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Today — 13 August 2025News

UK, France and Germany ready to reimpose sanctions on Iran if nuclear talks don't resume

13 August 2025 at 18:04
Reuters Germany's Foreign Minister Johann Wadephul, France's Minister for Europe and Foreign Affairs Jean-Noel Barrot, and British Foreign Secretary David Lammy stand next to each other speaking to journalists following nuclear talks with Iran in Geneva in June.Reuters
The foreign ministers of Germany, France and the UK have offered an extension for negotiations with Iran until the end of August

The UK, France and Germany have told the UN they are ready to reimpose sanctions on Iran over its nuclear programme if it fails to resume talks by the end of August.

The three countries, known as the E3, said they were prepared to trigger a "snapback" mechanism - meaning previous sanctions would be reinstated - unless Iran resumes negotiations.

The E3 said they had offered to extend a deadline for negotiations to the end of August, which Iran has not replied to.

Last month, Iran said it was prepared for further talks but only once sanctions already in place were lifted and its right to a civilian nuclear programme was agreed.

It comes after initial talks between E3 and Iranian diplomats took place in Istanbul, Turkey last month.

In a letter to the UN and its chief António Guterres, three foreign ministers - Jean-Noël Barrot from France, David Lammy from the UK and Johann Wadephul from Germany - said they would enforce severe sanctions on Iran unless it agrees to limit its nuclear programme.

On Tuesday, the E3 said their offer of an extension to the negotiations "remained unanswered by Iran".

"We have made it clear that if Iran is not willing to reach a diplomatic solution before the end of August 2025, or does not seize the opportunity of an extension, the E3 are prepared to trigger the snapback mechanism," the letter said.

They added they were committed to using "all diplomatic tools" to ensure Iran does not develop a nuclear weapon - something Iran has denied intending to do.

Iran's Deputy Foreign Minister Kazem Gharibabadi said in July that triggering sanctions would be "completely illegal".

Sanctions on Iran's nuclear programme were previously lifted in 2015 after Iran signed a nuclear deal with the E3, the US, Russia and China, agreeing limits on its nuclear operations and to allow international inspectors entry to its nuclear sites. The deal is due to expire in October.

The US withdrew from the deal in 2018 during President Donald Trump's first term, with the leader saying it did too little to stop Iran from creating a pathway to a nuclear bomb.

With its withdrawal, all US sanctions were re-imposed on Iran.

Iran retaliated by increasingly breaching the restrictions. In May, the UN nuclear watchdog, the International Atomic Energy Agency (IAEA), said it had more than 400kg of uranium enriched to 60% purity - well above the level used for civilian purposes and close to weapons grade.

In June Iran's parliament suspended cooperation with the IAEA after tensions with Israel and the US came to a head.

Israel launched attacks on Iran's nuclear facilities the same month, triggering a 12-day war.

The US bombed a number of Iran's nuclear sites, bringing US-Iran talks to an abrupt end.

Following the strikes, the E3 countries stepped up warnings to Iran about its suspension of cooperation with the IAEA.

The BBC has contacted the UK Foreign Office for comment.

The Iranian mission to the UN did not immediately respond to the BBC's request for comment.

Macron admits French repression in Cameroon's independence struggle

13 August 2025 at 16:29
Universal Images Group via Getty Images French soldiers under colonel Brisset in the Cameroon colony in 1916Universal Images Group via Getty Images
Investigation into atrocities committed by France in Cameroon followed pressure from within the Central African country

French President Emmanuel Macron has acknowledged the violence committed by his country's forces in Cameroon during and after the Central African nation's struggle for independence.

It followed a joint report by Cameroonian and French historians examining France's suppression of independence movements from 1945 to 1971.

In a letter to Cameroon's President Paul Biya made public on Tuesday, Macron said the report made clear "a war had taken place in Cameroon, during which the colonial authorities and the French army exercised repressive violence of several kinds in certain regions of the country".

"It is up to me today to assume the role and responsibility of France in these events," he said.

However, Macron fell short of offering a clear apology for the atrocities committed by French troops in its former colony, which gained independence in 1960.

The French leader cited four independence icons who were killed during military operations led by French forces, including Ruben Um Nyobe, the firebrand leader of the anti-colonialist UPC party.

France pushed hundreds of thousands of Cameroonians into internment camps and supported brutal militias to quash the independence struggle, the AFP news agency quotes the report as saying.

Tens of thousands of people were killed between 1956 and 1961, the historians' report said.

The decision to investigate and publish the findings on France's role in Cameroon's independence struggle was made in 2022, during Macron's visit to Yaoundé.

It followed pressure from within the country for France to acknowledge its atrocities in its former colony and pay reparations.

Macron also expressed willingness to work with Cameroon to promote further research on the matter, while highlighting the need for both countries to make the findings available to universities and scientific bodies.

The BBC has reached out to Cameroon's government for comment on the French president's admission.

While Macron did not address calls for reparations, it is likely to be a key talking-point in Cameroon going forward.

Under Macron, France has attempted to confront its brutal colonial past.

Last year, it acknowledged for the first time that its soldiers had carried out a "massacre" in Senegal in which West African troops were killed in 1944.

Macron has previously acknowledged France's role in the Rwandan genocide, in which about 800,000 ethnic Tutsis and moderate Hutus died, and sought forgiveness.

In 2021, he said France had not heeded warnings of impending carnage and had for too long "valued silence over examination of the truth".

You may also be interested in:

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Why are Trump and Putin meeting in Alaska and when will it happen?

13 August 2025 at 11:06
Getty Images File image of a lake and mountains in AlaskaGetty Images

The US and Russia have agreed to hold a meeting between Presidents Donald Trump and Vladimir Putin on Friday 15 August, to discuss how to end the war in Ukraine.

Trump announced the meeting a week beforehand - the same day as his deadline for Russia to agree to a ceasefire in Ukraine or face more US sanctions.

Three rounds of talks between Russia and Ukraine held at Trump's behest this summer have yet to bring the two sides any closer to peace.

Here is what we know about the meeting between the two leaders, taking place in Alaska - which was once Russian territory - in Anchorage.

Why are they meeting in Alaska?

The US purchased Alaska from Russia in 1867, lending a historical resonance to the meeting. It became a US state in 1959.

Russian presidential assistant Yuri Ushakov pointed out that the two countries are neighbours, with only the Bering Strait separating them.

"It seems quite logical for our delegation simply to fly over the Bering Strait and for such an important and anticipated summit of the leaders of the two countries to be held in Alaska," Ushakov said.

The last time Alaska took centre-stage in an American diplomatic event was in March 2021, when Joe Biden's newly minted diplomatic and national security team met their Chinese counterparts in Anchorage.

The sit-down turned acrimonious, with the Chinese accusing the Americans of "condescension and hypocrisy".

Where in Alaska will Trump and Putin meet?

The meeting will be in Anchorage, the White House confirmed on Tuesday.

When announcing the bilateral, Trump said the location would be "a very popular one for a number of reasons", without disclosing it would be in the state's largest city.

The pair will be hosted at Joint Base Elmendorf-Richardson, the largest military installation in Alaska. The 64,000 acre base is a key US site for Arctic military readiness.

