涂 东 其一，当前美国政府与欧盟主流政治精英在更深层次，尤其是价值观层面存在巨大分歧。与此前民主党 政府不同，美方此次对欧盟的"反击"延伸到了更多领域。当前美国政府的行动有两大特征：一是在出面 批评欧盟的人员级别阵容和言辞尖锐程度上都有所提高。包括美国总统本人及副总统、国务卿，还有负 责监管美国互联网接入、电视和广播等通信网络的美国联邦通信委员会的主席等纷纷非常直白地对欧盟 进行公开批评；二是此类批评不仅限于法律的技术性层面，而是深入意识形态层面，突出欧盟"限制言 论自由"等违背美欧"共同价值观"原则的行为。 美国限制签证的举动是其对欧洲发动的价值观攻击的延续。今年2月初，万斯就在慕尼黑安全会议上批 判了欧盟的审查制度，称"（欧盟）领导人曾威胁并胁迫社交媒体公司审查所谓虚假信息......不喜欢持不 同观点的人表达不同的意见"。在最近发布的美国新版国家安全战略报告中，对欧盟当局审查言论自由 和压制反对移民政策的批评很多，还称欧洲的移民政策可能危及欧洲大陆的文明存续。在美国看来，意 识形态和价值观分歧已经成为特朗普政府与欧盟官方最根本的障碍。美国政府似乎将美欧在数字监管、 移民政策等方面的技术性差异，归因于意识 ...

Group 1 - Ray Dalio criticizes the Trump administration, warning that the U.S. is descending into a form of authoritarian politics reminiscent of the 1930s [1][2] - Dalio attributes the rise of extreme policies in the U.S. to increasing wealth disparity, value conflicts, and a breakdown of trust [2][3] - He highlights government intervention in the private sector, such as the acquisition of Intel shares, as a sign of authoritarian leadership [2][3] Group 2 - Dalio's "Big Cycle" theory suggests that during periods of heightened conflict and risk, leaders tend to exert more control over markets and economies [3] - He notes that the widening wealth gap and value conflicts can lead to populism, undermining democratic institutions and strengthening authoritarian leadership [3] - Despite concerns among Wall Street investors regarding Trump's policies, few have publicly criticized him, with Dalio emphasizing the fear of retaliation [3] Group 3 - Dalio expresses concern over Trump's attempts to undermine the independence of the Federal Reserve, warning that this could threaten the credibility of U.S. monetary policy [5] - He predicts that a politically weakened Fed, forced to maintain low interest rates, could lead to a loss of confidence in the dollar and a shift towards gold assets by international investors [5] - Dalio warns that the U.S. is on the brink of a debt crisis due to unsustainable debt growth and significant budget deficits [5][6] Group 4 - The U.S. government currently spends approximately $7 trillion annually while generating only $5 trillion in revenue, leading to a significant budget imbalance [6] - Dalio compares the U.S. debt situation to a circulatory system blocked by a blood clot, indicating that debt servicing is crowding out other expenditures [6] - He anticipates a potential economic crisis within three years due to this debt imbalance, with the Fed facing tough choices that could impact the dollar [6]

Group 1 - Ray Dalio warns that the U.S. is gradually falling into a style of authoritarian politics reminiscent of the 1930s, driven by wealth disparity, value conflicts, and a collapse of trust [1][2] - Dalio highlights that government intervention in the private sector, such as Trump's 10% stake in Intel, represents a form of strong authoritarian leadership aimed at controlling financial and economic situations [1][5] - International investors are beginning to shift from U.S. Treasury bonds to gold due to concerns over the sustainability of U.S. debt and fiscal policies [4] Group 2 - Dalio expresses concerns that the U.S. economy is on the brink of a debt crisis due to unsustainable debt growth and significant budget deficits, predicting a potential economic "heart attack" within three years [4] - The U.S. government currently spends approximately $7 trillion annually while generating only $5 trillion in revenue, leading to skepticism about the reliability of U.S. Treasury bonds as a wealth storage tool [4] - Dalio critiques the increasing control of the government over the central bank and corporations, indicating a trend towards stronger governmental oversight during periods of high conflict and risk [5][6]