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引领新时代中俄关系坚毅前行(和音)
Ren Min Ri Bao· 2025-05-04 21:52
习近平主席此访将进一步深化中俄政治互信,丰富战略协作内涵,弘扬正确二战史观,捍卫国际公平正 义,不仅给两国人民带来更多福祉,也为国际社会贡献更多稳定性和正能量 应俄罗斯总统普京邀请,习近平主席将于5月7日至10日对俄罗斯进行国事访问并出席在莫斯科举行的纪 念苏联伟大卫国战争胜利80周年庆典。当前,百年变局加速演进,国际秩序深刻调整,新时代中俄关系 在复杂的外部环境下始终坚毅前行,展现出永久睦邻友好、全面战略协作、互利合作共赢的鲜明特质。 习近平主席此访将进一步深化中俄政治互信,丰富战略协作内涵,弘扬正确二战史观,捍卫国际公平正 义,不仅给两国人民带来更多福祉,也为国际社会贡献更多稳定性和正能量。 中俄是搬不走的好邻居,是患难与共、相互支持、共同发展的真朋友。站在世界反法西斯战争胜利及联 合国成立80周年的重要历史节点上,中俄将继续深化战略协作,践行真正的多边主义,共同捍卫以联合 国为核心的国际体系等二战胜利成果,推动构建人类命运共同体,共同开创世界更加美好的未来。 《 人民日报 》( 2025年05月05日 02 版) (责编:杨光宇、胡永秋) 元首引领是中俄关系保持高水平运行的最大政治优势和根本保障。此访是 ...
中美关税战重新洗牌世界格局,中国四大产业逆袭:从七亿衬衫到芯片崛起的壮丽篇章
Sou Hu Cai Jing· 2025-04-30 00:19
在当今全球化的舞台上,国际政治和经济力量正经历着一场前所未有的洗牌。这场动荡不仅改变了国家间的关系,也在重塑着世界秩序。让我们来揭开这 场全球博弈中,那些扑朔迷离的幕后真相。 这场关税战与其说是经济博弈,不如说是现代工业革命的催化剂。美国总统特朗普的贸然决定虽意在重塑美国的全球经济地位,但这一系列操作却让美国 陷入了内忧外患。对中国商品加征关税的策略不仅未能如愿以偿,还因忽视盟友并强征关税引发连锁反应,导致政策的失败。 回顾历史,曾几何时,中国依赖制造业起家,以"7亿件衬衫换一架波音"的比喻见证了自己在国际产业链中的低端地位。然而,2025年美国发起的一场关 税战争,却意外成了中国崛起的重要转折点。这场关税风暴,不仅展示了中国在全球经济格局中的强劲反弹力,也揭示了西方百年霸权的脆弱。 先说说造船业。在这个领域,几百年来,谁掌握了造船霸权,谁就主宰了海洋贸易,而如今的故事主角,却是来自东方的中国。根据英国克拉克森研究公 司2024年的数据,中国以承揽全球七成造船订单的成绩,稳稳站在了这个行业的顶端。江南造船厂的繁忙景象颠覆了"中国海军技术落后"的偏见,更是以 超四成的五星红旗船队在全球货运市场中占据了一席之地。 ...
外媒:从“让美国再次伟大”到“让美国陷入孤立”
Zhong Guo Jing Ji Wang· 2025-04-29 13:56
近日,巴基斯坦主流媒体《论坛快报》连续刊发两篇评论文章《从"让美国再次伟大"到崩溃:美国主导 国际秩序的瓦解》《"对等关税"引发美国经济衰退担忧》。文章称,美国向世界多国挑起关税战,有可 能破坏二战后建立的全球经济秩序,不但难以"让美国再次伟大"",更有可能倒逼非美国家协同应对, 使美国经济陷入孤立和衰退,加速世界格局由单极向多极演进。 战后全球经济秩序或遭破坏。《论坛快报》认为,美国所谓"对等关税"引发了全球深深的恐惧。美国对 自由贸易和开放市场承诺的背弃,有可能破坏在二战后建立的全球经济秩序,显著减缓全球经济增长。 世界贸易秩序已经遭到损害,美国政府削弱了世界贸易组织(WTO)影响力,使全球贸易争端解决机 制陷入瘫痪。国际磋商平台的缺失,加大了各国采取报复措施、升级经济冲突的概率。世界投资信心遭 受打击,一些投资者因关税战和供应链的不确定性,匆忙撤出新兴市场或推迟资本投入。世界货币市场 担忧升温,美国总统特朗普此前曾威胁其他国家放弃打造替代美元的货币计划,并指责其他国家操纵汇 率,这引发了市场对潜在货币战争的担忧,而这场战争可能会颠覆全球金融体系。 美国经济或陷入孤立和衰退。《论坛快报》的评论文章分析称, ...