Map showing Alaska, Canada, and Russia with the Bering Sea in between. Anchorage is marked in southern Alaska. The map highlights how Alaska and Russia are geographically close, separated by only a narrow stretch of water. An inset globe in the top left shows the region’s location in the northern Pacific

Why are Putin and Trump meeting?

Trump has been pushing hard - without much success - to end the war in Ukraine.

As a presidential candidate, he pledged that he could end the war within 24 hours of taking office. He has also repeatedly argued that the war "never would have happened" if he had been president at the time of Russia's invasion in 2022.

Last month, Trump told the BBC that he was "disappointed" by Putin.

Frustrations grew and Trump set an 8 August deadline for Putin to agree to an immediate ceasefire or face more severe US sanctions.

As the deadline hit, Trump instead announced he and Putin would meet in person on 15 August.

The meeting comes after US Special Envoy Steve Witkoff held "highly productive" talks with Putin in Moscow on Wednesday, according to Trump.

Ahead of the meeting, the White House sought to play down speculation that the bilateral could yield a ceasefire.

"This is a listening exercise for the president," said White House press secretary Karoline Leavitt. She added that Trump may travel to Russia following the Alaska trip.

Speaking to reporters on Monday, Trump said he viewed the summit as a "feel-out meeting" aimed at urging Putin to end the war.

Is Ukraine attending?

Ukrainian President Volodymyr Zelensky is not expected to attend. Trump said on Monday: "I would say he could go, but he's been to a lot of meetings."

Trump did, however, say that Zelensky would be the first person he would call afterwards.

A White House official later said that Trump and Zelensky would meet virtually on Wednesday, ahead of the US president's summit with Putin. The Zelensky meeting will be joined by several European leaders.

Putin had requested that Zelensky be excluded, although the White House has previously said that Trump was willing to hold a trilateral in which all three leaders were present.

Zelensky has said any agreements without input from Ukraine would amount to "dead decisions".

What do both sides hope to get out of it?

While both Russia and Ukraine have long said that they want the war to end, both countries want things that the other harshly opposes.

Trump said on Monday he was "going to try to get some of that [Russian-occupied] territory back for Ukraine". But he also warned that there might have to be "some swapping, changes in land".

Ukraine, however, has been adamant that it will not accept Russian control of regions that Moscow has seized, including Crimea.

Zelensky pushed back this week against any idea of "swapping" territories.

"We will not reward Russia for what it has perpetrated," the Ukrainian president said.

Watch: 'We're going to change the battle lines' Trump on the war in Ukraine

Meanwhile, Putin has not budged from his territorial demands, Ukraine's neutrality and the future size of its army.

Russia launched its full-scale invasion of Ukraine, in part, over Putin's belief the Western defensive alliance, Nato, was using the neighbouring country to gain a foothold to bring its troops closer to Russia's borders.

Map showing which areas of Ukraine are under Russian military control or limited Russian control. A large section of the map, including Crimea and Donetsk are coloured in red to show that the areas are fully under Russian military control.

The Trump administration has been attempting to sway European leaders on a ceasefire deal that would hand over swathes of Ukrainian territory to Russia, the BBC's US partner CBS News has reported.

The agreement would allow Russia to keep control of the Crimean peninsula, and take the Donbas region of eastern Ukraine, which is made up of Donetsk and Luhansk, according to sources familiar with the talks.

Russia illegally occupied Crimea in 2014 and its forces control the majority of the Donbas region.

Under the deal, Russia would have to give up the Ukrainian regions of Kherson and Zaporizhzhia, where it currently has some military control.

Speaking to Fox News, US Vice-President JD Vance said any future deal was "not going to make anybody super happy".

"You've got to make peace here… you can't finger point," he said.

"The way to peace is to have a decisive leader to sit down and force people to come together."

Inside Australia's billion-dollar bid to take on China's rare earth dominance

13 August 2025 at 06:05
Bloomberg via Getty Images NdFeB alloy strip at the Australia Strategic Materials Ltd.'s Korean Metals Plant, in the Ochang Foreign Investment Zone, in Cheongju, South KoreaBloomberg via Getty Images
Rare earths are essential in the production of alloys for magnets

Drive three hours north of Perth, and you'll arrive in Eneabba.

This is Western Australia mining territory - the landscape is barren and desolate, just the odd hill in the distance.

Buried in this vast terrain is a massive pit, full of what looks like mounds of worthless dirt.

But appearances can be deceiving: in fact, this pit is home to a million tonne stockpile containing critical minerals, and Australia's bet on the future.

Earlier this year, carmakers and other manufacturers around the world rushed to their war rooms, alarmed that China's tight export controls on rare earth magnets – crucial for making electric vehicles, wind turbines and defence equipment – could cripple production.

Ford was forced to halt production of its popular Explorer SUV for a week at one of its Chicago plants - a bold move for a major automaker already grappling with pressure from Trump's tariffs.

A month later, CEO Jim Farley revealed the pause was triggered by a shortage of rare earths, admitting the company was still struggling to secure reliable supply of the critical minerals.

"It's day to day," Mr Farley told Bloomberg TV.

Beijing has since agreed to let rare earths minerals and magnets flow to the United States, which eased the disruption.

But without a trade deal between the US and China, the fear is that the rare earths bottleneck could return, creating a massive supply chain shock.

It's triggered a realisation amongst policymakers and manufacturers everywhere: Beijing's control of rare earths has the world in a chokehold.

"The West dropped the ball – that's the reality. And China was in for the long run – it saw the benefit and was willing to invest in it," says Jacques Eksteen, chair for extractive metallurgy at Curtin University.

Why rare earths matter

The phrase "rare earths" - referring to 17 elements on the periodic table which are lightweight, super strong and resistant to heat, making them useful in small electric motors - is something of a misnomer.

"Rare earths are not rare or scarce. Gold is scarce, but it's not a critical material," Professor Eksteen explains.

Rare earths are critical, however. Take the average electric vehicle – there might be rare earths-based motors in dozens of components from side mirrors and speakers to windshield wipers and breaking sensors.

The problem is therefore not amount, but the fact "somewhere in the supply chain you've got one or maybe a few countries controlling that bottleneck", Professor Eksteen adds.

In the 90s, Europe and France in particular had a prominent rare earths industry. Today, almost all these minerals come from China, which has spent decades mining and refining at scale.

China now accounts for more than half of global rare earth mining, and almost 90% of processing.

The US sources 80% of its rare earth imports from China, while the European Union relies on China for about 98% of its supply.

"China has since very deliberately and overtly sought to control the market for the purposes of supporting their downstream manufacturing and defence industries," says Dan McGrath, head of rare earths for Iluka Resources, in between driving us around the company's vast Eneabba site.

But Mr McGrath, and Iluka, are hoping to make a dent in that control - even if it wasn't necessarily in the company's original plan.

Iluka Resources stockpile can be seen from above. It looks like piles of sand in what appears to be a rocky desert.
Iluka's 1mn tonne stockpile is worth more than $650m

For decades, Iluka has been mining zircon in Australia - a key ingredient in ceramics, and titanium dioxide used in the pigmentation of paint, plastics and paper.

It just so happens the byproducts of these mineral sands include dysprosium and terbium - some of the most sought-after rare earths.

