往返

在加密和AI相交的时代，真正重要的故事通常被隐藏在喧嚣之外。

input: 13 May 2024

输入：2024年5月13日

Original: The Round Trip

原始：往返

Compiled by: Yuliya, PANews

汇编：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相交的时代，真正重要的故事通常被隐藏在喧嚣之外。为了找到这些被忽视的真相，Panony和Web3.com Ventures共同启动了英语视频节目“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：该视频于5月16日发布，某些数据和动态可能与当前情况有所不同。

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

中国和美国暂时暂停关税，市场情绪迅速恢复

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，美国和中国达成了一项临时协议，将关税分别降低到30％和10％。该消息对市场产生了积极的影响，股市迅速上升。美国财政部长斯科特·巴斯坦特（Scott Basant）称其为“重置”，并透露将在未来几周内进行更广泛的谈判。

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，为期90天的关税停战不是真正的和平，而只是短暂的停顿。然而，这一举动足以将活力注入风险资产。加密货币市场是全球情绪的“超级活跃压力表”，迅速做出了反应，有时会达到创纪录的高点，有时由于获利而倒退。市场参与者正在密切关注即将到来的宏观数据。目前，标准普尔500指数在今年的阳性，道琼斯琼斯和纳斯达克距离年初的水平仅1％不到1％。

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

特朗普的中东之旅：AI，防守和新游戏以外的石油

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.

特朗普于5月13日从叙利亚沙特阿拉伯到阿拉伯联合酋长国开始了为期四天的中东访问，无论他走到哪里，都有大笔交易。沙特阿拉伯不仅接待了他作为州客人，而且还签署了1420亿美元的国防命令。沙特阿拉伯还承诺在未来四年内向美国投资6000亿美元的能源，技术和基础设施。此外，双方还达成了一项重要的AI和CHIP合作协议，涉及NVIDIA和AMD等公司，以促进与沙特相关的项目。值得一提的是，沙特阿拉伯在皇家法院附近还安排了一辆移动麦当劳的汽车，皇家法院在皇家法院附近被网民昵称为“麦当劳的外交”，这与拜登上次访问沙特阿拉伯时的冷漠待遇形成了鲜明对比。

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，特朗普还打破了美国和叙利亚高级官员的沉默25年，并与叙利亚总统艾哈迈德·阿尔·沙哈尔（Ahmad Al Shahar）进行了会谈，宣布解除制裁并鼓励叙利亚与以色列之间的关系正常化。这一系列的外交举动显然旨在重建中东的战略结构和技术联盟。

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.

随后，特朗普在卡塔尔签署了数十亿美元的贸易和国防交易，其中包括波音历史上最大的喷气购买订单。他还暗示，卡塔尔可以在伊朗的调解中发挥作用，同时重申美国的底线。波音公司一个月内的股票上涨了30％，由于贸易战争而被暂停交付的陷阱强烈反弹，并再次成为美国工业实力的象征。

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月以来就恢复了“最大压力”战略，通过行政命令和国家安全备忘录对伊朗的石油出口，银行，运输和保险行业实施了全面的制裁，旨在将伊朗的收入降低到零。相比之下，海湾盟友通过AI CHIP交易，国防升级和投资伙伴关系获得了支持，而伊朗面临加深的隔离和严重的经济冲击。消息很清楚：遵守或隔离。

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.

特朗普中东之行的最后一站是阿拉伯联合酋长国，由于外国访问，谢赫·扎伊德大清真寺首次关闭。美国和阿联酋宣布了一项初步协议，允许后者每年从今年开始进口500,000个NVIDIA AI芯片。这些芯片将为阿联酋的大型AI数据中心提供动力，这些数据中心主要由美国云服务提供商运营。

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，美国商务部披露了“ US-UAE AI加速合作框架”，以扩大海湾地区的AI基础设施。特朗普和谢赫·穆罕默德（Sheikh Mohammed）共同宣布了一个5 gigawatt AI公园的计划，这是美国以外最大的AI项目之一。值得注意的是，阿联酋已承诺在未来十年内向美国投资14亿美元，并正在建立越来越多的