中欧贸易格局在全球经济复苏进程中显现出显著不平衡，欧盟对华逆差持续扩大，主要源于双方产业分工差异和出口结构调整。 中国制造业通过技术升级和供应链优化，提升了产品竞争力，如电动汽车和高端装备出口增速明显，而欧盟出口以传统优势领域为主，受内部管制影响，高 科技产品对华输出受限。 这种局面反映出欧洲经济体内部协调难题，法国作为欧盟重要成员，其对华贸易逆差已达数百亿欧元规模，凸显需通过对话寻求互惠路径。 马克龙访华后迅速转变立场，强调如果中国不增加从欧洲进口商品，欧盟可能征收关税，这暴露了法国对贸易失衡的焦虑。 欧盟内部对华政策分歧明显，德国作为对华贸易额最大的成员国，依赖中国市场深度投资，尤其在汽车和化工领域，通过本地化生产规避部分壁垒，与法国 单一出口模式形成对比。 德国企业在中国投资存量远超法国，这推动了技术转移和就业创造，贸易额突破2000亿美元，显示互利合作的可行性。 马克龙呼吁中国反向投资欧洲，类似于25年前欧洲对华投资模式，但当前中国企业在欧洲已设立多家工厂，涵盖新能源和制造业，投资规模逐年扩大，这种 双向流动有助于平衡逆差，却被法国视为威胁。 欧盟此前对中国电动汽车的反补贴调查虽征收关税，但中国出口仍 ...

Core Viewpoint - The article discusses significant developments in the nuclear power sector in the United States, driven by the increasing electricity demand from artificial intelligence (AI) and the strategic partnerships formed between the government and private companies to enhance nuclear energy production [3][5][10]. Group 1: Government Actions and Agreements - The U.S. government has signed an $80 billion agreement with Westinghouse Electric Company to build nuclear reactors to meet the growing electricity demand from AI [5][10]. - This partnership involves Brookfield Asset Management and Canadian uranium producer Cameco Corp, which recently acquired Westinghouse for approximately $7.9 billion [5][6]. - The plan aims to solidify the U.S. position as a nuclear power leader and increase the global export of Westinghouse nuclear technology [7][8]. Group 2: Job Creation and Economic Impact - Each AP1000 nuclear power plant with two units is expected to create or maintain 45,000 manufacturing and engineering jobs across 43 states, with over 100,000 construction jobs nationwide [6][8]. - The initiative is part of a broader strategy to revitalize the nuclear energy sector, which includes regulatory reforms and increased investment in nuclear technology [8]. Group 3: Corporate Involvement and Projects - Major tech companies like Google and Microsoft are entering agreements to restart closed nuclear power plants to meet their energy needs for AI data centers [10][11]. - Google has signed a 25-year power purchase agreement with NextEra to restart the Duane Arnold Energy Center in Iowa, with a projected cost exceeding $1.6 billion and expected to begin operations in 2029 [10][11]. - Microsoft has also reached a similar agreement to restart the Three Mile Island nuclear plant in Pennsylvania, highlighting a trend of tech companies opting to revive existing facilities rather than building new ones [11]. Group 4: Safety Concerns and Criticism - Critics caution that efforts to restart decommissioned nuclear plants must adhere to strict regulatory standards, emphasizing the need for careful consideration of safety, especially for aging reactors [12]. - Concerns have been raised regarding the Duane Arnold plant, which suffered significant damage during a storm and shares design similarities with the Fukushima reactor that experienced a meltdown in 2011 [12].

格隆汇10月28日｜Cameco美股盘前涨近16%，此前美国政府与西屋电气公司(Westinghouse)签署800亿美 元的协议来建造核电反应堆，这个战略伙伴关系涉及博枫资产管理公司和Cameco Corp. ...