Group 1 - The article discusses the necessity of large-scale fiscal spending to support both supply and demand in the economy, emphasizing that without subsidies, production and consumption cannot thrive [1][2][3] - In the West, the principle is to subsidize demand, but this does not directly improve domestic production capacity, necessitating additional subsidies for supply [2][4] - In the East, the focus is on subsidizing supply to meet global demand, but external demand limitations lead to oversupply, requiring a shift towards stimulating domestic demand [3][4] Group 2 - The article highlights that while Eastern production capabilities and technological investments are increasing, the lack of corresponding consumer demand limits the ability to maintain high prices, leading to a situation where even high-tech products may be sold at low prices [4][5] - The resurgence of protectionism is noted as a response to the challenges faced by developed nations, which are reluctant to be outcompeted in a free market [4][5] - The impact of AI on traditional job markets is significant, with software development positions in the U.S. already experiencing severe disruption, indicating a broader trend across various industries [6][7]

Core Viewpoint - Elon Musk announced the establishment of the "American Party" on July 5, following a series of conflicts with former President Trump, primarily over the "Big and Beautiful" bill, indicating a significant political rift between the two influential figures in the Republican Party [1] Group 1: Political Dynamics - The split between Musk and Trump is attributed to a series of trust issues, power conflicts, and unmet financial commitments, rather than solely the "Big and Beautiful" bill [1] - Musk has publicly stated intentions to support the defeat of certain lawmakers in the 2026 midterm elections who back the "Big and Beautiful" bill [1] - Trump retaliated by labeling Musk as a "vampire" who relies on federal subsidies, suggesting a deepening animosity between the two [1] Group 2: Ideological Differences - The conflict highlights the differing priorities within the Republican Party, with Trump focusing on populism and security, while Musk advocates for free markets and technological advancement [1] - The fundamental misalignment of core interests between Musk and Trump suggests that their fallout was inevitable [1]

Core Points - The recent passage of the "Big Beautiful Act" in the U.S. Congress reflects a significant shift towards austerity measures that disproportionately affect lower-income individuals and workers [4][10] - The act extends tax benefits for the wealthy while cutting food assistance and medical subsidies for the poor, indicating a regression to a more conservative societal structure reminiscent of the Cold War era [6][10][11] - The U.S. is facing a growing national debt, nearing $35 trillion, with interest payments exceeding $1 trillion annually, prompting the need for spending cuts [9] Summary by Sections Legislative Changes - The "Big Beautiful Act" passed with a narrow vote of 218 to 214, with no Democratic votes in favor and only two Republicans opposing [4] - Key provisions include the extension of tax benefits for the wealthy and cuts to food assistance and medical subsidies for the poor [4][10] Economic Context - Over the past decade, average wage growth in the U.S. was around 3% annually before the pandemic, but real purchasing power has stagnated despite nominal increases of over 5% in recent years [6] - The wealth of the top 10% of Americans increased by over 15% in the past year, driven by stock market and real estate gains, while lower-income households have seen their savings diminish [7] Social Implications - The cuts to welfare programs, including a 4% reduction in food assistance and over 1% in children's health insurance subsidies, suggest a return to a society where the working poor must work harder for less support [10][11] - The current economic environment is characterized by a strong dollar and high interest rates, which may lead to further cuts in education and housing subsidies if fiscal pressures continue [13] Consumer Sentiment - Despite rising stock markets, consumer confidence remains low, with many Americans expecting negative economic conditions in the near future [15] - The passage of the "Big Beautiful Act" indicates a prioritization of corporate interests and fiscal strength over the welfare of ordinary workers, raising concerns about the long-term societal impact [15][17]

今儿这事儿，说实话，不写不快。 我是佟絮絮，别看我语气温柔，拆穿一整个国家的经济神话也不带眨眼的。 如果没有中国，他们现在还在装作"站着"跪着 2024年5月23日，《政治报》一则报道爆了热搜：特朗普打着"美国优先"的招牌挥舞关税大棒，结果亚洲国家集体摆烂，开摆的开摆， 拖延的拖延，没人理你。 他原本豪言壮语，90天要签50份协议，结果现实啪啪打脸，谈判像蜗牛爬树一样慢。更致命的是，美国的话，越来越没人当回事了。 亚洲国家的这股"硬气"背后，是谁给撑腰的？当然是中国。 亚洲小伙伴集体打出一句：你再嚷，我照样不听 越南对美出口占GDP 30%，面对美方加征46%关税的威胁，不仅没慌，还当面嫌弃美国草案"丑得没法看"； 日本态度更硬，干脆呛 声："我又不是你小弟！" 印度更绝，态度从容，"等我忙完6月选举再说。" 韩国虽然嘴上客气，但私下里早已跟中国眉来眼去，搭起了 新能源产业链。 谁还在意美国的"自由贸易剧本"？他们一边周旋一边偷着乐，全程在玩"冷处理外交术"。 中国带头硬刚：145%的大棒？我们让你主动砍到10% 还得是中国。5月10日，中美在日内瓦就关税问题达成协议，美国被迫下调原本高达145%的关税，中国 ...

