2025年2月05日，星期三，第1171期

为什么说美国通过“星际之门”试图迫使各方基于中美AI技术谁强谁弱的层面，在非传统安全层面选边站队？

【媒体报道】

2月1日，美国政府宣布以芬太尼等问题为由对所有中国输美商品加征10%关税。美方单边加征关税的做法严重违反世界贸易组织规则，不仅无益于解决自身问题，也对中美正常经贸合作造成破坏。

根据《中华人民共和国关税法》、《中华人民共和国海关法》、《中华人民共和国对外贸易法》等法律法规和国际法基本原则，经国务院批准，自2025年2月10日起，对原产于美国的部分进口商品加征关税。有关事项如下：一、对煤炭、液化天然气加征15%关税；二、对原油、农业机械、大排量汽车、皮卡加征10%关税；三、对原产于美国的附件所列进口商品，在现行适用关税税率基础上分别加征相应关税，现行保税、减免税政策不变，此次加征的关税不予减免。

2月4日，商务部和海关总署联合发布公告称，为维护国家安全和利益、履行防扩散等国际义务，经国务院批准，决定对钨、碲、铋、钼、铟相关物项实施出口管制。

【讨论纪要】

●DeepSeek的成功不是偶然，而是必然

在正式开始讨论前，我们就“DeepSeek效应”简单补充一些内容。

大家知道，在中华文明的主要载体中就包括汉字，其具有高信息密度与语义凝练、结构化思维的天然映射和跨模态融合的桥梁等特点。这也是东方时事解读很多年前就明确强调，汉字（汉语）在人工智能的层面有特殊的优势的主要原因所在。今天，DeepSeek的成功已经初步证明了这一评估的正确性。

众所周知，西方的二进制产生了现代的计算机，东方的《易经》是中国古老的经典。二者之间似乎隔着时间与空间不逾越的鸿沟。但二进制的产生，确实从《易经》中获得灵感，甚至可以说，源自《易经》。

值得一提的是，DeepSeek的母公司，幻方科技，其名称中的“幻方”很可能受到了中国古代数学的影响。幻方是一种将数字安排在正方形格子中，使每行、列和对角线上的数字和都相等的方法。幻方也是一种中国传统游戏。旧时在官府、学堂多见。它是将从一到若干个数的自然数排成纵横各为若干个数的正方形，使在同一行、同一列和同一对角线上的几个数的和都相等。类似的情况还有“九章”量子计算机，其名称中的“九章”也很可受到中国古代著名数学著作《九章算术》的启发。不难看出，中国古文化在去掉糟粕后是非常优秀的。所以，在我们看来，DeepSeek今天的成功不是偶然，而是必然。

对西方来说，“DeepSeek效应”让他们的处境非常尴尬：第一，不得不跟。因为DeepSeek真的很好用。他们不用但不代表没有别人去用，恰恰相反，使用者大有人在，其中就包括西方阵营中的“一些人”，比如，在英伟达和AMD之争中就体现的淋漓尽致。关于DeepSeek，近日，AMD董事长兼CEO苏姿丰表示，我们认为模型和算法的创新有利于AI的应用。出现了可以用更少的基础设施来实现训练和推理能力的新方法，这是件好事，因为它使我们能够继续在更广泛的应用领域内部署AI计算，获得更多采用，这为AMD在整个业务中创造了前所未有的增长机会；第二，当英伟达迫于AMD使用DeepSeek也不得不跟进后，西方阵营中的“更多人”也都不约而同的跟上“世界潮流”，纷纷拥抱DeepSeek。比如，OpenAi。有趣的是，近日，有媒体报道称，OpenAi o3-mini被曝使用中文进行推理。在我们看来，之所以会出现这种奇怪的现象，或与汉字的组成和英语单词的构成有本质区别有关。OpenAi也许已经发现，如果他们的AI应用想要更高效的运行和节省资源只能按汉字构字的逻辑进行。而所谓的“反馈英文”显然是是从“中文的运行结果”翻译过去的。不难想象的是，如果未来在AI层面大量普及“从中文翻译为英文”的情况，中华文明距离复兴恐怕就真的不远了。

●特朗普政府试图基于“美国模式好，还是中国模式好”的层面，透过“合纵连横，远交近攻”策略，迫使方方面面“选边站队”

