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中方反制到软肋,美国已发不出薪水,美高官:3亿美民众已准备好
Sou Hu Cai Jing· 2025-10-13 07:06
特朗普没想到中国的反应如此强硬,甚至比他预期的还要更激烈。面对中国的反击,他表示非常震惊,并迅速宣布将对中国商品加征100%关税,计划于11 月1号生效。特朗普的政府成员也跟着表态,强调美国已经做好了全面应对的准备,并坚称美国的民众已经团结一致。但现实是,美国的财政状况已经岌岌 可危,连军饷可能都发不出来。 中方反击:中国不退让,特朗普愕然 中美关税战持续僵持,早在这场贸易争端初期,中国就明确表示愿意谈判,但必须有诚意。然而,美方始终没有展现出放下姿态,反而不断施加压力。近 期,中国做出了几项重要反制措施,令特朗普感到措手不及。 首先,中国扩大了对稀土的出口管制,将五种关键稀土及相关炼油技术纳入监管范围。此外,中国宣布自10月14日起,对涉及美国的船舶加征特别港务费, 直接回应美国此前对中国海运业的打压。这一系列反制措施让特朗普难以应对。 特朗普在10月10日通过社交平台发文表示,中国的行为"令人震惊且糟糕",并威胁要对所有中国商品征收100%的额外关税,甚至可能限制对飞机零部件的 出口。他一边大声宣称,"美国有两种替代品",指责中国在稀土方面垄断,但事实上,中国掌控着全球90%以上的稀土加工能力。美国在短期 ...
美股遭遇黑色星期五:海外市场周观察(1006-1012)
Huafu Securities· 2025-10-13 06:19
Group 1 - The report highlights that U.S. stocks experienced significant declines on "Black Friday" due to comments from Trump regarding tariffs on China, which may lead to a cycle of "threat-negotiation-exemption" [1][7] - The Federal Reserve officials expressed concerns about the labor market, with expectations of potential interest rate cuts increasing, particularly a 25 basis point cut in October [1][8] - The report emphasizes the importance of monitoring U.S.-China tariff negotiations and the impact of government shutdowns on data releases, while suggesting a favorable outlook for gold as a safe-haven asset [1][7] Group 2 - The report indicates mixed performance in global equity markets, with the Nikkei 225 showing the highest increase of 5.07%, while the Hang Seng Index and Dow Jones Industrial Average saw declines of 3.13% and 2.73%, respectively [2][29] - In the commodities market, COMEX silver and gold saw increases of 2.75% and 2.68%, respectively, while NYMEX light crude oil experienced a significant drop of 4.04% [24][43] - The report notes that the U.S. labor market remains a concern, with initial jobless claims data not being released due to the government shutdown, highlighting the uncertainty in economic indicators [8][29]
特朗普:已指示美防长“动用所有可用资金”发军饷
Zhong Guo Xin Wen Wang· 2025-10-13 02:40
特朗普:已指示美防长"动用所有可用资金"发军饷 中新网10月13日电 综合外媒12日报道,尽管美国联邦政府"停摆"仍在继续,总统特朗普日前表示,他 已指示国防部长赫格塞思"动用所有可用资金"在"停摆"期间支付军人薪资。 10月10日,特朗普政府宣布联邦政府裁员已经开始,财政部、卫生与公共服务部、教育部等多个机构的 数千人将被解雇。受政府"关门"影响,美国多项公共服务陷入停滞,国家公园、航空系统受到冲击。 来源:中国新闻网 资料图:特朗普。中新社记者 陈孟统 摄 据美国福克斯新闻网报道,特朗普继续将"停摆"归咎于民主党,他在社交媒体上写道,参议院少数党领 袖、民主党人舒默最近在政府"'关门'期间说,每天都会变得更好'。我不这样认为!" 特朗普表示,如果不采取任何措施,军人将在10月15日无法领取他们应得的薪水。 他随后写道,已指示赫格塞思"动用所有可用资金",在10月15日给军人发薪酬,并且已经"确定"用于支 付军饷的资金。 据此前报道,因美国参议院未能在联邦政府资金耗尽前通过新的临时拨款法案,10月1日起,美联邦政 府时隔近七年再度"停摆"。大约60万雇员被迫无薪休假,提供"必要服务"的雇员则须无薪上班。 编 ...
