美韩贸易谈判已经进入了一个几乎无法调和的僵局，特朗普政府提出的苛刻条件让韩国政府在巨大压力下陷入了两难境地。 特朗普再一次显示出了他那种典型的"美国优先"姿态，而韩国总统李在明和他的政府在应对这种强势施压时也做出了果断的回应。 韩国社会的反应也给了特朗普一个明显的警告：如果你再继续这样逼迫我们，反倒是会适得其反。 最近，李在明接受《时代》杂志采访时，毫不避讳地表达了内心的焦虑。他直言不讳地表示，如果韩国政府妥协于特朗普提出的条件，可能面临国内弹劾的 巨大风险。这些话看似是总统的坦诚回应，实则反映出韩国在特朗普高压政策下所面临的困境。 曾被贴上"亲美"标签的李在明，今天为何突然转向了硬刚的姿态？其背后的原因既复杂也直接，显然，特朗普这一次又一次触碰了韩国的底线。 自从今年7月8日美韩贸易协定进入最后阶段以来，双方的谈判便开始陷入僵局。虽然韩国政府不断强调，经过了密集的磋商，但双方依然未能在所有议题上 达成共识。这些话语看似委婉，却让人明白，韩国政府正在尽力寻找一种平衡，但美方提出的要求已让局势变得愈发复杂。 特朗普在谈判中的立场无比强硬，提出了几乎令人无法接受的苛刻条件。最直接的要求是，韩国必须向美国投资350 ...

声明丨本文内容均引用权威资料结合个人观点进行撰写，文末已标注文献来源及截图，请知 悉 美国总统特朗普再度出山，掀起一场新的贸易风暴。 他对盟友下达"政令式"要求，试图以"购买俄罗斯石油"为由，推动日本、欧盟、G7等盟国联手围堵中 国，形成一个高达100%税率的"关税包围圈"。 而就在各国沉默不语、观望退缩之际，日本突然"出手"，罕见地拒绝了特朗普的施压，直接打破了这道 壁垒的第一道防线。 一场看似围绕"关税"的外交较量，实则暗藏多国博弈的复杂棋局，而日本的选择，令整个局势瞬间倾 斜。 短短72小时内，多个国家态度浮出水面。 中方强硬发声，日本当机立断，欧盟保持沉默，加拿大和韩国静观其变。 曾被美国视为"最稳妥盟友"的日本，为何突然"硬气"一次，不按剧本出牌？ 日本财务大臣加藤胜信的表态出现在9月16日记者会现场，话筒前的他语气平稳，但言辞坚定，毫无回 旋余地。 他表示，日本不会对中国加征任何超过WTO承诺的关税。 这句话重重砸在特朗普的"关税联盟"蓝图上，犹如一记重锤，让原本就摇摇欲坠的计划瞬间破裂。 这不是一次普通的拒绝，而是日本在全球博弈中罕见体现自主性的行为。 日本政府非常清楚，一旦对中国加税，势必引来 ...

然而，这个看似行得通的方案却存在明显的缺陷。特朗普不仅要求欧盟站在美国立场上进行"二级制 裁"，而且他的要求过于极端，几乎将欧盟推向了与中国全面对抗的边缘。欧盟是否愿意屈从于这种压 力？答案显然是否定的。尽管欧盟在应对俄罗斯的能源供应问题上始终处于紧张状态，但对于中国的经 济合作，欧盟显然没有足够的决心去斩断这种重要的贸易纽带。 要理解欧盟的两难境地，必须先了解其内部分歧。即使特朗普施加了巨大的外交压力，要求欧盟"站 队"，但欧盟内部并非一致对外。许多国家（如德国、法国）与中国有着紧密的经济关系，尤其是在高 科技和能源领域，欧洲市场对中国的依赖程度远超美国的要求。事实上，欧盟与中国之间的贸易额已经 达到了数千亿美元，涉及多个行业，包括汽车、电力、通讯和高科技产业。这些产业的稳定性对于欧盟 经济来说至关重要。 此外，欧盟的能源问题也是个不容忽视的现实。在特朗普施压的同时，欧盟成员，如匈牙利、斯洛伐克 等，仍然依赖俄罗斯的能源供应。这使得欧盟在制裁俄罗斯时，面临着经济上的巨大挑战。如果欧盟再 对中国和印度加征高额关税，它不仅将失去与中国的经济合作机会，还将加剧自己在能源领域的危机。 再加上，欧盟面临着来自俄乌冲突 ...

据报道，日本通过驻外大使馆等外交渠道跟欧亚的各个国家说：我们的九三阅兵过度聚焦历史、反日色 彩浓重，呼吁各国谨慎考虑。这种颠倒黑白的行为简直可笑，他们这就是此地无银三百两，心虚了！ ...

Group 1 - The U.S. has imposed tariffs on certain Indian goods, raising them to as high as 50%, which has caused significant concern among Indian exporters, particularly in agriculture, light industry, and IT products [1][3][5] - The U.S. administration has canceled the planned trade talks in New Delhi, indicating a broader strategy that includes issues like oil imports, trade deficits, and supply chain concerns [3][7] - The imposition of these tariffs is seen as a major blow to India's export-dependent economy, with fears of job losses and order cancellations among small manufacturers and exporters [5][18] Group 2 - In response to the U.S. actions, India is receiving mixed signals from China, with a high-level visit planned and potential restoration of direct flights, indicating a thaw in relations [9][12] - The resumption of direct flights and border trade negotiations could revitalize economic interactions between India and China, which is crucial for local economies [11][16] - The Indian media reflects a divided opinion on the situation, with some advocating for diversification of external relations to mitigate risks associated with reliance on the U.S. market [14][18]