DeepSeek的出现对OpenAI打击很大，对“星际之门”项目打击很大，如果在“中国模式VS美国模式”层面去观察，这种打击效应则更大。

说到“星际之门”项目，我们不妨多说两句。

大家知道，尽管美国制造业早已经重空心化，且随着时间的推移，仅存的制造业也在不断的萎缩，但由于美元相对金融霸权尚存，只要美元不倒，美国就还能买东西。所以，在加关税的问题上，尽管对美国构成一定影响，但不是最致命，最致命的则在“DeepSeek效应”对美国金融维稳的剧烈冲击上，比如，对“星际之门”项目构成的严重冲击。

在我们看来，特朗普政府，或者说，代言西方资本利益的美国资本利益力推“星际之门”计划，究其本质还是基于“讲故事”的层面，在全球范围内进行融资以服务于虚拟经济。且在推进计划的过程中，内嵌了“只要你相信美国的AI强于中国的AI，就不愁融资”，且在此基础上，相关方方面面，包括国家、公司，甚至个人都要就此做出选择的险恶意图。或者说的再直白一些，基于非传统安全层面，透过AI技术及应用这个“透镜”，逼迫全球方方面面，在“中国模式”与“美国模式”之间，通过“鼠标”进行投票（选边站队）。显然，这也一种“合纵连横”与“远交近攻”。

值得注意的是，这种基于非传统安全层面的“合纵连横”与“远交近攻”与传统安全层面交替掩护、配套使用。

就在2月1日，美国总统特朗普签署了一项行政令，对所有来自中国的进口商品施加10%的额外关税，以及2月3日，巴拿马总统穆利诺在与美国国务卿卢比奥会谈后表示，巴拿马政府不会与中国续签“一带一路”倡议谅解备忘录后，2月5日，特朗普政府通过媒体吹风，希望在24小时内和中国最高领导人进行接触。

作为应对手段，中国一方面针对美方具体措施，本着“底线思维，对等反击”的原则，进行针锋相对的反制，比如：国务院关税税则委员会称，对原产于美国的部分进口商品加征10%到15%关税，以及中国决定对钨、碲、铋、钼、铟等实施出口管制；另一方面继续推动中国自己的“合纵连横”与“远交近攻”。

●“美国总统交班”仍处于“血雨腥风”之中，这或是“特朗普们”急于寻求“外援”的主要原因

我们注意到，2月5日，根据泰国政府的决定，当天早上9时泰国开始对泰缅边境的缅甸地区断网、断电和断油。而在此前一天，也就是2月4日，泰国政府举行内阁会议批准中泰铁路合作项目二期工程。

前者，泰国政府显然在配合中国打击电诈，而后者泰国政府显然在“美国模式好，还是中国模式好”的问题上“押宝”中国。与柬埔寨类似，泰国也做出了自己的选择。与泰国有类似想法的还有吉尔吉斯斯坦，显然他们看懂了一件事，尽管美帝在全球范围内，基于传统，尤其是非传统安全层面，透过“合纵连横、远交近攻”的策略迫使全球范围内的方方面面“选边站队”，但由于特朗普政府不论是对外，尤其是对内，想要将“合纵连横、远交近攻”策略玩起来的前提都是处理好对华关系，所以，在中国周边地区，美国只能搞一些小动作，而不敢“用力太猛”，否则，中国有能力在全球范围内，基于各个层面对特朗普政府的对外、对内政策进行猛烈、连续的致命干扰，甚至冲击，如此一来，好不容易夺过总统宝座的“特朗普们”恐怕只能“出师未捷身先死”了。更何况美国内部的“恶斗”仍然是“没有最激烈，只有更激烈”。

2月2日，马斯克在社交平台上发文公开指责美国国际开发署，宣称新冠病毒为美国国际开发署资助研发的生物武器，且指出该机构还资助研发了其他生物武器，这些生物武器已致使数百万人丧生。

美国企业家埃隆·马斯克正在领导特朗普政府新成立的“政府效率部”，人称“马部长”，尽管“新冠病毒为美国国际开发署资助研发的生物武器”这一论断仍缺少直接证据，但毕竟马斯克不是单纯的“民间人士”，而是“政府官员”。所以，“新冠病毒为美国国际开发署资助研发的生物武器”这种说法，尤其从马斯克口中说出还是具有相当可信度的，更何况，马斯克就是我们常说的西方资本利益，或者说代言西方资本利益的美国资本利益之“拓扑结构图”中的一个重要节点。

不过，在我们看来，马斯克之所以公开去讲“新冠病毒为美国国际开发署资助研发的生物武器”，其首要目的恐怕并不在于揭露西方邪恶势力的反人类暴行，而在于“炮打美国卫生系统”。或者说，要重新划分美国卫生系统的这块“大蛋糕”——以“马斯克们”为代表的新势力已经对旧势力磨刀霍霍。

