据《华尔街日报》报道，AMD未回应置评请求。英伟达在一份声明中表示，"我们遵守美国政府为我们参与全球市场制定的规则"，"虽然已有数 月未向中国发货H20，但我们希望出口管制规则能让美国在中国和世界范围内参与竞争"。 【环球时报报道 记者 倪浩】英国《金融时报》11日援引知情人士的消息报道称，为取得对中国市场的半导体出口许可，英伟达公司和超威半导体 公司（AMD）已与美国政府达成一项非同寻常的协议，同意将在中国市场销售收入的15%上交给美国政府，这种交换条件被认为是"前所未 有"的。复旦大学美国研究中心副主任宋国友告诉《环球时报》记者，这是本届美国政府深涉企业业务经营的又一表现，一系列相关行为将不可避 免地冲击美国所谓自由市场经济秩序，损害市场交易规则，也让与美国打交道的外国企业越来越感受到美国营商环境的不确定性，并极大地增加 了市场成本。 报道援引包括一名美国官员在内的知情人士的话称，这两家芯片制造商接受了这一财务安排，作为上周获得中国市场出口许可的条件。英伟达同 意交出H20芯片在中国销售收入的15%，AMD也将从其MI308芯片的收入中提供相同比例给美国政府。两名知情人士称，特朗普政府尚未决定如 何使用这 ...

Core Viewpoint - The article argues that the ultimate winner of the tariff war is China, despite the U.S. government's claims of success in generating revenue through tariffs [3][15]. Group 1: Economic Impact on the U.S. - The high tariffs imposed by the Trump administration have led to skyrocketing prices for raw materials like steel and semiconductors, forcing U.S. factories to cut production and resulting in a decline in product quality [7]. - U.S. allies are shifting their trade partnerships towards China, with Brazil signing a multi-billion dollar soybean deal with China and India accelerating trade with Russia [7]. - Retail giants like Walmart and Best Buy are facing increased costs, contributing to a rise in inflation to 2.9%, which is straining consumers' finances [7]. Group 2: China's Economic Resilience - China's total import and export volume reached 25.7 trillion yuan in the first seven months of 2025, marking a 3.5% increase, with exports to Belt and Road Initiative countries soaring by 8.7% [11]. - Many U.S. companies are relocating their production lines to China to avoid tariffs, benefiting from China's robust textile industry infrastructure [11]. - Chinese e-commerce platforms like Taobao and Dunhuang.com are gaining international traction as affected businesses and consumers turn to them [11]. Group 3: Global Reactions and Trends - India and Brazil have strongly opposed Trump's tariff policies, with India's government prioritizing farmers' interests and Brazil filing a complaint with the WTO [13]. - The U.S. manufacturing PMI has dropped to 48%, while China's remains above 50%, indicating a stark contrast in economic health [15]. - The article concludes that unilateralism and protectionism will backfire in the changing global economic landscape, with China emerging as the biggest winner due to its flexible economic strategies and strong industrial chain [15].

中国常驻联合国代表傅聪11日在联合国安理会海上安全问题高级别公开辩论会上驳斥美方在巴拿马运河 问题上对中国的无理指责。 傅聪说，近一段时间，美国代表团多次在安理会借各种议题对中国进行无理指责和抹黑，中方对此坚决 反对。中方一贯尊重巴拿马对运河的主权，承认巴拿马运河作为永久中立国际水道的地位。美方炮制谎 言、无端攻击中国，无非是为其控制巴拿马运河制造借口。中方坚决反对经济胁迫和霸凌行径，敦促美 方停止造谣生事。 傅聪指出，美国是破坏南海和平稳定的最大搅局者。美方在南海地区部署包括陆基中程导弹在内的进攻 性武器，频繁派遣大规模舰机到南海搞军事侦察和演习，在别国的家门口耀武扬威、横冲直撞，无非是 想把南海搅乱，服务美国的地缘战略私利。 傅聪表示，美国的霸权和冷战思维、单边主义行径正急剧推升全球海上安全风险。美国至今未加入《联 合国海洋法公约》，不愿履行相关义务；无视国际法和国际海底管理局警告，单方面决定开发国际海底 资源，抢夺全人类共同财产；公然恐吓巴拿马运河、苏伊士运河的正常运营，肆意挑战他国主权；将涉 海事务泛安全化，阻碍海上基础设施建设，破坏产业链、供应链稳定。中方敦促美方深刻反思，切实承 担起大国应尽的责任 ...