Core Points - The Trump administration's strategy to leverage tariffs against India to reduce its dependence on Russian oil has backfired, leading to increased tensions in US-India relations [1][4] - India has clarified that its decision to halt Russian oil purchases was based on market conditions rather than US pressure, undermining Trump's claims of success [2][4] - The failure to secure military contracts, such as the F-35 fighter jets, highlights the limitations of using threats in negotiations with a significant regional power like India [8][6] Group 1 - The Trump administration aimed to weaken Russia's oil revenue while pressuring India for trade concessions, but this strategy failed [1] - Initial reports suggested India halted Russian oil purchases, but this was later clarified as a market-driven decision [2] - India's response to US tariffs included a refusal to purchase F-35 jets, indicating a strategic countermeasure [4] Group 2 - Russia maintained a neutral stance during the US-India negotiations, understanding India's need for a balanced approach between the two powers [6] - The diplomatic conflict revealed the limitations of unilateral pressure tactics against India, which seeks to maintain its strategic autonomy [8] - India's significant market and geopolitical position allow it to engage with the US on equal terms, countering Trump's aggressive tactics [8]

Group 1 - Indian Prime Minister Modi is attempting to gain a favorable position in negotiations with US President Trump, with indications of a covert strategy in play [1] - Trump claimed that India is about to stop importing oil from Russia, which has led to reports that at least four Indian state-owned refineries have begun halting purchases of Russian crude [1][3] - The US has not reached a clear trade agreement with India, and Trump's tough stance reflects ongoing trade pressures, including tariffs of up to 25% on Indian imports [1] Group 2 - Modi's government has historically viewed the US as a key strategic ally, but recent actions suggest a shift in US attitudes towards India's interests [3] - There are indications that India may not be urgently pursuing the purchase of US-made F-35 fighter jets, suggesting that discussions are still in the evaluation phase [3] - Modi's earlier commitment to increase arms purchases from the US may have been more of a policy statement than a concrete plan, indicating a balancing act between halting Russian oil purchases and delaying US arms transactions [3][5] Group 3 - Economically, India is unlikely to easily abandon its oil trade with Russia due to significant benefits, and the Indian military's reliance on Russian support for weaponry remains critical [5] - Indian media has begun to deny reports of halting Russian oil purchases, indicating a potential backlash against Trump's claims [5]

美东时间周四，美股三大指数收盘涨跌不一，截至收盘，道指跌0.51%，纳指涨0.35%，标普500指数跌0.08%。 热门科技股涨跌不一，AMD涨超5%，苹果涨超3%，Meta跌超1%，英特尔跌超3%。 贵金属、工业金属与采矿、半导体设备与材料涨幅居前，赫克拉矿业涨超13%，泛美白银涨超7%，阿斯麦、科休半导体涨超3%。 减肥药、网络安全概念跌幅居前，礼来跌超14%，Zscaler跌超5%。 纳斯达克中国金龙指数收涨0.95%，热门中概股多数上涨，名创优品涨超3%，小鹏汽车、理想汽车、京东涨超1%，哔哩哔哩跌超1%。 昨日晚间，俄罗斯RTS指数大涨超5%。 据央视报道，当地时间8月7日，俄罗斯总统助理乌沙科夫（Yuri Ushakov）对媒体说，根据美方提议，俄美原则上同意在近期举行两国元首会晤。乌沙科 夫说：举行本次会晤的地点基本上已经商定。 随后，俄罗斯总统普京表示，俄美双方都有意举行两国元首会晤，阿联酋是适合举行会晤的地点之一。当谈及是否会举行俄乌总统会晤时，普京说：我已 经多次表示总体上不反对，这一会晤是有可能的，但为此需要创造一定的条件。很遗憾，距离创造出那些条件还差得远。 周四据报道，美国总统特朗普 ...

Group 1 - The Thailand-Cambodia Joint Boundary Committee meeting is scheduled from August 4 to 7 in Kuala Lumpur, Malaysia, focusing on border issues and easing tensions [1] - The meeting was initially proposed to be held in Cambodia but was moved to Malaysia for neutrality, with an extended duration of four days for comprehensive discussions [2] - Despite the upcoming talks, tensions remain high, with Cambodia alleging that Thailand is planning military actions along the border, which Thailand has denied [2][3] Group 2 - Cambodia's Ministry of Defense has called for the immediate release of 18 Cambodian soldiers detained by Thailand since July 29, asserting that the detention occurred during a violation of the ceasefire agreement [3] - Thailand's Ministry of Foreign Affairs claims that the detention of the soldiers was justified under international humanitarian law, arguing it did not violate the ceasefire or international law [3]

Group 1 - The joint border committee meeting between Thailand and Cambodia is scheduled to take place from August 4 to 7 in Kuala Lumpur, Malaysia, with the Thai defense minister representing Thailand [1] - The meeting aims to address border issues and ease tensions, with representatives from China, Malaysia, and the United States attending as observers on the final day [1] - Despite the upcoming talks, tensions remain high, with Cambodia alleging that Thailand is planning a large-scale military offensive along the border [1] Group 2 - Cambodia's defense ministry has urged Thailand to release 18 Cambodian soldiers detained since July 29, claiming that the soldiers were illegally captured [2] - Thailand's foreign ministry argues that the detention occurred during a period of renewed hostilities initiated by Cambodia, asserting that their actions comply with international humanitarian law [2] - An ASEAN temporary military observation team has arrived at the Cambodia-Thailand border to monitor the ceasefire agreement, consisting of military officials from seven countries [2]