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特朗普对华政策为何软硬兼施?北大教授:风险与机会并存
Nan Fang Du Shi Bao· 2025-07-05 09:12
Core Viewpoint - The article discusses the dual nature of Trump's China policy, which combines aggressive tariff measures with friendly overtures, impacting Sino-U.S. relations and creating both challenges and opportunities [1][2]. Group 1: Impact of Tariffs - Trump's imposition of tariffs, which reached as high as 145% on certain Chinese goods, is seen as a strategy to gain leverage in trade negotiations rather than a move towards decoupling [2][4]. - The large and complementary structure of Sino-U.S. trade means that tariffs could lead to significant economic repercussions if not managed properly, potentially accelerating decoupling in trade and technology [4]. Group 2: Diplomatic Strategy - Trump's foreign policy is characterized by a transactional approach, viewing international relations as negotiable and resolvable through pressure and dialogue [3][5]. - The geopolitical landscape is shifting, with Trump's recognition of China's growing influence necessitating cooperation on various global issues [3]. Group 3: Opportunities Amidst Challenges - Despite the challenges posed by the tariff war, there are opportunities for stable economic relations if the situation is handled effectively, suggesting a potential for a new mutual restraint ecosystem in trade [4][5]. - Recent agreements, such as the U.S. lifting bans on Chinese chip design software and China speeding up rare earth export approvals, indicate a complex interdependence that could facilitate better trade relations [4].
特朗普赚大了,“大而美”法案刚通过,就又有了三大动作!
Sou Hu Cai Jing· 2025-07-04 23:40
特朗普的"美国优先"战略:关税飙升、游客涨价及美联储人事变动 距离4月2日宣布的关税暂缓期仅剩5天,特朗普政府却选择大幅提高关税,而非延长暂缓期。 4月2日,特朗普政府对多个国家加征了不同程度的关税,例 如对印度26%、韩国25%、印尼32%、欧盟20%、日本24%等。然而,最新消息显示,特朗普政府计划从7月4日起,分批次向各国发出通知,每次涉及十 个国家,关税税率将高达20?0%,显著高于4月2日的水平。 美国财长史蒂文·姆努钦表示,约100个国家将面临10%的"对等关税",并在9日宽限期届满前可 能公布一系列贸易协议。 尽管美英、美越达成了关税协议,但特朗普对与其他国家达成的协议持不同态度,例如对与印度达成协议表示乐观,却对日本 表达不满,甚至暗示可能加征30%或35%的关税。 此番关税政策变动无疑对全球经济和贸易秩序造成巨大冲击,增加企业成本,抑制国际贸易,并影响全 球产业链和供应链的稳定。 旅游业:外国游客"涨价"入园 特朗普政府近期一系列动作,再次彰显其"美国优先"的战略,其影响波及关税、旅游业以及美联储,引发全球关注。 这些举措,在"大而美"法案通过后 迅速展开,似乎意在巩固其经济政策的全面实施。 ...
特朗普下令:“对外国游客涨价”
中国基金报· 2025-07-04 03:58
美国总统特朗普3日签署行政令, 指示美国内政部研究提高外国游客进入美国国家公园的票价,确保 美国居民在游览国家公园时具有优先权利。 来源:新华社 白宫为该行政令发布的说明文件称,提高外国游客门票价格是世界各地国家公园的一项普遍政策。 从外国游客身上增收的费用,将为国家公园内部维护项目筹集数亿美元。 白宫称,这项行政令兑现了特朗普"美国优先"的承诺。 特朗普今年上任以来,采取诸多措施压缩国家公园系统经费 ,除了裁撤国家公园管理局大约四分之 一的固定工作岗位,还减少了数千个临时工作岗位,并在2026财年的政府预算草案中, 计划削减该 机构超过12亿美元的拨款 。 今年5月,美内政部在其2026财年预算简要说明书中,用一个小章节,列明已授权国家公园管理局对 外国游客提高门票价格和其他服务价格, 称此举一年预计可带来9000万美元的额外收入。这一数字 与当年预算草案中削减的国家公园运营费大体相当。 ...
加拿大服软了,30国瑟瑟发抖,早听了中方的劝,也不会有如今下场
Sou Hu Cai Jing· 2025-07-03 10:46
Group 1 - Canada announced the cancellation of the digital services tax to facilitate trade negotiations with the U.S., which has drawn significant international attention [1][3] - The digital services tax was initially proposed in 2020, targeting large multinational tech companies with annual revenues exceeding 1.1 billion CAD globally and 20 million CAD in Canada, imposing a 3% tax on certain digital services [1][5] - The Canadian government's decision to abandon the tax has sparked domestic criticism, with some citizens viewing it as a capitulation to U.S. pressure and a loss of national sovereignty [7] Group 2 - The cancellation of the tax was estimated to potentially generate 7.2 billion CAD for the Canadian government over five years, highlighting the financial implications of the decision [3] - Other countries, including Japan, the EU, India, and Australia, are also facing pressure from the U.S. in ongoing trade negotiations, with varying degrees of compliance and resistance [3][5] - The trend of implementing digital services taxes is growing globally, with 35 countries, including France and the UK, already having similar taxes in place, indicating a shift in international tax policy [5][7]
对内“大而美” 对外高关税 美国什么思路?美联储也受不住了?
