谁想破坏全球化规则，谁就得付代价，荷兰就是一个明晃晃的例子，这次跟着美国搞技术限制，最终让自己尝到了产业链反噬的苦果。 就在荷兰强制冻结安世半导体的资产17天后，中企这边与荷兰的业务出现实质性脱钩，欧洲车企随即也开始发难，要求其尽快解决供应 问题。 荷兰政府更是急的连夜开会商量办法，奈何费心抢来的只是一具没有实际产能的"空壳"，鹿特丹仓库的缺口每天都在更新，估算每天白 白蒸发230万欧元。 这是怎么一回事？荷兰到底是哪一步失算了？ 荷兰政府接管安世半导体 9月30日，荷兰政府突然搬出了有些年代的老旧法案《商品供应法》，并利用这项法案对中资控股的安世半导体实施全球运营冻结，执 行时间为一年。 一时间，安世半导体147亿元资产一夜之间被冻结，中方CEO直接被踢出管理层，就连公司股份也被强制托管给第三方，这一切发生的 都让人措手不及。 等到了10月7日，法院正式裁决结果揭晓，他们任命了一位具备决定性投票权的外籍独立董事，至此"夺权"三步走策略得以彻底实施， 其布局终告完成。 对此，荷兰政府也为自己的举动给出了冠冕堂皇的理由，他们声称这是为了"保障欧洲国家安全"，是为了防范"紧急情况下芯片供应中 断的风险"。 但事实 ...

Core Viewpoint - The notion that the bond market will fluctuate due to U.S. tax legislation is deemed incorrect by U.S. Treasury Secretary Yellen [1] Bond Market Summary - The 30-year U.S. Treasury yield slightly decreased from around 5.05% to nearly 5.03%, showing an overall decline during the day [1] - The 20-year U.S. Treasury yield fell from approximately 5.06% to below 5.04% [1] - The 10-year U.S. Treasury yield dropped by about 2 basis points, approaching 4.5%, with an overall decline of around 2 basis points for the day [1] - The 2-year U.S. Treasury yield remained steady below 3.98% [1] Currency Market Summary - The U.S. Dollar Index fell from 99.35 to below 99.25, with a daily decline exceeding 0.7% [1]

Core Viewpoint - The U.S. Treasury Secretary, Janet Yellen, expressed the desire for Apple to assist in ensuring the security of the semiconductor supply chain [1] Group 1 - The U.S. government is focusing on the importance of a secure semiconductor supply chain [1] - Apple is being called upon due to its significant role in the technology sector and its influence on the semiconductor market [1] - The collaboration between the government and major tech companies like Apple is seen as crucial for national security [1]