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笨狼 (2021-03-09 10:16:18) 評論 (0)
 
America’s Indo-Pacific Folly | Foreign Affairs
印度、印度洋是個分心
 

 

中國成了美國唯一能說話的？？
President Biden’s second big bill may be China package pushed by top Senate Democrat - The Washington Post
White House quietly backs Schumer's bill to curb China's influence - Axios
 
中國給老百姓的難道隻是精神食糧？
China’s weakened consumer spending leaves ‘a lot of work to do’ in driving economic growth | South China Morning Post
李克強總理作政府工作報告（文字摘要）_滾動新聞_中國政府網
 
 
Voting Rights or the Filibuster? - The New York Times (nytimes.com)
“I don’t say this lightly,” Michael McDonald, a political scientist at the University of Florida, recently wrote. “We are witnessing the greatest roll back of voting rights in this country since the Jim Crow era.”
為什麽美國不擔心自己的民主，而要到處派出美軍擔心他人的民主？
The West portrays itself as a defender of human rights, but does it still have a right to moral leadership? | South China Morning Post
American Exceptionalism as Magical Thinking - The Beinart Notebook
 
 
 
Twilight of the American empire - UnHerd
 
China's Weaknesses Pose a Challenge, Not a Threat, to the United States (foreignpolicy.com)
Reluctant Stakeholder: Why China’s Highly Strategic Brand of Revisionism is More Challenging Than Washington Thinks - Carnegie Endowment for International Peace
 
How to Get America and Iran Back to the Negotiating Table - The American Prospect
Who’s to Blame for Stalling U.S.-Iran Negotiations? (foreignpolicy.com)
 
Will Biden’s China Hawks Destroy His Climate Ambitions? | The New Republic
 
 
阿富汗如何擊敗美國
Opinion | Biden has to take the loss in Afghanistan — and add it to George W. Bush’s record - The Washington Post
 
Find this elucidating:
美國怎麽才能把自己的普世價值觀（就是全人類共同擁有的人類遺產）和國家利益統一起來呢？那就是和中國（共產黨）一樣：自己是這一價值的唯一代表，美國的國家利益也就和普世價值等價起來了，對美國的懷疑，就是違背普世價值。
 
這個：
 
Only the Left Can Save Globalization Now (nymag.com)
Joe Biden waves the white flag on the Pentagon budget – Responsible Statecraft
It Would Be Great if the United States Were Actually a Democracy (jacobinmag.com)
 
美國怎麽也無法正視中國的成就：
China claims to have eliminated poverty. But the figures mask harsh realities. - The Washington Post
 
印度如何擊敗冠疫？
 
Red Sea cables: How UK and US spy agencies listen to the Middle East | Middle East Eye
China’s ‘Peace Cable’ in Europe Raises Tensions With the U.S. - Bloomberg
 
Pharma groups spend billions to tap into booming China healthcare | Financial Times
China’s healthcare industry overtook Japan in 2016 to become the world’s second-biggest and is expected to surpass the US within three years. Pharmaceutical spending in China totalled $137bn in 2018 and will reach $140bn-$170bn by 2023, according to data provider IQVIA.
Column chart of Number of deals showing China pharma partnering hit a record in 2020
Pushback on Xi’s Vision for China Spreads Beyond U.S. - WSJ
 
 
形式主義和官僚主義
Xi Jinping’s Eager-to-Please Bureaucrats Snarl His China Plans - WSJ
習近平的中國大計將遭反噬 他正遭遇一個老問題 | www.wenxuecity.com
新華時評：警惕形式主義新變種-新華網
破形式主義之弊 減基層負擔之重——2020年以習近平同誌為核心的黨中央深化拓展基層減負工作紀實-新華網
八項規定8周年之際看作風建設的“變”與“不變” - 新華社客戶端
 
有用嗎？
More than Meets the Eye: Understanding Perceptions of China Beyond the Favorable–Unfavorable Dichotomy | SpringerLink
What Do Chinese People Think of Developed Countries? – The Diplomat
 
 
 