Over the years, Iluka has built up the stockpile, and is now worth more than $650m (£440m).

This was the easy part, however. The processing or refining is another matter altogether.

"They're chemically very similar so to try and separate them requires a huge number of stages," Professor Eksteen explained.

"Also, you've got residues and wastes that you have to deal with out of this industry, and that's problematic. They often produce radioactive materials. It comes at a cost."

And that is one of the reasons why the Australian government is loaning Iluka A$1.65bn ($1bn; £798m) to build a refinery to meet demand for rare earths which Iluka sees growing by 50-170% by the end of the decade.

"We expect to be able to supply a significant proportion of Western demand for rare earths by 2030. Our customers recognise that having an independent, secure and sustainable supply chain outside of China is fundamental for the continuity of their business," says Mr McGrath.

"This refinery and Iluka's commitment to the rare earth business is an alternative to China."

Australia's Resources Minister Madeleine King stands in a barren landscape. There are clouds in a blue sky. She wears and blue shirt with pink edging, and glasses.
The Australian government see investment in rare earths as a strategic decision

But the refinery will take another two years to build and come online.

"Without the strategic partnership we have with the Australian government, a rare earths project would not be economically viable," Mr McGrath says.

A strategic necessity

China's recent willingness to turn supply of rare earths on and off has spurred trading partners to diversify their suppliers.

Iluka says because automakers for example plan their production years in advance, it is already fielding requests for when its refinery does come online.

Rare earths are critical to the green transition, electric vehicles, and defence technologies – making their control a pressing national priority.

"The open international market in critical minerals and rare earths is a mirage. It doesn't exist. And the reason it doesn't exist is because there is one supplier of these materials and they have the wherewithal to change where the market goes, whether that be in pricing or supply," Australia's resources minister Madeleine King says.

Canberra sees government intervention as necessary to provide an alternative supply, and help the world rely less on China.

"We can either sit back and do nothing about that... or we can step up to take on the responsibility to develop a rare earths industry here that competes with that market," Ms King adds.

But there is something that Australia will have to contend with as it invests and works to expand a rare earths industry – pollution.

Getty Images Labourers work at the site of a rare earth metals mine at Nancheng county, Jiangxi provinceGetty Images
Critics say China's environmental protections and regulations are weak

In China, environmental damage from years of processing rare earths has led to chemicals and radioactive waste seeping into waterways - cities and people bearing the scars of decades of poor regulation.

With rare earths, it's not so much about the mining footprint, rather the processing that is a dirty business – because it involves extraction, leaching, thermal cracking and refining which produce radioactive components.

"I think there is no metal industry that is completely clean... unfortunately, it's a matter of picking your poison sometimes," Professor Eksteen says.

"In Australia, we've got mechanisms to handle that. We've got a legal environment and a framework to work with that to at least deal with it responsibly."

The EU has in the past accused China of using a "quasi monopoly" on rare earths as a bargaining chip, weaponising it to undermine competitors in key industries.

The bloc - which is home to hundreds of auto manufacturers that so desperately need rare earths - said even if China has loosened restrictions on supplies, the threat of supply chain shocks remains.

Even if building a brand new industry will take time, Australia seems to have a lot going for it in the rare earths race, as it tries to be a more reliable and cleaner source.

And one that - crucially - is independent of China.

Additional reporting by Jaltson Akkanath Chummar

Jimmy Fallon Isn’t Optimistic About the Trump-Putin ‘Listening Exercise’

13 August 2025 at 14:35
That’s how the White House described the upcoming Alaska talks. Fallon said “listening and exercise are Trump’s two favorite things, so this should go well.”

港法庭认可被控侮辱国歌男学生为正面青年人 押后判刑

13 August 2025 at 18:00

去年香港世界杯亚洲区外围赛期间,一名香港男学生在国歌播放期间转身背对球场,被指控侮辱国歌罪成。案件原定于星期三(8月13日)宣判,但法庭接纳被告过往多方面为正面的年青人,考虑后押后宣判。

据香港《明报》、香港01报道,19岁的被告刘本晞被控去年6月6日在香港大球场公开及故意侮辱国歌。裁判官林子康早前裁决称,被告在中国国歌奏唱前故意转身,维持姿态、低头和垂下双手,以表不满或不屑,行为贬损国家尊严。

香港裁判官7月30日裁定罪名成立,但裁判官星期三称基于背景报告,法庭接纳被告过往在多方面都是“正面的年青人”,经再三考虑后,认为需要兼顾刑罚的阻吓与被告的更生,押后案件至8月27日判刑,为被告索取感化与社会服务令报告。

辩方也强调,被告的重犯机会极低,此定罪本身已有一定的阻吓性,控罪中心是侮辱国歌,间接侮辱国家,服务社会是服务国家,是抚平其犯罪行为的好方法,望法庭可考虑为被告索取社会服务令报告。

辩方提出,虽然被告就读政治与行政学,但其兴趣在于环保。被告的父母也不相信他会想透过此表达政治理念。被告在事发时刚与初恋恋人分手三个月,故当时可能冲动及不理性。辩方相信若索取社会服务令报告,内容也会非常正面。

台湾股市上涨0.9% 逼近历史高位

13 August 2025 at 17:24

在人工智能强劲需求及主要晶片制造商获部分美国关税豁免的提振下,台湾股市星期三(8月13日)逼近历史高位。

根据彭博社报道,台湾加权指数星期三上涨0.9%,逼近2024年7月创下的收盘纪录。该指数盘中一度高出纪录水平。

受全球最大代工晶片制造商台积电推动,台湾加权指数自4月低点以来已大涨40%。

台股涨势8月初进一步加快,台湾政府说,包括台积电在内的部分公司被豁免特朗普政府宣布对晶片征收的100%关税。

台积电上月公布的第二季度净利润好于预期,并且上调2025年营收展望,进一步鼓舞了投资者对人工智能前景的信心。

澳洲富邑葡萄酒中国市场利润上涨 警告中国饮酒习惯转变

13 August 2025 at 17:11

中国取消对澳大利亚葡萄酒关税后,中国市场需求反弹。澳大利亚标志性葡萄酒品牌“奔富”(Penfolds)母公司富邑葡萄酒集团(Treasury Wine Estates )截至6月底全年利润上升,但同时也警告,中国饮酒习惯正发生变化。

根据彭博社报道,公司在截至6月的财年中,盈利增长17%,达到7.7亿澳元(6.78亿新元),大致符合市场预期。受业绩消息及公司宣布回购2亿澳元股份影响,公司股价星期三(8月13日)一度上涨5.6%。

不过,富邑集团也对中国饮酒习惯的变化作出警告称,消费者正从大型宴会转向规模更小、更私密的聚会,这一变化可能会影响其在中国这一最大市场之一的未来销售。

报道引述澳大利亚葡萄酒管理局一份报告显示,北京决定取消对澳大利亚葡萄酒出口的高额关税后,最初曾引发出口激增,但截至6月的这一季度,对中国的出口额较上年同期有所下降。

中澳贸易此前因两国关系紧张而陷入低谷。自澳洲现任总理阿尔巴尼斯2022年上台后,中澳关系开始缓和,北京也陆续取消进口限制,并于去年3月取消了对葡萄酒的惩罚性关税。

