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US Pentagon official’s Manila speech exposes alliance fragility, with Philippines likely to bear costs of provocations: Chinese expert_我的网站

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一 | K图 000660_0 　　据媒体最新报道，韩国存储芯片巨头SK海力士的工会成员周二投票否决了一项经过两个月谈判达成的初步薪资协议，超过50%的投票者投出反对票。

二 |

Illustration: Liu Rui/GTUS Pentagon official Elbridge Colby's latest Manila speech, in which he called on allies to "invest more" in their own defense and stressed that Washington wants "partners, not protectorates," has drawn attention from some Philippine media. Colby's claims also expose the fragility of the Manila-Washington alliance and Washington's push to enlist "Indo-Pacific" allies in serving its own strategic interests, a Chinese expert said, warning that the Philippines, by placing itself on the front line of provocations against China, risks being a geopolitical pawn left to bear the consequences on its own.
While delivering a speech at the Stratbase Institute in Manila, Philippines, on Monday, Colby, the Under Secretary of War for Policy, laid out the US' so-called "flexible realism" approach to the Indo-Pacific, stressing that the US is "definitely not disengaging from Asia" but strengthening its forward posture and seeking to build a "denial defense" along the First Island Chain, according to a transcript of the speech released on the US Department of War website.
At the same time, he called on US allies and partners to step up, invest more in their own defense, and take responsibility for their own sovereign security. "We are looking for partners, not protectorates," Colby claimed.
The claims have drawn attention from some Philippine media outlets, with some linking them to the South China Sea issue. However, the transcript of Colby's speech showed that he did not mention China, the Global Times found.
A Manila Bulletin report noted that after calling on allies to invest more in defense, Colby cited the Philippines as an example of the "kind of partner Washington wants to work with." He praised Manila for "strengthening its military and coast guard capabilities while deepening operational cooperation with the US" amid what the report described as China's "aggression" in the South China Sea.
Colby's visit to Manila marked his first official trip to Southeast Asia as an undersecretary under the Trump administration. He is scheduled to travel from Manila to Jakarta, Indonesia; Bangkok, Thailand; and Phnom Penh, Cambodia, said the report.
Meanwhile, a Manila Standard report interpreted Colby's remarks as showing that "the US is working closely with the Philippines" to strengthen Manila's military capabilities and protect its sovereign rights in the South China Sea, despite the fact that Colby did not mention China in his speech.
The US appears to be adopting a more retrenchment-style approach, shifting from leading directly to relying on regional allies to take the frontline role while providing support. This approach allows Washington to advance its interests while lowering its own costs, Song Zhongping, a Chinese military affairs expert, told the Global Times.
Song noted that Washington seeks to use repeated maritime frictions to tie down Chinese resources, which helps explain Colby's praise for Manila: the Philippines bears part of Washington's strategic burden while receiving largely rhetorical US support.
A South China Morning Post report on Tuesday noted that Colby avoided mentioning the recent disputes over Huangyan Dao, despite Washington having criticized China's establishment of a nature reserve there just two days earlier. The report described the omission as a "measured tone" ahead of a potential meeting between the Chinese and US leaders.
Washington's primary concern is its own interests. At the core of its "Indo-Pacific strategy" is strengthening its alliance network by pushing partners such as the Philippines to shoulder greater security burdens in pursuit of US strategic goals. As US-China diplomatic dynamics evolve, countries serving as Washington's geopolitical spearheads in confrontations with China risk being left behind, said some observers.
Song noted that this also reveals the fragility of the US-Philippine relationship.
The US has encouraged the Philippines to take the front line in confrontations with China while offering mostly rhetorical support. Should tensions escalate, Manila would bear much of the cost on its own, said the expert.
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　　据悉，在参与投票的15045名员工中，有50.08%的人反对该协议。

三 | 赞成票和反对票之间的差距仅为25票。　　SK海力士管理层与工会预计将恢复谈判，后续讨论的重点很可能围绕绩效奖金支付制度展开，而这正是劳资双方的核心分歧点所在。　　不少员工反对超过一半的奖金以股票形式发放，因为他们对SK海力士股价的波动性感到担忧。该股6月曾在AI热潮的推动下创下历史新高，但随后因市场担忧AI巨额投入可能无法获得相应回报而大幅回调。

四 | 　　上周，SK海力士与其工会就2026年度薪资及集体谈判达成初步协议。这项协议包括6.3%的薪资增长，以及对SK海力士利润分享奖金计划的调整：其中40%的奖金以现金形式发放，60%以公司股份形式发放，而此前为全部由现金支付。　　在该初步协议下，奖金总额的40%将在当年以现金形式发放；其余60%以公司股票形式发放，其中占总奖金40%的股票可在当年自由变现，剩余20%的股票则递延发放。　　去年，SK海力士劳资双方约定取消利润分红上限，规定每年提取营业利润的10%作为奖金池，并设定为80%当年现金支付、20%递延两年以现金支付的发放机制。　　作为全球第二大存储芯片制造商，SK海力士正凭借人工智能应用对高带宽存储器（HBM）芯片的旺盛需求持续获得丰厚利润。随着利润暴涨，SK海力士员工希望获得更高的奖金，股东则期待分红、回购等资本回报。

五 | 　　SK海力士上周宣布，其董事会已批准一项决议，拟回购并注销价值40万亿韩元（约合283亿美元）的股票。此举旨在将公司凭借AI浪潮所获得的丰厚收益回馈给投资者。　　周二，SK海力士股价大跌，截至发稿，下跌4.55%，报1595000韩元，盘中跌幅一度接近7%。　　美国芯片股抛售潮也波及了韩国芯片股。截至发稿，三星电子股价下跌约2%。　　由于英伟达财报发布前市场谨慎情绪升温，隔夜美股市场，美光科技和闪迪等芯片厂商股价暴跌。（文章来源：财联社）。