Sou Hu Cai Jing· 2025-07-03 09:41
Group 1 - The Senate passed the "Big and Beautiful" tax and spending bill proposed by the Trump administration, with a key vote from Vice President Pence, and submitted it to the House of Representatives [1] - The Senate version of the bill differs significantly from the House version, with a $1 trillion difference in the debt ceiling and a 25% disparity, indicating the need for negotiation [2] - The Senate's proposed cuts to Medicaid exceed $1.2 trillion, which could have a substantial impact on the U.S. healthcare and welfare systems [2][3] Group 2 - The Senate version of the bill is perceived to favor the wealthy while being detrimental to the middle and lower-income classes, as the spending cuts may not effectively offset the revenue losses from tax reductions [3] - The U.S. is adopting a strategy of increasing tariffs externally while reducing taxes internally to attract foreign investment, which may have negative implications for global energy transitions due to significant cuts in green energy subsidies [4] Group 3 - Federal Reserve Chairman Powell indicated that the uncertainty surrounding Trump's tariff policies is causing the Fed to adopt a wait-and-see approach regarding interest rate cuts, which may have been initiated by 2025 without these tariffs [5] - Powell's recent statements reflect a shift in his stance, suggesting a possibility of rate cuts in July due to pressure from Trump and other global central banks pursuing looser monetary policies [6][7]
“对等关税”大限将至 对美国来说也是个问题
Sou Hu Cai Jing· 2025-07-03 06:30
日本的汽车关税成死结。历经七轮磋商,核心的汽车关税问题仍无解。特朗普近日更"敲打"日本说,他 可以对从日本进口的商品征收"30%或35%或任何我们确定的数字"的关税,施压意图明显,日本汽车业 面临严峻考验。接下来要看日本汽车产业界是否会"松口"了。 7月9日,这个看似普通的日子,正成为悬在美国对外贸易头上的"达摩克利斯之剑"。这一天,是特朗普 政府给予主要贸易伙伴的"对等关税"90天缓征期的截止日。当初"90天签90项协议"的豪言犹在耳畔,如 今谈判桌上却仅添英国一笔,谈判僵局如何破解?这不仅关乎全球供应链,更将美国自身置于经济与外 交的双重压力之下。 首先,盟友们纷纷"翻脸",多国民间掀起了"抵制美国货"的运动;其次,累及美国旅游业,《华盛顿邮 报》称,对美国总统特朗普的贸易政策和好战言论感到担忧的外国游客,纷纷取消赴美旅行计划;再 次,美国国际形象断崖式下滑。世界各地民众对美国形象的评价大幅下滑,特别是美国的传统盟友和邻 国,对美国的"好感度"骤降,其自私自利、霸道霸凌的行径暴露无遗,正加速西方盟友体系的离心离 德。 另外,美国挥舞"关税大棒"一通操作下,美国自身的经济表现真的变好了吗? 美国贸易逆差的格 ...
