美国最终服软,贸易战告一段落,5千亿外资涌入,中方成最大赢家
Sou Hu Cai Jing·2025-10-28 08:43

Group 1 - The core point of the article is the significant easing of the US-China trade tensions, marked by the cancellation of the planned 100% tariffs on China by the US Treasury Secretary [1][3] - The global capital markets reacted positively to this policy shift, with stock markets rising and exchange rates stabilizing, indicating a sense of relief among investors [3] - The trade war, which has lasted nearly seven years, has shown signs of substantial de-escalation, with China emerging as a winner by maintaining its position in global supply chains [4][6] Group 2 - The US's decision to retreat from imposing higher tariffs is seen as a recognition of reality rather than a sign of weakness, as continued conflict could lead to faster economic deterioration for the US [7] - China's foreign investment data has improved significantly, with actual foreign investment exceeding 570 billion RMB in the first three quarters, and a year-on-year increase of over 11% in September [7][9] - Foreign investments are increasingly directed towards high-end manufacturing, new energy, and digital economy sectors, indicating a shift from low-end production to more advanced industries [7][9] Group 3 - Although the tariff issue has been postponed, other contentious topics such as technology and intellectual property rights remain unresolved, suggesting that future negotiations are likely [11] - China has evolved from a passive participant to a more assertive player in the global arena, actively addressing its technological shortcomings in areas like semiconductors and artificial intelligence [11][13] - The US's concessions are viewed as an indirect acknowledgment of China's strategic resilience, with the current situation reflecting a shift in power dynamics [13]