 
美國的全方位扼殺中國
CIA Nominee Burns Promises Spying Focus on China, Seeing ‘Adversarial, Predatory’ Regime - WSJ
U.S. to Impose Sweeping Rule Aimed at China Technology Threats - WSJ
U.S. Signals It Will Implement Rule Curbing China Tech Threats - Bloomberg
工業政策：
@toddntucker Biden issued an executive order on America's Supply Chains
 
Ghana becomes first country to receive free Covax vaccines | Financial Times 
 
 
“全方位”
The uses and abuses of weaponized interdependence in 2021 - The Washington Post
 
Abraham Newman: "When Chokepoints end up choking yourself -- How US tech dispute with China is producing layoffs in the US."
美國半導體戰役依賴於台灣日本韓國，日韓之間的糾紛是個大問題，布林肯說是有能力搞定：
As Biden seeks to restore alliances, a souring Japan-South Korea relationship presents a challenge - The Washington Post
 
Biden’s Plans to Rally Allies on China Are Put to the Test - WSJ
Administration’s bid for a coordinated China strategy finds early gains but also differing interests
Mr. Motegi said he was reassured that Japanese investment in the Southeast Asian country won’t be hurt by U.S. sanctions against Myanmar’s generals.

 

European Parliament ponders the price of principle on China | Financial Times

 

 
CureVac ：下一個最厲害的（但同類）技術？
 
 
美國遇到麻煩了
 
列舉
亞洲，東盟
歐盟
英國
 
中國
封鎖，《金融時報》名博沃爾夫
【3】The American republic’s near-death experience | Financial Times
 
Containing China is not a feasible option | Financial Times
 
Martin Wolf charts: For some significant countries, China’s market is truly important
 
Martin Wolf chart: China already has the world’s largest economy at purchasing power parity
Martin Wolf: China is likely to have the world’s largest economy at market prices quite soon
Martin Wolf; The rise in China’s output per head may still have a long way to go
Martin Wolf chart: China’s share of global population will fall, but continue to exceed the US's and its allies
 
Martin Wolf charts: Spending on the military by the US and its allies still far exceeds that of China and Russia
 
 
Biden’s Plan to Protect American Workers Will Boost China’s Power in Asia (foreignpolicy.com)
美國為什麽吸引大家？是因為處處自由，愛說什麽說什麽嗎？是因為搖擺樂、好萊塢電影、迪士尼樂園嗎？還是說有好日子？如果要過好日子，怎麽才行？
US must urgently rethink its economic policies in Asia - Nikkei Asia
 
窮國家還是指望出口，傍著大哥發財，美國把主要精力放在本國那上億的被遺忘的中低層，還能把自由繁榮帶到世界任何一個角落嗎？
 
Trump’s Final Act Has Accelerated the Onset of a Post-American World | Foreign Affairs
The shape of Biden’s foreign policy | The Strategist (aspistrategist.org.au)
 
Biden's Indo-Pacific team largest in National Security Council - Nikkei Asia
 
拜登政策裏有很多是針對國內所麵臨的社會問題的，有時聽起來拜登是一股“先安內後攘外”勁頭，可是聽他的班子說的，盡是如何與中國對抗，而且說是已經從上任政府的失敗中學到了所有該學的教訓，如果還不成功，那就是美國國家有問題了。
 
慕尼黑安全年會
默克爾有點改口，點中國名
 

 

 

 

 

Biden holds first call as president with China's Xi Jinping - Axios

 

 
美國國內反華氣氛嚴峻的一個例子反映在對華為的態度，任正非有很多大話，希望他是心裏有數，隻是說說，是氣度，如果指望美國因為拜登說“不再以衝突為主”就會降溫，那是做夢了，美國沒有反華不反華，隻有是不是反華更凶，最近在商務部人選上，因為事關華為（實體清單），鷹派對根子不正苗不紅的，都是排擠的態度。
 
