中国对美实施锑、镓、锗出口限制已超过半年，但大量关键矿产仍以"第三国转口"形式流入美国。7月9 日，《路透社》独家披露，根据独家掌握的海关及航运数据，美国买家正在通过泰国、墨西哥等中转站 规避禁令，而至少一家中国企业也深度参与其中。 这一现象不仅揭示了关键矿产供应链的隐秘重构，也凸显出中国在执行出口管控措施方面所面临的复杂 挑战。 出口禁令下美国进口激增，泰国、墨西哥异军突起 自中国于2024年12月3日宣布禁止向美国出口锑、镓和锗之后，美国自泰国和墨西哥的锑进口量急剧飙 升。根据美国海关数据，自去年12月至今年4月，美国从这两个国家共计进口了3834吨氧化锑，接近过 去三年总和。 中国海关数据显示，截至今年5月，泰国与墨西哥已跃升为中国锑出口的前三大目的地，而在禁令前的 2023年，这两国甚至未进入前十。 然而，这两个国家并非锑资源大国。根据咨询公司RFC Ambrian数据，泰国和墨西哥各自仅拥有一家锑 冶炼厂，其中墨西哥的冶炼厂直到今年4月才重新开工。两国几乎没有本地锑矿资源。 这表明，中国出口锑至这些国家后再转口美国的可能性极大，形成"隐蔽转运链条"。 跨国转口网络成型，中资公司牵头，美国买家接盘 泰 ...

整理 | GLP1减重宝典内容团队 美国食品和药物管理局（FDA）周二宣布，自即日起将对其监管的所有进口产品进行审查，无论其价值或体积大小。这一调整是在联邦 执法机构最近取消小额包裹豁免政策之后作出的。 通知指出，即使是小型包裹，也必须遵守与大宗货物相同的监管标准。 此举也可能影响"灰色市场"中流通的减肥药品。路透社今年6月的一项调查发现，一些美国消费者从中国进口廉价的活性成分，并将其 标注为"科研用途"。 据公共健康组织"安全药品合作组织"（Partnership for Safe Medicines）研究数据显示，1月份，从未在FDA注册的中国供应商发出的此 类活性成分的货物相比上月增长了44%。 不过，数据并未包括那些根据此前豁免政策进入美国、价值低于800美元的包裹，这意味着实际进口量可能远超目前的统计。 这项政策调整是FDA缩小监管漏洞、强化全方位产品进口审查的一部分。 版权声明：所有「GLP1减重宝典」的原创文章，转载须联系授权，并在文首/文末注明来源、作者、微信ID，否则减重宝典将向其追究法律责 任。部分文章推送时未能与原作者或公众号平台取得联系。若涉及版权问题，敬请原作者联系我们。合作事宜，请 ...

【环球时报驻泰国特派记者 杨一 环球时报记者 孙依佳】近日，泰国佛教界爆出惊天丑闻。泰国国家反 腐败委员会和网络犯罪调查局（CCIB）最新披露的证据显示，多名高阶僧侣深陷性丑闻及贪污事件， 致使公众对僧侣和佛教机构的信任遭受重创。 针对类似事件发生的原因，有专家认为，泰国严格的僧侣等级制度是关键。许多初级僧侣即使发现问题 也不敢轻易发声，担心被驱逐出寺庙。 据新加坡《联合早报》报道，泰国寺庙财务监管存在严重漏洞也是原因之一。数据显示，截至今年第一 季度，泰国佛教寺庙累计存款约4100亿泰铢，分布在约3.9万个银行账户中。根据泰国国家佛教办公室 的规定，资金仅可用于寺庙的官方用途，不得私用。然而，由于监督机制薄弱，一些僧侣得以挪用寺庙 资金，还有一些住持以个人名义开设银行账户。 据泰国《曼谷邮报》报道，警方在7月15日举行的新闻发布会上透露，事件导火索始于6月29日，原名阿 差的一名曼谷某寺庙住持突然宣布还俗，引发舆论哗然。经调查发现，阿差与一名网名为"Golf"的泰国 女性于2024年5月开始发生不正当关系。然而，不久后二人关系破裂，该女子声称自己怀孕，并向阿差 索要720万泰铢（1泰铢约合0.22元人民币） ...

