以下文章来源于大胡子教买房 ，作者湾区区长 大胡子教买房 . 而且最重要的是。这两件事做完之后，都对香港有利。 今天，我们一起来揭开这背后的真相，看看香港如何成为这场变革中最大的赢家。 真人实地调研，专注楼市研究10余年！大胡子教买房为您带来一手消息，助您预判楼市风向，实现资产稳步增长！ 香港正在成为全球资金以及人才的首选。 前几年，我们都还在担忧香港的亚洲金融中心地位要被新加坡抢走，但是这还没过几年，香港就逆天改命，在成为世界金融中心的路上狂奔。 是什么导致了这个变化的产生？ 答案是特朗普。 近来特朗普做了两件大事： 第一，和哈佛较劲 第二，发行稳定币 这两件事都是颠覆全球秩序的大事，背后隐藏的是一次深刻的全球财富与人才重新洗牌。 先说说金融战场上的竞争。 最近， 美国大举推动数字货币和稳定币的发行 ，意图在未来数字经济时代继续保持美元霸权。 前两天，美国财政部、联邦储备系统相继推出多款美元稳定币项目，试图通过数字货币实现跨境支付的便捷和监管的掌控。 5月20日，美国参议院以66票赞成、32票反对的投票结果推进了美国 "稳定币统一标准保障法案"(GENIUS)。 稳定币的出现，是因为懂王希望能把美元和加密货 ...

Core Points - The photo exhibition titled "Fighting Side by Side, Moving Forward Together" commemorates the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War [1] - The exhibition features 61 photographs that highlight the historical bravery of the Chinese people during the war and the deep friendship formed between the Chinese and Soviet peoples [1] - Chinese and Russian officials emphasized the significant sacrifices made by both nations in defeating invaders and defending national sovereignty, which contributed to the ultimate victory in the World Anti-Fascist War [1][2] Summary by Sections Event Overview - The exhibition opened on June 5 at the Chinese Cultural Center in Moscow, showcasing the results of recent exchanges and cooperation between China and Russia [1] - The event is supported by the Chinese Embassy in Russia and organized by several institutions, including the Xinhua News Agency and the Russian-Chinese Friendship Association [2] Historical Significance - Officials highlighted the historical contributions of both nations to the victory over fascism, establishing a strong foundation for the ongoing development of Sino-Russian relations [2] - The exhibition serves as an important step in remembering history and honoring the sacrifices made by both nations during the war [1][2] Future Implications - The event is seen as a precursor to China's upcoming commemoration of the 80th anniversary of its victory in the Anti-Japanese War, which is expected to attract global attention [2]

Group 1: Market Trends and Performance - European defense stocks have significantly outperformed the market this year, with major companies like Rheinmetall seeing a 201% increase and Exail Technologies SA experiencing a remarkable 400% rise [1][4] - Investors are increasingly interested in small-cap defense companies, driven by record military spending in Europe, which is expected to exceed €200 billion annually over the next five years [2][3] - The MEGA (Make Europe Great Again) trend has emerged, reflecting a shift in investor sentiment towards European markets, which are seen as undervalued compared to the U.S. [1][2] Group 2: Key Companies and Their Performance - Rheinmetall's stock has tripled this year, while Steyr Motors AG has seen a nearly 300% increase, highlighting the strong performance of smaller defense firms [1][4] - Exail Technologies has gained over 300% in stock value after securing a significant contract for underwater drone systems [11] - Alzchem AG, which produces materials for military ammunition, has also benefited from increased defense spending, with five out of six analysts recommending a "buy" rating [15] Group 3: Emerging Sectors and Technologies - The demand for night vision technology has surged, with companies like Theon International Plc seeing their stock prices rise significantly since their IPO [6][10] - The drone and robotics sector is gaining traction, with Exail Technologies leading the charge, reflecting a broader trend towards unmanned warfare capabilities [11][24] - Companies involved in IT, cybersecurity, and satellite communications are also experiencing growth, with Eutelsat SA's stock rising by 300% as it positions itself for military contracts [24][27] Group 4: Industrial and Chemical Companies - Industrial giants like Thyssenkrupp and BAE Systems have seen their stock prices double, driven by their defense-related business segments [18][23] - Heidelberg Druckmaschinen AG is exploring opportunities in the defense sector, contributing to a 56% increase in its stock price this year [22] - The chemical sector is also benefiting, with Alzchem AG's stock outperforming its peers due to its focus on military-grade materials [15]