“特朗普冲击”让黄金货币属性回归,预计下一个上行目标价格超3500美元
Sou Hu Cai Jing· 2025-04-29 11:04
Core Viewpoint - International gold prices have continued their strong upward trend from 2024 into 2025, reaching a historical high of over $3500 per ounce before experiencing significant volatility and fluctuations around $3300 [1][3][5]. Market Analysis - On April 28, 2025, the most actively traded June gold futures on the New York Commodity Exchange rose by 1.71%, closing at $3354.80 per ounce, driven by a return of risk aversion and declines in the stock market and the dollar index [3]. - Analysts predict that gold prices will enter a consolidation phase during the summer, with support around $3000 and a target price exceeding $3500 [8]. Factors Influencing Gold Prices - The recent surge in gold prices and subsequent high-level fluctuations are primarily attributed to market reactions to uncertainties surrounding U.S. government policies, particularly following President Trump's announcement of "reciprocal tariffs" [5]. - Concerns regarding the independence of the Federal Reserve have also acted as a catalyst for gold price increases, as Trump's public criticism of Fed Chair Powell has raised fears about potential impacts on monetary policy [5][6]. - The demand for gold as a hedge against inflation has increased, especially as investor confidence in the dollar has weakened, leading to a shift away from traditional safe-haven assets like the dollar and U.S. Treasury bonds [6][8]. Historical Context - The article draws parallels between current market conditions and historical events, noting that gold prices have previously surged during periods of economic instability, such as the 1970s stagflation and the 2008 financial crisis [10][11]. - The dollar's dominance in global reserves has declined from 70% in 2000 to 57% currently, indicating a structural shift in the global monetary system that favors gold as a credible alternative [11].
欧洲央行官员:美关税或引发欧元区反通胀效应 美国主导或转变为多极化体系
news flash· 2025-04-29 07:57
金十数据4月29日讯,欧洲央行执委奇波洛内表示,美国的贸易措施可能会在短期内拖累欧元区通胀, 因为它们会拖累全球的经济扩张。奇波洛内周二说:"中短期的影响可能会导致欧元区通胀率下降,因 为在美国宣布征收关税后,欧元区的实际利率已经上升,欧元已经升值。""贸易措施可能通过将资源从 高生产率部门转移到低生产率部门,造成与20世纪相同的低效率,这种收缩效应可能导致全球增长率持 续走低。"自特朗普宣布关税以来,欧元走强可能是决策者们最大的意外。他们原本预计欧元会贬值, 从而提高进口成本,叠加欧盟反制措施可能推升通胀。奇波洛内说:"欧元区受益于避险资金流入,欧 元升值的同时名义债券收益率下降。"他还提出了一种可能性,即贸易分化可能导致"从美国主导的全球 体系逐步过渡到更加多极化的体系,即多种货币竞争储备地位"。 欧洲央行官员:美关税或引发欧元区反通胀效应 美国主导或转变为多极化体系 ...
全球贸易格局剧变下货币秩序面临“再平衡”
Cai Jing Wang· 2025-04-28 07:53
Core Viewpoint - The recent fluctuations in the US dollar and the potential implications for its dominance in the global currency order are being closely analyzed, with discussions emerging about a possible shift towards a multipolar currency system [2][6]. Group 1: US Dollar Dynamics - Following the tariff storm on April 2, the US dollar index (DXY) initially strengthened due to safe-haven demand but subsequently declined, falling below the 100 mark to 99.7924 on April 11, with a daily drop of 0.76% [1]. - The 10-year US Treasury yield surged from 4% at the beginning of April to nearly 5%, indicating a loss of confidence in dollar assets as investors sought safer alternatives [1]. - The dollar's safe-haven status is being questioned, leading to discussions about the potential end of dollar hegemony [2]. Group 2: Currency Comparisons - The Japanese yen has seen increased demand as a hedge against US recession risks, with predictions of a 9% appreciation, as the USD/JPY exchange rate fell from 149.27 to 142.67 by April 11, marking a 1.11% daily drop [1]. - The euro has appreciated significantly, driven by strong economic data from the Eurozone and a slower pace of interest rate cuts by the European Central Bank, with the EUR/USD rate rising 2.5% to 1.1228 on April 10 [1]. - Despite the euro's recent strength, its long-term position is constrained by structural issues within the EU and geopolitical weaknesses, limiting its ability to challenge the dollar's dominance [4]. Group 3: Long-term Outlook - The US dollar retains significant long-term advantages, including unmatched market depth and liquidity, with the US stock market accounting for 40% of global market capitalization and a robust Treasury market with $36 trillion in outstanding debt [3]. - The flexibility of US monetary policy tools, such as potential adjustments to leverage ratios or halting quantitative tightening, could stabilize the dollar and attract capital back to US assets [3]. - The euro's position as a global reserve currency remains stable at around 20%, far below the dollar's 58%, indicating challenges for the euro in becoming a true competitor to the dollar [4].