Core Viewpoint - The value of core assets is being redefined by national security, supply chain stability, and energy independence as capital from the US, France, Japan, and emerging economies enters the market [2] Group 1: Investment Activities - SoftBank reached a $2 billion equity investment agreement with Intel, purchasing shares at $23 each [3] - The US government is considering converting part of the $10.9 billion subsidy under the CHIPS and Science Act into approximately 10% equity in Intel, potentially making it the largest shareholder [4] - This competition for Intel highlights its strategic role in the expansion of the US advanced semiconductor manufacturing and supply chain [4][5] Group 2: Strategic Importance of Intel - Intel's value has transcended its individual corporate worth, becoming a foundational infrastructure for US technological sovereignty [5] - The hidden value in Intel's asset package includes its role as a "national security vehicle" and "supply chain stabilizer" [6] - The US government's plan to convert subsidies into equity reflects a non-market valuation based on Intel's strategic necessity rather than its current profitability [6] Group 3: Global Capital Movements - The shift in capital movements indicates a global revaluation of core assets, with similar actions seen in France, Japan, and Saudi Arabia [7] - The French government has fully nationalized EDF, while Japan's national fund invested 900 billion yen in JSR, a leader in photoresists [7] - Central banks in Beijing and Warsaw are accumulating gold, indicating a trend towards securing national resources [7] Group 4: Changing Asset Valuation Logic - The previous focus on efficiency and globalization is being replaced by a new paradigm prioritizing national security, supply chain stability, and energy independence [9] - The traditional metrics of market discount rates and capital returns are being diminished in importance, with new core indicators emerging [9]

微信公众号"国家安全部"8月16日消息，在科研创新与学术交流日益频繁的当下，涉密学术研究已成为 国家安全的重要内容。论文中凝结的核心技术、战略研究成果，一旦被别有用心之人窃取，不仅会辜负 科研人员的心血，更可能对国家安全造成严重损害。 泄密风险点有哪些？ 强化保密意识。主动学习《中华人民共和国保守国家秘密法》等法律法规，积极参加单位组织的国家安 全教育和保密教育，掌握了解反间防谍知识，增强国家安全意识，提升国家安全素养。无论是在国内外 杂志、期刊公开发表论文著述等，还是在国内外学术活动公开交流论文观点，都应根据有关规定严格履 行保密审查程序，确保文章内容不涉及国家秘密、工作秘密和内部敏感信息。 谨慎开展合作。开展学术合作特别是与国（境）外机构或人员开展合作时，应对合作项目认真评估，把 好立项关，将保密审查作为必经程序。对于涉及国家秘密的项目，应尽量避免由外方承担或参与合作。 确需由外方承担或参与合作的，应当按照国家有关法律法规，报主管部门批准后方可实施，不得擅自将 涉密项目发包给外国组织或个人，也不得擅自与外国组织或个人开展涉及国家秘密的科研合作。 广大公民和有关单位应自觉提高防范意识，履行保密安全义务，做好 ...

Group 1 - The U.S. government is considering using funds from the Chips Act to acquire shares in Intel, with discussions still in early stages regarding funding sources and structure [1][4] - Intel has already benefited significantly from the Chips Act, receiving $7.9 billion in commercial semiconductor manufacturing subsidies and up to $3 billion from the Department of Defense [4] - The Chips Act, signed into law in August 2022, provides $39 billion in subsidies and authorizes $75 billion in loans for the semiconductor industry [4] Group 2 - Direct government intervention in Intel is seen as crucial for national security, reflecting a trend of increased government involvement in key industries [3][6] - Analysts have mixed opinions on the potential government stake in Intel, with some viewing it as necessary for national security, while others express concerns about governance risks [6][7] - Previous government investments in key industries have had mixed results, with some leading to taxpayer losses [6][8]

（文章来源：央视新闻客户端） 据央视新闻，当地时间8月13日，墨西哥总统辛鲍姆表示，向美国移交26名贩毒集团高级头目是基于墨 西哥国家安全考虑的主权决定。辛鲍姆强调，引渡决定是墨西哥国家安全委员会基于"国家安全"考量作 出的决策。移交行动严格遵循《国家安全法》规定、应美国司法部请求实施，美方承诺不对这些人寻求 死刑判决。被引渡人员包括墨西哥新一代贩毒集团头目阿比盖尔·冈萨雷斯（绰号"库伊尼"）、"圣殿骑 士团"首领塞尔万多·戈麦斯（绰号"图塔"），以及与锡那罗亚贩毒集团头目伊斯梅尔·赞巴达（绰号"梅 奥"）、蒂华纳卡特尔、"矮子"古兹曼之子团伙有关联的多名罪犯。 ...

据"国家安全部"微信公众号 8月12日 消息，近日，一份神秘的猪脚饭外卖订单引起了外卖员小 王的注意，小王没有丝毫犹豫，第一时间选择了向国家安全机关报告可疑线索。 【导读】点猪脚饭外卖到涉密单位，要求"必须拍照才能确认送达"，外卖小哥果断举报 来源：国家安全部 经调查,这名顾客因与该涉密单位工作人 员私人纠纷,且不知该单位相关保密要求 才企图利用外卖员小王拍照观察。虽然排 除了这位顾客与境外间谍情报机关勾连窃 密的嫌疑,但外卖员小王维护国家安全的 责任意识、防范意识仍然值得肯定。事实 上,工作发现,境外间谍情报机关企图利 用外卖从业人员走街串巷、灵活机动、熟 悉地形等优势,对我开展观搜窃密,确应 加以重视。综合分析案例手法,小安梳理 出可能存在危害国家安全行为的注意事 项，以便提高防范意识。 特殊拍照要求。要求拍摄特定建筑, 如党政机关工作驻地、科研院所实验场 所、能源设施、交通枢纽等内部布局、安 保措施甚至人员动态等。 捎带不明物品。要求将非餐食的小型 物品,如U盘、内存卡、文件袋、不明电 子设备等夹带在餐品中,转交至指定地点 或其他"顾客"。 异常搭讪闲聊。反复询问送餐区域内 特定单位,尤其是涉密或敏感单 ...