Biden’s China Tech Policy at Crossroads Over Commerce Security Pick - WSJ
 
（參見：Biden Has a Narrow Window to Restore U.S. Credibility | Foreign Affairs，“The lingering long-run question of whether allies can trust America not to produce another Trump cannot be answered with complete assurance,” the Harvard political scientist Joseph S. Nye, Jr., cautioned recently. ）作者堅信隻要拜登在短期內能給世界一種堅定果敢的姿態，就能奠下美國贏回世界的尊重的基礎。但這是基於對以前那一段曆史所作的分析，最大的區別是多級世界的形成，所以是否適用是個疑問（美國：世界求我們。世界：哦，就你那光光的樣子？），以前歐盟是個不確定的實體，經濟上極有分量，軍事上卻是個沒畢業的學生，缺乏統一、堅定的意誌尋求自己的道路，即在美國核保護傘的籠罩下，也帶有搭順風車的僥幸心理，所以在政治搖擺不定。今天歐盟已經顯示出相當的自覺性，但麵臨兩大困境，一是能否解決經濟與軍事之間的關係，而是歐盟已經經曆了一個“失去的十年”，冠疫後經濟又受重創，她有勇氣站出來嗎？
 
Why the Anglosphere sees eye to eye on China | Financial Times
Bill Emmott: Under Biden, US goal in Asia must be to balance Chinese power - The Mainichi
Four years ago it was said, probably accurately, that Hillary Clinton may have been the only Democratic Party candidate that Donald Trump stood a chance of beating. Now, something similar can be said about Joe Biden: Donald Trump was probably the only Republican this 78-year-old uncharismatic Washington insider could have beaten, and even then the decisive factor in Biden's favour was likely the coronavirus pandemic
 
The inside story of how the Pentagon blocked efforts to end the Iraq War – Responsible Statecraft
Henry Gao on Twitter: "Macron on China in response to questions from @Joe_Nye : 1. China is a partner on climate, a competitor on trade and economy, and a systemic rival on security and human rights
An Unsentimental China Policy | Foreign Affairs
"The Case for Putting Vital Interests First"
Biden’s Eisenhower Plan of Strategic Patience Toward China (foreignpolicy.com)
 
2020年第四季度中國貨幣政策執行報告（定稿） (pbc.gov.cn)
 
 
 
辯論：
Tom Hancock on Twitter: "The state share of Chinese industrial assets continually declined during Xi Jinping's tenure, though at a slower pace than previously https://t.co/nJHTjDUT0J" / Twitter
 
Deterring PRC Aggression Toward Taiwan | U.S.- CHINA | ECONOMIC and SECURITY REVIEW COMMISSION (uscc.gov)
Taiwan expresses 'admiration' for Biden concern in Xi call | Reuters
Taiwan and the United States held their first publicly acknowledged formal meeting in Washington under the new administration
‘Extreme competition’ is now the watchword in U.S.-China relations - POLITICO
After the Apocalypse: China - Inkstick (inkstickmedia.com)
The United States, China, and Taiwan: A Strategy to Prevent War | Council on Foreign Relations (cfr.org)
Supply Chains Latest: Biden ‘Tough’ on China Is the Wrong Metric. - Bloomberg
 
Zack Cooper on Twitter: "The United States and China got their "report cards" from Southeast Asia this week via @ISEAS's 2021 Survey. This should be required reading for anyone focused on dynamics in Asia. How did we do? Let's take a look
Evan A. Laksmana on Twitter: "The latest @ISEAS regional survey is out (PDF: https://t.co/7nybvzmQXF). Many quick takes have focused on the "how bad it is for China and how high expectations are for US" narrative. I don't see that as the main takeaway from the survey, here's why ????
是誰在說？
Asian Nations Want U.S. Leadership, Australia Says - WSJ
 
 
 
An ‘Economic Article 5’ to Counter China - WSJ
 
 
Republicans used to call Ronald Reagan the best president in US history. Now it’s Donald Trump. | YouGov
什麽是白右？
Most Republicans see Democrats not as political opponents but as enemies - The Washington Post
 
 
Trump Emerges From Impeachment Trial With Sturdy Backing From GOP Voters - Morning Consult
 
 
The EU is an uncertain trade ally for Biden | Financial Times
盎格魯撒克遜對歐洲充滿鄙視

 

 

 