“杨柳”登陆台东 料为今年登陆中国大陆最强台风

13 August 2025 at 17:02

台湾气象署表示,台风“杨柳”星期三(8月13日)下午1时前后登陆台东县太麻里乡,给花莲、台东带来剧烈暴风雨,嘉义以南也出现暴雨以上等级降雨。中国大陆气象局同日表示,“杨柳”可能成为今年以来登陆大陆的最强台风,二次登陆后将深入内陆,给南方多个省份带来较强降水。

据联合新闻网、新华社、中新社等报道,台湾气象署星期三持续发布“杨柳”海上陆上台风警报,并指台风逐渐往西移动后,降雨区域也会由东往西扩展,估计星期三下半天会是最大降雨时段,东半部、嘉义以南地区会有暴雨等级降雨。

台湾本岛降雨星期三晚间起会逐渐减少,澎湖、金门等地至星期四(14日)清晨仍有局部性大雨或暴雨。

受“杨柳”影响,台铁星期三傍晚6时前西部干线部分花东线、南回线新左营至台东,以及观光列车停驶;立荣航空、华信航空、德安航空的航班全部取消,国际线个别航班因台风取消或延后。云林、嘉义、台南、高雄、屏东、花莲、台东、澎湖等县市星期三已宣布停班停课。

大陆中央气象台监测指出,从常年来看,登陆台湾的台湾强度往往较强。统计发现,1949年至2024年期间登陆台湾的台风中,达到台风级(台风中心附近最大风速达到12至13级,或阵风13级及以上)以上强度的共有91个,占总数的68.9%,其中有15个超强台风。今年第11号台风“杨柳”也是个“狠角色”。

大陆中央气象台也指出,“杨柳”预计星期三下午进入台湾海峡,夜间至星期四凌晨在福建厦门到广东汕头一带沿海登陆,之后继续向西偏北方向移动,强度逐渐减弱。

大陆中央气象台首席预报员吕心艳表示,不排除“杨柳”以较强的强度登陆,有可能成为今年以来登陆中国大陆的最强台风,但还存在一定不确定性。

受“杨柳”影响,大陆华南、西南等地将出现明显风雨。星期三下午至星期四中午,广东中东部、福建东部和南部、江西南部、湖南东南部、台湾大部份地区有大到暴雨。其中,福建南部、广东东部和北部、江西南部、台湾东部和南部等地有大暴雨,广东东部和福建东南部局地有暴雨。

大陆中央气象台指出,“杨柳”登陆后将持续深入影响广东、广西、江西南部、湖南中南部、贵州、重庆南部等地,当地民众需密切关注临近预报预警信息,提前做好台风防御准备,加强防范城乡涝、山洪、山体滑坡、土石流等各类次生灾害。

吕心艳称,前期南方降水比较频繁,持续的降水使土壤的水分饱和度较高,此次要特别关注杨柳带来的强降水,与前期多次降水所形成的叠加效应,容易引发山洪、泥石流、中小河流洪水,以及城乡积涝等次生灾害。

大陆中央气象台首席预报员张玲则指出,台风一旦在台湾登陆,其核心结构就会受到严重破坏,登陆大陆时强度会明显衰减。

另一方面,大陆东海大部分、台湾以东洋面、南中国海东北部、巴士海峡、台湾海峡北部、台湾本岛北部及沿海、福建北部沿海、广东中东部沿海将有六至八级大风。台湾本岛南部及沿海、福建中南部沿海、台湾海峡中南部海域风力可达九至10级;台风中心经过的附近海域和地区风力有11至12级,阵风13至14级。

加拿大油菜籽被征保证金 中国菜籽粕价格创两年来最大涨幅

13 August 2025 at 16:59

中国决定向加拿大油菜籽征收保证金后,受供应担忧影响,中国菜籽粕价格创两年来最大涨幅。

根据彭博社报道,在郑州商品交易所,最活跃的菜籽粕期货合约一度飙升6.4%,为2023年7月以来最大单日盘中涨幅。

油菜籽榨出菜籽油后,剩下菜籽粕,主要作用为饲料和农业等用途。

此次价格飙升前,全球最大油菜籽买家中国宣布将自8月14日起对加拿大加征75.8%的保证金作为临时反倾销措施。

今年3月,北京已对加拿大的菜籽油和菜籽粕加征100%的关税,以回应加拿大对中国电动汽车、钢铁和铝产品征税。

中国期货公司在一份报告中说,这一举措可能迫使进口商取消部分来自加拿大的船货,从而进一步收紧供应。

该券商星期二晚称,尽管加拿大的油菜籽可以由中东和俄罗斯的供应替代,但菜籽粕却很难找到替代来源。

Pakistan Is in Trump’s Good Graces, but for How Long?

13 August 2025 at 17:41
President Trump hosted the South Asian nation’s army chief and seeks deals on critical minerals and crypto. But Pakistan is also tightening its military partnership with China.

© Arif Ali/Agence France-Presse — Getty Images

A poster of Field Marshal Syed Asim Munir, Pakistan’s army chief, in Lahore.

泽连斯基在柏林参加与特朗普和欧洲领导人的在线会议:防止俄罗斯的欺骗

13 August 2025 at 18:45
13/08/2025 - 12:40

乌克兰总统泽连斯基(Volodymyr Zelenskyy)周三抵达柏林,参加由德国主办的与美国总统特朗普和欧洲领导人的线上会晤。两天后,特朗普将在阿拉斯加会见俄罗斯总统普京。在即将举行的自2021年以来的首次美俄峰会前,欧洲领导人正试图向特朗普强调出卖乌克兰利益的危险。

特朗普此前表示,阿拉斯加会谈将是一次“试探性”会议,他正寻求莫斯科对其发动的乌克兰战争的停火。特朗普上周曾表示,任何协议都将涉及“一些领土交换”,此举令基辅和欧洲盟国感到震惊。

东道主表示,泽连斯基将与德国总理默茨会面,然后于当地时间周三下午2点与德国、芬兰、法国、英国、意大利、波兰和欧盟领导人举行视频会议。北约秘书长吕特也将出席会议。特朗普和其副手、美国副总统万斯将于下午3点加入这一在线会议。

美俄周五的阿拉斯加峰会的不可预测性加剧了欧洲人的担忧,他们担心特朗普和普京可能会作出超出其所获授权和能力范围的深远决定,甚至试图胁迫乌方达成一项对其不利的协议。

一位东欧高级官员在受访时说:“我们现在的重点是确保这种情况不会发生——与美国伙伴接触,并保持欧洲方面的协调与团结。距离周五还有很长的时间”。

欧洲领导人担心激怒特朗普,多次表示欢迎他的努力,同时强调,如果没有乌克兰的参与,就不应该达成任何关于乌克兰的协议——俄罗斯占领了乌克兰近五分之一的领土。

特朗普政府周二降低了人们对俄乌停火取得重大进展的预期,称与普京在阿拉斯加的会晤是一次“倾听练习”。

特朗普上周同意与普京举行峰会,这是他数周来对普京抵制美国和平倡议表示不满后的一个突然转变。特朗普宣称,他的特使威特科夫在莫斯科会谈中取得了“重大进展”。

六名欧洲高级官员告诉路透社,他们认为达成的协议可能不利于欧洲和乌克兰的安全。这些欧洲官员指出,如果发生这种情况,欧洲国家的团结将至关重要。

白宫新闻秘书莱维特(Karoline Leavitt)周二告诉记者称,此次峰会将是特朗普的一次“倾听练习”,了解达成协议需要哪些条件。与特朗普会晤后,由致力于制定在停火情况下支持乌克兰计划的国家组成的“自愿联盟”也将在线召开会议。

