Group 1 - Trump's tariff policy is pushing the US economy towards a cliff, while financier Ackman supports increased tariffs on China and prioritizes American interests [2] - Ackman argues that the US should not rush in trade negotiations, suggesting that China should be more eager to reach a compromise [2] - He claims that a 145% tariff on Chinese goods will accelerate the relocation of supply chains from China to countries like India, Vietnam, and Mexico [2] Group 2 - Ackman believes that prolonged negotiations favor the US, stating that "time is a friend to the US and an enemy to China" [4] - Despite Ackman's support for high tariffs, the reality is more complex, as companies like Apple face challenges in relocating production to India due to a lack of supply chain infrastructure and higher costs [4] - A survey indicates that over 70% of US companies in China plan to move production out, but only 17% have taken action, highlighting the difficulties in supply chain relocation [10]
华尔街富豪:优势在美,大国因自尊拒绝协商,将丧失供应链地位!
Sou Hu Cai Jing·2025-04-28 21:53