<b> 前往日本、韩国、马来西亚和南朝鲜的旅游事务秘书长证明</b> --------- (<b>US TREASURY SECRETARY BESSENT TO TRAVEL TO MALAYSIA, JAPAN, AND SOUTH KOREA</b>) 2025-10-24 04:57:24
[ 要点:中国-美国 贸易会谈在马来西亚开始, 中国: 副校长He Lifeng<br/>- 美国:财政部长斯科特·贝森特(Scott Bessent),贸易代表杰米森·格雷尔(Jamieson Greer)<br/><b> 目的:<br/></b>-第五轮贸易谈判<br/>- 就中美经贸关键问题进行磋商<br/>- 为亚太经合组织峰会(Oct 31– Nov 1, 2025)上习-特朗普会议铺平道路<br/><br/><b>I. 稀有地球出口管制争端<br/></b>- <b>中国的立场 </b>: 扩大稀土元素出口管制制度,作为对美国实体清单扩展的报复。<br/>-<b>US立场<b>:<br/>- Bessent称中国的许可证要求“不可行和不可接受的”。 br/ >- 被视为影响“中国相对于全球”的限制,而不仅仅是美国。<br/>-<b>谈判目标</b>: 美国寻求中国出口管制规则中的 " 暂停或缓解 " 。<br/>-<b> 美国可能的反应<b>: 如果解脱失败,美国和盟国可能进行报复.<br/>-<b>预期结果</b>: 分析家预测中国的特许权有限;中国在全球稀土供应中占据支配地位是自在的。 二. 美国利用和升级威胁<br/></b>-<b>软件威胁</b>: 美国考虑利用软件出口对中国施加压力。<br/>-<b>可能的抑制</b>: 可能包括笔记本电脑,喷气发动机等软件驱动的出口.<br/>-<b>特朗普的立场</b>: 11月1日前对“任何和所有关键软件”实行受威胁的出口管制<br/>-<b>战略<b>: 侵略性谈判战术; “一切都在桌面上” per Bessent.<br/>-<b> 协调</b>: 措施将与7国集团盟国保持一致。<br/><br/><b> 三. 准备西-特朗普峰会<br/></b>-<b>目标</b>: 在韩国亚太经合组织峰会之前解决稀土问题,确定积极基调。<br/>-<b>>Risk</b>: 无法达成共识可能取消领导人会谈并加剧紧张局势。 相信在“所有事情,包括大豆和农民”上都有可能达成交易;低估了稀土问题。 四. 可能降级的领域<br/></b>-<b>贸易问题</b>: 大豆采购,芬太尼贸易<br/>-<b>分析家的希望</b>: 一些缓和紧张局势的具体进展或声明;可能延长或扩大贸易休战.<br/><br/><b>. 马来西亚的战略作用和历史背景<br/></b>-<b>稀土加工枢纽</b>: 主办中国境外最大的设施(澳大利亚Lynas公司)。 br/ >- <b>美国利息 </b>:美国稀土进口的~13%来自马来西亚。<br/>- <b>历史先例-日本 2010<b>:<br/>- 中国在领土争端后实施稀土出口禁令。 br/ > – (简体中文) 日本的对策:储存、再利用、替代技术以及对非中国稀土项目(包括Lynas)的投资。 br/ >- <b>结果 </b>: 对中国的依赖从>90%降至<60%.<br/>-<b>Lesson </b>:日本准备得更好;美国希望避免类似的脆弱性. --------- (【Highlights: China-US Trade Talks Begin in Malaysia Today】<b>Participants:<br/></b>- China: Vice-Premier He Lifeng<br/>- US: Treasury Secretary Scott Bessent, Trade Representative Jamieson Greer<br/><b>Purpose:<br/></b>- Fifth round of trade talks<br/>- Consult on key China-US economic and trade issues<br/>- Pave the way for Xi-Trump meeting at APEC summit (Oct 31–Nov 1, 2025)<br/><br/><b>I. Rare Earth Export Control Dispute<br/></b>- <b>China’s stance</b>: Expanded export control regime for rare earth elements, framed as retaliation against US Entity List expansions.<br/>- <b>US stance</b>:<br/>- Bessent calls Chinese licensing requirements “unworkable and unacceptable.”<br/>- Restrictions seen as affecting “China versus the globe,” not just the US.<br/>- <b>Negotiation goal</b>: US seeks a “pause or relief” in China’s export control rules.<br/>- <b>Potential US response</b>: If relief fails, US and allies may retaliate.<br/>- <b>Expected outcome</b>: Analysts predict limited Chinese concessions; China is comfortable asserting dominance in global rare earth supply.<br/><br/><b>II. US Leverage & Escalation Threats<br/></b>- <b>Software threat</b>: US considers leveraging software exports to pressure China.<br/>- <b>Potential curbs</b>: Could include laptops, jet engines, and other software-powered exports.<br/>- <b>Trump’s stance</b>: Threatened export controls on “any and all critical software” by Nov 1.