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  • 美国中东部数百万民众本周末将遭遇严寒和大雪

    By Rich McKay和Julia Harte
    2026年1月22日 下午5:43 UTC 7小时前更新

    [1/4] 2026年1月21日,美国纽约市曼哈顿中城,行人在寒冷天气中行走。路透社/Jeenah Moon 购买授权,新标签页打开

    • 摘要
    • 风暴将影响1.5亿美国人,带来降雪、降雨和严寒
    • 风暴对农作物的农业益处与风险
    • 地方准备工作包括紧急声明和避难所安排

    1月22日(路透社)——美国国家气象局表示,本周五至本周末,一场强风暴将从美国中部平原席卷至东海岸,带来强降雪和冻雨,预计将影响1.5亿美国人,导致交通中断、停电和严寒天气。

    官员称,这场可能影响近半个国家人口的风暴,在阿巴拉契亚山脉和西弗吉尼亚州山区可能带来高达20英寸(50.8厘米)的降雪,而美国东部大部分地区居民可能面临危险的结冰或冰冻道路,以及因树木和树枝积冰断裂导致的潜在停电。

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    “由于北部极端寒冷和风暴影响,一半的美国人处于某种形式的天气预警之下,”马里兰州College Park美国国家气象局天气预报中心的气象学家Brian Hurley表示。

    农业气象学家称,根据周四发布的每周美国干旱监测报告,俄克拉荷马州23%的地区正处于严重干旱中,此次强降雪和冰冻对该州处于休眠状态的冬小麦作物有利。

    但美国农业部周三在每日天气报告中表示,风暴过后气温骤降可能导致没有积雪覆盖保护的小麦田面临“低温伤害风险”。美国农业部周四还指出,南部平原地区的牲畜将因冰雪而面临压力,北部地区则将遭遇极端寒冷。

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    Hurley称,纽约市、波士顿、巴尔的摩和华盛顿特区预计从周六开始将迎来4至10英寸(10至25厘米)的厚重湿雪,华盛顿特区气温将降至华氏20度左右(零下5.5摄氏度),波士顿最低气温为7华氏度(零下14摄氏度)。

    地方准备工作正在进行

    在整个风暴期间,纽约州将处于“蓝色警报”状态,要求社会服务机构延长避难所开放时间,确保无家可归者能获得庇护。

    在波士顿,Anh-Phi Tran表示尽管有预报,他仍准备带着当地备受喜爱的“Zinneken’s”比利时华夫饼餐车参加周末活动。

    “这很艰难,但我有取暖器,当然还有华夫饼烤箱来保暖,”在餐车工作约11年的Tran说。

    芝加哥将经历极寒天气,周五和周六最低气温为零下2华氏度,危险的风寒指数将低至零下30华氏度(零下34摄氏度)。

    芝加哥River North区J.C. Licht五金店经理James Martin表示,本周空间加热器在货架上销售一空。

    “芝加哥人知道如何应对极端寒冷,”土生土长的芝加哥人Martin说,“我们行动迅速,层层穿衣,然后问自己‘我们为什么还住在这里?’”

    在得克萨斯州,州长Greg Abbott宣布进入紧急状态,调动额外人员和设备以控制交通、监测停电情况、救援被风暴围困的民众等。Abbott敦促得克萨斯州民众“保持天气警惕,出行前查询DriveTexas.org,并听从州和地方官员的指导。”

    预计风暴将在周日晚或周一初从大部分地区消退。来自加拿大的北极寒流将使北达科他州法戈市周六最高气温仅为零下5华氏度。

    气象预报员称,向南地区的主要风暴危害将是冰冻。弗吉尼亚州中部至得克萨斯州北部的东南部各州可能积冰达半英寸。

    亚特兰大的Rich McKay、纽约的Julia Harte、芝加哥的Emily Schmall和Julie Ingwersen报道;Donna Bryson、Bill Berkrot和Matthew Lewis编辑

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    韩华集团称计划到2040年在加拿大创造至少20万个就业岗位

    亚太区 · 2026年1月23日 1:14 AM UTC · 7小时前

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    Freezing temps, heavy snow expected for millions of people in central and eastern US this weekend

    By Rich McKay and Julia Harte
    January 22, 2026 5:43 PM UTC Updated 7 hours ago

    Item 1 of 4 Pedestrians walk during cold weather in Midtown Manhattan, New York City, U.S., January 21, 2026. REUTERS/Jeenah Moon

    [1/4]Pedestrians walk during cold weather in Midtown Manhattan, New York City, U.S., January 21, 2026. REUTERS/Jeenah Moon Purchase Licensing Rights, opens new tab

    • Summary
    • Storm to impact 150 million Americans with snow, rain, frigid cold
    • Agricultural benefits and risks for crops due to storm
    • Local preparations include emergency declarations and shelter provisions

    Jan 22 (Reuters) – Travel disruptions, power outages and frigid temperatures are expected to affect 150 million Americans on Friday and through the weekend as a massive storm clobbers the U.S. with heavy snow and freezing rain from the Central Plains to the East Coast, the National Weather Service said.

    The storm, which could impact nearly half the country’s population, will bring up to 20 inches (50.8 cm) of snow in the Appalachians and West Virginia mountains, while most people living in the eastern U.S. could face dangerous slick or frozen roads and potential power outages from ice-laden trees and branches falling and snapping power lines, officials said.

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    “With the extreme cold in the North and the storm, half of all Americans are under some form of weather advisories,” said Brian Hurley, a meteorologist with the NWS’s Weather Prediction Center in College Park, Maryland.

    Agricultural meteorologists said the heavy snow and ice should benefit dormant winter wheat crops in Oklahoma, where 23% of the state is in severe drought, according to a weekly U.S. Drought Monitor report released on Thursday.

    But plunging temperatures in the storm’s wake could put wheat fields without protective snow cover “at risk of cold-weather injury,” the U.S. Department of Agriculture said in a daily weather note on Wednesday. Livestock will face stressful conditions due to ice and snow in the Southern Plains and extreme cold in the north, the USDA said on Thursday.