Group 1 - The recent global tariff order signed by Trump has led to significant backlash, with 54 countries expressing support for China and advocating for its leadership in the global economy [1][4] - The tariff measures imposed by the U.S. on 69 countries have resulted in severe economic impacts, such as a 35% tariff on Canadian auto parts, a 50% tariff on Brazilian soybeans, and a 25% tariff on Indian industrial products [4][8] - Even small and impoverished nations like Lesotho are affected, facing a 15% tariff due to accusations of currency manipulation and overcapacity, highlighting the widespread confusion and anger among affected populations [8] Group 2 - The burden of the tariffs is primarily falling on American consumers, with nearly 90% of tariff revenues being borne by U.S. importers, leading to increased prices for goods such as a 40% rise in shoe prices at Walmart and an overall annual expenditure increase of at least $2,400 per American household [10] - In response to the tariffs, China has proactively established a free trade zone with 53 African countries, significantly boosting trade, with exports of South African citrus to China surging by 88.6% [13][15] - China's economic presence in Africa is growing, with exports of construction machinery increasing by 58.5%, and the internal trade volume of the African free trade zone rising from $192.2 billion to $520 billion [15] Group 3 - The unilateral tariff policies of the U.S. are accelerating global support for China, particularly in Africa, where over 55% of smartphones and 70% of solar panels are produced by China, overshadowing U.S. influence [17] - The U.S. is facing unprecedented challenges to its hegemonic system, with legal rulings against Trump's tariffs and retaliatory measures from traditional allies, including a 25% retaliatory tariff from the EU [19] - The increasing support for China from 54 countries indicates a potential shift in global trade dynamics, with the possibility of the end of dollar hegemony as China signs 31 economic partnership agreements [23][27]

特朗普最近为美国争取了大量投资，却不料遭遇了"背刺"，让他此刻的笑容完全消失。7月31日，特朗普向全球超过一百个国家发布了新的关税清单，尤其 是日本、韩国和欧盟等传统盟友，它们在关税压力面前纷纷选择妥协，举起白旗投降。为了进一步施压，特朗普要求欧盟和韩国签署大额的能源采购合同， 迫使它们购买更多的美国能源，这成为了除了对美国制造业投资之外的又一"强制条款"，再次暴露了其不平等的贸易政策。 特朗普对于自己的关税政策极为自信，认为这将大大增加美国的财政收入，成为他继续推行全球贸易改革的强大支持。随着8月1日美国新关税的正式实施， 关税税率最高达到了41%，对那些对美贸易顺差的国家，最低也征收10%的关税。这成为近百年来美国最高的进口商品关税。特朗普深知，短期内这种关税 政策能够缓解美国财政的压力，但从长远来看，美国国内的通胀问题会愈发严重。 然而，事实很快就证明了特朗普关税政策的副作用。8月1日，美国劳工部发布的数据显示，7月非农就业人数急剧下降，失业率出现回升，证明美国经济的 脆弱性。特别是中小型企业在高关税和移民政策的双重压力下，利润严重下滑。当天，美国股市也迎来了剧烈波动，道琼斯工业指数下跌了0.74%，标 ...

近日，美国对多个贸易伙伴加征的新一轮关税正式生效。根据总统特朗普签署的行政令，数十个国家和 地区被征收10%-50%不等税率，将美国整体关税水平推至1935年以来的最高点。这种破坏性贸易战的恶 果正在显现，美国企业运营成本上升，通胀持续攀升，广大消费者面临更高的商品价格，美国民众正为 政府的单边主义政策买单。 美国试图以关税为工具对外施压，以牺牲他国利益换取自身短期优势，体现出明显的单边主义和经济霸 权思维。这种做法不仅破坏多边贸易体系的稳定，也激化了国际社会的不信任和对立情绪。所谓"重塑 全球贸易规则"，实则是借保护主义之名行经济殖民之实，意在构建一个服务于自身霸权的单边体系。 此举破坏全球产业链合作，动摇了国际合作信任，最终也将反噬美国自身。 （文章来源：中国新闻网） ...

