中新社圣保罗1月9日电 (记者 林春茵 韩禹)多位拉美学者近日接受中新社记者采访时指出，美国对委内 瑞拉发动军事袭击，强行控制委总统马杜罗夫妇，标志着美国意在通过"唐罗主义"掠夺资源以维系霸 权，严重践踏国际法，更引起拉美国家的主权危机。 美国总统特朗普9日称，已取消此前预计的对委内瑞拉第二波军事打击，并表示两国正"携手合作"，重 建油气基础设施。 多位学者受访时指出，美国丢弃道义遮羞布，正试图将"例外状态"变为"常态"，只要出于维持霸权的需 要，任何国际法条文皆可被悬置。 墨西哥国立自治大学经济研究所高级研究员阿娜·埃斯·塞塞尼亚(Ana Esther Ceceña)认为，美国对委内瑞 拉的军事行动，是美国与拉丁美洲关系乃至更广泛国际关系的一个转折点。 圣保罗州立大学国际经济学教授路易斯·安东尼奥·保利诺(Luís Antonio Paulino)表示，这是一个危险的先 例，因为它违反了国际法不干涉他国内政的重要原则。 塞塞尼亚进一步分析，当前，美国经济正面临严重困难；来自其他国家的竞争，加之全球交易逐步"去 美元化"，正削弱其世界地位。对美洲大陆领土及自然财富的控制，已成为美国维系其全球权力地位不 可或缺 ...

中新网北京1月10日电 (贺劭清李嘉茵)"去年春天，特朗普发动贸易战，并开始贪婪地将加拿大视作'第 51州'时，警钟似乎终于被敲响。"在美国强行控制委内瑞拉总统马杜罗夫妇后，加拿大最大报纸《环球 邮报》(《The Globe and Mail》)连发多篇社论。 该报指出："美国在周六对委内瑞拉发动了军事打击。任何认为加拿大可以简单等待特朗普总统任期结 束的想法，在这个周末都破灭了。"如今，加拿大已经没有再"慢慢来"的空间。 加拿大究竟有何魅力，让美国如此"念念不忘"？ 石油资源世界第三 加拿大已探明原油储量超1600亿桶，达到全球探明储量的10%，仅次于委内瑞拉和沙特，居世界第三， 其中97%以油砂形式存在。 值得一提的是，在美国总统特朗普宣布委内瑞拉将向美国"移交"多达5000万桶石油，并以市场价格出售 后，美国墨西哥湾沿岸的加拿大原油价格暴跌，折射出两国在能源市场上的紧密关联。 国土面积世界第二 加拿大位于北美洲北半部，南接美国本土，西北邻美国阿拉斯加，北濒北冰洋。国土面积约998.5万平 方公里，仅次于俄罗斯，居世界第二。 加拿大虽国土广袤，但人口仅有4155万。目前该国居民主要集中在气候温暖的南部美加 ...

Macro Strategy - The report discusses the "K-shaped differentiation" in China's consumption market, highlighting the split between high-end quality consumption and high cost-performance consumption driven by changes in income structure and generational shifts [6][8] - The K-shaped differentiation reflects a shift in consumer behavior, where emotional value is increasingly prioritized alongside practical value, leading to diverse consumption choices [6][8] - Retailers are adapting to this differentiation by adjusting their brand strategies and product offerings to cater to both ends of the consumer spectrum [6][8] Fixed Income - The report analyzes the current state of urban investment bonds in Fujian Province, indicating a high-pressure regulatory environment aimed at consolidating debt reduction achievements [2][12] - Fujian's economic performance is solid, with a GDP of 57,761 billion yuan and a growth rate of 5.50% in 2024, alongside a strong fiscal position with a public budget revenue of 3,615.29 billion yuan [2][12] - The report suggests a strategy of "regional digging → duration selection → rating down" for investment in urban investment bonds, emphasizing the importance of extending durations and focusing on platforms with strong debt repayment capabilities [2][12] Industry Analysis - The report highlights the growth potential of Meili Tianyuan Medical Health (02373.HK), which has established a comprehensive ecosystem in beauty and health management, showing strong revenue growth and profitability [4][13] - The company is expected to achieve net profits of 3.1 billion, 4.1 billion, and 5.2 billion yuan from 2025 to 2027, with corresponding growth rates of 36.67%, 31.79%, and 25.86% [4][13] - MINIMAX-WP (00100.HK) is positioned as a benchmark for AI export from China, with projected revenues of 0.81 billion, 1.95 billion, and 3.99 billion USD from 2025 to 2027, reflecting a compound growth rate exceeding 130% [5][15]

