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特朗普要全方位制裁中国?美国参议院正式提交法案,要制裁中国,其中两项恐比关税还要猛
Sou Hu Cai Jing·2025-08-07 05:47

Group 1 - The U.S. Senate has submitted a sanctions bill against China, which could lead to freezing Chinese assets in the U.S. and blacklisting Chinese banks, significantly impacting China's financial presence in the U.S. [1][3] - The bill's broad definition of "financial institutions" means that any bank with business ties to China could be affected, potentially disrupting global cross-border settlements that rely on SWIFT [3][5] - The political climate shows a surge in anti-China political advertising, with spending reaching $190 million in the last 90 days, three times higher than the previous year, indicating a strong push for sanctions [3][5] Group 2 - The potential sanctions could lead to significant market reactions, with predictions that the MSCI China Index could drop by another 15% if sanctions are implemented [5] - The Chinese government is preparing countermeasures, including increasing offshore RMB liquidity to stabilize the currency, which has only depreciated slightly against the USD compared to previous trade tensions [7][8] - The sanctions could also impact U.S. companies, with warnings from the semiconductor industry that banning Chinese customers could result in a loss of $43 billion in annual revenue for major firms like Qualcomm and Nvidia [7][8] Group 3 - The sanctions bill includes secondary sanctions that could penalize third-country banks that continue to conduct business with China in USD, potentially forcing global central banks to choose between the U.S. dollar and China [7][8] - China's leverage includes its significant holdings of U.S. Treasury bonds, which could lead to increased U.S. interest rates if sold off, impacting the U.S. economy [3][8] - The geopolitical landscape is shifting, with countries like Vietnam, Mexico, and Indonesia seeing increased industrial activity as companies consider relocating supply chains in response to the sanctions [11]