尽管许多人可能对印度能在国际上挑战美国表示支持，但在当前的国际环境中，印度的这些举动实际上可能对中国产生负面影响。国际形势如今变得动荡不 安，虽然现行的国际秩序是由西方主导的，但它仍然在一定程度上为世界带来了相对的和平与稳定。而这种稳定对中国的发展至关重要。中国正是在相对和 平的外部环境下，借助全球化的浪潮，迅速融入国际产业链，实现了经济的高速增长和综合国力的大幅提升。 近期，面对美国再次挥舞"关税大棒"，印度工商部长的一句话让中国人听得异常熟悉："印度将从实力出发与美国展开谈判。"在特朗普政府威胁加征26%的 惩罚性关税时，印度不仅没有屈服，反而果断地拒绝了与美国的谈判，坚决不开放农业与乳制品市场，还反过来威胁要对美国商品加征报复性关税。这一 刻，印度坚定的姿态，仿佛是想要告诉世界：即使坐上谈判桌，新德里也有足够的底气与美国对话，决不低头。 那么，印度为何敢在这个关键时刻掀翻美国的谈判桌，显得如此强硬？ 双方的博弈犹如刀锋相对，形势紧张而充满压力。美国要求印度放宽转基因作物市场准入，并降低汽车零部件关税，而印度则始终坚守两条不可逾越的"红 线"：农业与乳制品市场一寸也不让。这背后不仅是数以亿计的印度农民生计 ...

伊朗称与俄罗斯有共同威胁和敌人 金十数据6月23日讯，当地时间22日，伊朗外交部长阿拉格齐在莫斯科接受采访时表示，美国和以色列 对伊朗核设施及其他关键目标的袭击公然违反《联合国宪章》。"（美国对伊朗进行的）是一次新的袭 击，伊朗是对非法侵略行为的回应。"他强调，此类行径严重破坏国际秩序，其恶劣影响将波及整个地 区乃至全球。谈及与俄罗斯的合作，阿拉格齐指出："伊朗与俄罗斯拥有共同的威胁和共同敌人，已建 立联合分析应对机制。"他表示，在当前国际规则遭受严重冲击的背景下，俄伊协调将超越磋商层面， 将共识转化为具体行动，双方将按照既定协议，持续推进合作进程。 （央视新闻） ...

Group 1 - The core viewpoint of the articles highlights the ongoing tensions in the Middle East, particularly between Iran and Israel, and Russia's position as a potential mediator in the conflict [2][3][4] - President Putin stated that Russia does not provide military assistance to Iran and emphasized that the strategic partnership does not include defense aspects [1] - Putin expressed the need for Iran and Israel to cease hostilities and seek diplomatic solutions to ensure mutual interests [2][3] Group 2 - Russia is prepared to offer mediation support to facilitate dialogue between conflicting parties in the Iran-Israel situation, indicating a proactive diplomatic stance [3] - The escalation of military actions, including Israeli airstrikes on Iranian nuclear facilities and subsequent Iranian retaliatory attacks, has raised concerns about regional stability [4] - Putin's willingness to meet with Ukrainian President Zelensky suggests ongoing diplomatic efforts in the context of the Russia-Ukraine conflict, which may influence broader geopolitical dynamics [5]

Core Viewpoint - The discussion emphasizes the changing international order and its implications for gold investment, highlighting the need to follow major trends while being cautious of short-term fluctuations [1][16]. Group 1: International Order and Gold Investment - The previous international order was centered around the United States, which provided global security and public goods [3]. - The transition to a "credit currency" era has seen the dollar maintain its status as the global hard currency, despite the detachment from gold [3]. - Since 2018, the world has been entering a "once-in-a-century change," with the dollar's dominance being challenged [3][16]. Group 2: Economic Indicators in the U.S. - The structure of U.S. household income has shifted from a "spindle" shape (predominantly middle-income) to a "dumbbell" shape, indicating increasing income inequality [5]. - U.S. government debt has reached historically high levels, raising concerns about fiscal sustainability [7]. - The share of the dollar in official reserves has been declining, indicating a potential shift in global currency dynamics [9]. Group 3: Future Economic Policies - The potential re-election of Trump in 2025 could lead to significant economic policy changes, including austerity measures and increased tariffs, particularly targeting countries with large trade deficits like China [11][12]. - Trump's administration may face substantial challenges in implementing these policies due to internal and external resistance [12]. Group 4: Market Dynamics and Gold Valuation - Current market conditions show a divergence from historical trends, with simultaneous declines in the dollar, U.S. bonds, and equities, which is atypical [14][15]. - The traditional valuation framework for gold has been disrupted, necessitating a wait for a new order to emerge before establishing a new valuation system [16]. - Investors are advised to adopt a strategy of "following the major trend while countering short-term fluctuations" in their gold investment approach [17][18].