Group 1 - The core viewpoint of the article highlights the escalating trade tensions between the US and China, particularly focusing on the potential for a 100% tariff on Chinese imports related to Russian energy if a peace agreement in the Russia-Ukraine conflict is not reached [1][7] - The article emphasizes China's firm stance against US pressure, asserting that there are no winners in a tariff war and that China is prepared to defend its interests [3][12] - The US's use of tariffs is portrayed as a strategy to weaken China's energy ties with Russia and to extract concessions in trade negotiations, reflecting a broader trend of unilateralism in US foreign policy [7][10] Group 2 - The article discusses China's response strategies, including leveraging its economic strength and expanding domestic demand to mitigate reliance on the US market, as well as enhancing diplomatic relations with other countries to counter US unilateralism [7][9] - It notes the potential impact of increased tariffs on global supply chains, which could lead to higher production costs for US companies reliant on Chinese goods, thereby affecting their competitiveness [9][10] - The article raises concerns among other nations regarding US unilateralism, prompting them to seek diversified trade partnerships to reduce dependency on the US market [10]

Core Viewpoint - The implementation of the "reciprocal tariffs" by the United States has led to significant dissatisfaction in Europe, particularly affecting exporters like those in Portugal [1][3] Group 1: Impact on European Exporters - The unilateral nature of the U.S. tariffs is seen as asymmetric and poses serious challenges for European exporters, including those from Portugal [1] - Portuguese automotive and machinery producers will face additional costs when entering the U.S. market, increasing their operational burdens [3] Group 2: Statistical Evidence - Portugal's exports to the U.S. saw a dramatic decline of 39.4% year-on-year in June, dropping from €55.7 million in June 2024 to €33.8 million [3] - In the second quarter, exports to the U.S. decreased by 13.9% year-on-year, falling from €141.9 million to €122.1 million [3] Group 3: Broader Trade Implications - The protectionist measures from the U.S. contradict the direction of global multilateral trade system development, which should be based on balanced interdependence and openness [3] - Portugal advocates for a more equitable and clearly defined international trade system as a proponent of multilateralism [3]

Group 1: Recent Diplomatic Dynamics - The Trump administration has been active in diplomacy, particularly regarding the Russia-Ukraine conflict, aiming to facilitate a ceasefire without European involvement [3] - The U.S. has adopted a hardline stance on global tariff policies, imposing tariffs on major trade partners like India and the EU, indicating significant trade tensions [4] Group 2: Insights from U.S.-China Negotiations - U.S. Treasury Secretary Bessent revealed intense negotiations over sovereignty issues, with China asserting its right to purchase Russian oil and maintain its own security needs [5] - The Chinese delegation demonstrated preparedness and flexibility in discussions about tariff exemptions and energy cooperation, indicating a strong negotiating position [5] Group 3: Underlying Motivations for Trump's Shift - The Trump administration faces dual pressures from the Russia-Ukraine situation and U.S.-China trade negotiations, prompting a reassessment of its hardline tariff strategies [7] - Domestic inflation and upcoming midterm elections are influencing the Trump administration to reconsider the effectiveness of its trade policies with China [7] Group 4: Future Implications of U.S.-China Relations - Structural conflicts between the U.S. and China remain unresolved, with potential for temporary agreements on tariffs and energy procurement, but long-term competition is expected to escalate [9] - The evolving global power dynamics are reflected in the shifting alliances and the impact of U.S. unilateralism on its relationships with allies [9][11]

赤泽亮正表示，此前与美方反复确认，针对现有税率低于15%的商品，在8月税率提高后总税率应为15%。而美国政府日前发布的公告显示，日本 已被征税商品需在现有税率之上再加15%，内容与协议不符，对日本不利。 日美新一轮关税协议8月7日正式生效。同一天，日本政府发布更新版的2025财年实际国内生产总值（GDP）增长预期数据，从先前预期的1.2%下 调至0.7%。其下调预期的主要原因之一是美国加征关税的影响。 日本经济再生担当大臣赤泽亮正 8月6日上午，日本经济再生担当大臣赤泽亮正表示，美国方面公布的8月7日开始征收关税的官方公告与此前日美双方达成的协议不一致，此前在7 月22日，美国与日本达成贸易协议，日本适用的所谓"对等关税"税率将为15%。由于"对等关税"包含所谓10%的"基准关税"4月起已在征收，8月起 日本适用的税率将从10%提高到15%。 第一，在安全上，日本依靠美国，所以在这方面日本受到很大的牵制。 虽然知道日美关税是强扭的瓜，但怎么这么快就变味了？ 第二，在贸易方面，日本对美国的出口有顺差，基本上三分之一以上是汽车，日本汽车对美国汽车具有巨大的竞争优势。在这一情况下，日本就 必须艰苦谈判。 中国世贸组 ...