Group 1 - The acquisition plan of Three Squirrels to acquire Love Snacks has been terminated after 8 months, with a deal value of 200 million yuan [1] - The announcement indicated that the parties could not reach an agreement on core terms, leading to the decision to terminate the acquisition [1][2] - Following the termination, Three Squirrels signed a deep strategic cooperation agreement with Snack Selection [1] Group 2 - The termination of acquisitions is common in the A-share market, often due to disagreements on terms or conditions [2][3] - The decision to terminate the acquisition can be seen as a responsible choice for both parties, allowing them to seek better opportunities [4][20] Group 3 - For Love Snacks, being acquired could have been a favorable outcome given the competitive industry landscape, providing opportunities for shareholders [7] - For Three Squirrels, the termination is also a "optimal solution," potentially due to disagreements on valuation, market changes, or strategic shifts [8][19] - Love Snacks' valuation has been a point of contention, with significant disagreements reported during negotiations [9][12] Group 4 - The snack industry is entering a new phase of operational growth, moving beyond the initial rapid expansion and consolidation [21][22] - The focus is shifting towards operational efficiency and profitability, as seen in other industries like tea beverages [25][27] - The competitive landscape is evolving, with leading brands solidifying their positions while second-tier brands may face challenges [27][30] Group 5 - The future growth of the snack industry will depend on effectively managing supply chains and understanding consumer demographics [30][33] - Successful businesses in the snack sector will need to prioritize high-quality products and customer retention strategies to thrive in a saturated market [33][34]

以四十多种语言在全球销售超过四百万册 经济学是一门增进人类幸福的学问。在人的一生（从摇篮到坟墓）中，你永远都无法回避无情的经济学真理。 5本经济学经典入门书，一起读点经济学吧！ 1.《经济学》（第十九版） [美] 保罗·萨缪尔森，[美] 威廉·诺德豪斯 著；萧琛 译 两位诺贝尔经济学奖得主的倾心力作 学习经济学的必读经典 全世界畅销的经济学教科书 影响了一代又一代人 萨缪尔森的经典著作《经济学》是影响了全球几代人的经济学经典教材。20世纪下半叶，《经济学》中译本将西方经济学理论第一次系统地带进中国，深 刻影响了国内老中青三代经济学家。 《经济学》（第十九版）是萨缪尔森先生的绝笔，融入了时代变革的元素和全新的经济数据，在保持"把注意力始终放在经济学的基本概念和核心理论"这 一风格的前提下，对货币政策、货币与国际金融体系、经济增长、通货膨胀与经济政策做了重点论述或重写。 萨缪尔森抛开了意识形态与政治因素后对当前宏微观经济的所思所想，尤其是他在此书倡导的混合经济具有前瞻性和实践性，值得广大读者及政府管理者 学习和借鉴。 2.《国富论》 [英] 亚当·斯密 著，郭大力，王亚南 译 经济学入门必读 被誉为"有史以来最伟 ...

你有没有发现，美国人最近又开始在对等关税这件事上叨叨起来了？ 老实说，我是真听烦了。啥叫对等？你买我100块的，我也买你100块的，这听着公平对吧？可问题是，美国嘴里说的对等，根本不是这个意思。更像是：你 不能赚我便宜，我可以多占点便宜，这样才叫平衡。 服务贸易在全球经济中的分量，早就不是当年那点边角料了。根据世界银行的数据，全球服务业产值已经占到GDP的三分之二以上。尤其是像金融、IT、教 育这些高附加值服务，基本都掌握在美国和几个发达国家手里。你在货物贸易上哭穷，在服务上数钱，这算盘打得谁听了不觉得别扭？ 更讽刺的是，美国一边骂中国搞非市场经济，一边在AI芯片、高端设备上各种出口限制。你这不也是挑肥拣瘦？要自由市场就一起自由，要保护主义就别 光让自己当裁判。全世界看得清清楚楚，美国不是要公平，是想要只对自己公平。 我查了下，欧盟最近也有点坐不住了。德国副总理哈贝克前几天在柏林说，全球不能再陷入关税大战，必须有更强的多边协调机制。这话可不是随便讲的， 连欧洲都开始喊大家冷静点，说明这股单边主义风真的吹得太狠了。 我自己做小生意的朋友最近就很焦虑，进出口报关一波三折，他说以前最多是关税波动，现在是直接不让进， ...