Core Viewpoint - The article highlights the increasing threat of foreign espionage targeting Chinese citizens abroad, particularly those from government, military, and research institutions, and emphasizes the importance of education and awareness to prevent such incidents [1][6]. Group 1: Espionage Threats - Foreign intelligence agencies are actively monitoring Chinese citizens traveling abroad, aiming to gather sensitive information and compromise national security [1][6]. - A specific case is presented where an individual, Wang, was targeted by foreign spies during his first overseas trip, illustrating the tactics used to lure and coerce individuals into espionage activities [3][6]. Group 2: Response and Education - The National Security Agency conducted educational campaigns on the Anti-Espionage Law to raise awareness among individuals like Wang, who may be vulnerable to coercion [5][8]. - Wang eventually reported his experience to the National Security Agency, which led to a determination that he did not cause substantial harm, resulting in no legal repercussions for him [6][8]. Group 3: Legal Framework and Measures - The article outlines the legal provisions under the Anti-Espionage Law that allow for leniency in punishment for individuals who report coercion or deception while abroad [8]. - The National Security Agency encourages individuals to report any coercive experiences promptly, reinforcing a policy of "punishing the guilty while helping the repentant" [8].

Group 1 - The article highlights the increasing threat of foreign espionage targeting China's high-tech industries, with foreign intelligence agencies commissioning overseas consulting firms to gather sensitive information [1][4] - A specific case is mentioned where a former employee of a leading industry company leaked sensitive information to a foreign consulting firm, motivated by high consulting fees [2][4] - The article outlines the characteristics of these espionage activities, including the timing of inquiries coinciding with critical business moments, the covert methods used by foreign firms, and the manipulative nature of the questioning techniques employed [4][6] Group 2 - The article emphasizes the need for vigilance among employees in sensitive positions, urging them to be cautious of unusual interest from foreign entities regarding internal information [6] - It references legal consequences for individuals who provide sensitive information to foreign organizations, including potential imprisonment and fines under Chinese law [6] - The article encourages reporting suspicious activities related to "professional interviews" or "paid consultations" through designated channels to national security authorities [6]

Group 1 - The Chinese government expresses strong dissatisfaction and firm opposition to the European Union's interference in Macau's affairs, particularly regarding the law enforcement actions taken under the National Security Law [1][3] - The Macau Special Administrative Region (SAR) has effectively maintained national sovereignty, security, and development interests since its return to China, with residents enjoying broader rights and freedoms than ever before [2] - The Macau SAR government is supported in its legal actions against collusion with foreign hostile forces, which are deemed lawful and in accordance with international norms [2][3] Group 2 - The Chinese government urges the EU to cease its unwarranted criticisms and interference in Macau's internal matters, emphasizing that Macau affairs are purely a domestic issue [3]

Core Viewpoint - The Chinese government strongly opposes the European Union's interference in Macau's internal affairs and emphasizes that Macau's law enforcement actions are lawful and justified [1][2]. Group 1 - The Chinese government expresses strong dissatisfaction and firm opposition to the EU's comments regarding Macau's national security law enforcement [1][2]. - The statement highlights that since Macau's return to China, the "One Country, Two Systems" framework has been continuously improved, ensuring national sovereignty, security, and development interests [1]. - It asserts that the enforcement of the national security law by the Macau government is in accordance with international law and practices, and is necessary for maintaining national security [1][2]. Group 2 - The Chinese government urges the EU to stop making unfounded accusations and interfering in Macau's affairs, emphasizing that these matters are purely China's internal affairs [2]. - The response reiterates the principle that laws must be followed and violations must be punished, which is fundamental to a rule-of-law society [2]. - The Chinese government calls on the EU to respect China's sovereignty and the rule of law in Macau, and to cease its interference immediately [2].

Core Viewpoint - The U.S. government has announced a 50% tariff on imported semi-finished copper products and copper-intensive derivatives, effective from August 1, which may significantly increase costs for U.S. manufacturers and impact the manufacturing sector negatively [1][2]. Group 1: Tariff Announcement - President Trump announced a 50% tariff on all copper imports starting August 1, excluding raw copper and copper scrap from the "232 clause" or reciprocal tariffs [1]. - The new tariffs are part of a broader strategy to boost domestic industries and address trade imbalances, following previous tariffs on steel and aluminum [2]. Group 2: Market Reaction - Following the exclusion of the main refined copper import form from the tariff plan, New York copper prices plummeted over 18% within minutes [2]. Group 3: Domestic Processing and Export Restrictions - The White House has mandated that 25% of high-quality copper scrap and raw copper products must be sold domestically, although this restriction is not expected to have a significant short-term impact, as approximately 40% of U.S. copper scrap and 75% of copper concentrate are already processed domestically [2].