在美国深陷关税战之际，中国趁低价狂囤2.5亿桶原油，4月进口量更是创18个月新高。中国这是在为什 么做准备？ 关税战开打之后，西方媒体不禁跌破眼镜：原以为中国的石油需求会稍微消退，谁料到居然大逆转！ 【西方媒体发现，2.5亿桶石油正运往中国】 【特朗普向全世界打响关税战】 更值得一提的是，中国的一些炼油厂甚至推迟了年度保养计划，就是为了趁着利润率高，猛造汽油、航 空燃油这些热门产品。看来，这真是个大家都想挤上去分享蛋糕的好时机。 当然，还有一个非经济因素，地缘政治的风卷云涌。中国和石油输出国关系良好，不把俄罗斯、伊朗、 委内瑞拉等国拒之门外。这些国家面临西方制裁，急需市场，于是降低油价，用薄利多销的策略维持出 口。 据说，俄罗斯的乌拉尔原油价格，就比国际油价便宜个10美元左右。这种情况下，中国企业能不动心 吗？ 不过，事情也没这么简单。中国还在利用这一机会扩充能源储备。因为有分析认为，未来美国或许会打 美元霸权的牌，影响中国的能源进口。 今年4月，中国原油日均进口量飙升至约1100万桶，比1月份增加了近200万桶，刷新18个月来的新纪 录。粗略一算，这相当于至少2.5亿桶石油入库。这到底咋回事？ 首先，我们得 ...

据环球时报报道，美国加利福尼亚州州长、民主党人纽森表示，不赞同美国共和党籍总统特朗普对华所征收的畸高关税。纽森表示，全球贸 易不是零和博弈，他认识到美中之间是"相互依存的关系"。尽管纽森称，加州政府尚未与中方进行任何直接的高层对话，但他试图将加州描 述为一个向中国和其他贸易伙伴"伸出开放之手"的"稳定的合作伙伴"。他提到，自己2023年访华时，与中方在"州级、区域和市级以及联邦 政府层面"，都签署了谅解备忘录。 白宫新闻处发布消息称，在中美贸易对抗升级的背景下，美国政府可能对从中国进口的商品征收百分之两百四十五的关税。白宫还列出了对 中国征收关税的明细：百分之一百二十五的对等关税；因芬太尼问题征收的百分之二十的关税；还有根据三零一条款对某些商品征收的关 税。也就是说，部分出口美国的中国商品，在关税叠加之后，确实存在达到百分之两百四十五关税的情况。有网友已经列出来，目前能查询 到被美方征收顶格关税的中国商品有针头和注射器。 美国民众（资料图） 为了反制美国，中国可能正在抛售美国国债。2025年4月中国单月抛售573亿美元美债，直接导致30年期美债收益率飙升至5%，创下1981年 以来的最高纪录。这种"精准爆破" ...

Core Viewpoint - The decision to store a portion of China's gold reserves in the underground vaults of Manhattan, New York, rather than repatriating them, raises questions about security and trust in the context of U.S.-China relations [1][4]. Group 1: Historical Context - After World War II, the U.S. established the Bretton Woods system, linking the dollar to gold, which solidified the dollar's dominance in the international monetary system [1]. - In the 1980s, China engaged in reform and opening-up policies, deepening economic and political ties with the U.S. during a period of favorable relations [1]. Group 2: Strategic Considerations - China purchased over 600 tons of gold from countries like South Africa and Australia, storing it in the U.S. for two main reasons: the high security of the vaults and to build trust with the U.S. to attract American investment [3][4]. - The decision to store gold in the U.S. was strategically significant during a time of friendly U.S.-China relations, facilitating economic development in China [4]. Group 3: Current Situation and Concerns - Recent geopolitical tensions have led to concerns about the safety of China's gold reserves in the U.S., especially after incidents like the U.S. seizing Russian assets [4]. - However, the impact of the stored gold is minimal, as it constitutes only about 3% of China's foreign exchange reserves, and the economic interdependence between China and the U.S. serves as a deterrent against potential confiscation [4][5]. - Many countries are reconsidering their gold storage in the U.S., but China's decision is based on historical context and current national interests, with sufficient strength to handle potential changes [5].

文|翎谕 关税战中，特朗普对一些国家"选择性豁免"，但唯独对中国层层加码。 这不是美国第一次针对中国了： 从2018年的贸易战，再到渲染"中国威胁论"等等。 明明这么做对美国来说好处不大，甚至还让美国民众为之买单。 但美国就像"狗皮膏药"一样，似乎要跟中国死磕到底。 对此英国专家给出了答案，这是因为中国犯了一个重要的"原罪"！ 美国4月初开始对全球各国增加关税。 然而在反对声音冒出之后，美国做了一个很明显的针对行为。 信息源：本文陈述所有内容皆有可靠信息来源赘述在文章结尾 那就是给一些国家的加关税先按下暂停键，但是却对中国关税是加了又加。 这么做的目的，仅仅是因为中国没有选择低头吗？ 从美国长期以来的行为来看，他们对中国的针对性有点太强了。 近年来，美国一直在世界上宣传他们所谓的"中国威胁论"。 涉及的范围是越来越大，从环境威胁到食品威胁，再到计算机威胁。 比如去年美国和欧盟一起给中国新能源车加税。 他们一直强调"中国的产能过剩"对他们造成了影响。 还被爆出美国每年花费上亿元，买抹黑中国的稿子。 在美国军费排名世界第一的情况下，却炒作中国在大幅度增长军费。 就连美国总统都下场，前几天特朗普发了几张中国环境污染 ...

