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]

Group 1 - The Trump administration has shifted its focus on large-scale immigration enforcement, ordering ICE officials to suspend raids and arrests in the agriculture, hotel, and restaurant sectors [1][3] - The directive from ICE senior official Tatum King emphasizes that investigations related to human trafficking, money laundering, and drug smuggling are still permissible, while agents are instructed not to arrest "non-criminal collateral individuals" [3] - The decision reflects the impact of immigration enforcement on industries and voters that Trump does not want to alienate, as protests against these actions have erupted in Los Angeles and spread to at least 24 other cities [4] Group 2 - The Department of Homeland Security confirmed the existence of the directive, stating that it will follow the President's instructions to target the most egregious illegal immigrant criminals [3] - Despite the protests, the Trump administration intends to continue its immigration enforcement actions, with the Secretary of Homeland Security affirming that ICE will maintain its enforcement activities [4] - Trump has indicated the possibility of invoking the Insurrection Act to grant greater powers to soldiers deployed in response to the protests in Los Angeles [4]

点击按钮▲立即预约 " 这是共和党人特朗普期待已久的局面：在民主党占绝对优势的加州，围绕一项核心的政治议题，与一位主要的政治对手，就其政治议程中的核心议题，展开一场 正面斗争。 " 文 / 巴九灵（微信公众号：吴晓波频道） 抗议、暴力、冲突、骚乱、宵禁。这就是美国加州洛杉矶，这一周的新闻主题。 导火索是特朗普发起的"史上最大规模的驱逐行动"。6月6日，美国移民与海关执法局（简称ICE）等联邦执法部门，在洛杉矶执行非法移民搜查 抓捕行动。数百名示威者聚集，表达他们对此次逮捕行动的愤怒、不满和抗议。 接下来的数日里，局势陡然升级，民众的抗议活动演变成与执法部门之间的冲突。 身着防暴装备的执法人员展示了他们的执法温度，使用了警棍、橡皮子弹、闪光弹、胡椒球、催泪瓦斯、辣椒水。抗议者们也展示了他们的反抗 力度：辱骂特朗普的涂鸦与标语、鸡蛋、塑料瓶、玻璃瓶、石头砖块、燃烧瓶、烟花炮仗。 全网流传最广的视频，是那几辆正在燃烧的谷歌无人驾驶出租车。抗议者们砸碎车窗、扎破轮胎、喷漆涂鸦、纵火焚烧。高科技产品成为靶子， 也许是因为它搭载的360度无死角的摄像头，会记录违法的证据。 骚乱导致数百人被捕 。6月9日晚，市中心的23家 ...

Core Viewpoint - The article discusses the political turmoil in Los Angeles, California, triggered by President Trump's immigration enforcement actions, leading to widespread protests and clashes between demonstrators and law enforcement [1][2][10]. Group 1: Background of the Protests - The protests were ignited by Trump's "largest-ever deportation operation," which involved federal agencies conducting searches for illegal immigrants in Los Angeles [2][12]. - California has the highest number of illegal immigrants in the U.S., approximately 2.6 million, accounting for 24% of the nation's total [12]. - California's "California Values Act" provides sanctuary to illegal immigrants, limiting local law enforcement's cooperation with federal immigration authorities [13][15]. Group 2: Escalation of Violence - The protests escalated into violent confrontations, with law enforcement using riot gear and non-lethal weapons against demonstrators who retaliated with projectiles and vandalism [4][5][7]. - Hundreds were arrested, and significant property damage occurred, including looting of stores and destruction of high-tech vehicles [7][37]. Group 3: Political Implications - Trump's deployment of the National Guard and Marines in response to the protests has intensified the political conflict between him and California's Governor Gavin Newsom, with both sides exchanging harsh criticisms [9][31]. - The protests have become a political tool for both Trump and Newsom, with each seeking to gain political capital from the situation [10][35]. Group 4: Economic Impact - The protests and Trump's immigration policies are affecting local economies, particularly in sectors reliant on immigrant labor, such as construction and food services [42]. - The Los Angeles port has seen a 25% decrease in cargo volume due to Trump's tariffs, leading to significant job losses among dockworkers [44]. - The estimated cost of deploying troops to Los Angeles is around $134 million, adding to the financial strain on the local economy [37].