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    New York City, Boston, Baltimore and Washington, D.C., could receive 4 to 10 inches (10 to 25 cm) of heavy, wet snow starting on Saturday, Hurley said, with temperatures in the low 20s Fahrenheit (minus 5.5 C) in D.C., with Boston seeing a low of 7 degrees Fahrenheit (minus 14 C).

    LOCAL PREPARATIONS UNDER WAY

    Throughout the storm, New York state was expected to be under a “Code Blue,” which requires social service providers to extend shelter hours and ensure the homeless have access to them.

    In Boston, Anh-Phi Tran said he was prepared to cater a weekend event with his locally beloved “Zinneken’s” Belgian waffle food truck despite the forecast.

    “It’s hard, but I have a space heater and of course the waffle ovens to keep me warm,” said Tran, who has worked in the food truck for about 11 years.

    Chicago will be under a deep freeze, with a low of 2 degrees below zero F on Friday and Saturday and dangerous wind chills of 30 below zero (minus 34 C) .

    Space heaters have been flying off the shelves all week at J.C. Licht Ace Hardware River North in Chicago, according to manager James Martin.

    Chicagoans know how to deal with extreme cold, said Martin, a Chicago native. “We move fast and we dress in layers and layers and more layers. Then we ask, ‘Why do we still live here?'”

    In Texas, Governor Greg Abbott declared a state of emergency, activating extra personnel and equipment to help control traffic, monitor power outages, rescue people trapped by the storm, and more. Abbott urged Texans to “remain weather-aware, check DriveTexas.org before traveling, and heed the guidance of state and local officials.”

    The storm is expected to clear out of most areas by late Sunday or early on Monday. The extreme cold from an Arctic blast of air from Canada will bring a high temperature of only 5 degrees below zero on Saturday in Fargo, North Dakota.

    Farther south, the main storm hazard will be ice, weather forecasters said. From Central Virginia to Northern Texas, the Southeastern states could receive accumulations of up to a half-inch of ice.

    Reporting by Rich McKay in Atlanta, Julia Harte in New York and Emily Schmall and Julie Ingwersen in Chicago; Editing by Donna Bryson, Bill Berkrot and Matthew Lewis

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  • 民主党人要求特朗普政府官员披露从委内瑞拉石油交易中获利的可能性

    2026-01-22T12:01:00.916Z / CNN政治

    作者:莎拉·费里斯

    更新于9小时前
    更新于2026年1月22日,美国东部时间上午11:09
    发布于2026年1月22日,美国东部时间上午7:01

    图片

    2026年1月14日,在得克萨斯州弗里波特,纳夫光子号原油油轮停靠在弗里波特II号海运码头。这艘由雪佛龙公司租用的船只将石油从委内瑞拉运往美国。

    乔尔·安吉尔·华雷斯/盖蒂图片社

    一组参议院民主党人要求查明唐纳德·特朗普总统的核心圈子是否可能从委内瑞拉石油销售中获利,此前美国有线电视新闻网(CNN)报道了政府与该国最大石油公司私下会谈的细节。

    周三晚间,14名民主党人向白宫办公厅主任苏西·怀尔斯发送了一封信,敦促高级官员“立即披露他们在与委内瑞拉石油行业有业务往来的公司中持有的任何财务利益”。他们援引美国有线电视新闻网的报道指出,政府最近向这些公司推销,以私人安全保障为诱饵,试图说服石油高管投资这个政治不稳定的国家。

    由加利福尼亚州参议员亚当·希夫和马萨诸塞州参议员伊丽莎白·沃伦等人领导的透明度呼吁,恰逢民主党人越来越多地审视白宫,称这可能构成内幕交易。希夫等民主党人此前也曾批评特朗普政府高级官员在参与影响市场的关税讨论后,对自己的股票购买情况披露不足。

    参议员们还对特朗普与维托尔(Vitol)一位高级石油高管的密切联系表示担忧。维托尔是获得美国控制的委内瑞拉石油首次销售权的石油巨头,而该高管本月早些时候参加了关于这一主题的白宫会议。该高管约翰·艾迪生(John Addison)是特朗普总统竞选活动的主要捐赠者。

    “鉴于此事的紧迫性和从中渔利及腐败的巨大风险,政府除了现有的财务披露要求外,还有更高的义务向国会和美国公众澄清上述财务关系是否存在,以及在何种程度上存在,并说明已采取或可能采取的具体措施,以防止总统和政府官员个人财务上的不当获利。”他们在信中写道,该信首先被美国有线电视新闻网获得。

    此外,他们暗示,如果民主党人重新掌控华盛顿,将对未来采取行动:“此外,此类财务关系以及任何腐败交易或不当获利,都将受到持续审查,并可能导致未来的问责措施。”

    签署这封信的其他民主党人包括纽约州参议员、参议院少数党领袖查克·舒默,以及罗德岛州参议员谢尔顿·怀特豪斯、康涅狄格州参议员理查德·布卢门撒尔、新泽西州参议员安迪·金和马里兰州参议员克里斯·范霍伦。

    Democrats demand Trump officials disclose potential ‘profiteering’ from Venezuela oil dealings

    2026-01-22T12:01:00.916Z / CNN Politics

    By Sarah Ferris

    Updated 9 hr ago
    Updated Jan 22, 2026, 11:09 AM ET
    PUBLISHED Jan 22, 2026, 7:01 AM ET

    https://news-multimedia-1393112320.cos.ap-guangzhou.myqcloud.com/gettyimages-2255697820.jpg

    The Nave Photon crude oil tanker is docked at Freeport Marine Terminal II on January 14, 2026 in Freeport, Texas. The vessel chartered by Chevron transported oil from Venezuela to the United States.

    Joel Angel Juarez/Getty Images

    A group of Senate Democrats are demanding to know whether President Donald Trump’s inner circle stands to profit from Venezuelan oil sales after CNN recently reported details of the administration’s private talks with the nation’s biggest oil companies.

    In a letter sent Wednesday night to White House chief of staff Susie Wiles, 14 Democrats are urging senior officials to “immediately disclose any financial interests” they have in companies dealing with the oil industry in Venezuela. They point to the administration’s recent sales pitch to those companies, dangling private security guarantees as they seek to convince oil executives to invest in the politically unstable country, citing CNN reporting.

