据新华社，美国最高法院23日解除了此前下级法院发出的阻止特朗普政府快速将非法移民驱逐至第三国 的裁定。美国媒体将此视为特朗普政府在移民政策方面的一项利好。 ...

5. 对钻地弹能否彻底摧毁伊朗地下核设施存疑——据AXIOS网站报道，特朗普顾问透露，近日萦绕在 特朗普心头的一个关键问题是：若美国加入以色列战局并投掷巨型钻地弹，能否真正摧毁伊朗戒备最森 严的核设施？周三特朗普对行动成功率的质疑，正是其仍在权衡是否发动打击的原因之一。五角大楼官 员虽表态有信心，但特朗普似乎未全然信服。 6. 恢复办理外国学生签证——当地时间6月18日，美国特朗普政府恢复办理外国学生签证，但要求访问 签证办理者的社交媒体账户。 7. 私下批准对伊朗的攻击计划——据华尔街日报报道，三名知情人士透露，美国总统特朗普在当地时间 周二晚间对高级助手表示，他批准了针对伊朗的攻击计划，但暂未下达最终命令，以确定伊朗方面是否 会放弃其核计划。知情人士称，特朗普希望通过威胁加入以色列对伊朗的袭击，迫使伊朗方面满足他的 要求。 8. 与墨西哥总统通话——当地时间6月18日，墨西哥总统辛鲍姆表示，已与美国总统特朗普进行电话会 谈。据悉，辛鲍姆在会谈中向特朗普提议推动一项"全面协议"，以共同解决安全、移民和贸易问题。辛 鲍姆同时透露，墨西哥经济部长埃布拉德将赴美推动贸易议题磋商，同时与美方聚焦安全及移民问题。 金 ...

Group 1 - Nassim Taleb suggests that while the dollar remains an effective medium of exchange, gold has effectively become the world's reserve currency [1][2] - Taleb highlights that the market is driven by asset allocation rather than long-term economic factors, indicating a disconnect between market behavior and economic fundamentals [2][3] - The accumulation of gold reserves by central banks is seen as a sign of the dollar losing its status as a reserve currency, with recent geopolitical events accelerating this trend [2][3] Group 2 - Taleb criticizes the economic strategies of the Trump administration, arguing that their approach is irrational and detrimental to GDP growth [3][4] - He points out that tariffs imposed on goods not produced domestically disproportionately affect the lower-income population, as they spend a larger portion of their income on necessities [4] - The potential impact of immigration policies on the labor market is discussed, with Taleb warning that restricting labor sources could have negative long-term consequences for the economy [4]

对移民问题，特朗普态度强硬！ 据环球网16日消息，路透社当地时间15日报道称，根据该媒体看到的一份美国国务院内部电报显示，特朗普政 府正考虑进一步扩大旅行禁令，可能会禁止另外36个国家的公民入境美国。 路透社称，这份美国国务院内部电报由国务卿鲁比奥签署，美国国务院在文件中列出了对上述36个国家的十余 项关切，并要求其采取纠正措施。此前，美国白宫6月初发布公告，宣布全面限制阿富汗、缅甸、伊朗、也门 等12个国家的公民入境美国，部分限制布隆迪等7国公民入境。 另据最新消息，美国总统特朗普当地时间15日下令扩大在洛杉矶、芝加哥、纽约等大城市的执法力度。他表 示，联邦政府将继续优先推动非法移民遣返。 特朗普在声明中对民主党治下的"庇护城市"提出批评，称相关政策削弱了美国城市的安全。他指示联邦执法机 构聚焦"犯罪猖獗的城市地区"。他还表示，联邦政府将继续优先推动非法移民遣返。 特朗普当天还表示，如果没有国民警卫队在加州待命，抗议者"会把洛杉矶撕裂"。这一言论背景是加州连日爆 发针对移民及海关执法局突袭行动的大规模抗议活动。特朗普政府向洛杉矶部署军力引发法律争议，加州政府 对此决定持反对立场。 此前，美国首都华盛顿14日 ...