Core Viewpoint - The article discusses the radical honesty of Donald Trump in American foreign policy, highlighting how his straightforwardness contrasts with traditional political hypocrisy, particularly regarding U.S. interests in Venezuela and the broader implications for international relations [3][4][5]. Group 1: Trump's Political Style - Trump's political charm lies in his brutal honesty, which he uses to justify actions that serve U.S. interests, such as military interventions for oil, without the pretense of promoting democracy [3][4]. - His cynicism acts as a shield against criticism, as he openly admits to prioritizing American interests over moral considerations [3][5]. Group 2: U.S. Foreign Policy Implications - Critics of U.S. foreign policy may find satisfaction in Trump's candidness, as historical interventions in Latin America often prioritized U.S. commercial interests over human rights [5][6]. - Trump's revival of the Monroe Doctrine, now termed "Donroe Doctrine," emphasizes the need for U.S. dominance in the Western Hemisphere, focusing on securing exclusive contracts for American businesses [5][6]. Group 3: Future of International Relations - The article raises concerns about the potential normalization of aggressive, self-serving behavior in international relations, as other nations may follow the U.S. example of blatant self-interest [6][7]. - The erosion of respect for international law could lead to a world where power dynamics overshadow moral obligations, challenging the post-World War II order established by previous U.S. leaders [7].

Core Viewpoint - The military sector in A-shares experienced a significant surge following President Trump's proposal to increase the U.S. military budget to $1.5 trillion by 2027, which is a 66% increase from previous levels, aimed at strengthening the military during turbulent times [2][5]. Group 1: Market Reaction - A-shares military stocks saw a broad rally, with the Wind military index rising over 4% by 11:00 AM on January 8, 2023 [3]. - Notable stocks included Shaoyang Hydraulic and Hahong Huaton, both reaching the 20% limit up, while several others like Jianglong Shipbuilding and Dongtu Technology surged over 10% [3][4]. Group 2: Budget Proposal Details - Trump's military budget proposal for 2027 is set at $1.5 trillion (over 100 billion RMB), with the 2026 budget at $901 billion [2][5]. - The proposal is part of a broader strategy to enhance U.S. military capabilities amid perceived global threats [6]. Group 3: Defense Industry Implications - Trump's comments on military spending come alongside threats to defense contractors regarding stock buybacks, indicating a push for reinvestment in military capabilities [7]. - The defense sector in the U.S. saw declines in stock prices for major contractors like Northrop Grumman and Lockheed Martin following Trump's statements [7]. Group 4: Future Outlook - Analysts from Dongfang Securities anticipate a new phase of equipment construction planning, highlighting the potential for growth in the military sector driven by both domestic and international demand [8]. - Guosheng Securities predicts a gradual recovery for the military industry starting in 2026, with an upward trend expected as new five-year plans are implemented [8].

Group 1: Strategic Shift in U.S. Foreign Policy - Trump's military action in Venezuela reflects a practical application of his National Security Strategy (NSS) and the concept of "Donroe Doctrine" [2] - The NSS emphasizes a focus on core areas, particularly the Western Hemisphere, while downplaying peripheral regions [2] - The U.S. aims to strengthen supply chains in the Western Hemisphere to reduce external dependencies and enhance economic resilience [2] Group 2: Characteristics of Trump's Foreign Policy - The "America First" principle prioritizes U.S. interests over ideological narratives, contrasting with the Biden administration's approach [3] - Trump's strategy involves seeking absolute dominance in core regions while pursuing cost-effective benefits in non-core areas [4] - The administration's military actions are characterized by a willingness to use force to secure U.S. strategic interests, as seen in the Venezuelan operation [5] Group 3: Implications for Global Geopolitical Landscape - Trump's limited intervention strategy in Europe and the Middle East may reduce the likelihood of the U.S. creating tensions in these regions [4] - The military action in Venezuela serves as a warning to other Latin American countries, potentially reshaping their diplomatic relations with the U.S. [6] - Despite a strategic withdrawal from traditional geopolitical hotspots, risks in Europe and the Middle East may increase due to power vacuums and regional competition [6]

（来源：中国经济导报） 转自：中国经济导报 美国东部时间1月5日上午，遭美国强行控制的委内瑞拉总统马杜罗被带至纽约南区联邦地区法院。图为 当天人们在法院外抗议美国对委内瑞拉发动军事打击。新华社 本报记者 | 季晓莉 美国东部时间1月5日中午，被美军强行控制并带到美国的委内瑞拉总统马杜罗在纽约南区联邦地区法 院"出庭"，但他拒绝美方所有指控。法庭外，抗议人群聚集。法官宣布马杜罗下次出庭日期为3月17 日。 美国一边宣称对委行动是"有针对性的执法任务"，一边又公然扬言要"管理"委内瑞拉并获取其石油资 源，还称美国石油企业将"进入"并接管委内瑞拉石油工业。美国总统特朗普1月3日就美军突袭委内瑞拉 召开记者会时，26次提及"石油"一词。 1月6日，联合国人权高专办发言人拉维娜·沙姆达萨尼表示，美国对委内瑞拉的干涉行为侵犯了委内瑞 拉主权，违反了《联合国宪章》，破坏了国际安全架构，"让每个国家变得更加不安全"。 "唐罗主义"付诸实施 美国能源信息局数据显示，委内瑞拉拥有约3000亿桶已探明原油储量，占全球储量约17%，位居世界第 一。美国认为掌控该资源即可操纵全球市场、影响竞争对手的能源供应。特朗普日前表示，将让美国大 ...