    The calls for transparency — led by Sens. Adam Schiff of California and Elizabeth Warren of Massachusetts, among others — come as Democrats increasingly scrutinize the White House for what they say could amount to possible insider trading. Democrats like Schiff have also previously taken aim at senior Trump officials for offering inadequate financial disclosures about their own stock-buying after taking part in market-moving tariff discussions.

    The senators are also raising concerns about Trump’s close connection to a top oil executive at Vitol – the oil giant that secured the first sale of American-controlled Venezuelan oil, after that same employee attended a White House meeting on the subject earlier this month. That executive, John Addison, is a top donor to Trump’s presidential campaign.

    “Given the urgency of the matter and the enormous risk of profiteering and corruption, the Administration has a heightened obligation, beyond existing financial disclosure requirements, to clarify for Congress and the American public whether and to what extent the financial ties described above exist and the concrete measures implemented, if any, to prevent the personal financial enrichment of the President and Administration officials,” they wrote in the letter, first obtained by CNN.

    And, hinting at future action by Democrats should they seize back power in Washington, they added: “Such financial ties and any corrupt dealings or profiteering, moreover, will be subject to ongoing scrutiny and may lead to future accountability measures.”

    Other Democrats who signed onto the letter Sen. Chuck Schumer of New York, the chamber’s minority leader, as well as Sens. Sheldon Whitehouse of Rhode Island, Richard Blumenthal of Connecticut, Andy Kim of New Jersey and Chris Van Hollen of Maryland.

  • 互联网嘲讽克鲁兹在冬季风暴来临前离开得州

    2026年1月22日,美国东部时间上午11:52 / 《华盛顿邮报》

    这位曾因在得州风暴期间前往坎昆旅行而被戏称为”飞行泰德”的参议员,在恶劣天气逼近之际被发现在前往加利福尼亚的途中。其办公室称这是一次计划内的工作行程。

    参议员泰德·克鲁兹(R-得州)于1月8日照片。(Sarah L. Voisin/《华盛顿邮报》)

    作者:阿德拉·苏利曼

    得州正酝酿一场风暴——社交媒体上也是如此。在得州准备迎接强烈冬季风暴之际,参议员泰德·克鲁兹(R-得州)被拍到乘飞机离开家乡,再次在网上遭到嘲讽。

    Internet defrosts jokes as Cruz is seen departing Texas ahead of winter storm

    January 22, 2026 at 11:52 a.m. EST / The Washington Post

    The senator once dubbed “Flyin’ Ted” for a Cancún trip during a Texas storm was spotted en route to California as more harsh weather approaches. His office said it was a planned work trip.

    Sen. Ted Cruz (R-Texas) on Jan. 8. (Sarah L. Voisin/The Washington Post)

    By Adela Suliman

    There’s a storm brewing in Texas — and on social media. Sen. Ted Cruz (R-Texas) is again being mocked online after being photographed on a flight away from his home state as it braces for an intense winter storm.

  • 新闻

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  • 美国最高法院认为特朗普可能粗暴干预美联储

    2026年1月22日 下午2:32 UTC / 路透社

    华盛顿,1月22日(路透社)- 美国最高法院大法官在审理唐纳德·特朗普总统试图解雇美联储理事莉萨·库克的案件时,似乎认同这样一种观点:美联储制定货币政策的独立性必须得到维护,而削弱这种独立性将带来现实的经济风险。

    大法官们在周三的庭审中指出,如果法院的判决过程存在潜在危害,那就是会为现任及未来的总统打开一扇过宽的大门,使他们能够罢免货币政策制定者,从而破坏一个多世纪以来央行独立决策利率、不受政治压力干扰的传统。

    《Breakingviews周刊》提供路透社全球金融评论团队的见解和观点。点击此处订阅


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    保守派大法官布雷特·卡瓦诺在与负责辩护的副检察长D.约翰·绍尔(D. John Sauer)交流时,最直接地概括了这种担忧。绍尔被指派为特朗普辩护,理由是特朗普应被允许因库克在被任命为美联储理事前提交抵押贷款申请时涉嫌误报而将其解雇。

    “你的立场是,不存在司法审查、无需任何程序、没有任何救济途径,仅由总统单方面决定‘理由’——我的意思是,这将削弱,甚至彻底摧毁美联储的独立性,”卡瓦诺说道。

    “我们必须意识到我们的判决对政府结构的影响和后果,”卡瓦诺对绍尔表示。

    卡瓦诺还指出,轻易允许罢免美联储理事会让总统产生“搜寻并摧毁”的动机,“找个借口,写在纸上——无需司法审查,无需任何程序,完事”。


    特朗普持续施压美联储降息

    本案的背景是特朗普持续要求美联储在当前主席杰罗姆·鲍威尔领导下更快更深地降息,尽管通胀尚未消退。特朗普已表示,他计划在5月鲍威尔任期届满时任命一位志同道合的新美联储主席。

    特朗普以未经证实的抵押贷款欺诈指控为由解雇库克,而库克于2022年由民主党前总统乔·拜登任命,任期至2038年。库克称这一指控是为了因货币政策分歧将其罢免的借口。

    本月,特朗普的司法部对鲍威尔展开刑事调查,涉及其在华盛顿美联储总部翻新两座历史建筑的项目。鲍威尔同样指出,此次调查是特朗普为加强对美联储和货币政策影响力的借口。


    特朗普的司法团队回应:8月特朗普宣布解雇库克后,股市上涨的事实削弱了悲观预测。

    大法官艾米·科尼·巴雷特(与卡瓦诺一样由特朗普任命)追问绍尔,允许解雇库克的经济后果。巴雷特指出,经济学家已向法院提交简报称,这可能引发衰退。

    “在这种案件中,我们应如何考虑公众利益?”巴雷特问道。

    “我不想从事预测市场走势的工作,”巴雷特打断道,“我不想对量化风险负责。我是法官,不是经济学家。但如果存在风险,是否应该……我们是否需要谨慎行事?