泽连斯基周三通过社媒平台X写道:“过去几天,我们与合作伙伴进行了三十多次对话和磋商。来自世界各地,观点各异,但立场一致。这场战争必须结束。为了实现公正的和平,必须对俄罗斯施加压力。我们必须借鉴乌克兰和我们合作伙伴的经验,防止俄罗斯欺骗我们”。

泽连斯基补充道,“目前,没有迹象表明俄罗斯准备结束这场战争。我们——乌克兰、美国、欧洲以及所有寻求和平的国家——的协调努力和联合行动,一定能够迫使俄罗斯走向和平。我感谢所有提供帮助的人”。

Survival rates for most deadly cancers making little progress, experts warn

13 August 2025 at 08:53
Getty Images Cancer patientGetty Images

The number of people surviving cancer has improved hugely in the past 50 years, but experts warn progress has been uneven with some of the cancers with the worst survival rates falling further behind.

For some, including melanoma skin cancer, 10-year survival is now above 90%, while for all cancers, half of patients can expect to live that long - double the figure in the early 1970s.

But a study by the London School of Hygiene and Tropical Medicine said there had been little improvement in those affecting the oesophagus, stomach and lungs - and less than 5% survive pancreatic cancer for 10 years.

The government said it was committed to making more progress with a new strategy due soon.

The researchers said advances in treatment and earlier detection were behind the improvements in survival seen for many cancers.

Breast cancer is a perfect example of this, with 10-year survival rates rising from 42% to more than 76% between 1971 and 2018 in England and Wales.

The period saw the introduction of an NHS breast screening programme, plus targeted therapies for different types of breast cancer.

In comparison, the cancers with the lowest survival rates tend to be the hardest to detect and have the fewest treatment options.

Alongside pancreatic cancer, the study says these include oesophagus, stomach and lung cancers, which all still have 10-year survival rates below 20%, after only a small amount of progress since the 1970s.

This has meant the gap between the cancers with the best and worst survival rates has nearly doubled.

'Amazing job'

Matt Black is someone with first-hand experience of how the type of cancer you get makes a huge difference.

In 2019 the 60-year-old lost his sister, Harriette, to pancreatic cancer, 20 years after his father-in-law died of oesophageal cancer.

Five years ago he was diagnosed with bowel cancer which has above average survival rates. Soon after developing symptoms he had surgery and was given the all-clear.

"NHS staff do an amazing job, but it's such a difficult time to be a cancer patient, especially for those with cancers which aren't easy to spot or treat.

"It's so important that there is more research and support for cancer services here, so that more people can be as fortunate as me," says Matt.

The researchers also warned that, while overall survival was still improving, the rate of progress had slowed during the 2010s. Longer waits for diagnosis and treatment are thought to be partly to blame.

Michelle Mitchell, chief executive of Cancer Research UK, which funded the study, said: "Thanks to research, most patients today are far more likely to survive cancer than at any other point in the past.

"But the reality is that this progress is slowing – and for some cancers it never got going in the first place."

The charity wants the government's forthcoming strategy to focus on:

  • cutting waiting times
  • early detection, including full introduction of a lung cancer screening programme
  • investment in research, particularly targeting the most deadly cancers

A Department of Health and Social Care spokesman said cancer care was a priority. with some progress already made on waiting times.

"The national cancer plan will set out how we will improve survival rates further and address the unacceptable variation between different cancer types," he added.

Mortgage rates below 5% for first time since Truss budget

13 August 2025 at 17:41
Getty Images Homebuyers look at an estate agents window display - stock shotGetty Images

The average two-year mortgage rate has dipped below 5% for the first time since former Prime Minister Liz Truss's mini-budget in September 2022, figures show.

The rate has dropped to 4.99%, according to Moneyfacts, which described it as a "symbolic turning point" for homebuyers and shows lenders are "competing more aggressively".

Interest rates have been cut five times since last August but at the Bank of England's last meeting, a split vote between policymakers raised questions about whether there would be another reduction this year.

A Moneyfacts spokesperson said that although mortgages are following the "mood music" set by the Bank's rate cuts, they are unlikely to fall at the same pace.

Model with Down's syndrome to make Strictly history

13 August 2025 at 16:00
BBC Harry Aikines-Aryeetey wearing a Great Britain vest BBC
Aikines-Aryeetey took part in last year's Strictly Come Dancing Christmas Special

Gladiators star and Olympic sprinter Harry Aikines-Aryeetey is the first celebrity contestant to be announced for the Strictly Come Dancing 2025 line-up.

Aikines-Aryeetey, known as Nitro to Gladiators fans, appeared on the BBC's Newsround on Monday to announce he will be joining the dancing show.

"I'm so excited to be part of the Strictly family this series and I'm ready to give it all I've got," he said.

Strictly Come Dancing airs on BBC One and iPlayer from September through to December.

Aikines-Aryeetey is a former Team GB sprinter and was the first athlete to win gold medals at both 100 and 200 metres at the World Youth Championships.

In 2005, aged 17, he was won the BBC Young Sports Personality of the Year award.

He has competed at two Olympic Games and is a three-time European champion and two-time Commonwealth champion.

In 2023, he was unveiled as Nitro in Gladiators, and took part in last year's Strictly Come Dancing Christmas Special partnered with Nancy Xu.

Aikines-Aryeetey said the Christmas Special "was so nice I just had to do it twice".

On Monday, he appeared live in the Newsround studio disguised as "world-famous choreographer Nicky Trott", there to talk about a scientific study into the benefits of dancing every day.

He then revealed his real identity and told viewers how excited he was to be joining the dancing competition.

"I'll be bringing tons of energy to light up the dance floor," he said. "Let's hope I'm as quick picking up the routines as I am on the track."

The next three celebrity contestants joining the new series of Strictly will be announced on The One Show on Monday evening.

Two new professional dancers are also joining the line-up this year - Alexis Warr, who won US dance series So You Think You Can Dance in 2022, and Australian-born Julian Caillon, who has appeared as a professional dancer on three seasons of Australia's Dancing With The Stars.

The show, which has been airing since 2004, has faced multiple controversies over the past year relating to the behaviour of some of its professional dancers and celebrity guests.

Professional dancers Giovanni Pernice and Graziano Di Prima left the show last year following allegations about their behaviour towards their dance partners.

The BBC announced new welfare measures for Strictly last July. These include having chaperones in all rehearsal rooms, adding two new welfare producers and providing additional training for the professional dancers, production team and crew.

Free bus pass pilot could help get under-22s to work, say MPs

13 August 2025 at 07:01
Getty Images A young woman with her hair tied back sitting sideways on a bus looking down at her smartphoneGetty Images

Under-22s in England should be given free bus passes to help them get into work and education, according to major a report by MPs.

