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败局已定,美国公布全球关税,6国对特朗普投降,全是中国的邻居,其中3国牺牲中方利益
Sou Hu Cai Jing· 2025-08-02 12:02
Core Viewpoint - The U.S. government has implemented a new policy imposing "reciprocal tariffs" on multiple countries, with rates ranging from 10% to 41%, effective within seven days, raising concerns about its impact on the global economic landscape [1][9]. Group 1: Neighboring Countries' Responses - Japan has aligned with the U.S. on the tariff issue, compromising its relations with China and supporting U.S. strategies in the region, particularly regarding the South China Sea [3]. - South Korea has reached an agreement with the U.S. to lower tariffs to 15% in exchange for significant investments and energy purchases, indicating a shift in its economic cooperation dynamics with China [3]. - Cambodia has agreed to reduce import tariffs on U.S. goods to nearly zero and purchase $500 million worth of U.S. wheat and up to 75 Boeing aircraft, reflecting its dependence on the U.S. market [4]. - India is facing a 25% tariff on imports from the U.S. and has taken provocative actions against China, attempting to gain favor with the U.S. in trade negotiations [6]. - The Philippines has also chosen to align with the U.S. for economic benefits, compromising its relations with China over territorial disputes [6]. - Vietnam has made concessions to the U.S. regarding tariffs on textiles and electronics, while simultaneously engaging in activities in the South China Sea that challenge China's sovereignty [7]. Group 2: Economic Implications - The U.S. tariff policy is seen as a continuation of its "America First" strategy, aiming to reshape global trade rules and maintain economic dominance, which could lead to significant uncertainty in the global economy [9]. - The International Monetary Fund (IMF) has downgraded the global GDP growth forecast to 2.8% for 2025, attributing a 0.9 percentage point reduction to the U.S. "reciprocal tariff" policy [9]. - The actions of these six neighboring countries in yielding to U.S. pressure may jeopardize regional cooperation and stability, raising questions about the long-term benefits of such compromises [9].
美国可能从欧洲撤军30% 此举意欲何为?
Yang Shi Xin Wen· 2025-08-02 07:24
Core Viewpoint - The article discusses the potential withdrawal of 30% of U.S. military forces from Europe, amounting to approximately 20,000 personnel, as part of a significant military reduction by the Pentagon, which is described as the largest since the Cold War [1] Group 1: Military Presence in Europe - The U.S. currently has around 85,000 military personnel stationed in Europe, with numbers fluctuating between 75,000 and 105,000 due to temporary deployments [1] - Following the outbreak of the Russia-Ukraine conflict, President Biden ordered an additional 20,000 troops to Europe to bolster defense capabilities in countries bordering Ukraine [1] Group 2: Historical Context and Political Implications - Previous U.S. administrations have considered reducing military deployments in Europe, but former President Trump had a stronger "America First" ideology, advocating for Europe to manage its own defense [1] - The likelihood of U.S. troop withdrawal is high, but the extent and speed of the reduction remain uncertain; a gradual and limited withdrawal may not significantly weaken NATO's deterrent capability, while a substantial cut could have major implications [1]
韩国被迫“屈膝”,特朗普称霸世界!全球仅剩三国死不低头
Sou Hu Cai Jing· 2025-08-02 00:57
Core Viewpoint - The article discusses the implications of the Trump administration's "security for economy" strategy, using South Korea as a case study, highlighting how economic concessions were made under the pressure of security threats from the U.S. [1][18] Economic Concessions - South Korea agreed to a 15% tariff on exports to the U.S., which, although lower than the initially threatened 25%, still undermines the competitiveness of South Korean companies in the U.S. market [3] - South Korea was compelled to invest $350 billion in the U.S., with $150 billion specifically allocated for the U.S. shipbuilding industry, adversely affecting South Korea's own leading shipbuilding sector [3] - An additional $100 billion in U.S. liquefied natural gas purchases was mandated, leading to significant capital outflow and compromising South Korea's energy security strategy [3] Security Pressure - The U.S. military's potential withdrawal of 4,500 troops from South Korea created significant political turmoil, leading to heightened fears beyond mere economic threats [5] - The U.S. justified the troop withdrawal as a strategic adjustment to reduce vulnerability in front-line deployments, which was perceived as a form of extreme pressure on South Korea [8] Global Trade Dynamics - South Korea's concessions are part of a broader trend where allies have succumbed to U.S. pressure under the "America First" policy, with other countries like the UK, Japan, and the EU also making significant economic sacrifices [10][12] - Countries like Canada, India, and China have adopted different strategies in response to U.S. pressure, with Canada taking a hard stance, India employing delay tactics, and China successfully forcing concessions from the U.S. [14] Long-term Implications - The compromises made by South Korea reflect a successful implementation of the Trump administration's strategy, which, while yielding short-term economic benefits for the U.S., risks eroding long-standing alliances and trust among allies [18]
特朗普称美国“活过来了”,随时准备对华翻脸
Sou Hu Cai Jing· 2025-08-02 00:57