    长期经济影响

    经济学家认为,这是一个公认的原则:不受短期政治压力干扰的央行能做出更优的长期经济决策,即使需以高利率抑制通胀(可能放缓经济增长、推高失业率,给寻求连任的政客带来不便)。

    特朗普自12个月前重返白宫以来,一直采取扩张性的总统权力观。在库克案中,大法官们需权衡美联储独立性的价值,与特朗普政府的论点(即总统利益——进而公众利益——因留任他想解雇的联邦机构官员而受损)的矛盾。

    过去一年,最高法院在多起紧急案件中支持特朗普,包括允许他在法律挑战期间暂时罢免联邦机构官员。

    但美联储作为美国和全球金融体系核心的地位,以及总统通常不直接决定货币政策的事实,使库克案具有特殊性。

    “留任她不会阻碍他管理部门的权力——因为他根本没有这种权力,”自由派大法官索尼娅·索托马约尔表示。

    此前阻止特朗普立即解雇库克的法官裁定,其未提前通知或听证的解雇行为可能违反宪法第五修正案规定的正当程序权利。最高法院正在考虑特朗普政府要求推翻该法官裁决的请求,同时库克对解雇的法律挑战仍在继续。

    “我们知道机构独立性非常重要,如果我们过于仓促且未经充分考虑就判决,将损害这种独立性,”索托马约尔补充道。

    索托马约尔认为,让下级法院全面审查所有问题,“最符合公众和国际社会对正当法律程序的信心”。

    “我们为何不等到案件终结,所有问题清晰后再做最终裁决——她是否本应被解雇?”索托马约尔问道。

    最高法院预计在6月底前作出裁决,也可能提前。


    报道:Howard Schneider;编辑:Dan Burns和Will Dunham

    (配图说明:2026年1月21日,美国华盛顿,美联储理事莉萨·库克在律师Abbe Lowell陪同下,在美国最高法院外等候庭审。最高法院正在审理特朗普试图解雇她的案件。路透社/ Nathan Howard [购买授权,新标签打开])

    US Supreme Court sees risk in Trump running roughshod over Fed

    January 22, 2026 2:32 PM UTC / Reuters

    WASHINGTON, Jan 22 (Reuters) – U.S. Supreme Court justices during arguments over President Donald Trump’s bid to fire Federal Reserve Governor Lisa Cook seemed to embrace the idea that the central bank’s independence to set monetary policy must be preserved and that eroding it would present real-world economic risks.

    If there was possible harm in how the court proceeds, the justices suggested during ​the arguments on Wednesday, it would be in leaving the door open too wide for presidents – now or in the future – to remove monetary policymakers and in doing so disrupt more than a century of ‌letting central bankers make judgments about interest rates free of political pressure.

    The Week in Breakingviews newsletter offers insights and ideas from Reuters’ global financial commentary team. Sign up here.

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    That concern was summarized most directly by conservative Justice Brett Kavanaugh during an exchange with Solicitor General D. John Sauer, tasked with arguing why Trump should be allowed to remove Cook over alleged misstatements made on mortgage applications before she was appointed to the Fed.

    “Your position that there’s no judicial review, no process required, no remedy available, a very low bar for cause that the president alone determines – I mean, that would weaken, if not shatter, the independence of the Federal Reserve,” Kavanaugh said.

    “We have to be aware of what we’re doing and the consequences of your position for the structure of the government,” Kavanaugh told Sauer.

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    Making the removal of a Fed governor too easy gives the president an incentive for a search-and-destroy mission to “find ‌something and just put that on a piece of paper – no judicial review, no process, nothing. You’re done,” Kavanaugh said.

    TRUMP’S PERSISTENT DEMANDS

    Looming over the case are Trump’s persistent demands that the ​Fed cut interest rates faster and further than the central bank under the leadership of current Chair Jerome Powell has been willing to do in the face of lingering inflation. Trump has stated that he plans to install a like-minded new Fed chair when Powell’s term in the post expires in May.

    Trump cited the unproven allegations of mortgage fraud as justification for firing Cook, who was appointed as a Fed governor in 2022 by Democratic former President Joe Biden with a term running until 2038. ‍Cook has called this allegation a pretext to oust her over monetary policy differences.

    Trump’s Justice Department this month launched a criminal investigation against Powell concerning a project to renovate two historical buildings at the Fed headquarters in Washington. Powell similarly has called this investigation a pretext for Trump to gain more influence over the Fed and monetary policy.

    Justice Amy Coney Barrett, who like Kavanaugh was appointed to the Supreme Court by Trump, pressed Sauer on the economic consequences of allowing Cook’s removal to stand. Barrett noted that economists had filed briefs with the court saying doing so ⁠could trigger a recession.

    “How should we think about the public interest in a case like this?” Barrett asked.

    Federal Reserve Governor Lisa Cook, accompanied by lawyer Abbe Lowell, looks on outside the U.S. Supreme Court, as Supreme Court justices consider U.S. President Donald Trump’s effort to fire her, in Washington, D.C., U.S., January 21, 2026. REUTERS/Nathan Howard [Purchase Licensing Rights, opens new tab]

    Sauer responded by saying the stock market’s rise after Trump announced his firing of Cook in August undercut predictions of doom.

    “Well, I’ll interrupt you there ‍to say that I don’t want to be in the business of predicting exactly what the market’s going to do,” Barrett said. “I don’t want to be responsible for quantifying that risk. I’m a judge, not an economist. But if there is a risk, doesn’t that counsel … ‌caution on our ‌part?”

    LONG-TERM OUTCOMES

    Economists regard it as a well-established principle that central banks that operate free from short-term political pressure make decisions producing better long-term economic outcomes, tempering inflation even if it means high interest rates that can slow economic growth, raise unemployment and make life uncomfortable for politicians seeking reelection.

    Trump has taken an expansive view of presidential powers since returning to office 12 months ago. The justices in the Cook case are weighing the value of Fed independence against the Trump administration’s arguments that it is the president’s interests – and by extension the public’s – that would be damaged by leaving federal agency officials in place who he wants removed.

    The Supreme Court has backed Trump in numerous cases over the past year decided on an emergency basis, including allowing him to ⁠remove various officials from federal agencies while their legal challenges ⁠to his actions play out.

    But the Fed’s role as central ​to the U.S. and global financial system, as well as the fact that presidents as a matter of course do not directly decide monetary policy, put the Cook case on a somewhat different footing.

