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货币战又要来了,欧美逼人民币升值!金融战回旋镖重创美国制造业
Sou Hu Cai Jing·2025-08-22 09:29

Group 1 - The core argument of the articles revolves around the failure of Trump's tariff strategy, which aimed to pressure China into a currency agreement similar to the Plaza Accord, resulting in a significant increase in electric vehicle prices in the U.S. by 23% [2][9] - The U.S. retail giants, including Walmart and Target, have shifted their stance, now willing to absorb tariffs to maintain supply chains, indicating a backlash against the tariff strategy [9] - The financial implications of the tariff war have led to a surge in U.S. debt costs, with the Treasury Department expressing concern over rising interest rates and the potential loss of dollar credibility [12] Group 2 - The articles highlight the contrast between the current U.S.-China trade dynamics and the historical context of Japan's Plaza Accord, emphasizing that China is less likely to concede financial sovereignty due to its strong manufacturing base and foreign reserves [6][10] - The impact of the tariffs has been felt in the semiconductor industry, where China's exports have reached $160 billion, and the rising costs have pressured U.S. automotive and chip manufacturers [4][9] - The emergence of alternative financial systems, such as the digital yuan and regional trade agreements, is seen as a challenge to the dominance of the U.S. dollar, with increasing use of local currencies in trade [12]