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欧洲重要人物访华,准备和中国讨的“定心丸”,让特朗普如坐针毡
Sou Hu Cai Jing· 2025-07-25 09:01
Group 1 - The article highlights the escalating tensions between the US and the EU due to the proposed 30% tariffs on European imports, which has prompted a strong backlash from EU member states [1][3] - The tariffs are expected to severely impact key European industries, including Germany's €87 billion automotive sector, France's wine industry, and Italy's luxury goods sector, which may see a 15% loss in annual revenue [1][3] - In response, the EU has quickly developed a countermeasure list targeting US products, including bourbon whiskey from Kentucky, citrus from Florida, and auto parts from Michigan [1] Group 2 - Experts suggest that mere retaliatory measures will not resolve the underlying issues, and the EU should seek new markets, particularly through collaboration with China, which offers significant market demand and manufacturing capabilities [3][5] - Upcoming visits by European leaders to China aim to discuss economic, technological, and climate cooperation, with hopes of strengthening ties and exploring new opportunities [3][5] - The EU's leaders are motivated by two main objectives: to gain support from China amid US negotiations and to create anxiety in the US regarding the potential strengthening of EU-China relations [5] Group 3 - The article emphasizes the substantial trade volume between the EU and China, projected to exceed €730 billion in 2024, highlighting the importance of this relationship [7] - Some EU politicians are criticized for underestimating China's position and overestimating US willingness to compromise for European interests, leading to a dangerous illusion [7][8] - A significant percentage (67%) of German companies oppose following the US in technology restrictions against China, indicating a shift in market dynamics and the limitations of political influence [8] Group 4 - The ongoing EU-China dynamics reflect deeper global economic changes, with the need for Europe to navigate opportunities and challenges effectively [10]
兴业证券张忆东:全球动荡,如何抓住配置机遇?
3 6 Ke· 2025-05-23 07:53
Group 1 - The global economic and technological landscape is undergoing unprecedented changes by 2025, influenced by the US's tariff policies, leading to significant shifts in global capital markets [1][2] - There are three major investment opportunities identified: gold, military industry, and digital assets; opportunities related to technological innovation; and Chinese assets [3][4] - The revaluation of Chinese assets is just beginning, and the core logic of asset valuation in China remains unchanged despite tariff impacts [1][3] Group 2 - The current era is characterized by uncertainty, with the greatest certainty being the prevalence of uncertainty in the coming years [2][3] - The Chinese capital market is expected to thrive in the long term, with a stable A-share index and structural bull market anticipated [4][5] - China's economy is seen as a stabilizing anchor in the global economy amidst international turmoil, benefiting from a positive feedback loop between the stock market and economic expectations [4][5] Group 3 - Technological breakthroughs in China are boosting national confidence and enhancing global investor sentiment towards Chinese assets [5] - The service consumption sector in China has significant potential, with new consumption trends emerging that focus on emotional resonance and identity recognition [5] - The Hong Kong market is poised for a long-term bull run, driven by the revaluation of Chinese assets and a changing market ecology [6][7] Group 4 - Investment strategies should focus on strategically increasing exposure to Chinese assets while maintaining a balanced approach to market fluctuations [6][7] - The Hong Kong market is expected to experience a two-phase recovery, with initial volatility followed by improvements in fundamentals and risk appetite [6][7]
经济学家进校园
Sou Hu Cai Jing· 2025-05-13 13:49
宋向清是中国商业经济学会副会长兼自由贸易港(区)专委会会长,中国商业史学会副会长兼商业人物专委会副主任,北京师范大学政府管理研究院原副院 长兼产业经济研究中心主任、研究员,长期从事商业经济、产业政策和商业史研究。 在讲座中,宋向清从中美关税战的蝴蝶效应入题,全方面阐述了当前全球经济变局下的调整与启示,并从政策驱动、数字赋能、需求升级三方面阐述了当前 商业转型与消费升级的必然性,并指出商业转型破局的五大路径"消费场景创新:从'卖产品到''卖体验'""绿色转型:可持续发展成为商业新命题""产业链重 构:数字化不是选择题,而是生存题""品牌价值升维:企业须从'卖商品'转向'创价值'""全球化与本土化协同创新:关税战倒逼企业重构供应链"。最后,他 结合安阳工学院实际,从"高校使命:培育新商业时代的创新力量""青年担当:在变革中书写人生价值"两方面,着重强调了新形势下,高校的责任担当与当 代大学生的使命担当。 宋向清认为,数字经济时代是历史的选择、文明的进阶、科技进步的必然,是社会大势所趋,国家大爱所托,民族大志所向。每个青年大学生都要热情迎接 数字经济时代,主动拥抱数字经济时代,积极奉献数字经济时代。 "青年大学生秉 ...