    “It’s not as if keeping her is going to thwart any right he has to run the department – because he has none,” liberal Justice Sonia Sotomayor said.

    The judge who blocked Trump from immediately firing Cook said that his action without notice or a hearing likely violated her right to due process under the U.S. Constitution’s Fifth Amendment. The Supreme Court ‍is considering the Trump administration’s request to lift that judge’s order while Cook’s legal challenge to the president’s action continues to play out.

    “We know that the independence of the agency is very important, and that that independence is harmed if we decide these issues too quickly and with not due consideration,” Sotomayor added.

    Allowing the lower courts to thoroughly examine all the issues, Sotomayor said, makes “the most sense to the public’s confidence and to the world’s confidence about the due process of law.”

    “Why shouldn’t we wait until the end of this case, where all the issues are clear and where we ​make a final decision as to whether she should have been removed or not?” Sotomayor asked.

    A Supreme Court ruling is expected by the end of June ‍but could come sooner.

    Reporting by Howard Schneider; Editing by Dan Burns and Will Dunham

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    消息:特朗普政府计划年底前颠覆古巴政权

    2026年1月22日 12:02 / 联合早报

    1月16日,古巴国家主席迪亚斯-卡内尔在哈瓦那的美国大使馆外挥着古巴国旗,抗议美国在加勒比海地区的侵略行为。 (路透社)

    消息人士透露,美国特朗普政府正在古巴政府内部寻找“内线”,试图在今年底前颠覆古巴政权。

    综合新华社报道,《华尔街日报》星期三(1月21日)引述知情人士和美国高级官员的话说,特朗普政府尚无具体计划,但美国政府官员私下认为,对委内瑞拉的军事行动是对古巴的“警告”。

    报道称,美国企图通过切断委内瑞拉对古巴的石油供应重创古巴经济、削弱古巴政权。

    当前,古巴和美国关系处于高度紧张状态。本月初,美国对委内瑞拉发动大规模军事打击。特朗普随后暗示,古巴可能成为美国下一个关注目标,并威胁称,若失去委内瑞拉石油供应,古巴将难以“支撑”。

    特朗普11日再次对古巴施压,称若古巴不尽快“达成协议”,将面临“零石油、零资金”流入的局面。

    古巴国家主席迪亚斯-卡内尔则说,古巴不会主动攻击和威胁任何国家,但已做好准备捍卫每一寸国土。

    https://news-multimedia-1393112320.cos.ap-guangzhou.myqcloud.com/178b442aed3249657b412f01daa4e25476aac166e6701ae2ec18ab56be8321f7

  • 美国卫生部长肯尼迪的言论成为现实,疫苗生产商倍感寒意

    By Bhanvi Satija
    2026年1月22日 12:31 UTC 更新于48分钟前

    U.S. Secretary of Health and Human Services Robert F. Kennedy Jr. gestures as he speaks during the inaugural Make America Healthy Again (MAHA) summit in Washington, D.C., U.S., November 12, 2025. REUTERS/Nathan Howard/File Photo

    • 摘要
    • 公司
    • 肯尼迪的疫苗政策转变引发行业不满
    • 专家将接种率下降与美国言论联系起来
    • 专注疫苗的生物科技公司面临估值压力

    伦敦,1月22日(路透社)- 投资者和高管表示,美国卫生部长小罗伯特·F·肯尼迪(Robert F. Kennedy Jr.)推行的全面政策变革正在对疫苗生产商产生寒风吹拂般的影响,因为反疫苗言论已转化为具体的接种计划和建议调整。

    在过去一年中,唐纳德·特朗普总统领导的政府彻底颠覆了疫苗接种建议,美国上个月终止了长期以来所有儿童均需接种流感、甲型肝炎和其他疾病疫苗的指导方针。

    请通过路透社《可持续转型》新闻通讯了解影响企业和政府的最新ESG趋势。立即订阅。

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    15位投资者和分析师告诉路透社,这些前所未有的变化导致疫苗使用量减少,损害了部分生物科技公司的投资前景,并将在未来几年拖累公司收入并增加成本。

    荷兰国际集团(ING)全球制药与医疗保健负责人斯蒂芬·法雷利(Stephen Farrelly)表示:”在现任政府领导下,疫苗不会成为增长领域。”这暗示该行业可能在2028年前持续面临压力。

    肯尼迪领导下的疫苗政策


    肯尼迪长期以来一直是反疫苗活动家,他无视科学证据,质疑疫苗的安全性和有效性。自特朗普政府任命他执掌卫生与公众服务部(HHS)以来,他迅速采取行动。

    他解雇了一个独立专家顾问小组,代之以持反疫苗观点的成员,并取消了针对孕妇和儿童的广泛新冠疫苗接种建议。

    他还重启了对早已被揭穿的”疫苗导致自闭症”说法的研究,并采用了新的儿童疫苗接种计划,且未遵循长期以来广泛征求外部专家意见的做法。

    投资者和分析师最初认为肯尼迪的任命更多是头条新闻风险,而非根本性威胁。

    当时,特朗普政府面临的关税问题和药品定价压力正影响市场情绪,疫苗相关担忧被搁置一旁。

    赛诺菲首席财务官弗朗索瓦-泽维尔·罗杰(François-Xavier Roger)去年曾指出,围绕疫苗存在”一些负面舆论”。

    广告 · 继续滚动阅读

    随着风险从理论层面逐渐变为现实,情况发生了变化。投资者现在担心肯尼迪政策的影响难以逆转,这与公共卫生专家的担忧不谋而合,专家们也表示,这些政策将导致可预防的疾病和死亡。

    肯尼迪称,这些变革旨在提高疫苗安全性,并使美国疫苗政策与其他同类国家保持一致。

    HHS发言人在一份声明中表示,疫苗建议基于”最佳可用的’黄金标准’科学证据和公共卫生考量,而非企业利益”。

    大型疫苗生产商与生物科技公司对比

    大型疫苗生产商包括英国的葛兰素史克(GSK)、法国的赛诺菲、美国药企辉瑞(Pfizer)和默克(Merck),以及规模较小的公司如Moderna、Novavax和德国的BioNTech。

