往返

在加密和AI相交的時代，真正重要的故事通常被隱藏在喧囂之外。

input: 13 May 2024

輸入：2024年5月13日

Original: The Round Trip

原始：往返

Compiled by: Yuliya, PANews

彙編：Yuliya，Panews

In an era where encryption and AI intersect, the truly important stories are often hidden outside the hustle and bustle. In order to find these overlooked truths, PANONY and Web3.com Ventures jointly launched the English video program "The Round Trip". Co-hosted by John Scianna and Cassidy Huang, this episode will deeply analyze how global geopolitical changes affect the cryptocurrency market, AI technology development and international trade patterns, explore the far-reaching impact of the easing of Sino-US relations, Trump's trip to the Middle East, and the easing of conflicts in various regions on the global economy, and pay attention to the latest progress of crypto assets gradually gaining mainstream financial recognition.

在加密和AI相交的時代，真正重要的故事通常被隱藏在喧囂之外。為了找到這些被忽視的真相，Panony和Web3.com Ventures共同啟動了英語視頻節目“往返”。 Co-hosted by John Scianna and Cassidy Huang, this episode will deeply analyze how global geopolitical changes affect the cryptocurrency market, AI technology development and international trade patterns, explore the far-reaching impact of the easing of Sino-US relations, Trump's trip to the Middle East, and the easing of conflicts in various regions on the global economy, and pay attention to the latest progress of crypto assets gradually gaining mainstream financial recognition.

*Note: This video was released on May 16, and some data and dynamics may differ from the current situation.

*注意：該視頻於5月16日發布，某些數據和動態可能與當前情況有所不同。

China and the United States temporarily suspended tariffs, and market sentiment quickly recovered

中國和美國暫時暫停關稅，市場情緒迅速恢復

On May 12, the United States and China reached a temporary agreement to reduce tariffs to 30% and 10% respectively. This news had a positive impact on the market, and the stock market rose rapidly. US Treasury Secretary Scott Basant called this a “reset” and revealed that more extensive negotiations will be launched in the coming weeks.

5月12日，美國和中國達成了一項臨時協議，將關稅分別降低到30％和10％。該消息對市場產生了積極的影響，股市迅速上升。美國財政部長斯科特·巴斯坦特（Scott Basant）稱其為“重置”，並透露將在未來幾週內進行更廣泛的談判。

However, it is important to be clear that the 90-day tariff truce is not real peace, but just a brief pause. Nevertheless, this move is enough to inject vitality into risky assets. The cryptocurrency market, as a “super-active pressure gauge” of global sentiment, has responded quickly, sometimes hitting record highs and sometimes falling back due to profit-taking. Market participants are closely watching the upcoming macro data. At present, the S&P 500 has turned positive for the year, and the Dow Jones and Nasdaq are only less than 1% away from their levels at the beginning of the year.

但是，重要的是要清楚，為期90天的關稅停戰不是真正的和平，而只是短暫的停頓。然而，這一舉動足以將活力注入風險資產。加密貨幣市場是全球情緒的“超級活躍壓力表”，迅速做出了反應，有時會達到創紀錄的高點，有時由於獲利而倒退。市場參與者正在密切關注即將到來的宏觀數據。目前，標準普爾500指數在今年的陽性，道瓊斯瓊斯和納斯達克距離年初的水平僅1％不到1％。

Trump's Middle East trip: AI, defense and new games beyond oil

特朗普的中東之旅：AI，防守和新遊戲以外的石油

Trump started a four-day visit to the Middle East on May 13, from Saudi Arabia, Syria to the United Arab Emirates, and there were big deals wherever he went. Saudi Arabia not only received him as a state guest, but also signed a $142 billion defense order. Saudi Arabia also promised to invest $600 billion in the United States in energy, technology and infrastructure in the next four years. In addition, the two sides also reached an important AI and chip cooperation agreement involving companies such as Nvidia and AMD to promote related Saudi-led projects. It is worth mentioning that Saudi Arabia also arranged a mobile McDonald's car near the Royal Court, which was nicknamed “McDonald's diplomacy” by netizens, in sharp contrast to Biden's cold treatment during his previous visit to Saudi Arabia.