乌外长紧急召见美国大使求恢复武器供应,俄罗斯则“大赞”美国
Jin Shi Shu Ju· 2025-07-03 02:50
Core Points - The U.S. has halted the delivery of several high-value weapons to Ukraine, raising concerns about Kyiv's defense capabilities amid recent Russian advances [1][2] - Ukrainian officials have expressed disappointment and concern over the impact of this decision on their military strategy and civilian infrastructure [2][3] - The Pentagon stated that the review of military aid is aimed at aligning with U.S. defense priorities, emphasizing the need to maintain military readiness [1][2] Group 1: U.S. Decision and Its Implications - The decision to suspend military aid was made in early June but only took effect recently, with some shipments already en route to Ukraine at the time of the halt [3] - The weapons affected include PAC-3 interceptors for the Patriot air defense system, Stinger missiles, precision-guided munitions, and Hellfire missiles [1][2] - The Kremlin welcomed the U.S. decision, suggesting that fewer weapons supplied to Ukraine could lead to a quicker end to the conflict [3][4] Group 2: Impact on Ukraine's Defense - The lack of Patriot missiles is expected to increase the success rate of Russian missile attacks on Ukrainian cities, potentially leading to higher civilian casualties [3][4] - Ukrainian military officials indicated that the suspension of promised systems would significantly affect their planning and expose civilian infrastructure to attacks [2][3] - Analysts suggest that while European and Asian sources may partially compensate for the reduced U.S. aid, the immediate situation for Ukrainian forces will become more challenging [4]
美国正式关闭国际开发署
Huan Qiu Shi Bao· 2025-07-02 22:48
Core Viewpoint - The U.S. government has officially ceased operations of the U.S. Agency for International Development (USAID) as part of a shift towards prioritizing trade and investment over foreign aid, reflecting a change in foreign policy strategy under the Trump administration [1][3]. Group 1: Changes in Foreign Aid Strategy - The U.S. Secretary of State, Rubio, announced the formal cessation of USAID's foreign aid operations, emphasizing a focus on trade and investment that benefits U.S. interests rather than traditional aid [1][3]. - The Trump administration conducted a thorough review of USAID's projects and expenditures, totaling over $715 billion, concluding that the agency's efforts have been largely ineffective since the end of the Cold War [3]. - The closure of USAID has drawn criticism from former Presidents Bush and Obama, with Obama labeling it a "huge mistake" as USAID has been a significant representation of U.S. presence globally [3]. Group 2: Implications for U.S. Foreign Policy - The shift from aid to investment and trade is seen as an acknowledgment of the U.S.'s relative decline in global power, with a strategic focus on countering China's influence through economic means [4]. - The historical context of USAID's establishment during the Cold War highlights its dual purpose of humanitarian aid and national security, indicating that the current closure does not signify a move away from interventionist policies [4]. - Experts suggest that the U.S. will continue to utilize trade and investment as tools for geopolitical competition, maintaining a strategy characterized by strong disruption and weak accountability [4].
美欧齐砍援助!乌克兰人道救援体系濒临停摆
Jin Shi Shu Ju· 2025-07-02 08:39
AI播客:换个方式听新闻 下载mp3 音频由扣子空间生成 随着依赖美国资金的国际救援委员会(IRC)等组织陷入困境,以及包括英国在内的其他主要捐助国也 在削减人道援助以节省资金增加国防开支,乌克兰人道救援体系正濒临崩溃。 自2022年2月俄乌冲突全面爆发以来,乌克兰一直是美国国际开发署(USAID)资金的最大接受者。据 该机构现已关闭的网站显示,此后美国已向乌克兰提供26亿美元人道援助、50亿美元发展援助,并直接 向乌预算注资300亿美元,而这一切几乎已停止。特朗普今年1月下令冻结了USAID对外援助计划。 美国的支持曾用于支付教师和急救人员工资、帮助国内外流离失所的乌克兰人、排雷及支持当地媒体。 对乌援助的削减恰逢特朗普在俄乌冲突中越来越偏向支持俄罗斯,这使得乌克兰比冲突初期以来任何时 候都更脆弱。 路透社采访了八家为乌克兰人提供从医疗救助到撤离等人道服务的非政府组织,它们详细描述了美国突 然撤资和其他国家削减资金造成的混乱:两家组织裁员,部分员工降薪,一家关闭基辅办公室,另一家 缩减在乌全境业务,所有组织都因资金放缓大幅缩编。 欧洲未能填补缺口 对这个小村庄的人们来说,失去援助难以想象——最近的医院在20 ...
美国新政策生效,欧盟公布反制手段,彻底撕破脸了,信号强烈
Sou Hu Cai Jing· 2025-07-01 14:23
Group 1 - The United States implemented a new tariff policy on June 23, imposing a 50% tariff on eight categories of steel household appliances, including refrigerators, dryers, and washing machines [1][3] - This policy is part of a series of protectionist measures aimed at creating a favorable environment for domestic industries and encouraging manufacturing to return to the U.S. [3][5] - The European Union responded swiftly by announcing a package of tariffs on $950 billion worth of U.S. products, covering various sectors such as civil aircraft, automobiles, medical devices, agricultural products, and alcoholic beverages [3][5] Group 2 - The EU's response is driven by long-standing trade imbalances and concerns over the impact of U.S. policies on EU industries and employment [5][8] - The trade conflict between the U.S. and EU is expected to disrupt global supply chains, affecting raw material supply, component production, and product sales [5][8] - The ongoing trade tensions are likely to hinder global economic growth, as increased tariffs raise product prices and suppress consumer demand [5][8] Group 3 - In the short term, the trade conflict will exacerbate tensions between the U.S. and EU, leading to higher costs for businesses and consumers [8] - Long-term implications may include the EU pursuing greater strategic autonomy, reducing reliance on the U.S. market and technology, and enhancing its own defense capabilities [8]