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澳前总理顾问:美制造业“空心化”不是贸易造成的 再全球化不可逆
Sou Hu Cai Jing· 2025-06-24 16:19
澳大利亚前总理顾问、昆士兰科技大学兼职教授鲍韶山(Warwick Powell)6月19日在《中国日报》撰文称,近 期,全世界密切关注中美贸易谈判进展。事实上,美国加征关税于事无补,再全球化大势不可逆转。 漫画作者:中国日报 石宇 如今,美国仍在生产高端设备和先进电子产品,并持续研发航空航天技术和军事技术。然而,这些行业是资本密 集型而非劳动密集型,而且无法填补自20世纪70年代以来日常消费品离岸生产所造成的空白。加征关税或许能满 足一些象征性的控制或报复需求,却无法将工业基础恢复到过去的水平。 再全球化大势不可逆转 文章进一步表示,世界其他地区正在适应美国的自相矛盾。美元武器化催生了缓步推进、深思熟虑的货币替代方 案。一些新兴经济体正在加速推动本币结算,并探索替代清算机制。如今,东盟成员国致力于降低在区域贸易中 对美元的依赖,尤其是在与中日韩的贸易中。 对于许多国家、尤其是"全球南方"而言,美国退出多边机构既带来了风险,也创造了新的空间。在新的基础设施 融资和货币互换协议的推动下,南南贸易的重要性日益凸显,"全球南方"由此降低了对西方市场和机构的依赖。 美国仍然是主要的消费市场,其进口额约占全球进口总量的1 ...
离岸人民币强劲反弹近700点 中概股表现抢眼引领市场乐观情绪
Xin Hua Cai Jing· 2025-05-03 05:33
Core Viewpoint - The offshore RMB against the US dollar has seen a significant increase, driven by multiple factors including global economic changes and improved investor confidence in RMB assets [1][2]. Group 1: RMB Exchange Rate Performance - The offshore RMB against the US dollar rose to 7.2103, an increase of 686 basis points from the previous trading day [1]. - The RMB opened at 7.2790 and reached a high of 7.2085 during trading [1]. Group 2: Economic Factors Influencing RMB Strength - The strong performance of the RMB is attributed to the changing global economic landscape, improved international trade conditions, and growing investor confidence in RMB assets [2]. - China's economy grew by 5.4% in the first quarter, demonstrating resilience and potential for high-quality development [2]. - Key macroeconomic indicators have shown a positive trend, reinforcing the stability of the Chinese economy [2]. Group 3: Central Bank's Role and Policy - The People's Bank of China emphasized the solid foundation of the economy and the resilience of the foreign exchange market, which supports the stability of the RMB exchange rate [2]. - The central bank aims to maintain a managed floating exchange rate system, enhancing market resilience and stabilizing expectations [2]. Group 4: Global Currency Trends - Goldman Sachs reported a trend towards diversification of global reserve currencies, with the RMB, Korean won, and Singapore dollar expected to benefit [7]. - The report highlighted concerns over the dollar's status as a reserve currency, particularly following geopolitical events and policy uncertainties during the Trump administration [7]. - The shift towards other assets, including gold, indicates a growing market sentiment for diversifying away from the dollar [7][8].