美拟允许与华为合作设定5G标准

[ChinaSmileJoe]

刚刚，路透社突然传出一个令人震惊，又让人兴奋的消息。

知情人士说，美国商务部即将签署一项新规则，该规则允许美国公司与中国的华为技术公司合作，为下一代5G网络设定标准。

美股市场迅速就有了反应，美股华为概念股快速走高。美光科技、高通、英特尔、西部数据、台积电等都有不错涨幅。

那么，究竟发生了什么？难道是特朗普回心转意了？来看报道！

突传“爆炸性”消息

据路透社报道，美国商务部即将签署一项新规则，该规则允许美国公司与中国的华为技术公司合作，为下一代5G网络设定标准。

两位消息人士告诉路透社，在经过近一年的不确定性之后，该部门已经起草了一条新规则来解决这一问题。消息人士称，该规则可能仍会改变，实质上允许美国公司加入华为也是其成员的标准机构。

知情人士说，该草案正在美国商务部进行最终审查，如果得到通过，将提交其他机构批准。目前尚不清楚整个过程将花费多长时间，或者另一个机构是否会反对。

信息技术行业理事会（ITI）亚洲政策高级主管威尔逊（Naomi Wilson）说：“解决和澄清这一点已经过去了很长时间。” 这个理事会包括亚马逊（AMZN.O）、高通公司（QCOM.O）和英特尔公司（INTC.O）。

威尔逊说，美国政府希望美国公司与华为保持竞争力。“但是他们的政策无意中导致美国公司在竞争中败给了华为和实体名单上的其他公司。”

商务部于去年5月将华为列入“实体清单”，限制了向该公司销售美国商品和技术，并引发了有关美国公司如何参与建立行业标准的组织的疑问。

包括鹰派Marco Rubio、James Inhofe和Tom Cotton在内的六名美国参议员上个月致信美国商务部、国防部和能源部，称迫切需要发布法规，以确认美国参与5G标准制定正在不受实体列表的限制。信中写道：“由于参与人数的减少，我们对美国在5G无线技术领域全球领先地位的风险深表担忧。”

美股华为概念大涨

受此消息刺激，美股华为概念股普遍上涨，跟华为合作紧密的高通上涨超过2%。美光科技受此消息刺激一度上涨3%，后有调整，截至发稿时间仍上涨超2%。英特尔、台积电等与华为有密切合作的公司亦有不错涨幅。费城半导体指数整体涨幅亦较为可观。那么，此事是否构成真正的利好，美国是否回心转意，华为是否迎来喘息之机呢？

首先，从事件来看，对于市场情绪应该在短期内会有正面刺激作用，这一点已经在美股开盘后得到反应，今日可能还会在A股盘中得以展现。

其次，华为之所以可能会被允许参与建立5G行业标准，很大的原因并不是美国回心转意，而是华为是世界5G技术的领导者，没有华为，美国可能就会落后于这个时代；在这个层面来看，这是华为自己挣来的。

第三，允许与华为合作建立5G标准，虽然是一个积极信号，但可能并不等于解禁华为。当然，随着5G建设的进一步深化，美国也存在求助于华为的可能性，并进一步缓和对华为的态度，但这是后话，也需要时间。

全球需要携手度难关

其实，就在华为这条消息发布的时候，美国和欧洲的经济数据也都出来了。可以说，刷新历史，也刷新了认知。

美国4月ADP就业人数录得-2023.6万人，继前纪录低位的-70.8万人（修正前为-74.2万人）后续刷历史新低。ADP就业数据公司副总裁表示，这种规模的失业前所未有。仅4月份的失业人数就超过了大衰退期间失业总人数的两倍。

此前本周二公布的数据显示，美国4月ISM非制造业PMI为2009年12月以来首次陷入萎缩区间，并跌至2009年3月以来新低。其中数据表明美国服务业的需求和就业指标在4月份跌至历史最低水平。大约3030万美国人最近6周申领失业救济，破历史纪录。美国3月失业率达4.4%。一些经济学家预计，美国4月失业率可能高达20%，逼近上世纪30年代大萧条时期峰值25%。

5月6日，欧盟委员会公布了最新的经济展望报告，预计今年欧元区经济将萎缩7.5%，这是自上世纪30年代以来最严重的一次经济冲击。欧盟委员会警告称，欧盟正面临着史上最严重的经济衰退，如果处理不善，将对欧元的未来构成威胁。该委员会在其春季经济预测中预测，“历史比例”将收缩，并表示欧盟将在2021年反弹，预计当年将增长6%。该预测称，每个欧盟国家都将在今年陷入衰退，但每个成员国的全面影响和复苏力量将“明显不同”。

