Trade Performance - German exports unexpectedly fell for a second month [1] - The value of shipments to the US plunged to their lowest level in almost four years [1]

AI 产业竞争与市场 - AI 市场竞争激烈，各大模型和芯片公司都在蓬勃发展 [2][3] - 美国的目标是赢得 AI 竞赛，确保美国技术在全球市场占据主导地位，达到 80% 甚至更高的市场份额 [11][15] - 美国希望通过构建最大的生态系统来赢得技术竞赛，类似于拥有最多开发者的 API 或最多应用的 App Store [16][17] 政策与出口 - 特朗普政府的政策被认为是亲创新、亲出口和亲 AI 的，有助于推动美国 GDP 增长 [3][4] - 关于是否向中国出口芯片存在争议，一种观点认为不应出口最新最好的芯片，另一种观点认为可以出口过时的芯片，以避免加速中国自主研发 [1][10][19][20][21] - 前任政府限制向包括海湾国家在内的许多国家销售芯片是一个重大错误，因为这促使他们转向中国技术 [13][14][18] 能源与基础设施 - 能源是 AI 繁荣的基础，需要扩大公司可用的电力供应 [7] - 特朗普总统支持“drill, baby, drill”的能源政策，并允许公司建立自己的发电能力 [7][8] - 美国需要从电网中挤出更多电力，并支持新的石油、天然气和核能发展 [8] 人才与合作 - 全球约一半的 AI 研究人员来自中国，美国需要对与这些人才合作持开放态度 [23][24] - 英伟达及其 CEO 黄仁勋是美国在这场竞赛中的巨大优势，应该给予支持 [26] - 白宫不干预私营公司之间的交易，而是致力于创造一个支持所有美国公司的政策环境 [9]

Brazil’s exports to the U.S. are being crushed by tariffs from the world’s largest economy according to fresh data published on Monday, hours after a “positive” phone call between the presidents of both nations https://t.co/XrFVKemhGt ...

Exports of US spirits are slumping as Trump’s trade war ripples through global liquor markets and Canadian retailers remain steadfast in keeping American booze off their shelves https://t.co/3kopAVHwz4 ...

In the first eight months of 2025, China exported around 20% of all its exports to countries of the Association of South-East Asian Nations. But the flood of Chinese goods entering the region is also a challenge https://t.co/FkHc6i1t68 ...

Chinese exports need more buyers outside the US, says @Moss_Eco. The implications for the rest of Asia may be profound (via @opinion) https://t.co/yFSL2JqDph ...

South Korea’s exports declined as the impact of sweeping US tariffs outweighed the benefit of more working days in the month https://t.co/YT34Y6VmNi ...

Pakistani pharmaceutical companies are racing to retool factories to tap markets from the Persian Gulf to Europe in a bid to boost exports https://t.co/a2oLpW5jWI ...

Trade & Export - Demand for British exports declined at the fastest pace since April [1] - The decline coincided with US President Donald Trump's announcement of global tariffs [1]

Trade Dynamics - China's rare-earth magnet shipments to the US decreased in August [1] - Overall exports rebounded due to easing restrictions in Beijing [1]