巴基斯坦方面称，联合国安理会已被告知，巴基斯坦保留对印度侵略采取适当回应的权利。 ...

巴基斯坦外交部：印度侵略行径侵犯巴主权 金十数据5月7日讯，巴基斯坦外交部5月7日发表声明称，印度空军在没有受到挑衅的情况下悍然发动战 争，对巴基斯坦平民进行袭击，侵犯了巴基斯坦主权。印度的侵略行径导致包括妇女和儿童在内的平民 丧生，并严重威胁了商业空中交通。巴方强烈谴责印度的行为，称其公然违反《联合国宪章》、国际法 和国家间关系既定准则。巴基斯坦保留根据《联合国宪章》第五十一条和国际法的规定，在自行选择的 时机和地点做出适当回应的权利。 （央视） ...

【环球时报综合报道】编者的话：4月26日，美国总统特朗普在社交媒体上发文，认为该国军舰和商船 通过巴拿马运河和苏伊士运河时应该免费。20世纪初，美国通过军事干预等手段获得巴拿马运河开凿权 并在此后长期控制该运河，但在苏伊士运河的开通和运营过程中，美国并未参与。虽然很多埃及民众对 美国总统的上述要求感到不满，但特朗普的言论却凸显了苏伊士运河的重要性。这条贯通欧亚非三大洲 的重要国际海运航道，具有重要的战略价值和经济价值，并曾因此引发地缘政治冲突。 " 全球贸易与能源安全的关键命脉 " 据《华尔街日报》4月30日报道，特朗普正在公开和私下场合向埃及施压，要求后者为美"保卫通往苏伊 士运河航道的行动"提供补偿。此前美国进行了为期数周的轰炸，目的是阻止也门胡塞武装袭击途经红 海前往该运河的船只。有知情人士透露，4月早些时候，特朗普在与埃及总统塞西通电话时提出了美国 船只通行苏伊士运河时应免费。美国希望埃及在针对胡塞武装的行动中提供支持，包括军事援助、情报 共享、资金支持等，理由是这将有助于改善苏伊士运河的通航状况。不过，上述知情人士表示，塞西对 这一提议持保留态度，并认为实现加沙地带的停火才是阻止胡塞武装攻击的更有效 ...

巴基斯坦外交部：印度空军在印度空域内，使用远程武器"侵犯了巴基斯坦的主权"。 ...

加拿大（主权和领土）非卖品，永远都不会卖（给美国）。 加拿大总理卡尼：某些地方是永远都不会出卖的。 ...

Core Viewpoint - The recent U.S. congressional action aims to impose sanctions on countries that restrict rare earth exports, indicating a shift towards aggressive legislative measures to control global resource distribution [1][3]. Group 1: Legislative Actions and Implications - The new legislation grants the U.S. more tools to intervene and potentially punish countries or companies that do not align with its interests, creating significant uncertainty in the global supply chain [5]. - This move reflects the U.S.'s urgency to secure its position in critical industries such as renewable energy, semiconductors, and military materials, all of which rely heavily on rare earth elements [3][5]. Group 2: Global Resource Dynamics - The uneven global distribution of rare earth resources complicates the U.S.'s ability to control exports from other nations, as many countries view resource management as a matter of national sovereignty [3][5]. - The legislation could lead to a backlash from resource-rich countries, as it challenges their rights to manage their own resources, potentially destabilizing international trade relations [5][9]. Group 3: Strategic Responses - Countries, particularly resource-rich ones like China, are likely to respond by reinforcing their own export controls and optimizing their resource management strategies, reflecting a broader struggle for global influence [5][7]. - The situation emphasizes the need for countries to balance protecting their strategic interests while maintaining stable supply chains, indicating a complex interplay of economic and political factors [7][9]. Group 4: Future Considerations - The effectiveness of the U.S. legislation remains uncertain, as it may provoke resistance from other nations and complicate the global resource market, highlighting the challenges of unilateral actions [5][10]. - The next steps for the global community will be crucial, as countries must decide whether to compromise or strengthen cooperation against perceived unilateral dominance [9].