以下文章来源于真故研究室 ，作者周峰 真故研究室 . 真问题，更商业 来源丨真故研究室（ID： zhengulab ） 作者丨 周 峰 编辑丨 龚 正 图源丨Midjourney 中国人现在有多喜欢椰子？看看这组数据就知道了。 4 年喝下 12 亿杯瑞幸生椰拿铁， 1 年喝下价值 11 亿元的泰国 if 椰子 水，吃掉百万份以上的海南椰子鸡…… 然而，海南椰子产量只能满足国内需求的 10% ， 90% 依靠进口。在东南亚，椰子价格这几年涨幅快比黄金。来自中国的大公 司、和转行的互联网人纷纷来到东南亚，包岛 采椰，或直接搞起从生产、加工到销售的全产业链，目的只有一个，在原产地争夺 独一无二的新鲜椰子。史称：椰子水战争。 蜜源之战 惊涛拍岸，从石头缝里蹦出的，不是孙悟空，而是脱口秀演员付航。这是瑞幸咖啡"付航在印尼包下一座椰岛"广告开头的一段。 伴随《西游记》电视剧片头名曲，一身花衬衫的付航，纵身一跃，没有飞到花果山，而是飞向了印度尼西亚的邦盖群岛，为国内 办公室里那群气若游丝的坐班牛马们亲自采椰。 图 |截图来自付航广告片 据说这是一种原产于泰国叻武里府的独特品种，与普通椰子相比，其糖分含量高出约 150% ， ...

Core Viewpoint - The article discusses the potential implications of Trump's proposal to eliminate the debt ceiling in the U.S., suggesting it could lead to a financial crisis for U.S. debt [2][3]. Financial Situation - The U.S. government's annual revenue is $4.9 trillion, while expenditures are $6.8 trillion, resulting in a fiscal deficit of $1.8 trillion [4]. - The current national debt stands at $36 trillion, with interest payments consuming 20% of annual revenue, leading to a debt-to-revenue ratio of 123%, significantly exceeding the 60% warning threshold [4]. Debt Dynamics - The increase in U.S. debt is outpacing revenue growth, with the debt growth rate being three times that of revenue growth, indicating a deteriorating repayment capacity [4]. - Investors are increasingly selling U.S. debt, with holdings dropping from $1.3 trillion to over $700 billion, and projections suggest this could fall to $300 billion in the future [5]. Future Projections - Bridgewater's Dalio estimates that by 2035, U.S. debt could reach $50 trillion, with annual interest payments exceeding 30% of total revenue, signaling a potential collapse of the current financial model [5]. - The article predicts a decade of monetary warfare, with a shift away from the U.S. dollar, as other currencies like the yuan and euro seek to capture dollar market share [6]. Political Implications - Trump's approach to fiscal policy is likened to short-term political gains at the expense of long-term financial stability, similar to local officials prioritizing immediate projects over future repayment concerns [3].

Core Points - This year marks the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War [1] - On June 5, Chongqing conducted an air raid siren test to commemorate the victims of the Chongqing bombing during the Anti-Japanese War, aiming to enhance national defense awareness among citizens [1][3] - The air raid siren sounded at 8:20 AM and lasted until 8:32 AM, following a standard sequence of warning signals [1] - The event included a public education campaign on national defense and civil air defense, held at the Guanyinqiao business district [1] - Chongqing has established a comprehensive emergency broadcasting platform to ensure timely coverage of air raid siren signals across over 9,000 administrative villages [1] Historical Context - The "Chongqing Bombing" occurred from 1938 to 1943, resulting in over 24,000 casualties and the destruction of 17,452 buildings and 37,182 rooms [3] - The June 5, 1941 air raid led to significant direct and indirect casualties, including the tragic "6·5" tunnel disaster, which had the highest indirect death toll from bombings during World War II [3] - Since the implementation of the Chongqing Civil Air Defense Regulations in March 1999, the city has held air raid siren tests annually on June 5 to honor the victims and remember history [3]

↑1945年，夏淑琴（左二）和妹妹（左一）与舅舅一家合影（翻拍照片）。 ↑2016年12月3日，夏淑琴（右二）和家人在侵华日军南京大屠杀遇难同胞纪念馆向遇难者献花。 ↑2018年12月10日，在侵华日军南京大屠杀遇难同胞纪念馆举行的死难者遗属家祭活动中，夏淑琴给遇难者名单墙上亲人的名字添漆。新华社记者 孙参 摄 1937年12月13日，南京新路口5号，夏淑琴一家刚吃完早饭，淘好了午饭要用的米，突然听到沉重的皮靴声。一队日本兵敲开房门，直接射杀了开 门的房东。她的父亲跪地恳求，仍被枪杀。随后，丧心病狂的日本兵轮奸并杀害了她的母亲和两个未成年的姐姐，又杀死了外公外婆，又将年仅1 岁的小妹妹从桌下拖出摔死。 夏淑琴被外公藏在被子里，因惊吓大哭，被日本兵连刺三刀，昏死过去。醒来时，她满身是血，听见妹妹在哭喊"妈妈"。姐妹俩靠着炒米和锅 巴，喝着水缸里的水，在亲人的尸体旁熬过了十多天。 这个原本9口的家庭，7人惨遭杀害，两个小女孩瞬间成为孤儿。侵华日军在南京城内，对手无寸铁的平民展开近6周的烧杀淫掠，至少30万人遇 难。后来，慈善机构"老人堂"的人救走了姐妹俩。夏淑琴的伤口已经化脓，老人们用烧着的棉花为她处理伤口。最终 ...