在这种背景之下，若想摆脱经济大萧条的影响，除了同心协力抗击疫情之外，更为重要的一点是携手合作为经济复苏做准备。从发展经济学的理论来看，技术创新是经济发展最为重要的推动力。而5G是这个时代最为重要的一次技术创新，预期由这一技术引发的人们生活习惯的变化，商业形态的变化，应用技术的变化等都还未曾发生，其中的商业机会和商业氛围更未形成。而从4G引发的移动互联时代来看，只有靠全球共同协作才能最大程度地发挥其潜力，也只有靠着这一巨大的潜力，才能更快地让全球经济摆脱大萧条的阴影。

https://finance.sina.com.cn/stock/zq...k0213529.shtml

[jo jo]

美国拟允许美公司参与有华为参加的5G标准讨论
https://www.voachinese.com/amp/us-to...0/5408833.html
消息称美国拟允许华为参与5G标准建设
https://wap.eastmoney.com/news/info/...05061476091196

标题党呢 同一个意思 俩种说法

[小马过河]

能说美国放下身段吗？

[ChinaSmileJoe]

美国是经济动物，只要有利益，自然就不会放过。

[HXS1966]

今天CNN发表一篇文章：
“ Trump's anti-China theory implodes”
https://www.google.ca/amp/s/amp.cnn....chs/index.html
说川普无事实根据的指责中国新冠病毒来源及隐瞒，以及无根据的指责华为；似乎美国甩锅行为结束了这一段行程。
川普似乎终于理解福西说的话了：如果病毒来自自然，就不会与武汉实验室有任何关系；武汉实验室泄漏自然人传人的新冠病毒是个脑残的逻辑。

“ The right-wing charges against China made no sense. First, some on the US right charged that the coronavirus might have been a Chinese bio-weapon, a claim that was quickly shot down by scientists by analyzing the virus. Then they charged that the virus was accidentally released from the Wuhan Institute of Virology, with a subsequent cover-up. That too was illogical.

The virus was in circulation in Wuhan for weeks, and eventually killed thousands of Chinese people. In the confusion of the time, Wuhan authorities organized a major New Year's event on January 18 that spread the virus. Why would the Chinese authorities have done that if they knew, and were covering up, a laboratory release from several weeks earlier? The actual answer is almost surely that they were still in the fog of war against the new virus.

In fact, neither the biology nor chronology support the laboratory-release story. Biologists note that the Wuhan lab did not even have the Covid-19 virus under study. The virus is of a kind that originates in bats, but Covid-19 may have had an intermediate mammal host, perhaps one that was traded in the Wuhan live animal market implicated in a majority of the cases with onset before January 1, 2020. The Wuhan market was shut down on January 1 after the initial outbreak. Perhaps we will learn that the earliest human cases were not even in Wuhan at all and were brought to the Wuhan market by an infected individual traveling from Western China.
Aside from the claim of a laboratory release, the administration and the right-wing media also charge that China covered up the outbreak more generally for weeks. Yet consider the record. The doctors in Wuhan first noted unusual cases of viral pneumonia in mid-December. Wuhan health officials notified the World Health Organization office in China on December 31. The China health agency called the US CDC on January 3. The genome was fully sequenced and published online on January 11, and Wuhan was locked down on January 23.

Given the inevitable early confusion about a new disease that had never before been seen, that is a rapid timeline. Were there mistakes? On December 30, Dr. Li Wenliang sent fellow doctors a warning of a new an outbreak that resembled SARS. His brave warning was correct in essence even as the disease turned out to be a new one. Yet the Wuhan Public Security Bureau forced Dr. Li to sign a statement admitting to disturbing the public order.

Tragically, Dr. Li succumbed to the disease in February. In March he was exonerated by a national investigation. Also, the Chinese authorities waited until January 20 to declare definitively that the virus transmitted human to human. This too was a mistake, a tragic delay of several days that may have resulted from an incorrect and unrealistic hope that closing the Wuhan live animal markets would stop the disease, or from more general uncertainties, or a desire not to disrupt the start of the Chinese New Year.

But rather than acknowledging the general rapid timeline culminating in the shutdown on January 23, Trump has played fast and loose with the facts, hitting at China at every turn. But that has been par for the course in Trump's China bashing. For example, the administration has claimed repeatedly that Huawei and other high-tech Chinese companies are direct threats to US security, without providing any direct evidence. That's why America's closest allies such as the United Kingdom and Germany have gone in a different direction, continuing to do business with Huawei and to cooperate more generally with China.

The bottom line on the epidemic and Trump's dismal failure is this. On December 31, 2019, China notified WHO. On January 23, China locked down Wuhan. On January 30, WHO declared a global public health emergency.

As of January 30, there was not yet one single Covid-19 death in the United States. The first is now thought to have occurred on February 6.

Now there are more than 71,000 US deaths.

There was plenty of warning, Messrs. Trump and Pompeo. To this moment, Americans have not fully gauged your recklessness. You have done enough. Have you no shame?”

[jo jo]

中美谈判又上日程了， 好像 下周？

[海上人家]

预先把华为的事放好风了，估计是这次谈判的筹码了。

[jo jo]

中国海关周四公布的数据显示，4月份的海外发货量较上年同期增长3.5%，进口同比下降14.2%

还没看具体出口国和货品分类breakdown

[bigcake]

估计trump又在中国银行贷款了