Core Viewpoint - The relationship between China and the Netherlands has been steadily developing in recent years, characterized by frequent high-level exchanges and significant cooperation in various sectors [1] Group 1: Bilateral Relations - China and the Netherlands are described as open and pragmatic comprehensive partners, with a strong emphasis on trade and investment collaboration [1] - The recent visit by Dutch Foreign Minister Wopke Hoekstra marks his first trip to China since taking office, highlighting the importance of this diplomatic engagement [1] Group 2: Areas of Cooperation - Cooperation between the two countries has been notably effective in agriculture, water management, and technology, yielding significant benefits for both nations [1] - The visit aims to deepen discussions on bilateral relations and address international and regional issues of mutual concern, thereby expanding consensus and enhancing cooperation [1] Group 3: Broader Implications - The engagement is expected to contribute positively to the development of China-Europe relations and support multilateralism, as well as the maintenance of an international order based on international law and an open world economy [1]

2025年5月17-18日，2025清华五道口全球金融论坛在深圳市盛大召开。主题论坛一以"面向未来的全 球货币体系"为主题，围绕在不确定性背景下全球金融合作、重塑全球金融秩序，五位国内外专家学 者各抒己见，为参会者带来一场精彩的思维碰撞。 图为圆桌讨论现场 主题会议以圆桌讨论形式展开，联合国前副秘书长马克·马洛赫-布朗勋爵（Lord Mark Malloch- Brown），亚投行首席经济学家白乐夫（Erik Berglof），香港中文大学经济系教授、清华大学五道口 金融学院特聘教授施康，瑞银资产管理全球战略主管马西米利亚诺·加斯塔利（Massimiliano Castelli） 围绕全球金融合作展开讨论。重塑布雷顿森林体系委员会执行董事兼创始人马克·乌赞（Marc Uzan） 主持本场论坛。 马克・马洛赫 - 布朗勋爵 联合国前副秘书长 马克·马洛赫-布朗勋爵从国际秩序的角度出发，探讨了当前全球面临的挑战以及多边主义的重 要性。当前，国际秩序因美国单边主义及关税政策冲击面临危机，特朗普政府回归"强国政 治"，导致全球经济低增速和政治不确定性增加。而当下多边世界的定义仍不清晰，美国仍是 国际机构中最大的话语权 ...

要坚持公平正义，做国际秩序的捍卫者。中国和俄罗斯作为第二次世界大战的亚洲和欧洲主战场，为世 界反法西斯战争胜利作出决定性贡献，也为战后国际秩序的建立奠定了基石。作为国际社会的稳定、积 极、进步力量，中俄两国要继续坚定站在一起，坚决维护以联合国为核心的国际体系和以国际法为基础 的国际秩序，持续推进平等有序的世界多极化。 要坚持和衷共济，做全球治理的引领者。世界前途命运应该由各国共同掌握，全球发展成果应该由各国 共同分享。中俄同为世界大国和重要新兴市场国家，都肩负着推动全球治理向更加公正合理方向发展的 崇高使命。双方要加强在联合国、上海合作组织、金砖国家等多边平台的协作，坚守真正的多边主义， 引领全球治理正确方向，推动普惠包容的经济全球化。 当地时间5月8日中午，国家主席习近平同俄罗斯总统普京在莫斯科克里姆林宫会谈后共同会见记者。 习近平指出，刚才，我同普京总统举行了深入友好、富有成果的会谈，达成许多新的重要共识。我们共 同签署《中华人民共和国和俄罗斯联邦在纪念中国人民抗日战争、苏联伟大卫国战争胜利和联合国成立 80周年之际关于进一步深化中俄新时代全面战略协作伙伴关系的联合声明》，见证两国有关部门交换多 份合作文 ...

金十数据5月6日讯，5月6日，国家副主席韩正在北京出席庆祝中国欧盟建交50周年招待会并致辞。韩正 表示，中欧建交50年来，交往对话日益紧密，利益融合不断加深，合作规模和水平大幅提升，既成就彼 此，也惠及世界。双方要以庆祝建交50周年为契机，秉持建交初心，准确把握大势，坚持伙伴关系定 位，坚持相互尊重、开放合作、互利共赢，推动中欧关系持续向前、向好发展，携手维护多边主义和以 联合国为核心的国际体系、以国际法为基础的国际秩序、以世界贸易组织为核心的多边贸易体制，共同 开辟中欧关系下一个更加值得期待的50年，为世界和平、稳定、发展、繁荣作出更大贡献。 （新华 社） 韩正出席庆祝中国欧盟建交50周年招待会并致辞 ...

Group 1 - The core viewpoint is that the China-Russia relationship sets a new model for major power relations, significantly promoting the process of global multipolarization and advancing international order towards a more just and reasonable direction [1] - The comprehensive strategic partnership between China and Russia provides new ideas for deep cooperation among major powers and serves as an important stabilizing force in a world of turmoil and change [1] - Both countries have made significant contributions to the victory in the World Anti-Fascist War, with their peoples bravely resisting invaders on the main battlefields in Asia and Europe [1] Group 2 - China and Russia adhere to the principles of equality and win-win cooperation, with bilateral trade expected to reach a new high in 2024 [2] - Recent trade wars initiated by certain countries are viewed as a blatant provocation against global economic rules, which the majority of countries do not recognize [2] - Cultural exchanges between China and Russia are increasingly close, laying a solid social foundation for further development of bilateral relations [2]

Core Viewpoint - The high tariff policies of the Trump administration are creating a sense of distance between the U.S. and its allies in Europe and Asia, which significantly impacts security cooperation mechanisms [1] Group 1: Tariff Policies and Security - The chairman of the Policy Research Council of the Liberal Democratic Party of Japan, Nobuteru Ishihara, expressed concerns that high tariffs imposed by the U.S. on countries like Japan, South Korea, and India affect security collaboration [1] - Ishihara emphasized the need to explore the implications of Trump's tariffs on the future of international order [1]