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震惊的不只是华尔街,还有美国企业界,“川普2.0”最大误解:关税不是手段,而是目的
华尔街见闻· 2025-03-18 10:51
Group 1 - The core viewpoint of the article is that Trump views tariffs not merely as negotiation tools but as a fundamental solution to America's economic issues, which raises concerns about his governance style and future economic direction [1][2][3] - Trump's communication with major U.S. automakers indicates that tariffs are a definitive goal rather than a bargaining chip, surprising many in the business community who expected a more traditional approach to trade negotiations [2][3] - The article highlights a significant shift in the business environment, as executives are now reassessing their optimistic assumptions about "Trump 2.0" and adapting to a new trade policy landscape [3] Group 2 - The stock market, previously seen as a barometer for Trump's policies, has shown a decline since the introduction of new tariff measures, indicating that market performance may no longer influence his stance [4][6] - Since the start of Trump's new administration, over $1 trillion worth of goods have been subjected to tariff measures, contrasting with the $300 billion in tariffs during his first term [7] - Trump's current administration is characterized by a more unified team that shares his economic views, leading to a more consistent execution of policies compared to his first term [8][10]
商务部回应“中美贸易战是否会升级”
证券时报· 2025-03-06 11:30
商务部部长王文涛3月6日在十四届全国人大三次会议经济主题记者会上发言,回应中美贸易战是否会 升级。 王文涛表示,芬太尼问题,美方必须尊重事实,首先自身要采取积极行动,不能指向中国,甩锅推责。如 果以这个为由对华加征关税更是混淆是非、颠倒黑白。贸易战没有赢家,保护主义没有出路。 王文涛表示,美方单边主义和霸权主义逆潮流而动,引起国际社会广泛担忧和普遍反馈,中国的传统教育 是敬人者,人也敬之,不敬人者,当以其人之道,还治其人之身。胁迫、要挟,对中国行不通,也吓不到 中国。如果美方在错误的道路上越行越远,我们将奉陪到底。 转载与合作可联系证券时报小助理,微信ID:SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 刚刚,吴清发声! 丨 潘功胜:择机降准降息!与证监会探索常态化制度安排! 丨 5000亿元! 10.34万亿元!刚刚,财政部发声:"持续用力、更加给力"! 丨 重磅!郑栅洁:将设立国家创业投资 引导基金! 丨 一夜封神?国产AI智能体,刷屏! 丨 涉及A股!重大调整,两周后生效 丨 今日,大 涨 ...
中国2025经济增长目标仍为5%左右
日经中文网· 2025-03-05 03:48
Core Viewpoint - The Chinese government aims to maintain a GDP growth target of around 5% for 2025, continuing a three-year trend, while expanding fiscal spending to support economic growth amid external pressures such as tariffs from the U.S. [1][2] Fiscal Policy - The government plans to increase the deficit ratio to approximately 4.0%, up from the 3.0% set for 2024, and will issue 500 billion yuan in government bonds to inject capital into state-owned banks to mitigate financial risks from a sluggish real estate market [1][2] - Special government bonds will be issued, with a total of 1.3 trillion yuan in ultra-long-term bonds (over 10 years), an increase of 300 billion yuan compared to 2024 [1] Local Government Financing - The issuance quota for local government special bonds will be expanded to 4.4 trillion yuan for 2025, an increase of 500 billion yuan from the previous year, focusing on investments in construction, land acquisition, and addressing overdue payments to enterprises [2] Monetary Policy - The government plans to adopt a moderately loose monetary policy to support economic growth, indicating potential reductions in reserve requirements and policy interest rates at appropriate times [2] Employment and Inflation - The target for urban surveyed unemployment is set at around 5.5%, with a goal of creating over 12 million new urban jobs, consistent with the previous year's targets [2] - The consumer price index (CPI) growth target is set at around 2%, lower than the 3% target for 2024, reflecting increasing deflationary pressures due to insufficient domestic demand [2] Social Services - The government intends to enhance support for healthcare, elderly care, and childcare services to improve consumer confidence amid structural issues like population decline [2] Foreign Policy - The government opposes unilateralism and protectionism, particularly targeting U.S. tariff policies, and has announced additional tariffs on U.S. imports as a countermeasure [3]
美方对中国输美产品再次加征10%关税,商务部回应!