The number of bus journeys taken in England has dropped in recent years, while fares have risen faster than inflation, it said.

This was a barrier to opportunity and growth in some areas, MPs found, recommending a pilot scheme of free bus travel at any time of day for under-22s.

The Department for Transport said it was providing "£1bn in multi-year funding to improve the reliability and frequency of bus services across the country".

Since January 2022, everyone in Scotland aged between five and 22 has been entitled to free bus travel.

In England, the number of bus passenger journeys had dropped from 4.6 billion in 2009 to 3.6 billion in 2024, the report by the Transport Committee said.

Some smaller towns and rural areas have no bus services at all, or buses that run so infrequently that "they do not meaningfully add to people's transport options", it said.

A 2019 study found that some 57% of jobseekers lived in areas where they could not reach a centre of employment within 45 minutes by bus.

"High bus fares and limited local provision can severely restrict young people's access to education, employment, and other opportunities," the report said.

'We rely on public transport'

Alex Mustafa Student Alex Mustafa smiles on the street while holding a toy pigeon. She has short purple hair and is wearing lots of beaded bracelets.Alex Mustafa

Alex Mustafa, 19, says she uses the bus all the time as she can't drive due to health and financial reasons and would benefit from a free bus pass.

"It would also help poorer young people like myself who rely on public transport to better plan for social connections without needing to worry about bus cost on top of how expensive it is to go out as it is," she said.

Alex says she has been left waiting for a bus for over an hour before and has been late to work and missed social events due to cancelled buses.

"It's very difficult to live life according to plan when you have to plan around an unreliable schedule. Trains are sometimes better, but they also come with a higher cost and they're more limiting with location," she said.

Roman Dibden, chief executive of youth charity Rise Up, said it sees young people turn down job interviews and training all the time because they can't afford the bus fare.

"Free bus passes for under-22s would remove a huge barrier, opening up access to jobs, apprenticeships, and training - especially in communities where opportunity isn't on your doorstep."

'Support people who struggle costs-wise'

Dylan Lewis-Creser Dylan smiles in a selfie on a sunny day while wearing sunflower earrings Dylan Lewis-Creser

Dylan Lewis-Creser, 21, is a student in town planning and also stood as a Green Party candidate for Walkley Ward in the local elections in May 2024.

They told the BBC they use the bus quite a lot to travel around Sheffield as driving is too expensive.

"A free bus pass would mean I could get to and from university and work without paying £10 a week, which adds up significantly as a student on a low budget," they said.

"That cost is amplified when considering changing buses to get to other job opportunities and elsewhere, like hospitals."

Dylan thinks there needs to be more discussion around "making transport accessible, affordable and reliable."

"Part of that would be supporting people who often struggle costs-wise to do that, such as young people," they said.

"We've seen how it's boosted young people using buses in Scotland, and it only makes sense to extend that policy."

Bus passengers spend £39.1 billion in local businesses every year, according to research from KPMG.

But experts told the Transport Committee that the bus sector's contribution to the economy declined by around £8.9 billion between 2011 and 2023.

The report said: "The current deregulated nature of the bus sector can encourage commercial operators to "deprioritise" less profitable routes, often leaving vulnerable communities without a service."

'Social exclusion'

The committee heard that older people were particularly deterred from using the bus if they felt unsafe at bus stops.

The report recommended improvements to bus stops and shelters such as screen showing real-time information.

Jane Bishop is the chief executive of North Norfolk Community Transport, a charity that provides low-cost dial-a-ride services in the local area. She says for some people bus services mean the difference between being able to stay in their homes or having to move into assisted living.

Jane Bishop Five elderly people in a minibus, looking at the camera and smilingJane Bishop
North Norfolk Community Transport helps people get around if they can't drive

"Most of our passengers are older people, but not all," she told the BBC. "A lot of people, we're the only people they see every week."

"They become friends with the other people on their route so it's a great tool for combatting loneliness," Ms Bishop said.

But, she added, "it's a lottery whether there is a community transport in your area".

Fare cap

The cap on bus fares outside London was increased to £3 last year.

The committee said fare caps were most beneficial to people in rural areas, as they tended to take longer journeys or had to use multiple buses for one trip.

But the report was critical of the short-term nature of funding for bus services, saying it has "hampered local authorities' ability to improve services".

"Five-year settlements in other transport sectors like rail and the strategic road network have enabled greater certainty and promoted strategic planning," it said. "Bus services, the most widely used form of public transport, require a similar commitment."

Bus services are devolved in England, meaning they are the responsibility of local authorities. Individual councils could choose to offer concessions to under-22s.

The Local Government Association (LGA) welcomed the committee's recommendation to end "stop-start funding" for buses.

A spokesperson said: "Bus services provide an essential mode of public transport in local communities, relied upon by millions of people.

"More work is needed to attract them back onto buses to ensure services are sustainable for our communities. Stop-start funding risks losing passengers, with patronage difficult to recover if and when money is found."

Steff Aquarone, a Liberal Democrat MP who sits on the Transport Committee, said the report shows the need for "a different model for rural public transport".

He said local councils cannot heavily subsidise bus fares as in other countries, but "if you put buses on at the time people want to travel, going to places they want to go, people will use them".

Additional reporting by Kris Bramwell.

Inside Trump’s D.C. Takeover, and the White House Takes On the Smithsonian

Plus, why that old song suddenly has a new music video.

© Kenny Holston/The New York Times

National Guard troops have started appearing in Washington, where President Trump is also deploying federal agents and commandeering city police as part of what he says is an effort to crack down on crime.

美国据报在可能被非法转运至中国的AI芯片货物中秘密安装了定位追踪器

13 August 2025 at 18:15
13/08/2025 - 12:12

据路透社援引两位直接了解这一此前未经报道的执法手段的知情人士报导称,美国当局已在他们认为极有可能被非法转移到中国的先进芯片的目标货物中秘密安装了定位跟踪装置。

上述知情人士称,这些措施旨在检测人工智能芯片是否被转移到受美国出口限制的目的地,而且只适用于被调查的特定货物。它们显示了美方为执行对中国的芯片出口限制所做的努力,即使特朗普政府已寻求放宽对中国获得美国先进半导体的一些限制。

上述两名匿名知情人士表示,这些追踪器可以帮助立案起诉通过违反美国出口管制而获利的个人和公司。定位追踪器是一种已有几十年历史的调查工具,被美国执法机构用来追踪飞机零部件等受出口限制的产品。一位消息人士称,近年来,定位追踪器已被用于打击半导体的非法转移。

另外五位积极参与人工智能服务器供应链的人士说,他们知道戴尔(Dell)和超微(Super Micro)等制造商的服务器装运中使用了跟踪器,其中包括英伟达(NVIDIA)和超威半导体(AMD)的芯片。这些人士说,跟踪器通常隐藏在服务器货物的包装中。他们不知道是哪一方参与了安装,也不知道是在运输途中的哪个地方安装的。

路透社无法确定追踪器在芯片相关调查中的使用频率,也无法确定美国当局何时开始使用追踪器调查芯片走私。美国从2022年开始限制向中国销售英伟达、超威半导体和其他制造商的先进芯片。