Core Viewpoint - Trump's "America First" tariff policy has faced severe backlash, leading to economic and political repercussions that contradict his claims of success [1][6]. Group 1: Economic Impact - The actual GDP growth rate in the U.S. is only 0.5% after adjusting for tariffs and currency fluctuations, while inflation stands at 4.6%, increasing annual household expenses by $2,800 [1]. - U.S. companies, including General Motors, have incurred losses exceeding $1.1 billion due to the tariff war [1]. - The U.S. stock market experienced a significant drop, losing $3.4 trillion on the day Trump touted economic revival [1]. Group 2: International Relations - China has strategically engaged allies to undermine U.S. influence, exemplified by South Korea's renewed diplomatic efforts with China [1]. - The "China Plus N" strategy aims to reconstruct global supply chains, with a $1 billion investment in Southeast Asia to enhance China's economic competitiveness [2]. - China is countering NATO's military activities in the Asia-Pacific region through joint military exercises with Russia, showcasing a united front against U.S. actions [4]. Group 3: Legal and Political Challenges - U.S. courts have questioned the legality of Trump's tariff policies, with a ruling declaring his actions unconstitutional [4]. - Allies of the U.S. have begun to push back against tariffs, with Canada and Mexico filing complaints against the U.S. at the WTO [4]. - The U.S. trade deficit is projected to reach $1.21 trillion in 2024, a 50% increase compared to Trump's first term [6]. Group 4: Global Trade Dynamics - Trump's tariffs have inadvertently increased global supply chain costs by 12%, while trade among RCEP member countries has surged by 23% [9]. - Countries like Australia and India are diversifying their trade relationships, with Australia signing significant beef contracts with China and India purchasing discounted Russian oil [9].
抛出“对等关税”新表格,引发全球市场再动荡,美蛮横加剧全球贸易战
Huan Qiu Shi Bao· 2025-08-01 22:27
Core Viewpoint - The U.S. government has announced new tariffs ranging from 10% to 41% on imports from approximately 70 countries, effective August 7, indicating a significant escalation in the global trade war [1][2][4]. Tariff Details - Countries with trade agreements with the U.S., such as Japan, South Korea, and the EU, will face a 15% tariff, while India will incur a 25% tariff due to the lack of an agreement [1][2]. - Syria faces the highest tariff at 41%, followed by Myanmar and Laos at 40%, with Switzerland's tariff increasing to 39% from a previously announced 31% [3][4]. - South Africa will be subjected to a 30% tariff, highlighting the low priority given to African nations in U.S. trade agreements [3]. Economic Impact - The average tariff on U.S. imports is projected to rise from approximately 2.5% to 18.4% once the new tariffs are implemented, leading to increased costs for American consumers [4]. - The new tariffs are expected to disrupt global supply chains and may lead to a shift towards regional trade agreements as countries seek to mitigate the impact of U.S. policies [6][9]. Political and Strategic Implications - The tariffs are seen as a tool for the U.S. to exert geopolitical pressure, with the intention of forcing countries to accept U.S.-led trade rules [8][9]. - The ongoing trade tensions may accelerate the fragmentation of the global trade system, pushing countries towards regional agreements like RCEP and CPTPP [9]. Market Reactions - Following the announcement of the tariffs, stock markets in Asia and Europe experienced declines, reflecting investor concerns over the potential economic fallout [7].
特朗普主义与全球经济秩序新趋势|封面专题
清华金融评论· 2025-08-01 09:21
Core Viewpoint - The article discusses the evolution of the global economic order since the 1980s, highlighting the impact of globalization and free trade, the rise of "America First" ideology, and the challenges faced by China in this changing landscape [1][4]. Group 1: Globalization and Economic Order - Since the 1980s, globalization and free trade have formed the foundation of the current global economic order, driven by neoliberal reforms initiated by leaders like Reagan and Thatcher [3]. - The principle of "capital supremacy" underpins the liberal global economic order, advocating for the free flow of goods, technology, and capital across borders [3]. Group 2: Impact on American Society - While globalization has benefited the U.S. economy, the gains have been concentrated among multinational corporations and elite groups, leading to significant losses for the broader American populace [4]. - The closure of approximately 60,000 factories since 2001 has resulted in the loss of 4.8 million manufacturing jobs, exacerbating social inequalities [4]. Group 3: Political Response and Ideological Shift - The "America First" movement, associated with Trumpism, emerged as a reaction against the perceived failures of globalization, advocating for the interests of the working class and small businesses [4][6]. - Tariffs are viewed as a strategic tool to counteract the loss of comparative advantage in manufacturing, aiming to bring jobs back to the U.S. and stimulate economic growth [5]. Group 4: Biden Administration's Approach - The Biden administration has continued some of Trump's economic policies, reflecting the political reality that defending worker interests has become a central theme in American politics [9][10]. - Despite efforts to correct course, such as reducing tariffs, the Biden administration has faced challenges in reversing the trend of de-globalization [9][10].
