Show notes
政治篇--- 川普被控性侵+ 中國覬覦阿富汗的天然資源等議題
經濟篇: 英美通膨消長+ 迪士尼盈餘虧損+ 航空業要開始大賺特賺啦!
小撇步-- 中國文革後的第三代比較成功? 為什麼這對我們很重要?
後面Queena的訪談: 針對新疆集中營的看法
原文感謝每日一經濟學人提供:
Politics 政治篇
1. A jury in Manhattan found Donald Trump liable for sexually abusing a woman in the mid-1990s and for defaming her, and awarded her $5m. He called the verdict a “disgrace”. The jury did not agree that Mr Trump’s abuse of E. Jean Carroll constituted rape. Later, in a televised forum, Mr Trump refused to say whether he supported Ukraine, said America should default on its debt unless the Democrats agree to spending cuts and reiterated his fake claim that the 2020 election was stolen from him. Mr Trump is the front-runner for the Republican presidential nomination.
(美國紐約) 曼哈頓的一個陪審團裁定 (前美國總統) 川普在 1990年代中期對一名婦女進行性侵又誹謗她，並判給她五百萬美元。川普稱此一判決是“恥辱”。陪審團不同意川普對 E. Jean Carroll 的侵犯構成強暴。後來在一個電視論壇上，川普拒絕透露他是否支持烏克蘭，並表示除非民主黨人們同意削減開支，否則美國應拖延其債務，並重申他關於 2020年 (總統) 大選被竊取的虛假說法。川普是共和黨總統候選人提名的領先者。
2. China’s foreign minister, Qin Gang, held talks in Pakistan with the Taliban government of Afghanistan to discuss bringing the country into the Belt and Road Initiative, China’s global infrastructure-building scheme. China has long had an eye on Afghanistan’s vast mineral resources.
中國外交部長秦剛在巴基斯坦與阿富汗塔利班政府舉行會談，並討論將阿國納入中國的全球基礎設施建設計畫“一帶一路”倡議。中國長期以來一直覬覦著阿富汗豐富的礦產資源。
3. Canada expelled a Chinese diplomat accused of targeting an MP and his relatives in Hong Kong. The MP, Michael Chong, had accused China of human-rights abuses. The Canadian government said it would not tolerate interference in domestic affairs. China expelled a Canadian diplomat in retaliation.
加拿大驅逐了一名中國外交官，因該外交官被指控針對一名 (加國) 國會議員及其在香港的親屬。國會議員 Michael Chong 指責中國侵犯人權。加拿大政府表示不會容忍其內政遭干涉。作為報復，中國驅逐了一名加拿大外交官。
4. Kishida Fumio, Japan’s prime minister, visited South Korea for talks with the country’s president, Yoon Suk-yeol. It was their second meeting in two months—more evidence of a return to normal relations after years of acrimony.
日本首相岸田文雄訪問南韓，與南韓總統尹錫悅舉行會談。這是他們兩個月內的第二次會面 — 更多的證據表明：經過多年的爭吵之後，日韓兩國關係恢復了正常。
Business 經濟篇
1. HSBC’s management saw off a challenge from Ping An, a Chinese insurance company and the bank’s biggest investor, to consider hiving off its Asian business. A vote on the proposal at the annual general meeting was supported by only 20% of shareholders. The unhappy, mostly Asian group of investors also voted against extending the terms of Mark Tucker as chairman and Noel Quinn as chief executive. Mr Tucker hoped that the defeat of the proposal would “draw a line” under Ping An’s campaign to break up the bank.
滙豐 (HSBC) 管理階層擺脫了中國籍保險公司和該銀行最大股東之一平安保險 (Ping An) 所帶來的挑戰，即暫時不需結束其亞洲業務。年度股東大會上提出的這項提案僅得到 20% 的股東支持。不同意的股東大多是亞洲人，而他/她們還投票反對延長董事長 Mark Tucker 和執行長 Noel Quinn 的任期。前者希望這項提案的失敗能夠“劃下底線”，即結束平安保險對於拆分滙豐之嘗試。
2. America’s annual inflation rate dipped again in April, to 4.9%. The core inflation rate, which excludes energy and food prices, also fell slightly, to 5.5%. The core rate has been higher than the overall rate for two months now. The Federal Reserve’s interest-rate increases have helped consumer-price growth to slow since its peak in June. Markets are betting that the Fed will soon pause the run of rate rises, though the labour market is still running hot. Employers created 253,000 jobs last month, well above estimates.