据商务部网站消息，面对美方胁迫他国限制与中国贸易往来以换取关税豁免的行径，中方明确表态：绝 不接受任何牺牲中方利益的交易，将坚决反制。这番罕见公开警告，背后是一场暗流涌动的全球博弈。 美国在经贸领域的"霸道行径"早已不是新鲜事。2025年4月，美方以"对等关税"为由，对中国商品加征 34% - 104%的惩罚性关税，这可不是单纯的经济手段，背后藏着多重算计。从战略层面看，美国把中国 视作"头号对手"，想通过关税战削弱中国在全球产业链的地位，还想推动制造业回流，填补国内产业空 心化。特朗普政府经济纲领文件《重构全球贸易体系用户指南》里就明晃晃写着，要用关税"打压中国 竞争力"，甚至想逼着盟友在中美之间站队，构建"安全 - 贸易联盟"。 中国这边的应对相当硬气。在技术领域，2018年贸易战以来，35项被封锁的关键技术，中国已经攻克21 项，上海新凯来公司研发的28nm浸润式光刻机，直接挑战荷兰ASML的垄断地位。外部压力非但没压 垮中国，反而成了自主创新的动力。 市场布局上，中国也在悄然转变。通过"一带一路"和区域自贸协定，外贸重心转向东南亚、中东、非洲 等新兴市场。2024年，中国工业增加值占全球近三成，对美出 ...

美国哪些部门是"深层政府"？美联储，无疑首当其冲。特朗普原先的计划，是一边对他国加关税，一边说服美联储降息，这样对美国 国内经济的冲击会小一些。但现任美联储主席鲍威尔，硬挺着不降息，还在特朗普背后"捅刀"，说美国加征的关税，不像特朗普说的 那样是外国政府在承担，而是美国人民。特朗普闻言暴怒，威胁要解雇鲍威尔，但他这话才放出来24小时，又主动澄清，没有解雇鲍 威尔的想法。 据每日经济新闻报道，特朗普对美联储的独立性发起挑战，多次暗示可能将现任美联储主席杰罗姆·鲍威尔免职。太和智库高级研究 员、中国现代国际关系研究院前副院长王在邦向《每日经济新闻》记者（简称每经记者）表示，特朗普宣称罢免鲍威尔，迅速向市场 传递一个美元要"完蛋"的信号，引起金融市场恐慌。美联储丧失独立性是推倒美元霸权的第一张多米诺骨牌，相当于投向美元信用的 一枚核弹。 近日有彭博社消息称，特朗普正在尝试通过对美国盟友施压，以达成对中国新能源领域的打压，减缓中国制造的扩张，最终将中国挤 出全球新能源的供应链。不出所料，特朗普手中的底牌还是关税威胁，他宣称，那些不顺从美国的国家，将会遭受美国的"二级关 税"。不得不说，这一招对于美国的贸易伙伴来说真是 ...

Core Insights - The competition among digital chain leaders is inherently global, driven by the rapid advancement of AI and smart technologies, which are disrupting traditional chain leaders [2][3] - Digital and intelligent transformation is becoming a new trend in global production networks, with the potential to revolutionize human production and lifestyle [2][3] - The emergence of digital chain leaders, or "smart chain leaders," is crucial as they integrate material and data through AI, enhancing production capabilities and decision-making intelligence [3][5] Group 1: Impact of AI on Traditional Chain Leaders - The acceleration of intelligent transformation is leading to the replacement of traditional chain leaders, with smart chain leaders striving to be the first to achieve large-scale AI practical application [5][6] - The historical context shows that once AI surpasses certain thresholds, it can lead to disruptive changes across industries, as seen in examples like the evolution of Go and the automation of parking systems [6][7] - The urgency for businesses to embrace AI is palpable, with a growing anxiety among entrepreneurs to understand and leverage AI technologies [7][8] Group 2: Differentiation Between Digitalization and Intelligentization - Digitalization is recognized for its potential to enhance efficiency, but its benefits are often indirect and limited, while intelligentization can dramatically improve production efficiency [8][9] - The competition among smart chain leaders is global, as breakthroughs in intelligentization can lead to significant productivity gains, posing existential threats to traditional chain leaders [8][9] Group 3: Technical Routes and Responsibilities of Smart Chain Leaders - The debate over AI's development routes—AI hegemony versus AI equality—highlights the importance of smart chain leaders in driving industry-specific AI applications [9][10] - Smart chain leaders must undertake deep digitalization to align with intelligentization needs, moving beyond superficial digital efforts to detailed process digitization [12][13] - They also need to adapt to rapid AI iterations, engaging in a continuous learning process to remain competitive [13][14] Group 4: Long-term Process of Societal Digitalization - The journey towards societal digitalization is expected to be lengthy, with significant industry reshuffling akin to the impact of the internet on various sectors [15] - The development of general artificial intelligence (AGI) and industry-specific AI applications are critical areas for future focus, requiring collaboration among industry players to establish smart chain leaders [15]

