李在明专机抵达美国 韩国总统李在明的专机，已经在美国落地。接下来两天，他将和美总统特朗普见面，商讨事关安保、国 防预算，关税等一系列问题。李在明在专机上接受采访时说，不对议题设限，意思是什么都可以谈。听 见这个话，美媒立刻就不困了，一个劲儿的炒作，韩国可以在很多问题上，帮助美国对付中国。 韩美领导人会晤 按照美媒的说法，李在明和特朗普，将有很多共同语言。比如两人都被暗杀过，都爱打高尔夫球，都愿 意和朝鲜缓和关系等等。基于这些共同点，双方不是没可能达成一致，在东北亚地区，应对"中国威 胁"，更何况特朗普已经说了，韩国人很会赚钱，两国在一些关键领域推动合作的可能性还是很大的。 什么关键领域呢？韩国为数不多还没衰落，也是美国最急需的造船业。据韩媒报道，李在明的访美行程 中，特别加入了对费城一家，已经被韩国收购的造船厂的访问，这是向美方释放明确信号，韩国能在这 方面，为美国提供帮助。 远的不说，单说前几天，美军一艘军舰在日本意外起火，大火足足烧了十几个小时才勉强被扑灭，从事 后传出的消息看，这艘军舰已经无法正常部署，需要拖回美国去修，一旦进了修理厂，还能不能再出 来，就很难说了。 美国造船业的衰落，是一个相当漫长的过 ...

每经编辑｜程鹏 据央视新闻报道，8月19日，美国白宫新闻发言人莱维特证实，美国已向委内瑞拉附近的加勒比海水域部署3艘载有4000名士兵的舰艇。8月7日，美国政府 声称委内瑞拉总统马杜罗涉嫌通过犯罪组织向美国输送毒品，对其悬赏5000万美元。 对此，委内瑞拉官方指出，美国再次尝试粗暴干涉委内瑞拉内政，扰乱其和平稳定。19日，委内瑞拉总统马杜罗发表电视讲话，表示委内瑞拉将做好准 备，再次挫败美国对委内瑞拉人民的侵略行径。 两栖攻击舰+驱逐舰+巡洋舰+核潜艇 美国向拉美派重兵 当地时间8月20日，路透社报道称，美国已下令一支两栖作战中队前往南加勒比海，以配合美国政府打击拉美贩毒集团的行动。这支舰队可能在24日抵达 委内瑞拉附近海域。前几天就在18日，两名了解内情的人士透露，美国将派遣3艘"宙斯盾"导弹驱逐舰前往委内瑞拉沿岸，称此举为了应对拉丁美洲贩毒 集团的威胁。 至此，美军派往这一海域的军舰已经确定有"硫磺岛"号两栖攻击舰、"圣安东尼奥"号两栖运输舰、"劳德代尔堡"号两栖运输舰、"格雷夫利"号驱逐舰、"杰 森·邓汉姆"号驱逐舰和"桑普森"号驱逐舰。按CNN报道，美军还将增派导弹巡洋舰和核潜艇。 1艘两栖攻击舰、3 ...

此外，该造船厂的未来也与"吕宋经济走廊"息息相关，该倡议旨在联通吕宋岛上的4座城市、3个港口和 两个国际机场，预计将为菲律宾经济注入约 1000亿美元的资金。报道称，船厂的新东家或将致力于推 动该造船厂在集装箱运输、散货船、LNG（液化天然气）和石油运输船等领域的业务突破，以期超越 韩进集团运营时期的辉煌成就——彼时菲律宾曾凭借其卓越的造船实力跻身全球航运业五强行列。 英国《经济学人》早前报道称，上世纪90年代末，中国仅占全球商船产量的5%，如今已超过50%，稳 居世界第一，而美国仅占0.1%。面对中国遥遥领先的造船业，今年以来，美国在拉拢盟友帮助其重建 造船能力方面动作频频。8月，美国两位参议员访问韩日，寻求与全球第二、第三大造船国合作，利用 其技术与产能提升美造船能力。 菲律宾智库亚太进步之路基金会的地缘政治分析师皮特洛分析称，现代重工的进驻将创造就业和收入， 与"吕宋经济走廊"倡议相契合，同时也有助于美国缩小与中国积极扩张舰队之间的差距。帕拉达告诉 《南华早报》，指望阿吉拉苏比克船厂很快就能生产大型海军平台为时过早，但近期内该船厂可以通过 补给、维修、干船坞、部件制造等服务支持美国海军后勤网络。"对马尼 ...

