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江宇舟:欧美对华“爆破”日益精准,我们的“迎头痛击”要有讲究
Guan Cha Zhe Wang· 2025-11-28 05:57
Core Viewpoint - The article discusses the ongoing "Anshi Chaos" involving ASML and the Dutch government's actions, highlighting the complexities of international relations and the implications for Chinese companies in the semiconductor industry. Group 1: Background of the Incident - The European Commission's trade and economic security commissioner expressed gratitude to China for its efforts in resolving the ASML semiconductor issue and indicated a willingness to work together to de-escalate tensions [1] - The Dutch Minister of Economic Affairs announced the suspension of regulatory decisions regarding ASML in response to China's "goodwill," which has been interpreted by many foreign media as a return of control to ASML [1] - Despite the suspension, the underlying issues that triggered the "Anshi Chaos" remain unresolved, indicating that the situation is far from over [1][2] Group 2: Legal and Administrative Developments - The Dutch administrative order has been challenged in court, and the suspension does not alleviate the immediate concerns of Wintech Technology, which is still facing restrictions on its rights [2][4] - The Dutch government's statement regarding the suspension was poorly formatted and lacked clarity, raising questions about its legitimacy [3] - Wintech Technology criticized the Dutch government's response as inadequate, emphasizing that the core issues have not been addressed [4][5] Group 3: International Relations and Strategic Implications - The article suggests that the "Anshi Chaos" may have been a calculated move influenced by external forces, particularly the United States, to undermine China's semiconductor capabilities [7][8] - Evidence indicates that the Dutch government had been in discussions with the U.S. regarding semiconductor regulations prior to the incident, suggesting a coordinated effort to limit China's technological advancements [9][10] - The relationship between the Netherlands and China has been complex, with significant trade growth, yet the Dutch government is increasingly succumbing to U.S. pressure regarding semiconductor exports [20][21] Group 4: Future Considerations for Chinese Companies - The article emphasizes the need for Chinese companies to adapt and strengthen their international strategies in light of the challenges posed by foreign regulatory actions [30][39] - It calls for a coordinated response from the government, enterprises, and society to enhance China's capabilities in dealing with international pressures and to protect the rights of Chinese companies abroad [30][41] - The importance of developing a robust legal and operational framework to safeguard against similar incidents in the future is highlighted, suggesting that a proactive approach is essential for maintaining competitiveness in the global market [40][41]
高市涉台言论,中方旅游留学提醒,日本股市多米诺骨牌崩盘
Sou Hu Cai Jing· 2025-11-19 12:34
中方可以和莫迪谈,可以和特朗普谈,甚至可以和小马科斯谈,但唯独不愿意见高市早苗。 这并非是中方摆架子,而是高市亲手堵死了所有的对话之门,她以为一句政治豪言能赚取资本,却未曾想点燃了引线。 为何最克制的反应,却带来了最猛烈的后果?一场没有硝烟的战争,为何让日本最先败下阵来? 一句政治咒语引发的金融海啸 11月18日,东京股市一片惨绿,多家零售巨头股价单日暴跌超10%,这不是金融黑天鹅,而是源于一句隔海的政治言论。 日本首相高市早苗的涉台表态,意外触发了中方的强烈反应,市场比政客更诚实,资本的恐慌性抛售,让日本经济感受到了剧烈的疼痛。 这究竟是怎么一回事? 前言 话音未落,东京市场已是一片哀嚎,资生堂跌了11%,三越伊势丹跌超10%,就连优衣库母公司也未能幸免,这就是所谓的"钝刀子割肉"。 更让人心惊的是,这不是短期的市场情绪,日本央行和财务省已经紧急开会,分析师们预测,如果这种状况持续,日本今年的GDP将被直接拖累0.4个百分 点。 一个政治上的豪赌,为何会转化为金融市场的一场地震? 这种看不见硝烟的反击,又会给日本带来怎样长期的后果? 日本经济界感到了刺骨的寒意,他们比任何人都清楚,中国游客和消费者的离去,意 ...