显然，尽管1月20日已过半月有余，但“美国总统交班”仍处于“血雨腥风”之中，且美国“内斗”最终走向仍极度不可预测，这也是特朗普急于寻求“外援”的主要原因（特朗普要做“希特勒第二”，如果中国捣乱，铁定没戏）。特朗普知道的知道，他们唯一的希望就是虚拟经济，“DeepSeek效应”对美国金融稳定的冲击已经说明了这一点。

最后需要补充的是，春节期间，有关美国“B-2”轰炸机在南海失踪的息满天飞，比如，有媒体曝料称，1月31号，美国“B-2”轰炸机在南海搞了一场“超低空隐身飞行”，想借此躲避雷达探测，展示其强大的突防能力。但没想到的是，这场精心策划的“飞行表演”却遭遇了尴尬，其在返回基地的过程中，突然定位系统失灵，以至于这架“B-2”轰炸机自己都不知道在哪。

对此，大家不妨持续关注，如果传闻最终被证实，则意味着中美双方在春节之间于传统安全层面进行了激烈交手，这与中美双方于非传统安全层面，比如“DeepSeek效应”以及美国对中国商品加增关税，中国针锋相对进行反击等一系列激烈交手是相呼应的，但似乎无论是哪个方面，均已美国失败告终。也许这才是英伟达、微软、亚马逊等在“DeepSeek效应”的第二时间、甚至第三时间（第一时间他们更多展现的是“团结一致”对DeepSeek疯狂围追堵截，最典型的案例就是围绕DeepSeek展开的那场惊心动魄的“网络攻防战”）最终选择“打不过就加入”的主要原因。

Wednesday, February 5, 2025, Issue No. 1171

Why is it said that the US is trying to force all parties to take sides on the non-traditional security front based on who is stronger in AI technology between China and the US through the "Stargate"?

[Media Coverage]

On February 1st, the US government announced that it would impose a 10% tariff on all goods imported from China, citing issues such as fentanyl. The unilateral imposition of tariffs by the US seriously violates World Trade Organization rules, is not conducive to solving its own problems, and disrupts normal economic and trade cooperation between China and the US.

In accordance with the Customs Law of the People's Republic of China, the Maritime Customs Law of the People's Republic of China, the Foreign Trade Law of the People's Republic of China, and other laws and regulations, as well as basic principles of international law, with the approval of the State Council, starting from February 10th, 2025, tariffs will be imposed on certain imported goods originating from the US. The relevant matters are as follows: 1. A 15% tariff will be imposed on coal and liquefied natural gas; 2. A 10% tariff will be imposed on crude oil, agricultural machinery, large-displacement vehicles, and pickup trucks; 3. For the imported goods listed in the annex originating from the US, corresponding tariffs will be imposed on the basis of the current applicable tariff rates. The current bonded and tax exemption policies remain unchanged, and the additional tariffs imposed this time will not be exempted or reduced.

On February 4th, the Ministry of Commerce and the General Administration of Customs jointly issued an announcement stating that, in order to safeguard national security and interests and fulfill international obligations such as non-proliferation, with the approval of the State Council, it was decided to implement export controls on related items of tungsten, tellurium, bismuth, molybdenum, and indium.

【Discussion Summary】

●The success of DeepSeek is not accidental, but inevitable

Before we begin the formal discussion, let's briefly elaborate on the "DeepSeek effect".

As we all know, Chinese characters are one of the main carriers of Chinese civilization, characterized by high information density, semantic condensation, natural mapping of structured thinking, and a bridge for cross-modal integration. This is also the main reason why East Asia Timely Interpretation has emphasized for many years that Chinese characters (language) have special advantages in the field of artificial intelligence. Today, the success of DeepSeek has preliminarily proved the correctness of this assessment.

It is well-known that the binary system in the West gave birth to modern computers, while the "I Ching" is an ancient Chinese classic. There seems to be an insurmountable gap in time and space between the two. However, the binary system did indeed draw inspiration from the "I Ching", or even originated from it.

