如果你去年初还以为特朗普只是想卷土重来打一场翻身仗，那你现在应该清楚了，他不是回来"修 复"的，他是回来"重塑"的。 可他自己种下的风波，也吞噬了自己的制造业承诺。 他不再是那个搅局的候选人，而是要彻底重构美国总统的权力版图。而这种改变是那种"即便他将来不 在了，也会留下后遗症"的级别。 特朗普这一年，改变的不只是政策，而是"游戏规则"本身。 第一，移民管控的"铁拳策略"，特朗普上台后拿移民政策开刀，把竞选口号里的强硬言论变成现实操 作。 他不仅打击非法移民人数超50万人次，还对合法移民进行了前所未有的收紧。 他真正的目的是改变美国过去几十年相对宽容的移民共识，给"合法"也加上了问号。这不是简单的政策 震荡，而是对美国社会认同体系的根基性撼动。 第二，全球贸易的新冷战，他上台后一挥手，加税刀法不眨眼，是自1937年以来最高。 这意味着美国商业的基础被重新洗了一遍，原本较为自由的跨国供应链体系，被人为插上了"国家主 义"的断电开关。 制造业不但没复兴，还削减了不少岗位。 更讽刺的是美国商家害怕关税，于是"抢跑"囤货拉高库存，结果通胀更严重了。 为压通胀，特朗普不仅取消了部分消费品的进口关税（咖啡、香蕉、牛肉等） ...

Group 1 - The article discusses the resilience of the Chinese economy in the face of global skepticism and potential crises, highlighting its ability to find opportunities amid challenges [2][3][21] - It emphasizes that the Chinese real estate market has been a significant investment belief for the public, contrasting with Western predictions of a financial crisis similar to the 2008 subprime mortgage crisis in the U.S. [5][21] - The article identifies unique structural and institutional factors in China that provide a buffer against economic downturns, such as the dual urban-rural structure and the government's ability to mobilize resources quickly [6][21] Group 2 - The article points out the ongoing struggles of the agricultural sector, noting that farmers bear the brunt of the economic pressures resulting from industrial overcapacity and capital crises [8][10][12] - It highlights the irony of China's position as a major creditor to the U.S., while facing internal social and environmental debts, suggesting a complex relationship in global finance [14][18][19] - The article concludes that the cyclical nature of economic crises in China has led to a unique resilience, where each crisis has been met with recovery and growth, driven by structural and cultural factors [21][25]

Group 1 - The article discusses a significant political upheaval in the U.S. involving Trump, Musk, and Biden, highlighting the unexpected developments on July 4th [1][3][18] - Trump's "Big and Beautiful" bill includes cuts to electric vehicle subsidies, increased support for traditional energy, and higher tariffs, which has pleased traditional manufacturing sectors [3][7] - Musk's reaction to the bill is driven by financial concerns, as the elimination of EV subsidies could severely impact Tesla's sales and his wealth [5][9][12] Group 2 - Musk's announcement of forming the "American Party" is seen as a retaliatory move against Trump's policies, aiming to position himself as a key player in U.S. politics [10][15] - The article notes that Musk's platform, X, has rapidly increased engagement around the "American Party," indicating public interest and potential support [5][13] - The political landscape is described as a three-way competition, with Trump representing traditional nationalism, Biden advocating for established political norms, and Musk promoting a tech-driven populism [12][16][20] Group 3 - The article emphasizes the international implications of this political drama, with European markets reacting positively to the U.S. political turmoil, suggesting a shift in global dynamics [4][17][21] - Analysts suggest that this moment could signify a "reshuffling and reboot" of American politics, moving away from the traditional two-party system [21] - The potential for Musk's "American Party" to lack a clear political agenda raises questions about its sustainability and effectiveness in the long term [20]