一波未平、一波又起。 在五一假期结束的第一天，媒体又曝出了3件国际大事。 特朗普 第一件：13国联名反对特朗普的关税政策。 根据媒体消息，东盟与中日韩会议，也就是10+3会议在意大利召开，各国财长和央行行长都参加了会 议。 会后，13国发布了联合声明，强调将继续维持以世贸组织为中心的多边贸易体系，并批评了美国的关税 政策。 声明提到，贸易保护主义将严重影响到全球贸易，甚至是导致经济分裂，呼吁各国对特朗普政府的关税 政策表示警惕。 清迈经典 2000年，"10+3"财长会议中，13国达成共识，在泰国清迈共同签署了建立区域性货币互换网络的协议， 也就是《清迈倡议》。 该协议的建立初衷是为了尽可能的保障亚洲地区货币金融的安全性和稳定性，简单一点说，就是避免再 次出现"亚洲金融危机"。 尽管声明的措辞不算严厉，但13国表达的态度很明确，那就是坚决反对美国的对等关税政策。 对中国而言，这份声明的发布无疑是一件好事。 10+3会议 特朗普开启关税战之后，各国迫于美国的经济霸权，始终敢怒不敢言，只有中国和欧盟明确给出了反制 措施。 如今，东盟国家和日韩也明确加入到了反对行列，势必会给美国带来更大的政治冲击，也能一定程度上 ...

Core Viewpoint - The rapid reversal of Japan's Finance Minister, Kato Katsunobu, from a "strong threat" to a "clarification of stance" within 48 hours highlights Japan's strategic anxiety regarding U.S. Treasury bonds and the long-standing power asymmetry in Japan-U.S. relations [1][3]. Group 1: Japan's Position on U.S. Treasury Bonds - Kato's initial statement suggested that Japan's substantial holdings of U.S. Treasury bonds, approximately $1.13 trillion as of February, could be used as leverage in trade negotiations with the U.S. [3] - The immediate backlash from the international market and subsequent retraction of his statement in Milan indicated Japan's precarious position and lack of true leverage over the U.S. [3][5]. - The incident reveals Japan's strategic dilemma: while holding U.S. debt represents economic dependence, it also poses a potential tool for financial pressure [3][5]. Group 2: Implications for Japan-U.S. Relations - The U.S. response to Kato's comments was dismissive, with Trump showing indifference to the potential impact of Japan's threats on the U.S. bond market, emphasizing America's financial dominance [5][6]. - Kato's retraction weakened Japan's bargaining power in future trade negotiations, as it demonstrated a lack of resolve and credibility [5][6]. - Analysts have criticized Japan's approach, suggesting that such public threats could undermine its international standing and credibility in negotiations [5][6]. Group 3: Future Considerations - The incident raises questions about Japan's willingness and ability to reduce its economic dependence on the U.S., with analysts suggesting that any genuine attempt to do so would come with significant risks [8]. - The ongoing economic negotiations between Japan and the U.S. may be complicated by this diplomatic misstep, potentially affecting Japan's position in future discussions on tariffs and trade [8]. - The perception of Japan's strategic inconsistency could lead to long-term consequences in its international relations and economic negotiations [8].

Group 1 - The core viewpoint emphasizes the construction of an autonomous knowledge system in Chinese philosophy and social sciences, promoting openness and inclusivity while integrating global knowledge [1][4][5] - The historical context of ancient civilizations illustrates the diversity of knowledge systems, highlighting the unique characteristics of Chinese traditional knowledge that reflect its social conditions and cultural essence [2][4] - The establishment of Western knowledge hegemony is critiqued, noting its limitations in accommodating the diversity of human knowledge systems and its impact on non-Western countries [3][4] Group 2 - The concept of Chinese-style modernization is presented as a foundation for developing an autonomous knowledge system, challenging Western definitions of modern civilization [4][6] - The importance of civilizational exchange and mutual learning is stressed, with a focus on creating a knowledge system that addresses Chinese realities while engaging with global perspectives [5][6] - The application of Chinese philosophy and social sciences is highlighted, showcasing its potential to provide unique insights and solutions to global challenges, particularly in areas like poverty alleviation and digital economy [8][9] Group 3 - The research paradigm for constructing an autonomous knowledge system is discussed, emphasizing comparative historical analysis as a method to understand social phenomena across different cultures and time periods [9] - The need for innovative communication strategies to effectively disseminate Chinese philosophical and social science achievements to a global audience is underscored [7][8] - The integration of traditional and modern knowledge production methods is essential for enhancing the inclusivity and scientific rigor of Chinese philosophy and social sciences [6][9]