    显著的政策变化已开始引发行业领袖罕见的公开批评。

    辉瑞CEO阿尔伯特·布尔拉(Albert Bourla)和赛诺菲CEO保罗·哈德森(Paul Hudson)在上周的一次主要医疗峰会上批评了肯尼迪的言论,哈德森提到”所有流传的…错误信息”。

    布尔拉告诉记者,这正在降低接种率并增加疾病风险。”我非常沮丧,”他说,”这一切毫无科学依据,只是在服务一个政治和反疫苗的议程。”

    本流感季美国已分发超过15亿剂流感疫苗

    政治压力开始显现


    投资者表示,疫苗生产商的长期前景依然强劲,因为疫苗仍是预防疾病最有效的工具。但他们称,现在公司更多地受制于政治领导人的 whims。

    Clear Street分析师比尔·莫汉(Bill Maughan)表示:”不幸的是,成功与失败将取决于少数人的意见。仅有良好的科学和商业机会是不够的。如果你是生物科技投资者,目前很难对疫苗类股票产生真正的信心。”

    投资者表示,他们将继续支持对疫苗收入依赖较小的大型制药商,如葛兰素史克、赛诺菲、辉瑞和默克。而Moderna、BioNTech和Novavax等小型公司面临更大风险。

    2023年以来大型生产商疫苗收入占比

    美国政策变化的影响已开始显现。尽管本流感季更为严重,葛兰素史克和赛诺菲第三季度美国流感疫苗销售额仍有所下降。

    10月,澳大利亚的CSL公司推迟了分拆其疫苗部门Seqirus的计划,理由是”波动性增加”和美国接种率下降。

    Jefferies分析师迈克尔·勒亨滕(Michael Leuchten)表示:”显然,美国正在传播的这种言论正在引发消费者反应。”

    长期展望


    一些投资者认为,对疫苗和疾病预防的需求可能会反弹。他们指出,南卡罗来纳州麻疹病例增加等疫情爆发或持续严重的流感季可能推动疫苗使用量重新上升。

    美国疾病控制与预防中心(CDC)最近表示,2025-26流感季截至目前已报告至少1100万例病例和5000例死亡,几乎是去年同期的两倍。

    美国儿科学会(American Academy of Pediatrics)等医疗机构已在法庭上挑战肯尼迪的政策,其最终影响尚不明朗。

    资产管理公司Candriam的高级基金经理林登·汤姆森(Linden Thomson)表示:”投资者通常关注短期,而公司显然有更长远的眼光。”

    Callodine Capital分析师马修·马苏奇(Matthew Masucci)也表示同意,该公司持有葛兰素史克和赛诺菲的股份。

    但目前,投资者可能更为谨慎。

    投资公司Mawer的股票分析师伊恩·特恩布尔(Ian Turnbull)表示,美国摇摆不定的政策和疫苗怀疑论正在抑制投资。

    “如果需求不再像过去那样可预测,这个市场的吸引力就会降低,”他说。

    报道由Bhanvi Satija撰写;Maggie Fick和Michael Erman补充报道;Adam Jourdan、Michele Gershberg和Bill Berkrot编辑

    Vaccine makers feel a chill as US Health Secretary Kennedy’s rhetoric becomes reality

    By Bhanvi Satija
    January 22, 2026 12:31 PM UTC Updated 48 mins ago

    节点运行失败

    U.S. Secretary of Health and Human Services Robert F. Kennedy Jr. gestures as he speaks during the inaugural Make America Healthy Again (MAHA) summit in Washington, D.C., U.S., November 12, 2025. REUTERS/Nathan Howard/File Photo

    • Summary
    • Companies
    • Kennedy’s vaccine policy shifts spark industry frustration
    • Experts link drop in vaccination rates to US rhetoric
    • Vaccine-focused biotech firms face valuation pressure

    LONDON, Jan 22 (Reuters) – Sweeping U.S. policy changes under Health Secretary Robert F. Kennedy Jr. are having a chilling effect on vaccine makers as anti-vaccine rhetoric has turned into concrete changes to inoculation schedules and recommendations, investors and executives said.

    The administration of President Donald Trump has in the last year upended vaccine recommendations, with the U.S. last month ending its longstanding guidance that all children receive inoculations against flu, hepatitis A and other diseases.

    Make sense of the latest ESG trends affecting companies and governments with the Reuters Sustainable Switch newsletter. Sign up here.

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    The unprecedented changes have led to diminished vaccine usage, hurt the investment case for some biotechs, and created a drag that will likely dent revenues and raise costs for companies in the coming years, 15 investors and analysts told Reuters.

    “Vaccines will not be a growth area under the current administration,” said Stephen Farrelly, global pharma and healthcare lead at ING, signaling a potential drag on the sector through 2028.

    VACCINE POLICY UNDER KENNEDY


    Kennedy, a longtime anti-vaccine activist who has cast doubt on the safety and efficacy of vaccines contrary to scientific evidence, has moved quickly since taking over the Department of Health and Human Services under Trump.

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    He fired a panel of independent expert advisers, replacing them with members who share his anti-vaccine views, and dropped broad COVID-19 vaccine recommendations for pregnant women and children.

    He also revived research into a long-ago debunked claim linking vaccines to autism, and adopted new reduced childhood vaccine schedules without the long-standing practice of involving a broad group of outside experts.

    Investors and analysts initially saw Kennedy’s appointment as a headline risk, rather than a fundamental threat.

    At the time, issues such as tariffs and drug pricing pressure from the Trump administration were weighing on sentiment, putting vaccine concerns on the back burner.

    Sanofi Chief Financial Officer François-Xavier Roger last year noted “a little bit of negative buzz” around vaccines.

    节点运行失败

    That changed as the risks become less theoretical. Investors are now concerned the impact of Kennedy’s policies will be hard to reverse, echoing public health experts’ worries, who also said they will lead to preventable illnesses and deaths.

    Kennedy says the changes aim to improve safety and bring U.S. vaccine policy in line with other peer nations.

    A HHS spokesperson said in a statement that vaccine recommendations are based on the best available “gold-standard scientific evidence and public health considerations, not corporate interests.”

    Shares of large manufacturers vs biotech players

    Big vaccine makers include UK-based GSK, France’s Sanofi, U.S. drugmakers Pfizer and Merck, and smaller firms such as Moderna, Novavax and Germany’s BioNTech.

