美国政客和精英阶层对中共的了解与认识，仍然远远不够，也始终拿不出真正有效的应对策略。与此同时，美国两党政治对于中共在全球范围内的渗透与扩张野心，长期缺乏足够的前瞻性，其对外政策也缺少持续性与连贯性。正是在这种背景下，中共近年来不动声色地培植了一大批反美、仇美势力，正在对美国的国家安全以及全球地缘政治格局构成越来越严峻的威胁。 American politicians and elites still have a very limited understanding of the Chinese Communist Party (CCP) and have yet to develop truly effective strategies to counter it. At the same time, both major U.S. political parties have long lacked sufficient foresight regarding the CCP’s global infiltration efforts and expansionist ambitions, while America’s foreign policy has also suffered from inconsistency and a lack of continuity. Against this backdrop, the CCP has quietly cultivated a large number of anti-American forces in recent years, posing an increasingly serious threat to U.S. national security and the global geopolitical order.

过去 2 小时跟踪了全网 197 条新闻消息，筛出 5 条值得关注的核心信号。Kevin Warsh 正式入局美联储，配合智利铜矿与中东原油的双重实物紧缩，全球宏观定价正从 '增长博弈' 转向 '硬资产封锁'。 1. Kevin Warsh confirmed for 14-year Fed term, clearing the path to Chair. Senate voted 51-45 to install the 'sound money' hawk, marking the end of the Powell era. Market must now price in a Fed that prioritizes financial stability and currency strength over liquidity bailouts. $TSM $NVDA 2. EIA extends Hormuz closure forecast through May with 10.8M bpd peak outage. Global inventories are projected to shrink by 2.6 million bpd in 2026, a massive revision from previous estimates. This is a structural supply shock that won't fully resolve until 2027. $FCX $CPER 3. Chile copper output collapses as Escondida reports 15.7% production drop. March data shows Codelco also down 9.98% YoY, proving that physical mining limits are overriding price incentives. The 'sell-the-news' metal trade is being dismantled by raw physical scarcity hitting the tape. $FCX $CPER 4. US DOE to inject billions into long-lead nuclear reactor components. As commercial power demand is set to surpass residential use for the first time in 2027, the government is treating baseload nuclear as a national security priority for the AI arms race. $CEG $URA 5. SpaceX and Google pivot to orbital data centers to solve grid constraints. Moving compute to space bypasses terrestrial power limits and cooling bottlenecks, marking a paradigm shift in AI infrastructure. If scalable, this redefines the capital expenditure ceiling for the entire sector. $GOOG $AVGO That's the signal from this window. With Chile output dropping 15% and Hormuz closed through May, are you still betting on a soft landing for inflation? Repost if useful.

这下不止中国大陆，连香港到美的互联也要玩烂了！ FCC表决撤销中资运营商的一揽子授权之提议，目的是堵住 2022 年的法律漏洞：即使「中资运营商」的通信牌照被撤销，它们仍可根据一揽子授权（Blanket Authority）自动获得美国国内的州际电信服务资质 会议中最激进的部分是关于禁止互联（Interconnection）的讨论，即讨论将从物理上禁止Verizon、AT&T等美资运营商与中资运营商的互联。如此一来，不仅电信、联通、移动、中信的美国电信业务被踢出局，还会连带IDC、IXP、PoP一同被赶这次行动会祭出「股权穿透」大招，即电信、联通、移动、中信的本体及其占股 >= 10% 的关联公司，都会因此连坐 其中香港运营商PCCW和HKT都满足「股权穿透」条件，大概还有30-60天的公开征求意见期，以及可能的上诉法院司法审查。三大运营商＋中信的游说团和律师团虽说要出动，但翻盘的成功率很低，因为但凡涉及national security这种包装话术，即使走到美国上诉法院，都免不了支持 FCC 提案，这毕竟符合美版《总体国家安全观》