在2024年的一起案件中,两名参与服务器供应链的人士描述说,一批装有英伟达芯片的戴尔服务器既包括装运箱上的大型追踪器,也包括隐藏在包装内——甚至是服务器本身的更小更隐蔽的装置。第三个人说,他们看到过其他芯片经销商从戴尔和超微服务器上拆除追踪器的图片和视频。该人称,一些较大的跟踪器大约有智能手机那么大。

上述消息人士称,负责监督出口管制和执法的美国商务部工业与安全局通常会参与其中,美国国土安全调查署(HSI)和美国联邦调查局(FBI)也可能参与。HSI和FBI均拒绝发表评论。美国商务部没有回应置评请求。中国外交部没有立即发表评论。

超微在一份声明中表示,公司不会披露其“为保护全球业务、合作伙伴和客户而制定的安全措施和政策”。该公司拒绝就美国当局的任何追踪行动发表评论。戴尔表示,“并未获悉美国政府计划在其产品中安装追踪器”。英伟达拒绝置评,超微半导体也未回应置评请求。

今年1月,路透社报导称,美国追踪到有组织的人工智能芯片走私活动,这些芯片经由马来西亚、新加坡和阿联酋等国走私到中国,但目前尚不清楚其中是否涉及追踪设备。

美国执法部门使用追踪器的历史可以追溯到几十年前。路透社查阅的一份法院判决显示,1985年,休斯飞机公司运送了受美国出口管制的设备。判决指出,美国海关总署执行搜查令,在休斯顿机场拦截了这批货物,并安装了追踪设备。

美国出口执法人员有时会在获得行政部门批准后安装追踪器。一位消息人士称,有时他们会获得法官签发的授权使用该设备的搜查令。有了搜查令,在刑事案件中将这些信息用作证据会更容易。

消息人士补充说,如果公司不是调查对象,它们可能会被告知追踪器的存在,并可能同意政府安装追踪器。但这些设备也可能在公司不知情的情况下安装。参与将受出口管制的芯片和服务器货物转运到中国的人士表示,他们知道这些设备的存在。

两位供应链消息人士是基于中国的受美国出口管制芯片的经销商,他们表示,由于嵌入追踪器存在风险,他们会定期检查被转运至中国的人工智能芯片服务器是否装有追踪器。

 一份提交给美国司法部投诉的宣誓书显示,两名中国公民于本月早些时候被控非法向中国运送价值数千万美元的人工智能芯片,并被逮捕。该法庭文件中描述了一名同谋指示另一名同谋检查搭载英伟达芯片的广达(Quanta)H200服务器上的追踪器。

该法庭文件指,这份英文文本是由一名姓名被隐去的同谋发送给其中一名被告杨世伟(Shiwei Yang,音译)的。这名同谋说道:“注意看看上面有没有追踪器,一定要仔细找”,并用脏话骂特朗普政府,指“谁知道他们会做什么”。

中国不再需要特供版高端芯片了?

13 August 2025 at 18:17
德正
2025-08-13T09:57:16.148Z
英伟达CEO黄仁勋:“没有后门”

(德国之声中文网)彭博社周二(8月12日)援引知情人士的消息报道,中国政府当局已向多家企业发出通知,强调国有企业或私营公司在与政府或国家安全相关的工作中,不得使用英伟达这款为中国量身定制、相对落后的H20芯片。

周三,数名知情人士向路透社透露,中国工信部近日约谈了腾讯、字节跳动等多家互联网企业,询问他们采购英伟达H20芯片的原因,并对信息安全风险表示了担忧。消息源强调,企业并没有被要求停止采购H20芯片。

以上报道尚未得到证实。一段时间以来,英伟达芯片有后门风险的话题被人们广泛议论,值得关注的是,微博上央视小号“玉渊潭天”周日(8月10日)发布贴文指出,专业人士表示,“追踪定位”、“远程关闭”等功能从技术上完全可以实现。这篇文章将芯片的这些功能综合如下:

1.许可锁定。如果厂商停止签发新的许可证,芯片则因无法更新而失效。

2. 追踪定位。目标芯片与多个地标服务器交互的响应速度,可以反映其大致位置。

3. 使用监测。内置硬件能够记录芯片状态、训练任务、计算量等关键信息,要求用户验证芯片使用方式,确保开发符合美国的监管要求。

4.使用限制。片上管理机制限制芯片在大型集群计算机和超级计算机中的使用,保护敏感数据访问,只允许芯片运行经过批准的代码或模型。

文章的结论是,“无论从哪个角度讲,H20对于中国来说,都算不上是一款安全的芯片,也算不上一款环保的芯片,更算不上是先进的芯片。当一款芯片,既不环保,也不先进,更不安全时,作为消费者,我们当然可以选择,不买。”

鉴于“玉渊潭天”的主流官媒地位,这篇贴文即便不是在为政策定调或者做注释,其重要性也不言而喻。

宁愿舍弃英伟达H20芯片的主要考量

假设以上工信部的指示确有其事,那么,它最主要的考量是什么?台湾智库科技、民主与社会研究中心(DSET)的海外研究员江旻谚对德国之声分析说,“第一,中方仍想避免本土企业对外国芯片产生依赖,其中尤其担心信息与经济安全。第二,中国想确保国内市场的需求足以喂养华为持续推进本土技术。”

江旻谚还指出,根据目前公开媒体消息,中国工信部并没有完全禁止 H20,而是建议不要使用。因此,他认为中国政府虽然基于上述两个理由希望民间企业不要使用H20,“但是也尚未能断定本土替代产品的产能或是效能是否已经能够完全取代H20的角色。”

英伟达:不能重蹈5G的覆辙

英伟达曾在7月表示,其产品不存在可被远程访问或控制的“后门”,8月初,英伟达发表书面声明,强调他们的产品“没有后门”,“不会掐死开关”,“没有恶意软件”,此前中国网信办曾对该公司H20人工智能芯片的潜在安全风险表示担忧,并因此约谈了英伟达驻华的高层人士。周二,英伟达回应彭博社报道时强调,H20芯片“既不是军事产品,也不用于政府基础设施”。

目前,英伟达被允许在中国销售的是用于AI的H20,该芯片基于该公司较早的Hopper架构平台。2023年拜登政府对先进人工智能芯片实施出口限制后,英伟达研发了所谓的“阉割版”H20芯片专供中国市场。今年4月,特朗普政府下令不准将H20芯片销往中国,直到7月被撤销

对英伟达而言,甚至比市场更重要的是在竞争中成为全球标准,确立行业领头羊的地位。公司发言人对法新社说,“美国不能重蹈5G的覆辙,失去电信领域的领导地位。如果我们加快竞争步伐,美国的人工智能技术体系可以成为全球标准。”

特朗普宣布中美贸易战休战延长90天的同时,他还决定扩大对中国出口高端芯片的范围。总统周一(8月11日)表示,他将允许英伟达在中国销售经过降级处理的下一代高端GPU芯片Blackwel,尽管华盛顿方面深切担忧,中国可能利用美国的人工智能技术大幅提升自己的军事实力。据悉,为中国市场特供的Blackwel的运算能力比正常版本低3至5成,但比Hopper架构平台的H20更快。中国外交部周二对特朗普总统的最新决定只有一句非常平淡的评论:“希望美方以实际行动维护全球产供链稳定畅通”。

特朗普政府在类似的高科技出口中获得好处,比如,英伟达和超微半导体(AMD)同华府达成一项相当罕见的协议,美国政府将从在中国销售的高端芯片中获得15%的营收分成

不在乎被卡脖子了?