宝城期货原油早报-2025-10-13:品种晨会纪要-20251013
Bao Cheng Qi Huo· 2025-10-13 02:08
Report Summary 1. Report Industry Investment Rating - The investment rating for the domestic crude oil futures 2512 contract is "Weak" [1][5] 2. Report's Core View - Due to systemic risks, the domestic crude oil futures 2512 contract is expected to maintain a weak and volatile trend. The contract closed 4.27% lower at 448.5 yuan/barrel last Friday, and it may continue this trend on Monday [5] 3. Summary by Related Catalogs Price and Trend - Short - term view: The short - term trend of the crude oil 2512 contract is weak [1] - Medium - term view: The medium - term trend of the crude oil 2512 contract is weak and volatile [1][5] - Intraday view: The intraday trend of the crude oil 2512 contract is a decline [1][5] Driving Factors - Geopolitical and economic factors: Trump restarted the tariff war targeting China, causing the peripheral financial markets to weaken. The US government is in a shutdown due to the lack of consensus between the two parties. These factors contribute to systemic risks [5] - Supply factors: Eight OPEC+ oil - producing countries decided to increase production by 137,000 barrels per day in November, increasing the supply pressure in the oil market [5] - Geopolitical situation: The geopolitical situation in the Middle East has shown signs of easing. The "war premium" that previously supported oil prices has diminished [5]
军饷成党争筹码,特朗普急了
Xin Hua Cai Jing· 2025-10-12 23:35
Core Points - The U.S. federal government shutdown has entered its 11th day, with military pay day approaching on October 15, and Republican leaders are refusing to intervene to resolve the military pay issue to force concessions from the Democrats [1][2] - President Trump has ordered the Secretary of Defense to use "all available funds" to ensure military personnel are paid, criticizing Democrats for using national security as leverage [1][5] - The Republican leadership is under pressure as failing to pay military personnel would mark a historic first during a government shutdown [2][3] Group 1 - The Republican leaders are using military pay as leverage against Democrats, knowing it also puts pressure on their own party [2] - The Senate has failed to pass a temporary funding bill due to disagreements over healthcare-related spending, leading to the government shutdown [2] - The Republican party currently holds a slim majority in Congress but needs Democratic support to pass any funding legislation [2][3] Group 2 - Approximately 600,000 federal employees are on unpaid leave due to the shutdown, with some required to work without pay [5] - The Trump administration has begun layoffs in several federal agencies, affecting over 4,000 employees [5] - Funding for military pay is expected to come from the Department of Defense's research and development budget, with about $8 billion identified for this purpose [6]
美政府“停摆”持续,特朗普命令美防长动用“所有可用资金”保军饷
Huan Qiu Shi Bao· 2025-10-12 22:40
【环球时报驻美国特约记者 李致】美国哥伦比亚广播公司(CBS)12日称,随着美国联邦政府"停摆"进入第二周,总统特朗普11日表示,他已命 令国防部长赫格塞思"动用所有可用资金按时支付军队的军饷"。 但对于无薪工作的联邦政府雇员而言,目前尚无类似解决方案。政府运作中断期间,已有数千名联邦雇员被解雇,白宫相关部门已于10日启动解 雇程序。据报道,涉及裁员的部门包括财政部、卫生与公共服务部、教育部等。《纽约时报》称,受"停摆"影响,一些印第安人保留地的糖尿病 监测和远程诊疗等关键医疗服务已被缩减或取消。 尽管联邦政府资金耗尽,但美国在拉美的军事行动并未停止。据美联社报道,五角大楼10日宣布成立一支新的反毒联合特遣部队,专门负责在拉 美的行动。负责美军在拉美行动的南方司令部表示,这支新特遣部队将由海军陆战队第二远征队牵头。 据美国《华盛顿邮报》报道,特朗普已指示赫格塞思在15日给军人发薪资。对于"停摆"期间支付军人薪资的资金,五角大楼有官员称,若停摆持 续至15日之后,将动用上一财年未划拨的约80亿美元的研发资金。 因参议院未能在联邦政府资金耗尽前通过新的临时拨款法案,美联邦政府本月1日起时隔近7年再度"停摆",大约 ...
美政府裁员,裁错人了?
Feng Huang Wang· 2025-10-12 11:50
据央视新闻,10月10日是约66万美国联邦雇员领工资的日子,但美国政府在这个发薪日不仅拖欠了工 资,还把很多人开了。白宫管理和预算办公室主任沃特当天在社交媒体上宣布,联邦政府裁员开始。此 前特朗普和白宫官员多次表示,政府一旦停摆就裁员,裁员将集中在"趋向民主党的领域",并称民主党 人应对此负责。不过就在11日,又有政府部门承认,因"代码出错"裁错人了。 裁谁?裁多少? 白宫负责裁员的办公室表示,裁员规模"相当可观",但没说具体裁了哪些人。媒体向美国各政府部门求 证,财政部、卫生与公众服务部、国土安全部等主要部门都证实,他们正在裁员。据不完全统计,仅7 个部门在1天之内就开除了四千多人。 特朗普10日在发布会上说,裁员"以民主党人为主",因为"是他们发动的政府停摆"。他此前还把这轮裁 员称为"民主党裁员"。 "这真的取决于你在谈论谁,但总体来说,我们会照顾好自己人。"特朗普告诉记者,"有些人真的不值 得被照顾,我们会以不同的方式来对待他们。" 据美媒"政治新闻网"报道,白宫管理办公室指示联邦机构制定裁员计划时,要求他们裁掉"与总统的优 先事项不一致"的员工或项目。 美国政府雇员联合会和美国劳工联合会-产业工会联 ...