以下文章来源于大胡子教买房 ，作者湾区区长 大胡子教买房 . 真人实地调研，专注楼市研究10余年！大胡子教买房为您带来一手消息，助您预判楼市风向，实现资产稳步增长！ 香港正在成为全球资金以及人才的首选。 前几年，我们都还在担忧香港的亚洲金融中心地位要被新加坡抢走，但是这还没过几年，香港就逆天改命，在成为世界金融中心的路上狂奔。 是什么导致了这个变化的产生？ 答案是特朗普。 近来特朗普做了两件大事： 第一，和哈佛较劲 第二，发行稳定币 这两件事都是颠覆全球秩序的大事，背后隐藏的是一次深刻的全球财富与人才重新洗牌。 而且最重要的是。这两件事做完之后，都对香港有利。 今天，我们一起来揭开这背后的真相，看看香港如何成为这场变革中最大的赢家。 先说说金融战场上的竞争。 最近， 美国大举推动数字货币和稳定币的发行 ，意图在未来数字经济时代继续保持美元霸权。 前两天，美国财政部、联邦储备系统相继推出多款美元稳定币项目，试图通过数字货币实现跨境支付的便捷和监管的掌控。 5月20日，美国参议院以66票赞成、32票反对的投票结果推进了美国 "稳定币统一标准保障法案"(GENIUS)。 稳定币的出现，是因为懂王希望能把美元和加密货 ...

编者按：5月31日，美国防长赫格塞思在香格里拉对话会上发表演讲，大肆渲染中国威胁， 就涉台、南海等问题发表消极言论。对此，我国外交部表示：赫格塞思无视地区国家求和平 谋发展的呼声，兜售阵营对抗的冷战思维，抹黑攻击中国，大肆渲染"中国威胁论"，充满挑 衅挑拨。中方对此强烈不满和坚决反对，已向美方提出严正交涉。 如何评判美国防长此番挑衅性言论？观察者网就此连线了国际问题学者、全球化智库 （CCG）副主任高志凯。 【对话/观察者网 唐晓甫】 观察者网：5月31日，新加坡香格里拉对话会上，美国国防部长赫格塞思首次登台发言。他在演讲中竭 力渲染"中国威胁论"，并称如果中国大陆试图"征服"台湾地区，将会带来"毁灭性后果"。你对此有何解 读？ 高志凯：赫格塞思在香格里拉对话会上关于台湾海峡两岸所发表的言论具有破坏意义，毫无建设性，但 我们一定要仔细琢磨他这番说法的真正用意。 我最近说过，赫格塞思在香格里拉对话会上所说的任何一句话也无法改变现实：世界上只有一个中国， 台湾是中国的一部分，中华人民共和国政府代表海峡两岸全体中国人民。无论他说什么、如何上蹿下 跳，或者编造各种各样的谎言，都改变不了这一法理事实和中国统一的大趋势。 ...

Group 1 - The article highlights Japan's precarious position in the semiconductor supply chain, particularly due to U.S. restrictions on exports of critical materials and technologies [1][3] - Japan is home to 23% of the world's semiconductor raw material factories, particularly in Kumamoto, which produces high-purity fluorinated polyimide essential for 3nm chips [1] - The U.S. has imposed conditions on Japan's exports, including the requirement for EUV lithography machines to have geofencing systems, effectively monitoring Japan's semiconductor capabilities [3] Group 2 - Japan's reliance on the U.S. for raw materials is increasing, with 43% of its high-purity rare earth production directed to North America, raising concerns about becoming a technology dependency nation [5] - Toshiba's 2023 financial report indicates a 12% drop in yield for silicon carbide chips due to a lack of domestic etching equipment, while Shin-Etsu Chemical faces rising wafer costs from using U.S. substitutes [6] - The average age of semiconductor engineers in Japan is 51, with a 38% decrease in young professionals over five years, indicating a talent crisis in the industry [6] Group 3 - Japan is exploring alternative technologies, such as quantum computing and hydrogen energy chips, as part of a strategic pivot in its semiconductor approach [8] - Panasonic has developed a miniaturized hydrogen production reactor, and advancements in hydrogen fuel cell technology have been made at the University of Tokyo [10] - Hitachi has created a "three-layer protection" verification system to enhance security in semiconductor material transport [11] Group 4 - Chinese manufacturers are benefiting from Japan's technological constraints, with new domestic etching machines utilizing expired Japanese patents and lower-cost rare earth extraction methods [13][14] - In 2023, Japan was compelled to relax 63 expired patent licenses, leading to a significant outflow of semiconductor talent to China [14] - The article suggests that the ongoing semiconductor conflict is a reflection of broader resource competition and emphasizes the need for Japan to rebuild its innovation ecosystem independently [16]