智通财经APP获悉，根据达拉斯联邦储备银行在上周晚些时候发布的第三季度地区调查，美国油气行业高管们对于传统能源行业前景的悲观情绪正在上 升，其中许多高管对于重返白宫之后的特朗普政府的混乱贸易政策带来的阻碍以及监管准则频繁变化日益感到沮丧。 对于全线支持"特朗普MAGA主义"的北美油气行业，特朗普上台后并未像他所承诺的那样让"美国石油行业再次伟大"，按"产量"衡量，美国石油确实创了 新高;但按"景气度/盈利性/投资意愿"衡量，行业并没有呈现出特朗普所承诺的强劲扩张态势，且高管情绪偏冷。 MAGA，即"让美国再次伟大"(Make America Great Again)的英文简称，既能用来指代特朗普所领导的美国政府所有政策的核心基调，也被一些主流媒体用 来指代特朗普本人以及狂热支持特朗普的美国选民。 "让美国石油行业再次伟大"基本上等同于"高产+高景气+强投资"，当前更接近"高产、低温"——产量亮眼，但美国石油价格中枢与政策/关税/不确定性压着 资本开支与景气，综合来看，整个美国石油行业更像是"一边创量、一边内伤"，而不是"再次伟大"。 特朗普政府所主导的面向全球高额钢/铝关税上调(对于钢铁和铝关税高达50%)推 ...

Group 1 - The core viewpoint of the article is that President Trump has announced new tariffs on various products, including a 100% tariff on patented and branded drugs, 30% on furniture, and 25% on heavy trucks, which has led to a decline in U.S. stock indices and a significant loss in Tesla's market value [1][3]. Group 2 - The first intention behind the tariffs is to make American industries, such as pharmaceuticals, heavy trucks, and furniture, great again, as part of Trump's broader goal of national greatness [5]. - The second intention is to encourage the return of manufacturing to the U.S., as high labor costs and a lack of interest in manufacturing jobs have hindered this goal [7]. - The third intention is to suppress competitors, particularly targeting European and Mexican companies, indicating that Trump prioritizes U.S. interests over alliances [9]. - The fourth intention may involve pressuring the Federal Reserve, as Trump seeks to create economic issues that could lead to interest rate cuts, potentially using tariffs as a tool to shift blame onto the Fed [11].

今年美国农民普遍面临困难，部分原因是因为特朗普发起的关税导致与我国的贸易关系紧张。目前美国农业团体已经发出警告称，自4月以来，美国农作物 订单已经大幅减少。 而美国农民，毫无疑问正在成为这场更广泛贸易分歧的"代价"。 美国农民支持特朗普，但正是因为特朗普，他们的生计遭受重大损失。 今年，美国中西部农业州的产量远超往年，但目前市场对这些农作物的兴趣却非常低，这一切都源自于特朗普的关税策略。 根据彭博社今年7月整理的数据，目前美国农民申请的小型企业破产案件数量已达五年来的新高。 在如此高压的经济环境之下，美国农村地区理论上应该成为反对特朗普的中坚力量，但事实却恰恰相反。 "中国市场太大了，他们买东西的时候会产生影响，不买的时候也会产生影响。"沃尔夫说。 除了农作物卖不动之外，目前美国的肥料成本也在上涨，部分原因是因为与加拿大的贸易争端，导致美国农民从加拿大进口的钾盐价格上涨。 如果这种情况继续恶化下去，美国许多农民都会面临破产。 根据美国皮尤研究中心的分析，美国农民不仅没有反对特朗普，反而还成了特朗普在去年大选中最忠诚的支持群体之一，特朗普在去年大选中在该群体以40 个百分点领先于哈里斯，甚至超越了特朗普在202 ...

2025.08. 29 本文字数：1232，阅读时长大约3分钟 万斯，被外界预计将成为2028年共和党总统候选人的热门人选。不过，他称，他和妻子目前正专注 于自己的工作，"如果以后有机会的话，到时候再说吧。" 近日，万斯接受媒体采访，就一些热点话题谈及了自己的看法。 尚无参选计划 万斯回忆了他今年1月第一次走进白宫椭圆形办公室的场景。 "那真是太棒了。我被椭圆形办公室的宏伟气势和它所创造的辉煌历史震撼。"万斯说，"但说实话， 当时正值隆冬，窗帘都拉上了。光线很暗，给人一种阴郁的感觉，应该更明亮一些。我喜欢总统的重 新装修。" 41岁的万斯是美国历史上年轻的副总统之一。他表示，他目前的职位已经为担任这个国家的最高职 位做好了准备，同时他称赞特朗普"健康状况非常好"，并表示他预计总统（特朗普）将坐满他的任 期。 "但愿不会发生可怕的悲剧。我想不出比过去200天里接受的在职培训更好的经验了。"万斯表示。 作者 | 第一财 经 孙卓 封图 | 新华社 在最近一次采访中，美国副总统万斯表示，他喜欢总统特朗普重新装修的白宫，但是，他"还没有准 备要测量椭圆形办公室窗帘尺寸（即自己入主白宫）的打算"。 当被问及特朗普是否有 ...