Core Viewpoint - The article discusses the current state of the U.S. stock market and the structural trends in the Hong Kong stock market, analyzing the implications of tariff revenues and inflation on economic conditions and investment opportunities [1]. Group 1: U.S. Economic Indicators - Tariff revenues have significantly increased, with May's revenue reaching $22 billion, doubling from April's $16 billion, contributing to a total federal revenue increase of $48 billion year-over-year [2][3]. - The Consumer Price Index (CPI) remained stable in May, with overall CPI and core CPI increasing by 0.08% and 0.13% respectively, leading to a year-over-year increase of only 1.6% [7][11]. - The Federal Reserve is cautious about interest rate cuts, focusing on the future impacts of immigration policies on the labor market and wages, with current job openings and private non-farm payrolls showing positive trends [11][20]. Group 2: Tariff Impact on Prices - The impact of tariffs on prices has been slow to materialize, with only specific categories like digital appliances seeing price increases, while core prices remain stable or declining [17][20]. - Future tariff negotiations could lead to an average increase of 10% in tariffs, which may improve price expectations in the U.S. [20]. Group 3: Hong Kong Market Dynamics - The Hong Kong stock market has experienced two major opportunities this year, driven by a re-evaluation of Chinese assets and an influx of liquidity due to the Hong Kong Monetary Authority's actions [22][23]. - The current low borrowing costs in Hong Kong may continue to drive asset re-evaluation, particularly in new consumption and innovative pharmaceuticals [24]. Group 4: Investment Performance - The Alpha Dolphin virtual portfolio achieved a weekly return of 1.3%, outperforming major indices, with a total absolute return of 91% since its inception [27][29]. - Key contributors to the portfolio's performance included significant gains from stocks like Pop Mart, which saw an 11.4% increase due to strong market demand for its products [31]. Group 5: Stock Contributions - The portfolio's performance was bolstered by stocks such as Pop Mart and Disney, while stocks like Alibaba and Kweichow Moutai faced declines due to external market pressures [32]. - The analysis of individual stock movements highlights the importance of market sentiment and external factors influencing stock performance [32]. Group 6: Asset Allocation - The Alpha Dolphin portfolio is currently balanced with approximately 52% in equity assets and 48% in defensive assets like gold and U.S. Treasury bonds [33].

Group 1: Middle East Tensions - Iran has launched four missile attacks in retaliation against Israel, marking a significant escalation in military conflict in the region [5][17] - Experts indicate that the Middle East is currently at its most dangerous moment since the recent escalation of the Israel-Palestine conflict on October 7, 2023 [17] - The U.S. is reportedly assisting Israel in intercepting Iranian missiles, which raises concerns about potential Iranian attacks on U.S. military bases in the region [17][9] Group 2: Aviation Incident - A tragic aviation accident involving an Air India Boeing 787-8 resulted in 279 fatalities, making it the first total loss of a Boeing 787 aircraft due to an accident [18][24] - The aircraft crashed shortly after takeoff from Ahmedabad, India, leading to an investigation into the causes, with initial findings suggesting possible issues with the landing gear and flaps [24][22] - The Indian government has established a high-level committee to investigate the incident, with findings expected within three months [18] Group 3: Cryptocurrency Developments - Major corporations like Walmart and Amazon are exploring the issuance of their own stablecoins, aiming to reduce transaction fees associated with traditional payment systems [27][25] - The move towards stablecoins is seen as a response to the high costs of payment processing, which can amount to billions annually for these retailers [27] - The potential introduction of stablecoins by these companies could pose a significant challenge to the traditional banking sector in the U.S. [27] Group 4: U.S. Immigration Policy and Economic Impact - Recent arrests of 44 undocumented immigrants in Los Angeles have sparked nationwide protests, highlighting the structural tensions between different U.S. regions regarding immigration [32][33] - Research indicates that mass deportation of undocumented immigrants could lead to a GDP loss of $1.7 trillion and nearly 1 million domestic job losses [32][40] - The ongoing immigration policy debate reflects deeper economic and social divides within the U.S., particularly between the "Rust Belt" and "Sun Belt" regions [34][36]