<br/>- <b>Strategy</b>: Aggressive negotiation tactic; “everything is on the table” per Bessent.<br/>- <b>Coordination</b>: Measures would align with G7 allies.<br/><br/><b>III. Preparing for Xi-Trump Summit<br/></b>- <b>Objective</b>: Resolve rare earth issues ahead of South Korea APEC summit to set a positive tone.<br/>- <b>Risk</b>: Failure to reach consensus could cancel leaders’ talks and escalate tensions.<br/>- <b>Trump’s view</b>: Believes deals are possible on “everything,” including soybeans and farmers; downplays rare earth issue.<br/><br/><b>IV. Potential Areas for De-escalation<br/></b>- <b>Trade issues</b>: Soybean purchases, fentanyl trade<br/>- <b>Analysts’ hope</b>: Some tangible progress or statements to de-escalate tensions; possibly extend or expand the trade truce.<br/><br/><b>V. Malaysia’s Strategic Role & Historical Context<br/></b>- <b>Rare earth processing hub</b>: Hosts the largest facility outside China (Australian company Lynas).<br/>- <b>US interest</b>: ~13% of US rare earth imports come via Malaysia.<br/>- <b>Historical precedent – Japan 2010</b>:<br/>- China imposed rare earth export ban after a territorial dispute.<br/>- Japan’s response: stockpiling, recycling, alternative technologies, and investments in non-China rare earth projects (including Lynas).<br/>- <b>Outcome</b>: Reduced dependence on China from >90% to <60%.<br/>- <b>Lesson</b>: Japan is better prepared; US hopes to avoid similar vulnerability.) 2025-10-24 04:48:24
从私人捐助者收到的130万美元 用于任何军事损失 --------- (TRUMP ON GOVERNMENT SHUTDOWN: RECEIVED CHECK FOR $130 MLN FROM PRIVATE DONOR FOR ANY MILITARY SALARY SHORTFALL) 2025-10-24 04:47:13
[Anthropic Expans Google Cloud Partnership with $10B TPU Deal] Anthropic宣布计划扩大对Google Cloud的使用,承诺在价值上百亿美元的交易中最多提供一百万个TPU. 预计到2026年,这一扩大将在网上带来一千兆瓦的产能,目的是满足30多万商业客户的激增需求。 Anthropic也将继续利用亚马逊的Trainium和NVIDIA GPU. --------- (【Anthropic Expands Google Cloud Partnership with $10B TPU Deal】Anthropic announced plans to expand its use of Google Cloud, committing to up to one million TPUs in a deal valued at tens of billions of dollars. The expansion, expected to bring over a gigawatt of capacity online by 2026, aims to meet surging demand from over 300,000 business customers. Anthropic will also continue leveraging Amazon’s Trainium and NVIDIA GPUs as part of its diversified compute strategy.) 2025-10-24 04:39:43
一周后费德·迪克·温多夫 7点35分 22 从 6.02B --------- (FED DISCOUNT-WINDOW LOANS RISE TO $7.35B IN WEEK ENDED OCT. 22 FROM $6.02B) 2025-10-24 04:36:34
<b>ALPHABET sHARES GAIN 1%作为Anthropic Confirms GOGLOUD DEL </b> --------- (<b>ALPHABET SHARES GAIN 1% AS ANTHROPIC CONFIRMS GOOGLE CLOUD DEAL</b>) 2025-10-24 04:36:16