美国对委内瑞拉实施军事打击并强行控制委内瑞拉总统马杜罗夫妇，不仅是对主权平等原则的公然挑 战，亦是对战后国际秩序的严重破坏。 主权平等是二战后建立的以联合国为核心的国际体系与国际秩序的一个重要原则。依据1945年《联合国 宪章》、1970年《关于各国依联合国宪章建立友好关系及合作之国际法原则之宣言》及其所反映的完整 和相互依存的国际法基本原则，国家间交往应遵守主权平等和领土完整、不干涉内政、禁止在国际关系 上威胁或使用武力等原则。 法国外交部长巴罗表示，强行控制委内瑞拉总统马杜罗的军事行动违背了国际法赖以建立的不使用武力 原则。 与国际社会呼吁和平相对应，自诩为"自由灯塔"的美国却对拉丁美洲国家政治进入到新一轮军事干涉周 期。在对委内瑞拉采取军事行动后，美国还威胁将对哥伦比亚、古巴采取行动。颇为讽刺的是，美国政 府在新版《国家安全战略》报告中高调宣称要减少对外干预，避免陷入"过度扩张"的困境，但其所作所 为则表明美国正走在相反方向。 美国长期视拉丁美洲为自家"后院"，以各种名义干预拉美内政。2025年12月4日，特朗普政府发布新版 国家安全战略报告，明确将门罗主义作为西半球政策的依据，称本届政府将"重申并执行 ...

随着特朗普政府将地缘政治影响力转化为实际的能源利益，委内瑞拉的石油资源正加速流向美国本土。在所谓"唐罗主义"的政策框架下，美国正 通过直接干预手段重塑西半球能源版图，其核心特征表现为将原本的制裁封锁转变为由美国主导的资源重新分配。 据央视新闻，当地时间1月6日，美国总统特朗普宣布，委内瑞拉临时政府将向美国移交3000万至5000万桶石油。与此同时，市场数据显示实体物 流已经启动，船舶动态显示，雪佛龙租用的11艘油轮中有一艘已完成装载，另有两艘目前停靠在码头。所有原油都将运往美国炼油厂，包括 Valero Energy Corp、Phillips 66和Marathon Petroleum Corp。这一租船数量创下去年10月以来的新高，并较12月的9艘有所增加。 在美股市场，虽然雪佛龙、ConocoPhillips和ExxonMobil的股价周一因政权更迭的消息一度跳涨，但在周二的交易中，随着市场开始重新评估长期 复苏的复杂性，雪佛龙回吐了大部分涨幅。 "唐罗主义"下的能源变现 受该消息影响，国际原油价格应声下跌。市场普遍认为，随着美国接管委内瑞拉局势，该国石油产量进一步崩溃的风险降低，且短期内对美出口 将大 ...

编者的话： "门罗主义时代已经结束了。"2013年，时任美国国务卿克里这样宣称。然而事实证明，"门罗主义"并未 真正消亡。2026年1月4日，美国总统特朗普接受采访时表示，西半球是"我们的半球"，"门罗主义"很重 要，很多美国总统忘记了它，"我没有，我没有忘记"。这个有着200多年历史的美国外交政策原则，去 年12月重新以"门罗主义的特朗普推论"的形式被写入美国国家安全战略报告，并在近日美国对委内瑞拉 发动袭击并强行控制委总统的事件中打响了第一枪。 国际社会对美国"新门罗主义"无视国际法和国际关系基本准则的霸道扩张高度警惕，并予以强烈谴责。 从今天起，《环球时报》推出"起底美国'新门罗主义'"深度认知系列文章，为读者讲述"新门罗主义"有 哪些新特征，美国两百年来如何借"门罗主义"锁死拉美自主发展权，以及"新门罗主义"扩张将给拉美地 区、国际秩序包括美国自身带来哪些巨大危害。 从"门罗宣言"到"罗斯福推论"，再到"唐罗主义" 1823年，美国第五任总统詹姆斯·门罗发表"门罗宣言"，为美国勾勒出一幅全新的外交蓝图。当时，阿 根廷、智利、哥伦比亚、秘鲁、墨西哥已相继摆脱西班牙殖民统治并宣布独立。门罗1822年承认上 ...