全球金融论坛 施康：全球多元化体系正在进行重塑

Group 1 - The global economic landscape is undergoing significant adjustments, with a shift towards a diversified system amid increasing geopolitical tensions [1][2] - Current global cooperation is in a "consensus deficit phase," with challenges in negotiation mechanisms and an overall pessimistic outlook for future collaboration [2][3] - The U.S.-China trade conflict is a critical element, with long-term implications for global trade dynamics, as China seeks to promote inclusivity through initiatives like the Belt and Road [2][3] Group 2 - China is transitioning from an export-driven economy to one focused on domestic consumption, marking a key phase in its economic transformation [2][3] - High household savings rates in China are attributed to insufficient social security systems, prompting the government to implement policies aimed at enhancing consumer confidence and spending [3] - The U.S. dollar remains a dominant global reserve currency and a "safe haven" asset, despite recent challenges, with calls for optimizing global liquidity mechanisms rather than suppressing other currencies [4] Group 3 - The need for international cooperation is emphasized, as geopolitical factors such as regulation and sanctions must be considered in global investment strategies [4] - The global economic governance is at a crossroads, with the necessity to move beyond zero-sum games in both China's domestic demand transformation and the optimization of the dollar system [4]