据路透社8月13日报道，波兰总理图斯克说，在13日与欧洲领导人举行的乌克兰问题远程会议即将召开的最后一刻，美国 总统特朗普要求波兰由总统纳夫罗茨基参会。 报道称，原先预计参加此次会议的图斯克是纳夫罗茨基的政治宿敌。纳夫罗茨基是保守派民族主义者和欧洲怀疑论者， 是特朗普右翼民粹主义政治运动"让美国再次伟大"的盟友。6月份，他在选举中击败了图斯克的亲欧中间派政党候选人。 图斯克13日在新闻发布会上说："昨天午夜前夕，我们与欧洲的伙伴都收到了消息，美国方面希望波兰由总统参会，与特 朗普总统接触。" 据报道，波兰政府发言人亚当·什瓦普卡说，图斯克13日代表波兰与欧洲领导人进行了两次通话，但没有与特朗普通话。 纳夫罗茨基的外交政策顾问马尔钦·普日达奇说，总统办公室和总理办公室将交换有关会议信息。 波兰斯特凡·巴托里基金会的政策主管克日什托夫·伊兹德布斯基说，让互为政治对手的这两人代表波兰，可能产生传递混 淆信息的风险。他说，这将削弱波兰塑造自身在国际政治问题上与主要大国合作的现代国家形象的努力。 来源：参考消息 百万用户都在看 突发！超10万人爆仓，发生了什么？ DeepSeek，突传重磅！盘中，"A股标杆"大爆发！ ...

Domestic Policy - The "Big, Beautiful Bill" aims to increase residents' income primarily through tax cuts, with the first five highlights focusing on tax reductions for middle- and working-class Americans [3][4] - The bill is controversial, particularly in the healthcare sector, with claims that it may lead to 12 million Americans losing their health insurance over the next decade [3][4] - A provision requires able-bodied adults without children or disabilities to work at least 80 hours per month to qualify for medical assistance, which has sparked debate about the implications for low-income individuals [4][5] Energy Policy - The bill has faced criticism for favoring traditional energy sources while suppressing renewable energy, leading to tensions between Trump and figures like Elon Musk [6][7] - Critics argue that the bill's energy policies could weaken the U.S. automotive industry and benefit China, particularly in the context of the upcoming AI-driven energy landscape [7][8] - The overall sentiment among some analysts is that the bill may not lead to the economic prosperity that Trump anticipates, with concerns about its long-term impact on energy supply and innovation [7][8]

美国总统特朗普：我们期待着让美国再次伟大、更富裕、更强大、更安全。 ...

Core Viewpoint - The article emphasizes that the U.S. is poised for significant economic growth this year, contingent upon the passage of the "Big and Beautiful" bill, which is expected to be one of the most successful pieces of legislation in history [1] Economic Growth - The article claims that unprecedented levels of investment, amounting to trillions of dollars, are currently being funneled into the U.S. economy, surpassing any previous records [1] - It also mentions that hundreds of billions of dollars in tariffs are contributing to the U.S. Treasury, indicating a robust fiscal environment [1] Political Context - The narrative suggests a contrast between the current administration's economic performance and the previous administration, portraying the current situation as a rapid recovery from the challenges left by the Democratic Party [1] - The article calls for Republican unity against what it describes as radical leftist influences, urging them to leverage their political advantages [1] National Sentiment - The article reflects a sentiment shift, stating that the U.S. has transformed from a "dead" country with no hope to "the hottest country in the world" within a year [1]

Group 1 - The ongoing conflict between Israel and Iran has led to increasing calls for U.S. military intervention, with President Trump facing pressure from various factions [1][2] - Prominent supporters of Trump, including Congresswoman Marjorie Taylor Greene and former Fox News host Tucker Carlson, have expressed strong opposition to U.S. involvement, emphasizing the "America First" principle [1][2] - A recent poll indicated that 45% of Americans oppose military action against Iran, while only 25% support it, reflecting public sentiment against further military engagement in the Middle East [2] Group 2 - Reports suggest that Trump has approved military strike plans against Iran but is delaying final orders to assess Iran's nuclear intentions [3] - The U.S. government is reportedly discussing potential strikes on Iranian nuclear facilities without escalating to a full-scale war, as Trump is cautious about U.S. involvement in another prolonged conflict [3][4] - Iranian leaders have issued strong warnings against U.S. military intervention, stating that any action would lead to severe consequences [4][5] Group 3 - Analysts warn that U.S. involvement in strikes against Iran could lead to a conflict longer than the Iraq and Afghanistan wars, with significant casualties and resource depletion for the U.S. [5][6] - Experts from think tanks have cautioned that any military action could provoke a comprehensive retaliation from Iran, potentially escalating into a full-scale war [6]

Group 1 - The core viewpoint of the articles revolves around the significant political unrest in the U.S., particularly in California, where protests against Trump's policies have escalated, leading to a strong military and police response [1][3][7] - Trump's decision to hold a military parade on June 14, coinciding with his birthday, is seen as a personal vanity project rather than a national celebration, highlighting his focus on self-promotion [5][7] - The Democratic Party's response to the unrest, including calls from California Governor Newsom for citizens not to yield to Trump, is perceived as ineffective, indicating a lack of strong opposition to Trump's actions [7] Group 2 - The protests are characterized as emotional outbursts rather than meaningful political movements, suggesting a disconnect between public sentiment and political action [1][3] - Trump's actions, including mobilizing the National Guard and military, are interpreted as opportunistic rather than strategic, reflecting a pattern throughout his political career [3][5] - The international community, including Russia, views the unrest as indicative of America's declining global influence, suggesting a potential shift in the geopolitical landscape [7]