综合美媒报道，美国警方称，当地时间13日晚，约60名抗议者在美国国会大厦外反对将于14日举行的 阅兵式，随后遭到警方逮捕。 据哥伦比亚广播公司（CBS）报道，美国国会警察在声明中表示，事发时，约有75人于当地时间13日晚在最 高法院抗议。随后不久，其中60人前往美国国会。抗议者"越过"警戒线，"跑"向国会大厦，警方随即展开逮 捕。 警方还称，其中两名被捕者被送往当地医院接受进一步治疗。 此外，游行路线周围已竖起了约30公里的围栏，作为安全警戒线。希望观看阅兵的公众必须通过安全检查站 才能进入。 美国《新闻周刊》此前报道，抗议组织计划在6月14日阅兵式当天举行全国性抗议活动，抗议美国政府政策。 对此，美国总统特朗普警告抗议者，不要试图破坏阅兵式，他表示，如果有任何抗议者想要站出来，他们都 将遭到"非常强大的武力"。 值得一提的是，据美国《纽约时报》13日报道，根据一封内部电子邮件和三名了解相关指导意见的美国官员 透露，特朗普政府突然转变大规模移民驱逐行动的重点，下令美国移民与海关执法局（ICE）官员基本暂停对 农业、酒店和餐馆行业的突击搜查和逮捕行动。 报道称，该指导意见由ICE高级官员塔特姆·金于当地时间12 ...

综合美媒报道，美国警方称，当地时间13日晚，约60名抗议者在美国国会大厦外反对将于14日举行的 阅兵式，随后遭到警方逮捕。 据哥伦比亚广播公司（CBS）报道，美国国会警察在声明中表示，事发时，约有75人于当地时间13日晚在最 高法院抗议。随后不久，其中60人前往美国国会。抗议者"越过"警戒线，"跑"向国会大厦，警方随即展开逮 捕。 警方还称，其中两名被捕者被送往当地医院接受进一步治疗。 据此前报道，美国政府将于6月14日在首都华盛顿举行阅兵式，以纪念美国陆军成立250周年。当天恰逢美国 总统特朗普79岁生日。 美国广播公司（ABC）报道称，美国陆军日前在安德鲁斯联合基地展示了一系列军用飞机，包括CH-47奇努 克直升机、UH-60黑鹰直升机和AH-64阿帕奇直升机等，也是14日飞行表演中或将展示的军事装备的一部分。 报道称，网上流传的视频还显示，当地时间11日晚间，坦克等重型军事装备抵达华盛顿。 此外，游行路线周围已竖起了约30公里的围栏，作为安全警戒线。希望观看阅兵的公众必须通过安全检查站 才能进入。 美国《新闻周刊》此前报道，抗议组织计划在6月14日阅兵式当天举行全国性抗议活动，抗议美国政府政策。 对此， ...