美國自身形象：
Texas Blackouts Point to Coast-to-Coast Crises Waiting to Happen - The New York Times
美國在冠疫中成為世界上死亡最高的，怎麽也沒法解釋，如果你堅持你還是民主，
 
美國對世貿的敵意不僅僅是世貿對美國不是事事相從，但這一敵對態度已經影響了全世界貿易的運行，也傷害了歐洲的利益，這直接導致歐洲與中國合作共同解決世貿癱瘓的難題，未必是與美國作對，但事實上卻與美國作對。這能怨誰呢？
A China With More Clout Awaits Biden at the WTO - WSJ
 

Elsa B. Kania on Twitter: "I've used the phrasing of great power competition to characterize U.S.-China relations, but I'm also conflicted and frankly frustrated with "GPC" as an element of the discourse. Ultimately, I agree with much of @dhnexon's argument

 
 
 
 

 

 
Underfunded and Under Pressure, U.S. Pensions to Keep Investing in China - WSJ
 
 
意識形態：
棋逢對手，中國就是不怕這個？
 
長臂外交：
Opinion | The Wrong Way to Punish Iran - The New York Times
Opinion | America’s Other Forever War - The New York Times (nytimes.com)
America’s Misuse of Its Financial Infrastructure | The National Interest
How to Fix America’s Failing Sanctions Policy - Lawfare
 
The Twilight of America’s Financial Empire | Foreign Affairs
失敗：
 
作者是去年寫“中國又成了東亞病夫”的那個：
Biden’s Rough Start With the World - WSJ
Against Great Power Competition | Foreign Affairs
Can America Restore Its Credibility in Asia? | Foreign Affairs
作者意識到美國已經失去了信譽，中國已經在亞洲和東盟占據了一席之地，中國是世界、地區尤其是亞洲的經濟引擎，和東盟是彼此第一大貿易夥伴，給美國下的方子是給亞洲提供經濟機會，這難道不恰好是美國缺少的？說建立數字經濟章程，用以以不合格把中國排擠出去，這中國確實處於劣勢，但難見得大家有興趣。另一個方麵是基建，美國自身難保，當然那日本出麵倒是一個辦法，日本本來就與中國競爭，有實力，但缺乏目標。美國自知無法與中國競爭，於是建議當監工，給中國穿小鞋。
 the core of efforts between the United States and the EU should be economics, technology, human rights, and climate
競爭不過，給你套上
Hobbled US Import-Export bank is given new life to battle an aggressive China | South China Morning Post（這是一招）
最後的方子：軍懾
 
澳大利亞都覺得美國靠不住
No quick fix from Biden for Australia’s China trade woes (eastasiaforum.org)
每個人都有自己的打算：
Canada creates coalition with allies to denounce arbitrary detentions amid fight to free Kovrig, Spavor | CBC News
加拿大，要救兩個麥克
西方的目的是把中國拘捕兩個麥克視為“任意拘留”，而不是中國說的“間諜罪”，因為中國都不能正式起訴，監禁的條件也太不人道，靠外交部那幾條狼是難以讓人信服的。
UPDATE: China lodges stern representations with Canada, expressing strong dissatisfaction over declaration opposing ‘arbitrary detention’ - Global Times
China travel: Americans and other Westerners are increasingly scared of traveling there as threat of detention rises - CNN
 
 
馬克隆明確表示不會“結幫”（gang up）對付中國。
 
加拿大為什麽出賣孟晚舟？
 
默克爾為什麽寧願對中國綏靖？
默克爾這賣國賊
美中歐新三國
拜登同誌尚需努力
為什麽沒人提（美中）脫鉤了？
中國惹著美國什麽了？
拜登的美國優先和習近平的多邊主義
賺大陸1400億，台灣還要當海上以色列
美國：世界求我們。世界：哦，就你那光光的樣子？
從美中外長通話看兩國博弈
 
稀土：中國探風：
China targets rare earth export curbs to hobble US defence industry | Financial Times
 