证券时报· 2025-03-04 04:09
Core Viewpoint - The article discusses China's strong opposition to the U.S. decision to impose an additional 10% tariff on Chinese goods, citing fentanyl issues as the reason. China emphasizes its strict drug control policies and calls for a return to dialogue to resolve differences [1]. Summary by Sections - **U.S. Tariff Announcement**: The U.S. announced on March 3 that it would impose a 10% tariff on Chinese imports starting March 4, citing fentanyl-related issues as justification [1]. - **China's Response**: China expressed strong dissatisfaction and opposition, stating it would take countermeasures to protect its rights and interests [1]. - **China's Drug Control Efforts**: China is noted as one of the countries with the strictest drug control policies and has engaged in extensive cooperation with the U.S. on drug control, achieving significant results [1]. - **Criticism of U.S. Actions**: The article criticizes the U.S. for shifting blame and acting unilaterally, which China views as a violation of international trade rules and detrimental to U.S.-China economic cooperation [1]. - **Call for Dialogue**: China urges the U.S. to respect the rights of other countries and to withdraw the unilateral tariff measures, advocating for a return to equal dialogue to resolve disputes [1].
美对中国输美产品再次加征10%关税,商务部回应!
券商中国· 2025-03-04 01:25
Core Viewpoint - The U.S. has announced a 10% tariff on Chinese imports starting March 4, citing issues related to fentanyl, which China strongly opposes and plans to take countermeasures to protect its rights [1]. Group 1: U.S. Tariff Announcement - The U.S. imposed a 10% tariff on Chinese products, effective March 4, due to fentanyl-related issues [1]. - China expresses strong dissatisfaction and opposition to the U.S. decision, indicating it will take necessary countermeasures [1]. Group 2: China's Position on Drug Policy - China is recognized as one of the countries with the strictest and most thorough drug control policies globally [1]. - The cooperation between China and the U.S. on drug control has been extensive and has yielded significant results [1]. Group 3: Criticism of U.S. Actions - The U.S. is accused of shifting blame and acting unilaterally, disregarding facts and international trade rules [1]. - China's stance is that the U.S. tariffs violate World Trade Organization rules and undermine multilateral trade systems, which could harm U.S.-China economic cooperation and the normal international trade order [1]. - China urges the U.S. to respect the rights of other countries and to withdraw the unilateral tariff measures, advocating for a return to dialogue to resolve differences [1].
中国驻美大使最新发声!
证券时报· 2025-03-01 23:43
据中国驻美国大使馆网站3月1日消息,2025年2月28日,中国驻美国大使谢锋应邀以视频方式在"杜克—北 卡中国领导力峰会"发表致辞。 谢锋指出,去年中美贸易额超过6800亿美元,7.3万家美企在华投资兴业,中国是包括北卡在内美国32个 州的前三大出口市场。中美之间的广泛共同利益和广阔合作空间明明白白就在那里,"脱钩断链"伤筋动 骨,贸易战关税战损人更伤己。中国早在2019年就在全球率先正式整类列管芬太尼类物质,近年来中美禁 毒合作取得的进展有目共睹,以芬太尼为借口挥舞"关税大棒"只会适得其反。哥伦比亚广播公司最新民调 显示,3/4美国受访者认为加征关税将进一步推高物价。两国人民对美好生活的向往不可阻挡,双方应把 握中美关系互利共赢的本质,办成更多有利于两国和世界的大事。 谢锋指出,面对全球性挑战层出不穷,热点问题此起彼伏,中美作为安理会常任理事国应该承担大国责 任、履行大国义务,维护和平、推动发展、倡导合作,向霸道霸凌、单边主义、保护主义说不。面对新一 轮科技革命和产业变革,需要的不是科技封锁,而是为人类进步深度求索。人工智能等高新技术可能打 开"潘多拉的盒子",任由各国无序竞争,"灰犀牛"就在眼前。去年中美 ...