中国工信部尚未证实的最新指示无疑是向高端芯片大生意泼去的一盆冷水。周二,英伟达回应这篇报道时强调,H20芯片“既不是军事产品,也不用于政府基础设施”。该报道还提到,该指导意见同样将影响到AMD的人工智能加速器。

那么,中国政府现在为什么不在乎被卡脖子了?

台湾经济安保专家江旻谚认为答案应该反过来看,在给德国之声的采访电邮中,他写道,“中国政府仍相当在乎在关键技术上被卡脖子。正是因为在乎,所以才需要扶持本土芯片技术。”他解释,只有让本土企业避免使用H20,中国“才有机会换来足够的市场需求,让华为等国内厂商有订单、收益,进而再投入本土 AI 芯片研发。”

这些年来,在美国先进AI芯片获取受限的情况下,中国国产的同类产品取得了明显进步。英伟达首席执行官黄仁勋5月曾表示,美国对华AI芯片出口管制是“失败的”,因为它推动中国企业使用本土研发的尖端技术

一名中国半导体行业人士对《财新》称,近年来,中国国产芯片进步很大,许多国产GPU在硬件上甚至超过H20,只不过软件生态不如英伟达完善。目前,华为等国产GPU公司也正在发力软件生态。彭博社报道中的一张图表清晰地显示,H20在算力上并没有优于华为的升腾Ascend910C,但是内存效能则是更为优异。

华为创始人任正非今年6月的一次发言概括了中国芯片产业目前的基本状态,他表示,“我们单芯片还是落后美国一代,我们用数学补物理、非摩尔补摩尔,用群计算补单芯片,在结果上也能达到实用状况。”他特意强调,“芯片问题其实没必要担心,用叠加和集群等方法,计算结果上与最先进水平是相当的。”

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© 2025年德国之声版权声明:本文所有内容受到著作权法保护,如无德国之声特别授权,不得擅自使用。任何不当行为都将导致追偿,并受到刑事追究。

家居业“大梦一场”,跑得最快的人先倒下

13 August 2025 at 15:30
“家居行业与房地产同频度非常高。”

“当别人紧缩的时候我要扩张。”

2017年开始,居然之家开始进军金融业,手握小额贷、消费金融、第三方支付、跨境支付等六个牌照。

南方周末记者 梅岭

责任编辑:顾策

2025年8月9日,是居然智家(000785.SZ)董事长汪林朋的出殡日。十二天前,居然智家发布公告,宣布其在家中不幸身故,公司股价当日开盘触及跌停。

这是7月以来第二位离世的头部家居公司创始人。7月17日,成立24年的靓家居创始人曾育周离世。次日,该公司全国百家门店集体闭店,公司宣布停止经营。

他们的离世,让李骞倍感唏嘘。他是中国室内装饰协会装修零售工作委员会执行主席,深耕家居行业多年。

李骞还记得,2024年1月自己与曾育周的一次会面中,曾对他说:“我从来没有像今天这样,有一种无力回天的感觉。”

“曾育周是一个很骄傲、乐观的人,因此他的离世我是很意外的。但这个生意对他来讲,已经进入到一种绝境。”李骞对南方周末记者说。

这种高压似乎弥漫在整个家居行业。被市场誉为“北居然、南红星”的红星美凯龙(601828.SH 1528.HK)创始人也在2025年5月被立案调查并实施留置。7月,富森美(002818.SZ)董事长刘兵被留置。

此外,曾被称为“家装第一股”的东易日盛(*ST东易,002713.SZ),在两年累计亏损10亿元后资不抵债,2024年5月深交所对其下发关注函。超半数家居企业2025年上半年亏损,其中红星美凯龙预亏最高达19.2亿元。

这个曾与地产业并肩奔跑的行业,变成了一地鸡毛。

2025年上半年,红星美凯龙预亏最高达19.2亿元。视觉中国|图

“地段,还是地段”

2025年7月19日,佛山市政协委员、佛山市设计联合会会长罗杰在朋友圈发文,悼念曾育周。

“他才53岁,是中国家居行业第一代经销商。”罗杰对南方周末记者说。1998年,26岁的曾育周代理东鹏瓷砖,由此进入建材行业,三年后创办靓家居品牌。

1998年是中国住房制度改革的开端。当年,国务院发布《关于进一步深化城镇住房制度改革加快住房建设的通知》,住房实物分配被取消,实行住房分配货币化。“全面房改”使得房地产建设开发进入快速发展期。

据统计,1998年-2004年商品住宅建设投资额平均年增幅达28.4%。在此前后,包括靓家居在内的多个家居品牌兴起,如车建兴在1994年创办红星美凯龙的前身——红星家具集团有限公司,汪林朋在1999年成立居然之家(2024年12月公司名称从居然之家改为居然智家),刘兵在2000年于成都创立富森美等等。

“家居行业与房地产同频度非常高。”李骞表示。 在他入行二十多年以来,见证了家居行业的重大变化。

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Israel Hasn’t Prosecuted a Single Suspect for the Oct. 7 Attack

13 August 2025 at 18:06
Israel has extensively documented the 2023 Hamas-led assault and is believed to be holding at least 200 Palestinians suspected of involvement. Not one has been charged or put on trial.

© Avishag Shaar-Yashuv for The New York Times

Damage at kibbutz Be’eri, which was a target during the Oct. 7, 2023 Hamas-led attack, the deadliest in Israel’s history.

Trump Has Made Himself Commander in Chief of the Chip Industry

13 August 2025 at 17:02
President Trump has become the semiconductor sector’s leading decision maker, from new fees on exports to China to a brief demand for a C.E.O.’s firing.

© Doug Mills/The New York Times

President Trump has inserted himself into one of the world’s most economically and strategically important industries.

Trump and Putin Could Decide Others’ Fates, Echoing Yalta Summit

13 August 2025 at 17:03
In 1945, the map of Europe was redrawn in Yalta without input from the affected countries. Ukraine and Europe fear a repeat in Alaska.

© Universal Images Group via Getty Images

From left, Winston Churchill, Franklin D. Roosevelt and Joseph Stalin at the Yalta summit in 1945. The meeting, during which the three leaders redrew the map of Europe, has become a symbol for how superpowers can decide the fates of other nations.

How a U.S. Senate Race Is Shaping the Fight Over Redistricting in Texas

13 August 2025 at 17:03
Senator John Cornyn and Attorney General Ken Paxton are vying to be the tougher candidate on Democratic lawmakers who left Texas, as potential Democratic rivals seek their own spotlight.

© Haiyun Jiang/The New York Times

Senator John Cornyn, speaking with the press on Capitol Hill last month, has taken a forceful stance against Democratic lawmakers who have fled the state to oppose redistricting.
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