Core Viewpoint - The article discusses the intense competition among major food delivery platforms in China, particularly focusing on the aggressive subsidy wars and the resurgence of issues related to food safety and false advertising [1][6]. Group 1: Subsidy Wars - JD.com initiated a "100 billion subsidy" campaign, followed by Taobao Flash Sale announcing an additional 50 billion yuan in subsidies [1]. - On a peak day in July, major platforms like JD.com, Meituan, and Taobao Flash Sale launched significant discount coupons, leading to a record high in daily food delivery orders across the nation [1]. Group 2: Food Safety and False Advertising - Despite the surge in orders, longstanding issues such as food safety and misleading advertising have resurfaced [1]. - Investigations revealed that some merchants labeled as "quality dine-in" actually operated as takeout-only outlets, with significant discrepancies between their online representations and actual conditions [2][5]. - Some merchants utilized AI-generated images for storefronts and food items, raising concerns about authenticity and the integrity of marketing practices [3]. Group 3: Regulatory Scrutiny - The article highlights that several food delivery platforms have faced scrutiny from local market regulatory authorities due to inadequate merchant verification processes and instances of false advertising [5][6]. - Recent investigations by regulatory bodies have uncovered that some merchants provided misleading information regarding their dining capabilities, prompting discussions about the platforms' responsibilities in ensuring compliance with food safety regulations [6]. Group 4: Market Dynamics - The competitive landscape has intensified, with platforms potentially compromising on merchant verification to capture market share, which could lead to increased food safety risks [6]. - The article notes that the implementation of the "Online Food Delivery Service Food Safety Supervision and Management Measures" in 2018 mandates platforms to conduct thorough audits of their merchants, yet the pressure to grow may lead to lapses in these responsibilities [6].

近日，曾备受关注的"工行2.5亿元存款失踪案"迎来最新进展。 据红星新闻报道，7月15日，一受害储户起诉涉事工行的案件开庭，要求被告承担赔偿责任，当天上午开庭时双方交换了证据，法院宣布休庭，开庭时间将 另行通知。 作为原告储户方代理律师，北京安剑律师事务所律师周兆成7月15日在微博发布该案信息称，案件庭审从当天上午8点半一直持续到9点半结束。原告方向法 庭提供36组证据，工行代理律师向法庭提交了9组证据。 其中，原告方向法庭提供证据主要证明银行存在重大过错。由于银行存在管理漏洞和过错，具体是内控机制失效、对员工行为监管不力等，银行未履行资金 安全保障义务从而导致储户存款不翼而飞。 周兆成称，储户与银行存在储蓄存款合同关系，由于银行违反安全保障义务，存在系统性管理失职。比如，员工行为排查失效、异常支付核查缺位、营业场 所管理失控等导致储户存款在存入45分钟后就被工作人员梁某通过伪造流程盗取，且银行早有预警却未及时拦截。 据周兆成介绍，工行代理律师向法庭提交了9组证据，证明银行流程合规，存单背面已经告知风险，储户损失是由于犯罪导致，与银行无关。 在周兆成看来，尽管原告方认为储户存单是由梁某犯罪导致，但是银行仍需对 ...

法国政府提议，砍掉两个公共节假日，借机解决预算漏洞。 ...

来源：九派新闻 近日，扬州的梁先生向九派新闻反映，他邮递数张累计价值百万元的加油卡，在快递运输途中消失。后 来他在二手销售平台上发现，消失的加油卡出现在二手交易平台上，"售卖人提供的联系方式和负责我 包裹的快递员联系方式是一样的。"同时他怀疑，快递员勾结客户并在二手平台抛售套现。 梁先生回忆，自4月24日起，其通过顺丰快递先后向客户发出5个装有数百张加油卡的包裹，总价值累计 达107万元人民币，但客户总是以"公司账户冻结""财务休息"等理由搪塞，迟迟不能支付货款，"出于风 险考虑我将包裹一一召回，查验后发现所有包裹都空空如也，仅剩一个个空文件夹。" 随后，梁先生通过查询加油卡激活记录发现，所有发出的加油卡的激活使用时间均早于他授权派件的时 间。 5月13日，梁先生以诈骗为由向当地公安报案。6月13日，扬州市警方向梁先生下发"立案告知单"，表示 梁先生符合刑事案件立案条件，已决定立案。 "我总损失高达107万元，但涉事顺丰站点却从未主动联系进行解释或道歉，而且我在发货时明确支付了 保价费用（每个包裹约5万保额）。但是顺丰理赔员说，每个包裹仅赔偿500元人民币，总计赔偿2500元 的方案。"梁先生说。日前，他已通 ...

NVIDIA 敦促客户启用系统级错误纠正码 (ECC)，以防御针对其图形处理单元 (GPU) 的 RowHammer 攻击变体。 公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 综合自hacknews 。 这家 GPU 制造商在本周发布的一份咨询报告中表示： "RowHammer 攻击成功利用的风险因 DRAM 设备、平台、设计规 范和系统设置而异。" 此 次 攻 击 被 称 为 GPUHammer ， 是 首 次 针 对 NVIDIA GPU （ 例 如 ， 带 有 GDDR6 内 存 的 NVIDIA A6000 GPU ） 的 RowHammer 漏洞利用，导致恶意 GPU 用户通过触发 GPU 内存中的位翻转来篡改其他用户的数据。 多伦多大学的研究人员发现，这种行为最令人担忧的后果是人工智能 (AI) 模型的准确率从 80% 下降到 1% 以下。 RowHammer之于现代 DRAM 就像Spectre 和 Meltdown之于当代 CPU。虽然两者都是硬件级安全漏洞，但 RowHammer 针对的是 DRAM 内存的物理行为，而 Spectre 则利用的是CPU 中的推测执行。 RowH ...