在最近一次采访中，美国副总统万斯表示，他喜欢总统特朗普重新装修的白宫，但是，他"还没有准备 要测量椭圆形办公室窗帘尺寸（即自己入主白宫）的打算"。 在特朗普宣布罢免美联储理事丽莎·库克后，有关总统权力影响美联储独立性的讨论再次升温。在采访 中，万斯驳斥了那些认为总统没有罢免独立委员会成员法定权利的观点。 万斯，被外界预计将成为2028年共和党总统候选人的热门人选。不过，他称，他和妻子目前正专注于自 己的工作，"如果以后有机会的话，到时候再说吧。" 近日，万斯接受媒体采访，就一些热点话题谈及了自己的看法。 尚无参选计划 万斯回忆了他今年1月第一次走进白宫椭圆形办公室的场景。 "那真是太棒了。我被椭圆形办公室的宏伟气势和它所创造的辉煌历史震撼。"万斯说，"但说实话，当 时正值隆冬，窗帘都拉上了。光线很暗，给人一种阴郁的感觉，应该更明亮一些。我喜欢总统的重新装 修。" 41岁的万斯是美国历史上最年轻的副总统之一。他表示，他目前的职位已经为担任这个国家的最高职位 做好了准备，同时他称赞特朗普"健康状况非常好"，并表示他预计总统（特朗普）将坐满他的任期。 "但愿不会发生可怕的悲剧。我想不出比过去200天里接受的在职培训 ...

Core Viewpoint - President Trump's statement allowing 600,000 Chinese students to study in U.S. universities has sparked criticism from his "Make America Great Again" (MAGA) allies, indicating a potential shift in U.S. education and immigration policy as the 2026 midterm elections approach [1][2] Group 1: Trump's Statements - Trump defended his position by stating that the absence of Chinese students would lead to a rapid collapse of the U.S. university system, particularly affecting struggling institutions rather than top-tier universities [1] - He emphasized the importance of Chinese students in maintaining the excellence of the U.S. higher education system and expressed pride in their presence [1] Group 2: Reactions and Implications - Trump's remarks signify a departure from the previous hardline stance on international students and the "America First" policy, suggesting potential adjustments in education and immigration policies ahead of the upcoming elections [1] - China's Foreign Ministry spokesperson welcomed Trump's comments, highlighting that educational exchanges foster better understanding between nations and urged the U.S. to ensure the rights of Chinese students are protected [2]

Core Viewpoint - The article discusses the political dynamics in Poland regarding the representation at a remote meeting on Ukraine, highlighting the tension between Prime Minister Tusk and President Nawrocki, who are political rivals. The involvement of U.S. President Trump in this matter adds complexity to Poland's international political image [1]. Group 1 - Polish Prime Minister Tusk was initially expected to represent Poland at a remote meeting on Ukraine, but U.S. President Trump requested that President Nawrocki attend instead [1]. - President Nawrocki, a conservative nationalist and ally of Trump's populist movement, recently defeated Tusk's pro-European centrist party candidate in the elections [1]. - Tusk stated that he received the request from the U.S. just before the meeting, indicating a last-minute change in representation [1]. Group 2 - Tusk conducted two calls with European leaders on behalf of Poland but did not communicate with Trump [1]. - The political rivalry between Tusk and Nawrocki raises concerns about potential mixed messages being conveyed during the meeting, which could undermine Poland's efforts to shape its international political image [1].

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]

Core Viewpoint - The statement emphasizes a vision for making America great, prosperous, strong, and safe, reflecting a focus on national pride and economic growth [1] Group 1 - The statement indicates a commitment to enhancing the overall strength and security of the nation [1] - There is an underlying message of economic prosperity and wealth generation as a priority [1] - The phrase "Make America Great Again" suggests a focus on restoring national pride and competitiveness [1]

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]