美政府裁员,裁错人了?
财联社· 2025-10-12 10:55
据央视新闻,10月10日是约66万美国联邦雇员领工资的日子,但美国政府在这个发薪日不仅拖欠了工资,还把很多人开了。白宫管理和预 算办公室主任沃特当天在社交媒体上宣布,联邦政府裁员开始。此前特朗普和白宫官员多次表示,政府一旦停摆就裁员,裁员将集中在"趋 向民主党的领域",并称民主党人应对此负责。 不过就在11日,又有政府部门承认,因"代码出错"裁错人了。 裁谁?裁多少? 白宫负责裁员的办公室表示,裁员规模"相当可观",但没说具体裁了哪些人。媒体向美国各政府部门求证,财政部、卫生与公众服务部、国 土安全部等主要部门都证实,他们正在裁员。据不完全统计,仅7个部门在1天之内就开除了四千多人。 卫生与公众服务部10日连夜裁员一千多人,但11日又向美国广播公司透露,一部分人被裁是"代码出错",称他们"最终会收到撤销裁员的通 知"。有媒体吐槽,"裁员"的通知是直接发给每位相关员工的,"裁错"的消息却是发给媒体的,至于员工本人何时能收到撤销裁员的通知, 美国政府说"最终会",却没说"最终"是哪天。 美国政府承认,这批被"误裁"的人里既有防治麻疹、埃博拉等疾病的流行病学专家,也有防治慢性病的医务人员,还有负责编写美国各疾病 发 ...
美疾控中心在联邦政府“停摆”期间遭遇新一轮裁员
Sou Hu Cai Jing· 2025-10-12 03:59
美国媒体援引知情人士的消息透露,涉及裁员的部门包括公共卫生数据、监测和技术办公室,预警与疫 情分析中心,美疾控中心华盛顿办公室,国家免疫与呼吸道疾病中心等。 自美联邦政府10月1日"停摆"后,大批联邦雇员已被迫停薪休假,多项公共服务陷入停滞。白宫10日宣 布,联邦政府裁员已陆续开始。(完) 报道说,裁员通知是当地时间10日(周五)晚9时左右通过电子邮件发送的,这种在正常办公时间以外 发布解雇通知的方式延续了特朗普政府的惯常做法。收件人被告知,其岗位被认定为"不再必要",或与 机构其他部门的职能"几乎相同",因此被裁撤。 多名员工表示,在政府"停摆"期间,此种做法尤显残酷,因为许多联邦工作人员不在办公室,也无法及 时查收或回复邮件,使得获取遣散相关信息极为困难。 新华社洛杉矶10月11日电(记者谭晶晶)据美国媒体报道,美国疾病控制和预防中心10日遭遇新一轮裁 员,包括多个科研领域工作人员及部门负责人在内的数十人被裁掉。 美国有线电视新闻网援引美疾控中心一名因担心被解雇而要求匿名的雇员的话说:"政府不满疾控中心 的数据不支持其叙事,所以就把那些数据部门的人裁掉;政府也不喜欢疾控中心的政策部门拒绝为那些 缺乏科学依 ...
刚刚,特朗普下令!
券商中国· 2025-10-12 03:58
Core Viewpoint - The ongoing U.S. government shutdown has led to significant layoffs in various federal departments, raising concerns about public health and safety, particularly in the context of the COVID-19 pandemic and other health crises [1][9][10]. Group 1: Government Shutdown Impact - The U.S. federal government shutdown has entered its 11th day, with increasing public impact and uncertainty regarding economic prospects [3][6]. - Approximately 600,000 federal employees have been placed on unpaid leave, while essential personnel are required to work without pay [5][6]. - The Federal Aviation Administration (FAA) has reported staffing shortages at key air traffic control facilities, affecting flight operations [6][7]. Group 2: Layoffs and Public Health Concerns - Over 1,000 employees from the Department of Health and Human Services, including key personnel from the CDC, have been laid off, which could severely weaken the U.S. response to public health threats [9][10]. - The layoffs are part of a broader plan that could see over 4,000 federal employees terminated across multiple departments, including the Department of Education and the Department of Energy [9][10]. - Former officials have warned that these layoffs will have dire consequences for public health and safety, particularly in managing infectious disease outbreaks [9][10]. Group 3: Political Dynamics - President Trump has attributed the shutdown to the Democratic Party, asserting that he will not allow them to jeopardize national security [4][5]. - The Trump administration is using the shutdown as leverage against the Democrats, cutting funding for projects in Democratic-controlled areas to pressure them into negotiations [10]. - There is internal concern within the Republican Party regarding the optics of large-scale layoffs, which may undermine their image of supporting federal employees [10].