on improving operational readiness in challenging environments [1] Group 2 - The approval reflects ongoing trends in defense spending and procurement among NATO allies, particularly in response to evolving security threats [1] - The transaction is expected to strengthen the defense industrial base and create potential opportunities for U.S. defense contractors involved in the production of the helicopters [1] - This deal may also influence future military sales and partnerships within the region, as countries seek to modernize their defense systems [1]

Core Points - The U.S. and India are set to sign a new ten-year bilateral defense cooperation framework agreement by the end of the year, as confirmed by U.S. Defense Secretary Lloyd Austin and Indian Defense Minister Rajnath Singh during a phone call [1] - The agreement was initially reached during a meeting between U.S. President Trump and Indian Prime Minister Narendra Modi in February [2] - The previous agreement was signed in June 2015 in New Delhi, India [3] Summary by Sections - **New Agreement**: The upcoming ten-year defense cooperation framework aims to enhance military collaboration and includes discussions on significant arms sales from the U.S. to India [1] - **Historical Context**: The foundation for this agreement was laid during a high-level meeting between the leaders of the U.S. and India earlier in the year [2] - **Previous Agreements**: The last defense cooperation agreement was established in 2015, indicating a history of ongoing military partnership between the two nations [3]

Core Viewpoint - Democratic lawmakers in the U.S. are attempting to block arms sales to the UAE due to concerns over its involvement in the Sudan conflict and issues related to cryptocurrency associations [1] Group 1: Legislative Actions - Four Democratic senators and independent senator Bernie Sanders introduced a resolution in the Senate aimed at stopping three arms sales to the UAE [1] - The House Foreign Affairs Committee's top Democrat, Michael McCaul, and the chair of the Africa Subcommittee, Sara Jacobs, also proposed a resolution against the arms sales in the House [1] Group 2: Context of the Situation - On the same day, President Trump announced a new $200 billion deal with the UAE, highlighting the contrasting political stances within the U.S. government regarding relations with the Gulf nation [1]

Core Viewpoint - The article highlights the signing of a historic military sales agreement between the United States and Saudi Arabia, valued at nearly $142 billion, marking it as the largest military sale in history [1]. Group 1: Agreement Details - The agreement includes advanced weaponry and services from over ten U.S. defense companies, covering five key areas: air force upgrades and space capability development, missile defense systems, maritime and coastal security, border security and army modernization, and information and communication system upgrades [1]. - The U.S. will also provide training and support for the Saudi armed forces, which includes enhancing military education and medical services within Saudi military academies [1]. Group 2: Context and Implications - Saudi Arabia is one of the largest buyers of U.S. military equipment, and discussions have been held regarding the potential sale of F-35 fighter jets to Saudi Arabia, although this was not mentioned in the White House statement [1].