美机构盘点“21万亿在美投资承诺”

Group 1 - The actual investment situation in the U.S. is significantly lower than the claimed $21 trillion, with Bloomberg Economics estimating it to be only a few trillion dollars [1] - The White House claims that current deals have secured trillions in manufacturing and job opportunities, as well as new export opportunities for U.S. companies [1] - Bloomberg's analysis of 137 projects revealed that out of the reported $9.6 trillion, only $7 trillion can be considered as real investments [2] Group 2 - Among the $9.6 trillion, $2.6 trillion are not direct investments but agreements related to natural gas purchases or bilateral trade expansions [2] - $3.5 trillion of the investment projects are based on commitments from various countries, with over half relying on intangible promises [2] - The private sector contributed $3.5 trillion, with $2.9 trillion related to data centers and AI infrastructure, primarily driven by tech companies like Apple, Meta, and Nvidia [2] Group 3 - The significant investment commitments from sovereign nations add complexity to the $21 trillion target, with notable commitments from the UAE, Qatar, Saudi Arabia, and Japan often tied to trade expansions rather than new capital expenditures [3] - The automotive industry is experiencing strategic adjustments rather than new investments, as companies shift back to gasoline vehicle production due to the cancellation of electric vehicle subsidies [3] - Recent private sector investments include Nokia's $4 billion commitment for AI-related network connections and Foxconn's $569 million investment in Wisconsin [3]