    The striking policy changes have begun to prompt some rare public rebukes from industry leaders.

    Pfizer CEO Albert Bourla and Sanofi CEO Paul Hudson criticized Kennedy’s rhetoric at a major healthcare conference last week, with Hudson citing “all the… misinformation that is going around.”

    Bourla told reporters it was driving down vaccination rates and increasing disease risk. “I’m seriously frustrated,” he said. “What is happening has zero scientific merit and is just serving an agenda which is political and antivax.”

    Over 1.5 billion doses of flu vaccines have been distributed in U.S. this season

    POLITICAL PRESSURE STARTS TO BITE


    The long-term prospects for vaccine makers remains robust, investors said, as vaccines are still the most effective tool for preventing disease. But they said companies were now more beholden to the whims of political leaders.

    “Unfortunately, success and failure will rest on the opinions of a few people. It’s not enough to have good science and commercial opportunity,” said Clear Street analyst Bill Maughan. “If you’re a biotech investor, it just seems tough to really get conviction in a vaccine name right now.”

    Investors said they would stick by large-cap drugmakers less dependent on vaccine revenue such as GSK, Sanofi, Pfizer and Merck. Smaller players like Moderna, BioNTech and Novavax face sharper risks.

    Share of revenues from vaccines for large manufacturers since 2023

    The effect of U.S. changes are already starting to take hold. GSK and Sanofi reported lower U.S. flu vaccine sales in the third quarter, despite a more severe flu season.

    In October, Australia’s CSL postponed separating its vaccine unit Seqirus, citing “heightened volatility” and falling U.S. vaccination rates.

    “There’s clearly consumer reaction to the narrative that is coming out in the United States,” said Jefferies analyst Michael Leuchten.

    LONG-TERM VIEW


    Some investors said demand for vaccines and disease prevention will likely rebound. Outbreaks such as the rising measles cases in South Carolina, or an extended severe flu season, could drive renewed vaccine usage, they said.

    The U.S. Centers for Disease Control and Prevention recently said the 2025–26 flu season had seen at least 11 million cases and 5,000 deaths reported so far, nearly double last year’s toll.

    Medical organizations, including the American Academy of Pediatrics, have challenged Kennedy’s policies in court and it remains to be seen how that will play out.

    Investors “often focus on shorter-term time frames, while companies clearly take a far longer-term view,” said Linden Thomson, senior portfolio manager at asset management firm Candriam.

    “These businesses have been around for decades. They don’t invest on a one- or two-year horizon,” agreed Matthew Masucci, an analyst for Callodine Capital, which owns GSK and Sanofi shares.

    But for now, investors may be more cautious.

    Whipsawing U.S. policy and vaccine scepticism is a drag on investment, said Ian Turnbull, an equity analyst at investment firm Mawer.

    “It does make it a less attractive market to invest in if your demand isn’t predictable like it used to be,” he said.

    Reporting by Bhanvi Satija; Additional reporting by Maggie Fick in London and Michael Erman in New York; Editing by Adam Jourdan, Michele Gershberg and Bill Berkrot

  • 新闻

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    消息:特朗普政府计划年底前颠覆古巴政权

    发布时间:2026年1月22日 12:02 | 来源:联合早报

    1月16日,古巴国家主席迪亚斯-卡内尔在哈瓦那的美国大使馆外挥着古巴国旗,抗议美国在加勒比海地区的侵略行为。 (路透社)

    消息人士透露,美国特朗普政府正在古巴政府内部寻找“内线”,试图在今年底前颠覆古巴政权。

    综合新华社报道,《华尔街日报》星期三(1月21日)引述知情人士和美国高级官员的话说,特朗普政府尚无具体计划,但美国政府官员私下认为,对委内瑞拉的军事行动是对古巴的“警告”。

    报道称,美国企图通过切断委内瑞拉对古巴的石油供应重创古巴经济、削弱古巴政权。

    当前,古巴和美国关系处于高度紧张状态。本月初,美国对委内瑞拉发动大规模军事打击。特朗普随后暗示,古巴可能成为美国下一个关注目标,并威胁称,若失去委内瑞拉石油供应,古巴将难以“支撑”。

    特朗普11日再次对古巴施压,称若古巴不尽快“达成协议”,将面临“零石油、零资金”流入的局面。

    古巴国家主席迪亚斯-卡内尔则说,古巴不会主动攻击和威胁任何国家,但已做好准备捍卫每一寸国土。

    https://news-multimedia-1393112320.cos.ap-guangzhou.myqcloud.com/178b442aed3249657b412f01daa4e25476aac166e6701ae2ec18ab56be8321f7

  • 美众院外交委员会推进AI晶片出口审查法案 | 联合早报

    发布/2026年1月22日 12:30

    美国众议院外交事务委员会星期三表决通过的法案明确规定,未来至少两年内全面禁止向中国出售英伟达更先进的Blackwell晶片,同时将现行出口管制措施正式纳入法律条文。 (路透社)

    美国众议院外交事务委员会以压倒性优势,表决通过一项两党联合提案。法案明确要求,参照军售审查模式,由国会对先进人工智能(AI)晶片出口实施监管。

    据彭博社报道,这项法案星期三(1月21日)以42票赞成、两票反对,在众议院外交事务委员会获批,下一步将提交众议院全体会议表决。法案仍需参众两院通过,并获得总统特朗普的签署才能生效。

    法案规定,美国政府在批准先进AI晶片出口前,须事先通知国会,国会则有权通过联合决议案,审查并否决针对中国、俄罗斯、伊朗等“敌对国家”的出口许可。

    法案同时赋予众议院外交事务委员会与参议院银行委员会议员权限,允许查阅待出口晶片的数量及相关终端用户的详细信息。

    法案还制定了许可豁免机制,经认证的美国“可信”AI企业,在向美国盟友及中立国家出口晶片时可享有豁免。

    此外,法案明确规定,未来至少两年内全面禁止向中国出售英伟达更先进的Blackwell晶片,同时将现行出口管制措施正式纳入法律条文。

    美国政府上周二(13日)批准英伟达向中国出口H200晶片,但规定在台湾生产的成品须运到美国进行第三方测试,才可转运中国。隔天,美国再宣布对一些先进晶片征收25%关税,意味着H200晶片出口中国须支付25%的出口税。

    https://news-multimedia-1393112320.cos.ap-guangzhou.myqcloud.com/039eb5e2a6866851ecf4765d74100a39ce8c97b8248666f15cb5d0cb8b151a2f