Core Viewpoint - The recall of over 1.2 million power banks due to safety concerns has led to significant social and economic repercussions, highlighting systemic issues in the supply chain and the burden placed on consumers and society as a whole [1][11][12]. Group 1: Recall Impact on Consumers - Consumers are facing lengthy refund processes, with some waiting in queues of over 170,000 for refunds, reminiscent of past refund issues with other brands [2][4]. - The process of returning the recalled power banks is complicated, with logistics companies refusing to accept lithium batteries, leaving many consumers unable to return their products [4][5]. - Consumers are being forced to handle hazardous waste disposal themselves, which poses additional safety risks and environmental concerns [5][7]. Group 2: Economic Losses for Companies - The estimated direct economic loss for companies like Anker due to the recall is over 140 million yuan, with significant costs associated with logistics, customer service, and waste disposal [9][10]. - Anker's recall of 710,000 power banks incurs an average cost of approximately 80 yuan per unit, which includes logistics, customer service, and waste management [10]. - The recall has led to operational disruptions, with reports of employees being laid off or put on leave due to the financial strain on companies like Romoss [10][14]. Group 3: Systemic Issues in the Supply Chain - The root cause of the recall stems from a supplier, Amperes, who allegedly substituted materials without notifying brands, leading to safety risks in the batteries [11][14]. - The recall has exposed vulnerabilities in the supply chain, including certification lapses and inadequate regulatory oversight, which have broader implications for the industry [11][12]. - The incident has resulted in a loss of consumer trust and potential long-term damage to the reputation of the entire power bank industry [14][15].

Core Viewpoint - The recently passed "Big Beautiful" bill is significantly transforming the American business landscape, redefining the winners and losers among various industries [1] Private Equity and Fossil Fuels - The private equity industry, valued at $13 trillion, is one of the biggest beneficiaries of the bill, retaining the "carried interest" tax loophole [2][3] - This loophole allows traders to pay performance profit taxes at a lower long-term capital gains tax rate, saving the industry billions annually [3] - The bill also extends fixed debt interest tax deductions and depreciation benefits, lowering tax rates for many private equity-backed companies [4] Retail Industry - The bill reduces federal food assistance, with the Supplemental Nutrition Assistance Program (SNAP) expected to see a $9 billion cut next year, impacting grocery spending [5][6] - Companies like Conagra, Kellogg, and Kraft Heinz may face sales pressure due to their reliance on SNAP user spending [6] - The bill eliminates tariff exemptions for imported goods valued under $800, benefiting brick-and-mortar retailers while pressuring small businesses [6] Healthcare Industry - The healthcare sector avoided severe cuts, with Medicaid funding reductions being less than anticipated [7][8] - For-profit hospital chains like Tenet Healthcare and HCA Healthcare saw stock price increases, although predictions indicate that 11.8 million Americans may lose health insurance by 2034 [8] - Smaller hospitals, heavily reliant on Medicaid, may struggle more than larger institutions [9] Energy Sector - The energy industry is experiencing a split impact, with coal unexpectedly benefiting from tax credits for metallurgical coal production [10] - Zero-carbon energy sources like geothermal and nuclear retain substantial tax credits, while many solar and wind projects will lose investment and production tax credits [10] - The cancellation of electric vehicle tax incentives may lead to contractor bankruptcies, as the total credits for 2023 amount to $8.4 billion [10] Technology Sector - The technology sector, particularly companies like Tesla, faces significant challenges due to the loss of electric vehicle tax incentives and new AI regulations [11] - Private aerospace companies like SpaceX and Blue Origin benefit from provisions allowing municipal bond financing for spaceports [11] Defense Industry - The defense sector is a major winner, with an additional $150 billion in budget increases, pushing total defense spending towards $1 trillion [12][13] - Traditional defense contractors like Lockheed Martin and emerging tech firms like Anduril and Palantir are expected to benefit from increased funding for missile defense and naval capabilities [13] Higher Education - The bill imposes an 8% tax on investment income for wealthy universities, affecting only 16 institutions, with Harvard expected to lose $267 million annually [14] - Cuts to student loans and support may indirectly raise university costs, straining state funding for public universities [14]