刘煜辉言论刷屏！中美博弈，每次碰撞都是中国资产倒车接人良机

Core Insights - The essence of the trade war is the ultimate confrontation between China's industrial power and the financial power of the US dollar, with China's industrial power becoming increasingly dominant over the past 20 years [1][2] - By 2024, China's manufacturing output is projected to account for 35% of global manufacturing, with expectations to rise to 45% by 2030, indicating a significant upward trend in China's industrial capabilities [1] - The ongoing US-China rivalry necessitates long-term preparation, as each confrontation presents important investment opportunities in China's core assets [2] Group 1 - China is the most capable economy in the world to achieve zero tariffs, indicating a strong industrial capacity and a willingness to open up further [3][7] - The restructuring of global order and balance is seen as a historical long-term strategic competition between the US and China, with gold being recommended as a long-term investment strategy [3][5] - The acceptance of China's rise and the new global order by the US is crucial for alleviating economic pain, suggesting a need for cooperation rather than conflict [5][7] Group 2 - The mismatch between industrial power and financial power is a root cause of ongoing conflicts, with a potential rebalancing of macroeconomic accounts in the US being threatened [2] - The strategy of investing in China's core assets during periods of intense competition is emphasized as a sound approach for capital markets [3][2] - The future global order is expected to see a significant increase in the weight of RMB-denominated assets, aligning with China's strong industrial structure [7]