    美众院外交委员会推进AI晶片出口审查法案 | 联合早报

    发布/2026年1月22日 12:30

    美国众议院外交事务委员会星期三表决通过的法案明确规定,未来至少两年内全面禁止向中国出售英伟达更先进的Blackwell晶片,同时将现行出口管制措施正式纳入法律条文。 (路透社)

    美国众议院外交事务委员会以压倒性优势,表决通过一项两党联合提案。法案明确要求,参照军售审查模式,由国会对先进人工智能(AI)晶片出口实施监管。

    据彭博社报道,这项法案星期三(1月21日)以42票赞成、两票反对,在众议院外交事务委员会获批,下一步将提交众议院全体会议表决。法案仍需参众两院通过,并获得总统特朗普的签署才能生效。

    法案规定,美国政府在批准先进AI晶片出口前,须事先通知国会,国会则有权通过联合决议案,审查并否决针对中国、俄罗斯、伊朗等“敌对国家”的出口许可。

    法案同时赋予众议院外交事务委员会与参议院银行委员会议员权限,允许查阅待出口晶片的数量及相关终端用户的详细信息。

    法案还制定了许可豁免机制,经认证的美国“可信”AI企业,在向美国盟友及中立国家出口晶片时可享有豁免。

    此外,法案明确规定,未来至少两年内全面禁止向中国出售英伟达更先进的Blackwell晶片,同时将现行出口管制措施正式纳入法律条文。

    美国政府上周二(13日)批准英伟达向中国出口H200晶片,但规定在台湾生产的成品须运到美国进行第三方测试,才可转运中国。隔天,美国再宣布对一些先进晶片征收25%关税,意味着H200晶片出口中国须支付25%的出口税。

    https://news-multimedia-1393112320.cos.ap-guangzhou.myqcloud.com/039eb5e2a6866851ecf4765d74100a39ce8c97b8248666f15cb5d0cb8b151a2f

  • 美众院外交委员会推进AI晶片出口审查法案 | 联合早报

    发布时间: 2026-01-22T04:30:15.000Z
    来源: 联合早报

    美国众议院外交事务委员会星期三表决通过的法案明确规定,未来至少两年内全面禁止向中国出售英伟达更先进的Blackwell晶片,同时将现行出口管制措施正式纳入法律条文。 (路透社)

    美国众议院外交事务委员会以压倒性优势,表决通过一项两党联合提案。法案明确要求,参照军售审查模式,由国会对先进人工智能(AI)晶片出口实施监管。

    据彭博社报道,这项法案星期三(1月21日)以42票赞成、两票反对,在众议院外交事务委员会获批,下一步将提交众议院全体会议表决。法案仍需参众两院通过,并获得总统特朗普的签署才能生效。

    法案规定,美国政府在批准先进AI晶片出口前,须事先通知国会,国会则有权通过联合决议案,审查并否决针对中国、俄罗斯、伊朗等“敌对国家”的出口许可。

    法案同时赋予众议院外交事务委员会与参议院银行委员会议员权限,允许查阅待出口晶片的数量及相关终端用户的详细信息。

    法案还制定了许可豁免机制,经认证的美国“可信”AI企业,在向美国盟友及中立国家出口晶片时可享有豁免。

    此外,法案明确规定,未来至少两年内全面禁止向中国出售英伟达更先进的Blackwell晶片,同时将现行出口管制措施正式纳入法律条文。

    美国政府上周二(13日)批准英伟达向中国出口H200晶片,但规定在台湾生产的成品须运到美国进行第三方测试,才可转运中国。隔天,美国再宣布对一些先进晶片征收25%关税,意味着H200晶片出口中国须支付25%的出口税。

    https://news-multimedia-1393112320.cos.ap-guangzhou.myqcloud.com/039eb5e2a6866851ecf4765d74100a39ce8c97b8248666f15cb5d0cb8b151a2f

    美众院外交委员会推进AI晶片出口审查法案 | 联合早报

    发布时间: 2026-01-22T04:30:15.000Z
    来源: 联合早报

    美国众议院外交事务委员会星期三表决通过的法案明确规定,未来至少两年内全面禁止向中国出售英伟达更先进的Blackwell晶片,同时将现行出口管制措施正式纳入法律条文。 (路透社)

    美国众议院外交事务委员会以压倒性优势,表决通过一项两党联合提案。法案明确要求,参照军售审查模式,由国会对先进人工智能(AI)晶片出口实施监管。

    据彭博社报道,这项法案星期三(1月21日)以42票赞成、两票反对,在众议院外交事务委员会获批,下一步将提交众议院全体会议表决。法案仍需参众两院通过,并获得总统特朗普的签署才能生效。

    法案规定,美国政府在批准先进AI晶片出口前,须事先通知国会,国会则有权通过联合决议案,审查并否决针对中国、俄罗斯、伊朗等“敌对国家”的出口许可。

    法案同时赋予众议院外交事务委员会与参议院银行委员会议员权限,允许查阅待出口晶片的数量及相关终端用户的详细信息。

    法案还制定了许可豁免机制,经认证的美国“可信”AI企业,在向美国盟友及中立国家出口晶片时可享有豁免。

    此外,法案明确规定,未来至少两年内全面禁止向中国出售英伟达更先进的Blackwell晶片,同时将现行出口管制措施正式纳入法律条文。

    美国政府上周二(13日)批准英伟达向中国出口H200晶片,但规定在台湾生产的成品须运到美国进行第三方测试,才可转运中国。隔天,美国再宣布对一些先进晶片征收25%关税,意味着H200晶片出口中国须支付25%的出口税。

    https://news-multimedia-1393112320.cos.ap-guangzhou.myqcloud.com/039eb5e2a6866851ecf4765d74100a39ce8c97b8248666f15cb5d0cb8b151a2f