It is worth mentioning that the parent company of DeepSeek, Huanfang Technology, likely drew inspiration from ancient Chinese mathematics for its name, which includes "Huanfang" (magic square). A magic square is a method of arranging numbers in a square grid so that the sum of the numbers in each row, column, and diagonal is equal. It is also a traditional Chinese game, commonly seen in government offices and schools in the past. Similarly, the name "Jiuzhang" in the "Jiuzhang" quantum computer may also be inspired by the ancient Chinese mathematical work "The Nine Chapters on the Mathematical Art". It is not difficult to see that ancient Chinese culture, after removing the dross, is extremely excellent. Therefore, in our view, the success of DeepSeek today is not accidental, but inevitable.

For the West, the "DeepSeek effect" puts them in a very awkward position: First, they have to follow suit. Because DeepSeek is really good, and even if they don't use it, it doesn't mean that no one else will. On the contrary, there are plenty of users, including "some people" in the Western camp, as evidenced by the competition between NVIDIA and AMD. Regarding DeepSeek, recently, AMD's Chairman and CEO Lisa Su said, "We believe that innovation in models and algorithms is beneficial for AI applications. The emergence of new methods that can achieve training and inference capabilities with less infrastructure is a good thing, because it allows us to continue deploying AI computing in a wider range of applications, gaining more adoption, and creating unprecedented growth opportunities for AMD across its business." Second, when NVIDIA, pressured by AMD's use of DeepSeek, had to follow suit, "more people" in the Western camp also followed the "world trend" and embraced DeepSeek, such as OpenAI. Interestingly, recently, it was reported that OpenAI's o3-mini was exposed to be using Chinese for reasoning. In our view, the reason for this strange phenomenon may be related to the fundamental difference between the composition of Chinese characters and the formation of English words. OpenAI may have discovered that if they want their AI applications to run more efficiently and save resources, they can only do so by following the logic of Chinese character formation. The so-called "feedback in English" is obviously translated from the "results in Chinese". It is not difficult to imagine that if the use of "translating from Chinese to English" becomes widespread in the AI field in the future, the revival of Chinese civilization may indeed be just around the corner.

●The Trump administration attempted to force various parties to "choose sides" through a strategy of "forming alliances and dividing enemies, making distant allies and attacking nearby enemies" based on the premise of "which is better, the American model or the Chinese model?"

The emergence of DeepSeek has dealt a heavy blow to OpenAI and an even greater blow to the "Stargate" project. If we observe this from the perspective of the "Chinese model vs. American model," the impact is even more significant.

Speaking of the "Stargate" project, let's elaborate a bit.

As we all know, despite the long-term hollowing out of the U.S. manufacturing sector and the continuous shrinkage of what remains over time, the relative financial hegemony of the U.S. dollar still exists. As long as the dollar stands, the United States can still buy things. Therefore, although imposing tariffs has a certain impact on the United States, it is not the most fatal. The most fatal blow lies in the severe impact of the "DeepSeek effect" on U.S. financial stability, such as the serious impact on the "Stargate" project.

In our view, the Trump administration, or rather, the U.S. capital interests that represent the interests of Western capital, are promoting the "Stargate" plan essentially based on the level of "storytelling" to raise funds globally to serve the virtual economy. In the process of advancing the plan, they have embedded the sinister intention of "as long as you believe that American AI is stronger than Chinese AI, you don't have to worry about funding," and on this basis, all relevant parties, including countries, companies, and even individuals, must make a choice. To put it more bluntly, based on the non-traditional security level, through the "lens" of AI technology and applications, they are forcing all aspects of the world to vote (choose sides) between the "Chinese model" and the "American model" with their "mouse." Obviously, this is also a form of "forming alliances and dividing enemies" and "making distant allies and attacking nearby enemies."

It is worth noting that this "forming alliances and dividing enemies" and "making distant allies and attacking nearby enemies" based on the non-traditional security level alternates and complements the traditional security level.

On February 1st, U.S. President Trump signed an executive order imposing an additional 10% tariff on all imports from China. On February 3rd, after meeting with U.S. Secretary of State Rubio, Panamanian President Mulino stated that the Panamanian government would not renew the memorandum of understanding on the "Belt and Road" initiative with China. Then, on February 5th, the Trump administration, through media briefings, expressed its hope to contact China's top leaders within 24 hours.

As a response, China, on the one hand, based on the principle of "thinking from the bottom line and responding with equal countermeasures," took targeted countermeasures against specific U.S. measures. For example, the Tariff Commission of the State Council announced that it would impose tariffs ranging from 10% to 15% on some imports originating from the United States, and China decided to impose export controls on tungsten, tellurium, bismuth, molybdenum, and indium. On the other hand, China continued to promote its own "forming alliances and dividing enemies" and "making distant allies and attacking nearby enemies."