Group 1: Military Industry Insights - The military industry is experiencing accelerated domestic prosperity and an opening international market, with a historical win rate of 70%-80% in July-August over the past decade [1][2] - The current military industry is at a critical juncture with the transition of the "14th Five-Year Plan" and the preparation for the "15th Five-Year Plan," which is expected to release pent-up downstream demand significantly [3][4] - Major events such as military parades serve as important catalysts for the military sector, with historical data showing substantial returns leading up to such events [4] Group 2: Global Military Spending Trends - Global military spending is on the rise, with Japan planning to invest 43 trillion yen (approximately 290 billion USD) from FY2023 to FY2027, marking a 63.5% increase compared to previous years [9] - South Korea's defense budget is set to increase to 80 trillion won (approximately 60 billion USD) by 2028, reflecting a 7% annual growth rate [9] - The European Union is mobilizing 800 billion euros for defense investments, while the U.S. defense budget is projected to exceed 1 trillion USD for the first time in FY2026 [9] Group 3: Technology Sector Analysis - The AI technology sector is currently positioned low in terms of market valuation, with potential for further recovery and expansion [12][18] - The TMT (Technology, Media, and Telecommunications) sector has shown signs of recovery, becoming a prominent market driver [12] - Significant profit upgrades have been observed in various AI sub-sectors, particularly in upstream computing power and downstream applications such as financial technology and drones [18][19]

Core Viewpoint - The South Korean economy should view the U.S. government's shipbuilding industry revitalization plan as an opportunity for its own shipbuilding sector, suggesting the selection of specific business areas for collaboration, such as LNG ships, commercial ships, naval ship MRO (maintenance, repair, and overhaul), and next-generation vessel cooperation [2] Group 1: U.S. Shipbuilding Policy - The U.S. Shipbuilding Act (SHIPS for America Act) mandates an increase in the U.S. national strategic merchant fleet to 250 vessels, with 15% of U.S. LNG exports to be transported by U.S.-built ships by 2047 [2] - The U.S. Navy plans to build 364 new ships over the next 30 years, driven by the retirement of existing vessels and new construction programs [2] - By 2037, U.S. ship orders in commercial, LNG, and naval sectors are projected to reach between 403 and 448 vessels due to the U.S. government's shipbuilding revitalization policies [2] Group 2: Strategic Recommendations for South Korea - In the LNG ship sector, South Korea should prepare for localization as U.S. LNG exports increase, while also developing public-private partnerships to expand orders for medium-sized vessels [2] - For U.S. Navy ship MRO, South Korea should start with hull repair tasks to build trust before expanding into more complex projects, eventually aiming to participate in weapon system maintenance [3] - In the new naval vessel sector, South Korea should focus on transport and support ships, enhancing its military vessel capabilities for potential overseas exports [3] Group 3: Collaborative Efforts and Market Entry - South Korea and the U.S. should negotiate on improving production efficiency in U.S. shipyards and the restructuring of land and infrastructure acquired by South Korean firms [3] - To facilitate South Korean shipbuilders' entry into the U.S. market, it may be beneficial to relax restrictions on the export of shipbuilding technology, excluding core technologies [3] - A strategic approach to ensure labor force and supply chain stability is essential for South Korea's operations in the U.S. market, alongside ongoing discussions to maintain consistency in U.S. aid policies [4]

金十数据5月26日讯，美国总统特朗普当地时间周日表示，他同意财政部长贝森特最近的评论，即美国 不需要将纺织制造业带回境内。特朗普说，"我们不打算生产运动鞋和T恤，我们想生产军事装备。我 们想做大事。我们想用电脑发展人工智能。说实话，我不想生产T恤、袜子。我们可以在其他地方做得 很好。我们希望生产芯片、电脑和许多其他东西，还有坦克和军舰。" 特朗普：美国想生产坦克，而不是T恤 ...