特朗普於5月13日從敘利亞沙特阿拉伯到阿拉伯聯合酋長國開始了為期四天的中東訪問，無論他走到哪裡，都有大筆交易。沙特阿拉伯不僅接待了他作為州客人，而且還簽署了1420億美元的國防命令。沙特阿拉伯還承諾在未來四年內向美國投資6000億美元的能源，技術和基礎設施。此外，雙方還達成了一項重要的AI和CHIP合作協議，涉及NVIDIA和AMD等公司，以促進與沙特相關的項目。值得一提的是，沙特阿拉伯在皇家法院附近還安排了一輛移動麥當勞的汽車，皇家法院在皇家法院附近被網民暱稱為“麥當勞的外交”，這與拜登上次訪問沙特阿拉伯時的冷漠待遇形成了鮮明對比。

In addition, Trump also broke the silence of the US and Syrian high-level officials for 25 years and held talks with Syrian President Ahmad al Shahar, announcing the lifting of sanctions and encouraging the normalization of relations between Syria and Israel. This series of diplomatic moves is obviously intended to reconstruct the strategic structure and technological alliance in the Middle East.

此外，特朗普還打破了美國和敘利亞高級官員的沉默25年，並與敘利亞總統艾哈邁德·阿爾·沙哈爾（Ahmad Al Shahar）進行了會談，宣布解除制裁併鼓勵敘利亞與以色列之間的關係正常化。這一系列的外交舉動顯然旨在重建中東的戰略結構和技術聯盟。

Trump then signed billions of dollars in trade and defense deals in Qatar, including the largest jet purchase order in Boeing's history. He also hinted that Qatar could play a role in mediation with Iran while reaffirming the bottom line of the United States. Boeing's stock rose 30% in a month, rebounding strongly from the trough of suspended deliveries due to the trade war and becoming a symbol of American industrial strength again.

隨後，特朗普在卡塔爾簽署了數十億美元的貿易和國防交易，其中包括波音歷史上最大的噴氣購買訂單。他還暗示，卡塔爾可以在伊朗的調解中發揮作用，同時重申美國的底線。波音公司一個月內的股票上漲了30％，由於貿易戰爭而被暫停交付的陷阱強烈反彈，並再次成為美國工業實力的象徵。

On Iran, Trump has resumed the “maximum pressure” strategy since February, imposing comprehensive sanctions on Iran's oil exports, banking, shipping and insurance industries through executive orders and national security memoranda, aiming to reduce Iran's revenue to zero. In contrast, Gulf allies have gained support through AI chip deals, defense upgrades and investment partnerships, while Iran faces deepening isolation and a severe economic shock. The message is clear: either comply or be isolated.

在伊朗，特朗普自2月以來就恢復了“最大壓力”戰略，通過行政命令和國家安全備忘錄對伊朗的石油出口，銀行，運輸和保險行業實施了全面的製裁，旨在將伊朗的收入降低到零。相比之下，海灣盟友通過AI CHIP交易，國防升級和投資夥伴關係獲得了支持，而伊朗面臨加深的隔離和嚴重的經濟衝擊。消息很清楚：遵守或隔離。

The last stop of Trump's Middle East trip was the United Arab Emirates, where the Sheikh Zayed Grand Mosque was closed for the first time due to a foreign visit. The United States and the UAE announced a preliminary agreement to allow the latter to import 500,000 Nvidia AI chips each year starting this year. These chips will power large AI data centers in the UAE, which are mainly operated by American cloud service providers.

特朗普中東之行的最後一站是阿拉伯聯合酋長國，由於外國訪問，謝赫·扎伊德大清真寺首次關閉。美國和阿聯酋宣布了一項初步協議，允許後者每年從今年開始進口500,000個NVIDIA AI芯片。這些芯片將為阿聯酋的大型AI數據中心提供動力，這些數據中心主要由美國雲服務提供商運營。

In addition, the U.S. Department of Commerce disclosed the "U.S.-UAE AI Acceleration Cooperation Framework" to expand AI infrastructure in the Gulf region. Trump and Sheikh Mohammed jointly announced plans for a 5-gigawatt AI park, one of the largest AI projects outside the United States. It is worth noting that the UAE has pledged to invest $1.4 billion in the United States over the next decade and is building an increasingly

此外，美國商務部披露了“ US-UAE AI加速合作框架”，以擴大海灣地區的AI基礎設施。特朗普和謝赫·穆罕默德（Sheikh Mohammed）共同宣布了一個5 gigawatt AI公園的計劃，這是美國以外最大的AI項目之一。值得注意的是，阿聯酋已承諾在未來十年內向美國投資14億美元，並正在建立越來越多的