Group 1 - The Chinese government has expressed strong opposition to the reported sale of ports outside the Panama Canal by Cheung Kong, emphasizing that the report lacks basis [1] - The State Administration for Market Regulation has stated that it will conduct a legal review of the transaction, and parties involved must not evade this review [1] - The Chinese government is committed to safeguarding national sovereignty and market fairness, indicating that business activities must comply with relevant laws and not harm national interests [1]

Core Viewpoint - The article highlights a significant case of trade fraud involving 300,000 tons of "Argentinian soybeans" that were actually sourced from the United States, revealing the complexities and challenges in international trade due to tariffs and technological advancements in customs enforcement [1][3]. Group 1: Trade Fraud Detection - Advanced technology, including near-infrared spectroscopy and blockchain tracing, played a crucial role in uncovering the fraudulent nature of the soybeans, with a protein content of 34.9% indicating U.S. origin, as South American soybeans never exceed 34% [3]. - The cost of "laundering" the origin of the soybeans has surged by 300%, with exporters facing an $8 per ton audit insurance fee and a 30% risk premium on the value of the goods [3]. Group 2: Impact on U.S. Agriculture - The agricultural sector in the U.S. is experiencing severe distress, with 23% of family farms in Iowa seeking bankruptcy protection and a daily decay rate of 0.3% for 24.7 million tons of soybeans stored [5]. - The trade war initiated by the Trump administration has led to a significant decline in support for the current government in key agricultural states, dropping below 40% [5]. Group 3: Consequences for Argentina - Argentina's agricultural sector is facing a crisis, with a 15% reduction in export share due to the rejection of the "problematic soybeans" by Chinese buyers, leading to significant financial losses for farmers [7]. - Farmers in Argentina are forced to sell soybeans at a loss of $120 per ton, and protests have erupted as truck drivers block major highways [7]. Group 4: New Trade Dynamics - China is reshaping trade rules through the implementation of the Cross-Border Data Sovereignty Act, which allows for real-time tracking of global logistics data, effectively replacing traditional credit systems with smart contracts [8][10]. - The deployment of quantum tracking systems is revolutionizing supply chain transparency, allowing for detailed tracing of goods over three years, which poses a challenge to traditional exporters [10]. Group 5: Historical Context and Future Outlook - The situation reflects a historical pattern of trade crises that have led to the rewriting of trade rules, with blockchain technology emerging as a new barrier to trade fraud [11]. - The article emphasizes the need for a collaborative global approach to trade, rather than a zero-sum game, highlighting the plight of farmers in the U.S. and Argentina who are caught in the crossfire of international trade disputes [11].

本轮行情中金融属性无法解释黄金与实际利率的弱相关性 在传统的黄金定价模型中，黄金可以被视作"零息债"，而美债实际利率一定程度上充当了持有黄金的机 会成本，而本轮行情中，黄金价格与实际利率的负相关性并未有效的体现。 本轮行情在走势上有些类似2003年至2007年。在此期间，美国经济实现快速增长，美国经历了一轮完整 的加息周期，在实际利率走高的情况下，推动黄金价格持续攀升的关键因素是：伊拉克战争、伊朗核问 题等地缘事件频发引发市场避险情绪，美国"双赤字"（财政赤字占GDP从1.5%升至3.2%，贸易逆差从 4,680亿增至7,080亿美元）导致美元指数下跌14%，以及全球央行从净售金转为净购金。 而在2022年至今的新一轮行情中，新的关键因素同样起到了类似的作用。 主权货币多元化资产为锚时代开启—黄金为"主权保险" 债务问题导致美元等货币信用出现"裂痕"，黄金的"去法币化、去中心化"属性凸显。 黄金作为主权货币的锚——布雷顿森林体系无法"特里芬悖论"下长期运行： 二战后期，美国拥有全球超70%的黄金储备以及40%的工业产值，布雷顿森林应运而生，美元与黄金挂 钩，各国货币与美元挂钩的"双挂钩"体系固定汇率制度。 " ...

Group 1 - The core viewpoint is that the Chinese government firmly asserts its sovereignty over the Diaoyu Islands and condemns Japan's actions as illegal and provocative [1][2] - The Chinese Ministry of Defense emphasizes that the recent actions taken by the Chinese Coast Guard to drive away a Japanese civilian aircraft were legitimate and necessary to protect national sovereignty [1] - The Chinese Foreign Ministry has formally lodged a strong protest with Japan, urging them to cease illegal activities and prevent similar incidents in the future [2] Group 2 - The Chinese government calls for Japan to restrain its citizens and avoid actions that could escalate tensions in the Diaoyu Islands area [1] - The Chinese authorities reaffirm their commitment to maintaining territorial sovereignty and maritime rights through effective measures [1][2]