Group 1 - Protests against the enforcement actions targeting illegal immigrants in California have escalated since June 6, leading to heightened tensions between the state and federal governments [1][2] - The U.S. Immigration and Customs Enforcement (ICE) conducted raids in Los Angeles County, resulting in the arrest of 44 individuals, which sparked significant backlash from the Latino community [2][3] - President Trump signed a memorandum to deploy 2,000 National Guard troops to Los Angeles without the state governor's request, marking the first time since 1965 that a president has mobilized state National Guard without state approval [2][3] Group 2 - California's government filed a lawsuit against Trump's memorandum and the deployment of troops, claiming it violates the Constitution and seeking to revoke the related orders [3][4] - A federal judge denied California's request to immediately block the deployment of military forces, stating that the federal government’s actions have caused irreparable harm to the state [4] - The ongoing protests have also spread to other major U.S. cities, including Seattle, San Francisco, Atlanta, and Washington D.C. [4] Group 3 - Trump's immigration policy has gained significant public support, with a net increase of approximately 40 percentage points in approval over the past eight years [6] - As of early June, ICE had detained over 51,000 undocumented immigrants, with 44% having no other criminal records, marking the highest number since September 2019 [6] - California is home to approximately 2.3 million undocumented immigrants, with nearly 1 million residing in Los Angeles, which represents about 9% of the total undocumented population in the U.S. [8] Group 4 - The economic impact of undocumented immigrants in California is substantial, contributing $151 billion to the state's economy, which accounts for 4.9% of California's GDP [8] - Immigrants make up nearly one-third of California's workforce, paying 35% of their income in federal and local taxes despite lacking access to legal resident benefits [8] - The protests in Los Angeles are part of a long-standing tradition of immigrant rights activism, with significant demonstrations occurring in response to federal immigration policies [8]

Group 1: Immigration Enforcement and Legal Conflicts - The U.S. Immigration and Customs Enforcement (ICE) has been conducting raids in Los Angeles, leading to clashes with local residents and the deployment of the National Guard by President Trump, marking the first time since 1965 that a president has mobilized state National Guard without a governor's request [2] - California's government has initiated a lawsuit against the Trump administration to block the use of military and National Guard in law enforcement activities within the state [2] - The legal battles between the executive and judicial branches in the U.S. have intensified, with over 300 lawsuits filed against the Trump administration since January, covering various issues including tariffs and immigration policies [2] Group 2: Tariff Lawsuits - The Trump administration's imposition of tariffs has led to at least seven lawsuits from various parties, including state governments and small businesses [3] - A coalition of 12 states filed a lawsuit against the Trump administration's "reciprocal tariffs," which was initially ruled illegal by a trade court, but the administration successfully appealed to temporarily suspend this ruling [3][4] - Legal experts predict that many of these tariff-related lawsuits will ultimately reach the Supreme Court, where Trump's appointed justices may play a crucial role [4] Group 3: Harvard University Lawsuit - The Trump administration's threat to freeze federal funding to Harvard University has escalated into a significant legal battle, with Harvard filing a lawsuit against the government [5] - The conflict represents a broader struggle between elite educational institutions and the Trump administration, which has sought to exert control over higher education [5] - Recent actions by the Department of Homeland Security to restrict international student admissions at Harvard have been temporarily halted, but further legal challenges are expected [7] Group 4: Broader Immigration Legal Issues - Multiple lawsuits are ongoing regarding immigration policies, including a recent ruling that deemed Trump's federalization of California's National Guard illegal without the governor's consent [10] - The Supreme Court is expected to hear cases related to the termination of temporary legal status for immigrants from specific countries, which could affect over 500,000 individuals [12] - The Trump administration's efforts to link federal funding to immigration enforcement have also faced legal challenges from multiple states [14] Group 5: Government Efficiency Department Lawsuits - The establishment of the Government Efficiency Department has led to numerous lawsuits regarding budget cuts and employee layoffs, with over 40 cases reported [15] - A federal court has issued a temporary injunction against the department's mass layoffs, which has been extended indefinitely [16] - The Trump administration has faced legal challenges regarding its decision to cut federal funding to public media, with lawsuits filed by major public broadcasting organizations [18] Group 6: Supreme Court Dynamics - The Trump administration's legal challenges are likely to reach the Supreme Court, where the current conservative majority may influence outcomes [20][23] - Trump's appointments of three conservative justices have created a favorable environment for the administration in legal disputes [20] - Analysts suggest that the Supreme Court's decisions may reflect the increasing polarization of American politics, complicating the judicial landscape [23]