而同一天，就在福克斯新闻采访节目中，特朗普频繁提及中国，当被问到是否想要访问中国时，特朗普 是这么回答的；"我当然愿意。"紧接着强调中美关系"至关重要"。不过，彭博社敏锐地注意到，特朗普 即使渴望与中方接触，但他访问中东的目的主要是为了让这些国家远离中国的影响，留到美国的怀抱 中。也就是说特朗普还打着遏制中国的"算盘"，他在中东签下大单之后，似乎又找回了自信。 特朗普（资料图） 据环球时报援引美国"政客新闻网"（POLITICO）、英国《卫报》等媒体报道，美国总统特朗普表示， 由于无法和"150个国家"都开展谈判并达成协议，美国将向一些国家发函，单方面征收新的关税税率。 特朗普在阿联酋与商界代表会面时表示："有150个国家同时寻求与美国达成协议，但我们不可能会见这 么多国家。"他补充道，美财政部长贝森特和商务部长卢特尼克未来两到三周将"发函告知"美国的一些 贸易伙伴，美国将对其出口到美国市场的商品征收何种关税税率。 看来特朗普真的是真的自信，4月2日向全世界征收"对等关税"，一个星期不到又暂停了，现在关税暂停 刚过去30几天，又急着重启关税。特朗普这么做仅是为了实现他那"让美国再次伟大"的口号。如果说特 朗普 ...

Core Viewpoint - Romania's far-right presidential candidate, Simeon, argues that Romania should receive compensation for its aid to Ukraine, reflecting a nationalist and Eurosceptic stance [1] Group 1: Political Context - Simeon won the first round of the presidential election and is leading in polls ahead of the May 18 runoff against centrist Bucharest Mayor Nicusor Dan [1] - Nicusor Dan stated that support for Ukraine would not waver if he were elected, contrasting with Simeon's position [1] Group 2: Policy Stance - Simeon opposes military aid to Ukraine and criticizes EU leadership, advocating for a neutral stance in the Russia-Ukraine conflict [1] - He aligns with Trump's "Make America Great Again" movement, suggesting a preference for NATO to defend Europe rather than relying on EU initiatives [1]

Group 1: Defense Sector Opportunities - The EU plans to allocate up to €800 billion (approximately $866 billion) for rearmament, indicating significant potential in the defense sector despite previous stock price increases since the Russia-Ukraine conflict [2][5] - The European aerospace and defense stock index has risen by 33% this year, with valuation multiples exceeding those of U.S. counterparts, reaching levels comparable to luxury goods or technology sectors [2] - Companies like Rheinmetall are experiencing high valuations, with a price-to-earnings ratio of 44, reflecting investor willingness to pay a premium for long-term trends in defense [2] Group 2: Bond Market Developments - A larger pool of AAA-rated bonds is forming, supporting the euro's reserve currency status, with Germany's historic spending potentially exceeding €1 trillion in new debt [10] - The EU plans to jointly borrow up to €150 billion to support member states in increasing defense spending, indicating a shift towards more regular borrowing practices [10][11] Group 3: Banking Sector Outlook - The European banking index has risen by 26% year-to-date, marking its best quarterly performance since 2020, driven by improved economic prospects from fiscal stimulus [13] - Analysts express optimism for the banking sector, anticipating that higher growth expectations will steepen the yield curve, benefiting banks and stimulating credit growth [14] Group 4: Opportunities in Peripheral Markets - Stocks in Spain and Italy are considered undervalued compared to core European countries, presenting potential for growth, particularly as they are less affected by U.S. tariffs [17] - Factors such as Germany's debt brake rules and the growth of nominal GDP in Europe are expected to positively impact the banking sector, especially in peripheral countries [17] Group 5: Renewable Energy Potential - Europe's commitment to energy independence since 2022 is expected to benefit renewable energy companies and utilities, with the EU proposing plans to accelerate project approvals and increase support for clean industries [20] - Germany plans to allocate €100 billion for climate and economic transition, with solar power projected to account for 11% of the EU's electricity mix by 2024, surpassing coal [20]

Core Viewpoint - The article discusses the fundamental changes in the perception of the United States globally and in relation to China, particularly under the leadership of Donald Trump, highlighting a shift from a positive to a negative image [3][4][10]. Group 1: Impact of Trump's Policies - Trump's administration has caused significant disruptions to international order and alliances, leading to confusion among allies [3][4]. - The stock market has reacted negatively, with the average decline of the "seven giants" on Wall Street being 15% this year, marking the lowest valuation since 2017 [4][6]. - Economic recession risks are rising, with Moody's chief economist indicating that Trump's tariff plans could push the economy into recession if implemented [6][21]. Group 2: Domestic and Foreign Policy Changes - Trump has focused on reducing federal bureaucracy and regulations, claiming they hinder American development [9]. - His foreign policy is characterized by a desire to prevent the U.S. from being taken advantage of by other countries, leading to increased tariffs and withdrawal from international agreements [10][12]. - The administration's approach to China has been pragmatic, emphasizing economic competition while still expressing a desire for investment from Chinese firms [14][21]. Group 3: Cultural and Psychological Concerns - There are deeper concerns regarding the cultural and psychological impact of Trump's policies, with fears that prolonged instability could lead to a collapse of markets and investor confidence [7][19]. - The article reflects on the potential for a shift in the global order, questioning whether the world will revert to a "jungle law" or maintain basic consensus in the face of common challenges [19][27]. Group 4: China's Position and Response - The article expresses confidence in China's ability to innovate and evolve despite external pressures from the U.S., suggesting that challenges may ultimately lead to growth [23][24]. - It emphasizes the importance of focusing on domestic economic development and innovation rather than rushing to fill perceived gaps left by the U.S. [25][26]. - The narrative suggests that China's approach should be rooted in its cultural values, promoting harmony and coexistence rather than aggressive expansion [27].