●The "transition of U.S. presidency" is still in a "bloody" state, which may be the main reason why the "Trumps" are eager to seek "foreign aid"

We noted that on February 5th, based on the decision of the Thai government, Thailand began cutting off the internet, electricity, and fuel supplies to Myanmar regions along the Thai-Myanmar border at 9 a.m. that day. And the day before, on February 4th, the Thai government held a cabinet meeting to approve the second phase of the Sino-Thai railway cooperation project.

In the former case, the Thai government is clearly cooperating with China in combating telecommunications fraud, while in the latter, it is evident that the Thai government is "betting" on China when it comes to the question of "which is better, the American model or the Chinese model." Similar to Cambodia, Thailand has made its own choice. Kyrgyzstan shares a similar viewpoint, indicating that they have understood one thing: despite the fact that the US, based on tradition and especially non-traditional security aspects, employs strategies of "allying with distant states to attack nearby ones" to force various parties worldwide to "choose sides," the Trump administration, both externally and internally, needed to manage its relations with China as a prerequisite for effectively implementing such strategies. Therefore, in the regions surrounding China, the US can only engage in minor maneuvers and dare not "push too hard." Otherwise, China has the capability to launch fierce and continuous fatal interferences or even impacts on the Trump administration's foreign and domestic policies on various levels globally. As a result, the "Trumps" who have finally seized the presidency may end up "dying before they achieve their goals." Furthermore, the "fierce battles" within the US continue to escalate with no sign of abating.

On February 2nd, Musk posted on a social platform, publicly accusing the U.S. Agency for International Development (USAID) of funding the research and development of COVID-19 as a biological weapon, and pointed out that the agency had also funded the development of other biological weapons, which had killed millions of people.

Elon Musk, an American entrepreneur, is leading the newly established "Department of Government Efficiency" under the Trump administration, known as "Minister Ma." Although there is still a lack of direct evidence to support the claim that "COVID-19 is a biological weapon funded by USAID," Musk is not just an ordinary "civilian" but a "government official." Therefore, the statement that "COVID-19 is a biological weapon funded by USAID," especially coming from Musk, has considerable credibility. Moreover, Musk is an important node in the "topology map" of Western capital interests, or the U.S. capital interests that represent Western capital interests, as we often say.

However, in our view, the primary purpose of Musk's public statement that "COVID-19 is a biological weapon funded by USAID" is probably not to expose the anti-human atrocities of Western evil forces, but to "attack the U.S. healthcare system." In other words, it aims to redistribute the "big cake" of the U.S. healthcare system – the new forces represented by "Musks" are already sharpening their knives against the old forces.

Obviously, although it has been more than half a month since January 20th, the "transition of U.S. presidency" is still in a "bloody" state, and the final outcome of the "internal struggle" in the United States is extremely unpredictable. This is also the main reason why Trump is eager to seek "foreign aid" (Trump wants to be the "second Hitler," and if China causes trouble, he will surely fail). Trump knows that their only hope lies in the virtual economy, and the impact of the "DeepSeek effect" on U.S. financial stability has already illustrated this point.

Finally, it should be added that during the Spring Festival, there was a lot of information about a U.S. "B-2" bomber going missing in the South China Sea. For example, some media reported that on January 31st, a U.S. "B-2" bomber conducted an "ultra-low-altitude stealth flight" in the South China Sea, intending to evade radar detection and demonstrate its strong penetration capability. However, this carefully planned "flight performance" encountered embarrassment. During its return to the base, the navigation system suddenly malfunctioned, so the "B-2" bomber didn't even know where it was.

Regarding this, everyone can continue to pay attention. If the rumor is eventually confirmed, it means that China and the United States engaged in fierce confrontations at the traditional security level during the Spring Festival, which echoes the fierce confrontations between China and the United States at the non-traditional security level, such as the "DeepSeek effect" and the U.S. imposition of additional tariffs on Chinese goods, as well as China's tit-for-tat response. However, it seems that the United States has ended up failing in every aspect. Perhaps this is the main reason why NVIDIA, Microsoft, Amazon, and others ultimately chose to "join if they can't beat them" in the second or even third phase of the "DeepSeek effect" (in the first phase, they mainly demonstrated "solidarity" in their frantic pursuit and blockade of DeepSeek, with the most typical case being the thrilling "cyber attack and defense war" centered around DeepSeek).

Disclaimer: In case of any discrepancies in the specific content, please refer to the 'Eastern Current Affairs Interpretation Audio' for the most accurate information.

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