美國年度通膨率於 (2023年) 四月再次下降，至 4.9%。撇除能源和食品價格的核心通膨率也略微下降至 5.5%。核心通膨率已連續兩個月高於總體通膨率。自美國聯準會 (Federal Reserve，即美國央行) 於 (2022年) 六月的高峰期升息以來，消費者物價增長已有所減緩。市場預測美聯準將很快暫停升息，但勞動力市場仍十分火熱。僱主們上個月新增了 253,000個就業機會，遠高於預估。
3. The Bank of England raised its benchmark interest rate for the twelfth consecutive time, lifting it by a quarter of a percentage point to 4.5%, its highest level since 2008. Annual inflation in Britain has remained stubbornly high at 10.1%, well above inflation in America and the euro area. The bank said that further rate rises were on the cards, if inflationary pressures persist.
英格蘭銀行 (Bank of England，即英國央行) 第 12次連續上調利率，將其上調至 4.5%、上漲了 0.25個百分點，是自 2008年以來的最高程度漲幅。英國的年度通膨率一直居高不下，達 10.1%，遠高於美國和歐元區的通膨率。英國央行表示如果通膨壓力持續存在，未來還可能有進一步升息。
4. Quarterly earnings from Air France-KLM and International Airline Group, the owner of British Airways, provided more evidence of the rebound in international travel. Both reported higher revenues and are expecting a surge in summer bookings. IAG raised its outlook for the year. Global airlines are also benefiting from a recent trend of wealthy holidaymakers choosing to fly in first and business class.
法國航空 - 荷蘭皇家航空公司 (Air France-KLM) 和英國航空 (British Airways) 母公司國際航空集團 (International Airline Group) 之季度盈利為跨國旅遊業復甦提供了更多證據。兩家公司都報告出更高的收入，且預計夏季訂票數會激增。國際航空集團提高了其今年 (2022年) 的展望，且還受益於一個最近的趨勢，即富裕的度假人士們選擇搭乘頭等艙和商務艙。
5. Disney hugely reduced the losses at its streaming business in the latest quarter, after a cost-cutting drive by Bob Iger, the chief executive. But it also lost 4m subscribers from the previous three months, mostly in India, where Disney has lost the rights to broadcast premier-league cricket.
迪士尼 (Disney) 在最近一季透過其執行長 Bob Iger 的削減成本行動，大大降低了其串流影音媒體業務的虧損。但它也失去了四百萬名訂閱戶：主要是在印度，因為迪士尼失去了播放板球聯賽之權利。
6. The price of natural gas in Europe fell to its lowest level since July 2021. Alternatives to Russian energy and a mild winter that has left gas stocks in good shape were factors in the benchmark Dutch TTF contract falling to just over €35 ($38) a megawatt hour. Last August the price peaked at more than €300 a MWh as Russia squeezed its supplies. Meanwhile, Russia has reportedly been forced to increase taxes on domestic oil producers to fill a hole in government revenues caused by Western sanctions.
歐洲天然氣價格下跌至自 2021年七月以來的最低水平。除了俄國能源的替代品以及溫和的冬季讓天然氣庫存狀況良好之外，荷蘭天然氣交易中心 (TTF) 合約的基準價格也因此跌至每兆瓦小時約 35歐元 (約 38美元)。去年 (2022年) 八月，由於俄國縮減了天然氣供應量，價格曾達到每兆瓦小時超過 300歐元。根據報導，與此同時，俄國被迫提高其國內石油生產商之稅率，以彌補西方制裁所導致的政府收入缺口。
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