25%关税!特朗普对印度下手了 | 京酿馆
Sou Hu Cai Jing· 2025-07-31 11:03
Core Viewpoint - The article discusses President Trump's decision to impose a 25% tariff on goods from India, along with an undisclosed penalty, signaling a shift in U.S.-India trade relations and highlighting the complexities of their negotiations [4][9]. Trade Relations - Trump announced that starting August 1, the U.S. will impose a 25% tariff on Indian goods, which surpasses tariffs on other countries like Vietnam (20%) and Indonesia (19%) [4][6]. - The U.S. has a significant trade deficit with India, with a reported $457 billion, which Trump emphasized in his statements [4][6]. Negotiation Challenges - Key obstacles in U.S.-India trade negotiations include agricultural market access and India's digital tax on U.S. tech companies, which has led to tensions [7][10]. - India's previous proposals to increase bilateral trade to $500 billion by 2030 have not materialized, indicating a failure in negotiations [6][10]. Geopolitical Implications - The imposition of tariffs is seen as a tool for the U.S. to challenge India's trade and diplomatic autonomy, particularly due to India's reliance on Russian military equipment and energy [9][11]. - Trump's actions suggest a shift in U.S. foreign policy, prioritizing "America First" over traditional alliances, which may diminish India's strategic position [16]. Political Context - India's Prime Minister Modi faces political pressure domestically, making it difficult for him to concede to U.S. demands without risking his support base [15][16]. - The upcoming 2024 elections in India add to the complexity, as Modi's party has lost its parliamentary majority, limiting his negotiating power [15][16].
漫评美退出联合国教科文组织:“三进三出”
人民网-国际频道 原创稿· 2025-07-31 02:10
近日,美国国务院发言人塔米·布鲁斯宣布,美国将退出联合国教科文组织,该决定将于2026年12 月31日正式生效。 根据布鲁斯发表的声明,美国决定退出的理由包括,"联合国教科文组织推进分裂性的社会和文化 事业,过度关注联合国可持续发展目标,不符合美国优先的外交政策。" 这是美国第三次退出联合国教科文组织。1984年,美国宣布退出该组织,在2003年重新加入;2017 年,美国宣布再次退出,2023年又重返该组织。 漫画作者:马宏亮(人民网版权图片,未经授权请勿转载。) 美国长期拖欠联合国教科文组织会费,并"三进三出",这不是负责任大国应有的作为,而是赤裸裸 的"美国优先"。 ...
关税大限临近 韩国提议投资数十亿美元帮助美国造船业再次伟大
Hua Er Jie Jian Wen· 2025-07-30 08:47
Group 1 - The core proposal from Seoul, named "Make American Shipbuilding Great Again" (MASGA), aims to meet the strong interest of the Trump administration in the shipbuilding sector, potentially serving as a key bargaining chip to avoid tariffs [1][2] - South Korea's shipbuilding industry is viewed as a unique advantage in tariff negotiations, capable of contributing to the Trump administration's goal of revitalizing the American shipbuilding industry [2] - Major South Korean shipbuilding groups, HD Hyundai and Hanwha Group, are accelerating investments in the U.S. and strengthening partnerships with American shipbuilding companies [2] Group 2 - The South Korean government confirmed the U.S. interest in shipbuilding and agreed to cooperate on mutually beneficial terms, including shipbuilding collaboration [2] - HD Hyundai has partnered with U.S. shipyard operator Edison Chouest Offshore to build medium-sized container ships at the U.S. facility by 2028, reflecting a proactive attitude towards entering the U.S. shipbuilding market [2] - The MASGA plan aligns with the Trump administration's "America First" policy and offers a practical solution to revitalize a neglected industry in the U.S. [2]
关税大限临近,韩国提议投资数十亿美元帮助“美国造船业再次伟大”
Hua Er Jie Jian Wen· 2025-07-30 03:54
日前,据参考消息援引韩联社报道称,这一数十亿美元的提案项目旨在满足特朗普政府对造船领域 的"强烈兴趣"。韩国已准备全力以赴,通过这一重大提议达成最后时刻的贸易协议。 面对特朗普政府设定的8月1日贸易协议最后期限,首尔方面提出名为"让美国造船业再次伟大" (MASGA)的重大项目提案,试图在最后时刻达成协议。 分析人士认为,这一提议直击特朗普政府"美国优先"政策核心,可能成为避免关税的关键筹码。 这些投资反映出韩国企业对进入美国造船市场的积极态度,同时也为两国在该领域的深度合作奠定了基 础。 特朗普政府将造船业复兴列为"美国优先"政策的重点之一。据环球时报,美国总统特朗普4月9日签署一 项行政令,重振美国造船业。 分析指出,白宫可能对推进MASGA计划表现出浓厚兴趣,因为它提供了切实可行的解决方案,符合特 朗普"美国优先"理念以及将这一被遗忘的产业带回国内的愿望。 另外,值得注意的是,韩国副总理Koo Yun-cheol和外长Cho Hyun将于下周与美国财长贝森特和国务卿 卢比奥会面。 造船合作成谈判焦点 韩国总统办公室在上个周末的一份声明中表示:"我们确认了美方对造船业的强烈兴趣,两国同意合作 制定包括造船 ...