消费是一切经济活动的唯一目的和唯一对象。为了更好地消费和推动经济发展，个体与家庭开始分工合 作，参与就业。亚当·斯密指出，人们对劳动生产力进行改良，在指导劳动和应用劳动时用上熟练技巧 和判断力，就是分工的结果。这种分工，曾经引出许多利益的，原来不是任何人类智慧的结果。分工引 起了一般的富裕，但引起分工的并不是任何预料和想求一般富裕的人类智慧。那对于人性中某种确定的 倾向，即互通有无、物物交换和互相交易的倾向，是必然的但极其缓慢、极其逐渐的结果。 当西方经济学派源流简表展开呈现在我眼前时，让我内心十分震撼，其流派的发展脉络、经济学家们的 成就、贡献、理论观点都是宝贵财富，对经济社会发展产生深远影响。回过头来看经济学，经济学是研 究个人、企业、政府以及其他团体如何在社会内进行选择，以及这些选择如何决定社会稀缺性资源使用 的科学。也可以说是一门指导如何以理性的态度选择与分配资源的社会科学。其对象是研究人类经济活 动的本质，揭示经济现象的发展规律，帮助人们认识社会经济现象。 本文主要从个体的角度，分析其在面对经济社会中遇到困难时所作出的经济行为，从而能更好地生存与 生活。 一、贫困与饥荒的根源 人类从呱呱坠地起，一感 ...

经过罕见的两轮投票，德国联盟党总理候选人弗里德里希·默茨当选新任德国总理。在美国政府对欧洲盟友发动关税战并减少安全承诺的背景下，默茨被看 作是重振德国经济的关键人物，他将把施政重点放在重振德国经济、强化德国在欧洲作用、加强安全和移民管控等问题上。目前，德国政府面临经济持续低 迷、能源价格高涨、制造业衰退、财政负担沉重等压力。而他的波折当选之路，也折射出德国执政联盟前路艰辛。 on (1) 1 (1) 2017 38 3 8 2 默茨1955年出生在德国北莱茵威斯特法伦州，法学专业毕业。他曾任欧洲议会议员、德国联邦议院议员、德国联盟党联邦议院党团主席，2009年后暂别政 坛。2018年，时任德国总理默克尔宣布不再寻求连任后，默茨宣布重返政坛。经过三次竞选尝试，他2022年2月起担任基民盟党主席兼联盟党联邦议院党团 主席。 今年2月，德国举行第21届联邦议院选举。当时，德国联盟党得票率28.6%，成为议会第一大党。作为基民盟领导人，被视为保守派的默茨成为联盟党总理 候选人。 3月初，联盟党与社会民主党（社民党）就组建联合政府达成初步协议，开启组阁谈判。社民党在大选中排名第三。两个月来，两党围绕移民政策、税收、 养 ...

以下文章来源于财经杂志 ，作者金焱 财经杂志 . 《财经》杂志官方微信。《财经》杂志由中国证券市场研究中心主办，1998年创刊，秉承"独立、独 家、独到"的新闻理念，以权威性、公正性、专业性报道见长，是政经学界决策者、研究者、管理者的 必读刊物。 作者： 金焱 来源：财经杂志 美国特朗普政府向美国贸易伙伴征收了一个多世纪以来最严厉的关税，包括对许多中国产品征收 145%的关税，对来自加拿大和墨西哥的大多数进口产品征收25%的关税，对钢铁和铝等一些行 业征收关税，以及对美国其他伙伴征收10%的基准关税。美国总统特朗普目前暂停对大多数国家 征收更高额的"对等关税"，为期90天。 当地时间5月3日，有报道称特朗普在4月征收了超过174亿美元的"关税和某些消费税"，这几乎 是3月96亿美元收入的两倍，也远超特朗普第一任期内的任何收入。自1月1日以来，这些关税已 累计为政府注入了超过700亿美元的收入。特朗普此前在节目中表示，数十亿美元的关税收入涌 入美国"才刚刚开始"。 不过耶鲁大学高级研究员斯蒂芬·罗奇指出，如果特朗普认为关税收入将填满美国国外收入局的 金库，那么他忽略了一个关键因素：关税收入来自美国国内进口商，而 ...