ANTHROCHRICES确认 GOGLOUD 交易 <br/>ANTHROPIC说, 交易价格的多拉斯的 Billers <br/>ANTHORTHTHTHTHTHTHTHTHTHTHTY Explement of GOGLOLOUD TPUS & Services <br/>ANTHROTHLCLE 培训和服务模式 <br/>ANTHROTHTHTHTHTHTHTHTHTHTHLTHS 交易价格 超能力集团 --------- (ANTHROPIC CONFIRMS GOOGLE CLOUD DEAL <br/>ANTHROPIC SAYS DEAL WORTH TENS OF BILLIONS OF DOLLARS <br/>ANTHROPIC TO EXPAND USE OF GOOGLE CLOUD TPUS & SERVICES <br/>ANTHROPIC TO TRAIN AND SERVE CLAUDE MODELS <br/>ANTHROPIC TO HAVE ACCESSS TO OVER A GIGAWATT OF CAPACITY) 2025-10-24 04:36:09
[作为技术突袭和石油斯派克 领先消费物价指数报告] 随着美中贸易紧张局势的缓和,S&P500的销量接近创下历史新高. 川普总统和习近平计划在10月30日开会,激发了乐观情绪. 特斯拉在技术方面领先,而在美国对俄罗斯石油公司的制裁之后,能源库存却以粗糙的上涨了5.5%。 英特尔发布强烈预测 10年国库收成创下4%. 纳斯达克人100上升了1%,而黄金则稳定了下来. --------- (【Stocks Rally as Tech Surges and Oil Spikes Ahead of CPI Report】The S&P 500 neared record highs as easing U.S.-China trade tensions boosted markets. President Trump and Xi Jinping plan to meet on October 30th, fueling optimism. Tesla led gains in tech, while energy stocks climbed with crude up 5.5% after U.S. sanctions on Russian oil firms. Intel issued a strong forecast, and 10-year Treasury yields hit 4%. The Nasdaq 100 rose 1%, while gold steadied.) 2025-10-24 04:34:18
FORD SHARES TURN 积极性,流出量高达 5.6% --------- (FORD SHARES TURN POSITIVE, ERASING DROP OF AS MUCH AS 5.6%) 2025-10-24 04:33:43
特曼说,他平凡的BINANCE FOUNDERS CZ 因为他"不吉利"和"被BIDEN管理。" --------- (TRUMP SAYS HE PARDONED BINANCE FOUNDER CZ BECAUSE HE "WASN'T GUILTY" AND WAS "PERSECUTED BY THE BIDEN ADMINISTRATION.") 2025-10-24 04:32:48
不认为会问 关于凯瑟斯的战争宣言 --------- (TRUMP: DON'T THINK WILL ASK FOR DECLARATION OF WAR ON CARTELS) 2025-10-24 04:32:16
通知LAYOFFFS在NOV 5上的工作人员和在NOV 6上的SURMONT MONTNEY 员工 --------- (CONOCOPHILLIPS TO NOTIFY CALGARY STAFF OF LAYOFFS ON NOV 5 AND SURMONT MONTNEY EMPLOYEES ON NOV 6) 2025-10-24 04:19:37
以色列不会做任何事情 与西岸 --------- (TRUMP: ISRAEL WILL NOT DO ANYTHING WITH THE WEST BANK) 2025-10-24 04:18:13
我们可能去举行关于 瞄准的陆地灾害 ' --------- (TRUMP: WE MAY GO TO CONGRESS ABOUT TARGETING 'LAND DRUGS') 2025-10-24 04:16:05
[Intel Sales Bet Engineerings in First Earnings] 互联网档案馆的存檔,存档日期2013-12-02. 自美国政府投资起 英特尔报告Q3收入为13.65B美元,超过分析师预期的13.14B,由收回对x86PC处理器的需求所驱动. 股份激增6%,同比上升了87%。 这标志着英特尔自美国政府获得10%的股份以来的首次收入,贡献了5.7B美元的资金. 净收入为4.1B美元,扭转了去年的损失。 Intel的Nvidia伙伴关系旨在促进AI和数据中心的成长,而它的铸币局则报告销售额为4.2B. --------- (【Intel Sales Beat Estimates in First Earnings Since U.S. Government Investment】Intel reported Q3 revenue of $13.65B, surpassing analyst expectations of $13.14B, driven by recovering demand for x86 PC processors. Shares surged 6%, up 87% year-to-date. This marks Intel’s first earnings since the U.S. government acquired a 10% stake, contributing $5.7B in funding. Net income reached $4.1B, reversing last year’s loss. Intel’s Nvidia partnership aims to boost AI and data center growth, while its foundry division reported $4.2B in sales.) 2025-10-24 04:14:58
我们不喜欢委内瑞拉 --------- (TRUMP: WE’RE NOT HAPPY WITH VENEZUELA) 2025-10-24 04:12:45
目标是关闭8%的总部小组,1 800个起跑道 --------- (TARGET TO LAY OFF 8% OF HEADQUARTERS TEAM, CUT 1,800 ROLES) 2025-10-24 04:11:23
即将在委内瑞拉看到土地行动 --------- (TRUMP: WILL BE SEEING LAND ACTION IN VENEZUELA SOON) 2025-10-24 04:10:46