 
美國有一個反應自己如何處理國際事件的機會，如何對待伊核問題，觀察美國處理能了解美國的態度。拜登政府目前的態度是延續上屆政府的腔調，在公開表示要回到伊核協議後依舊堅持要伊朗首先讓步。曾到哈佛求學，碰巧修了現任副外長（Wendy Sherman）課的一位青年就此事專門采訪了副外長，她還接受了，按她的說法，美國短期內不會把伊核當成大事，因為忙不過來，也許外長隻是咋呼，但布林肯（外長）任命了一位非常勝任的特使：
也是一副進逼的姿態，伊朗能有好感嗎？伊朗已表態，美國必須先賠償製裁帶來的損失大家才可能談，美國幹脆大話幾聲，然後置之不理，不過副外長透露過美國和伊朗曾經有公開和地下兩條渠道的手段，難以就表麵現象下定論。觀察下一步雙方的對弈將會有啟發。
 
伊核協議將走向何方？專訪美國副國務卿Wendy Sherman_風聞 (guancha.cn)
 
U.K. Plans Hosting G-7 Meeting Next Week to Craft China Strategy - Bloomberg
Boris Johnson Triggers G-7 Fears of Rival Alliance to Counter China - Bloomberg
Japan Pushes Back Against U.K. Plan to Boost G-7 Asia Reach - Bloomberg
美媒：英國計劃下周召開G7在線會議，美加醞釀對華“搞事” (guancha.cn)
美媒：G7會議期間，各國詳細討論中國，對外公布卻小心翼翼 (guancha.cn)
 
美國最大的難題：
Despair Deepens for Young People as Pandemic Drags On - The New York Times
 
 
無關：
 
China’s top 5 infrastructure projects set to cost US$131 billion, but overall investment set to drop amid debt fears | South China Morning Post
固定資產投資數據告訴我們什麽？ (sohu.com)
Michael Pettis on Twitter: "1/4 While the NDRC and the politicos continue to support more infrastructure expansion, there have been more warnings about debt from policy advisors, with a government-linked think tank noting recently that “Infrastructure investment for the whole... 
http://pdf.dfcfw.com/pdf/H3_AP202006181385814092_1.pdf
 
Coronavirus: in China, a year after the pandemic began, Wuhan has become a city of forgetting | South China Morning Post
那年，武漢的春節：100張照片背後的慘痛 | www.wenxuecity.com
 
 
王健：“二換二”，就是用農村土地承包經營權和宅基地換取城市的廉租房和社保
王建 吳麗華：33年前創想了“國際大循環戰略構想”的他，如今這樣細解“雙循環”_愛思想
 
‘Decoupling’ the U.S. economy from China would bring huge costs, a new report says - The New York Times
Decoupling With China Would Hurt U.S. Businesses, Chamber of Commerce Says - WSJ
Understanding US-China Decoupling: Macro Trends and Industry Impacts | Rhodium Group (rhg.com)
 
在美國練成神功的新毒株
California's coronavirus strain looks increasingly dangerous - Los Angeles Times (latimes.com)
Studies Examine Variant Surging in California, and the News Isn’t Good - The New York Times (nytimes.com)
@DrEricDing：丁醫生解讀
Soumya on Twitter: 沒那麽嚴重
A New Coronavirus Variant Is Spreading in New York, Researchers Report - The New York Times
 
 
半導體是個全球化的產業鏈，
【】China Can't Churn Out Chips Like Other Wares. They're Too Complex and Costly. - Bloomberg
超7000億，全球芯片市場大變局！中國芯片全麵突圍，美國卻遭反噬|英偉達|英特爾|半導體|台積電_網易訂閱 (163.com)
 
《半導體協會2019年鑒》
 
Semiconductor market share by country 2019 | Statista
半導體，不是集成電路（芯片）
 
 

黑人怨

Pay Check Podcast Season 3: My Family’s Land Shows How Black Wealth Is Won, Lost - Bloomberg
Property taxes are twice as high in poor neighborhoods as rich ones - The Washington Post
Racial Inequality: Broken Property-Tax System Blocks Black Wealth Building - Bloomberg
In some cities, the pandemic’s economic pain may continue for a decade (brookings.edu)