[Patent Data States China Could over US in Quantum Cleadering by 2027年] (简体中文). 中国正在缩小与美国的量子技术差距,由153亿美元公共资金驱动,远远超过了美国19亿美元的投资。 专利数据表明,中国到2027年可能会超越美国在量子领先地位,由Origin Quantum等中国企业获得全球竞争力. 虽然美国私营部门的突破,如Google的柳花芯片和IBM的金融应用保持了优势,但专家警告联邦分散的努力和减少STEM人才管道可能会危及美国的统治地位. 量子进步可能破坏产业和全球安全,提高美国采取协调行动以保持领导地位的迫切性. --------- (【Patent Data Suggests China Could Overtake US in Quantum Leadership by 2027】China is narrowing the quantum technology gap with the US, driven by $15.3 billion in public funding, far surpassing America’s $1.9 billion investment. Patent data suggests China could overtake the US in quantum leadership by 2027, with Chinese firms like Origin Quantum gaining global competitiveness. While US private-sector breakthroughs, such as Google’s Willow chip and IBM’s financial applications, maintain an edge, experts warn fragmented federal efforts and reduced STEM talent pipelines could jeopardize US dominance. Quantum advancements could disrupt industries and global security, raising urgency for coordinated US action to retain leadership.) 2025-10-24 04:10:02
<b>Trump:中国利用VeneZula进行FENTANYL SMUGLING,向XI提出的第一个问题 </b> --------- (<b>TRUMP: CHINA USING VENEZUELA FOR FENTANYL SMUGGLING, FIRST QUESTION TO XI WILL BE FENTANYL</b>) 2025-10-24 04:08:21
FORD 3Q FORD Model E REV (英语). 1.8B, EST. 1.78B <Br/>FORD 3Q FORD MODEL EBIT LOSS 1.41B, EST. 1.24B <br/>FORD仍然看到大约9B、EST的财政年度拨款。 8.78B (韩语) --------- (FORD 3Q FORD MODEL E REV. $1.8B, EST. $1.78B <br/>FORD 3Q FORD MODEL E EBIT LOSS $1.41B, EST. LOSS $1.24B <br/>FORD STILL SEES FY CAPEX ABOUT $9B, EST. $8.78B) 2025-10-24 04:07:32
FORD CLIMBS 1% 关于计划 将F-服务产品 下一个 YR <br/> 努力计划 至 BOST F-150 和 SUPER DUKY 卡车生产 <br/> 努力在FORD ROUGE 增加900个新工作,100个 KENTUKY --------- (FORD CLIMBS 1% ON PLANS TO DIAL UP F-SERIES PRODUCTION NEXT YR <br/>FORD PLANS TO BOOST F-150 AND SUPER DUTY TRUCK PRODUCTION <br/>FORD TO ADD UP TO 900 NEW JOBS AT FORD ROUGE, 100 IN KENTUCKY) 2025-10-24 04:07:04
FORD 3Q ADJ EPS 45C, EST (英语). 36C < br/> (韩语) 2025年从Novelis Firee <br/>Ford sees five Adj Ebit Hit 从3B减到3B减到3.5B减到4.5B. 6B至6.5B,6.5B至7.5B --------- (FORD 3Q ADJ EPS 45C, EST. 36C <br/>FORD SEES FY ADJ FREE CASH FLOW $2B TO $3B, SAW $3.5B TO $4.5B <br/>FORD SEES $1.5B TO $2B ADJ EBIT HIT IN 2025 FROM NOVELIS FIRE <br/>FORD SEES FY ADJ. EBIT $6B TO $6.5B, SAW $6.5B TO $7.5B) 2025-10-24 04:06:35
(原始内容存档于2018-10-25). TRUMP REITERS TRAFFERS ON CHINA STARTS NOV. 1个 --------- (TRUMP REITERATES TARIFF ON CHINA STARTS NOV. 1) 2025-10-24 04:05:51
<b> 英特尔说3Q比董事会认为的要更严谨 <br/>英特尔说服务需求是显要的 <br/>英特尔说10 Windows的结束,AI PC BOOSTED Revenue <br/>英特尔SHARES RISE 3% Atter 3Q Earning Sport </b> --------- (<b>INTEL SAYS 3Q WAS STRONGER THAN THOUGHT ACROSS THE BOARD <br/>INTEL SAYS SERVER DEMAND WAS SURPRISE POSITIVE <br/>INTEL SAYS END OF WINDOWS 10, AI PC BOOSTED REVENUE <br/>INTEL SHARES RISE 3% AFTER 3Q EARNINGS REPORT</b>) 2025-10-24 04:04:01