【编者按】 约翰·奎尔奇是美国资深学者和教授，在全球高等教育领域有丰富的经验。毕业于英国牛津大学的奎尔 奇是美国艺术与科学院院士、哈佛大学荣休教授，曾在哈佛大学任教30余年。1981年，他首次访问中 国。此后44年里，奎尔奇始终对中国保持浓厚兴趣，多次访问中国，亲眼见证了中国的高速发展。 奇 本文图片均为受访者供图 约翰·奎尔 作为一名教育界人士，奎尔奇亲自参与和推动了中国与国际教育界的合作项目。2011年至2013年，奎尔 奇在上海担任中欧国际工商学院副院长。2013 年至 2017 年间，他还曾任哈佛费尔班克中国研究中心研 究助理、哈佛中国基金会研究员及哈佛中国咨询委员会成员。 2024年1月1日起，奎尔奇担任昆山杜克大学常务副校长。这也是他时隔十年之后再度回到中国。在采访 中他提到，尽管面对很多困难，但目前昆山杜克大学约有11%的本科生来自美国，约20%的教师是美国 人，校方也在尽力与美国保持联系，尽量将美国政府的一些负面政策的影响降到最低。 今年1月特朗普重返白宫后，很快向包括中国在内的世界各国重新举起了"关税大棒"。经历了数轮交锋 后，如今中美关系处于新的起点之上。10月中美元首在韩国釜山举行会晤， ...

Group 1: Bitcoin Market Dynamics - Bitcoin has entered a confirmed bear market, having dropped over 20% from its historical high of $125,000, resulting in a market cap loss exceeding $450 billion [3] - On October 11, Bitcoin experienced a significant drop of 13% within 24 hours, leading to a total liquidation amount of $19.358 billion, affecting approximately 1.66 million traders [6] - Long-term holders have sold approximately 815,000 Bitcoins, marking the highest level of selling since 2024, as major investment funds and ETFs withdraw their positions [9] Group 2: Gold Market Trends - Gold prices have seen a sharp decline, with international spot gold dropping over 6% on October 21, marking the largest single-day drop since April 2013 [12] - The Central Bank of the Philippines is considering selling some of its gold reserves, which currently account for about 13% of its $109 billion international reserves, aiming to reduce this to a range of 8%-12% [14] - Predictions for gold prices vary significantly, with Goldman Sachs forecasting a price of $4,900 per ounce by the end of 2026, while others predict a drop to $3,500 per ounce due to excessive central bank reserves [17] Group 3: Technology Sector Performance - Global technology stocks have faced a significant downturn, with U.S. tech stocks leading the decline amid economic uncertainties and valuation corrections [20] - Nvidia's stock fell by 9.1% in the week leading up to November 7, followed by a further 3.2% drop, resulting in a market cap loss of over $100 billion [21] - Tesla's stock dropped over 6% in a single day on November 13, with a total weekly decline of approximately 10%, leading to a market cap loss exceeding $125 billion [22]

Group 1 - The U.S. is applying pressure on China while simultaneously seeking access to its rare earth resources, highlighting a contradictory approach in trade relations [1][3] - China's trade with ASEAN surged by 15.8% in the first half of the year, while its trade share with the U.S. fell to a ten-year low, indicating a shift in trade dynamics [1] - The U.S. has imposed a 93.5% anti-dumping tax on Chinese graphite, raising the total tax rate to 160%, which directly impacts China's dominance in the electric vehicle battery supply chain [3][5] Group 2 - U.S. Treasury Secretary Janet Yellen threatened to impose a 100% "secondary tariff" on China if it purchases Russian oil, aiming to control China's energy imports [5] - China's response includes a strong stance against unilateral sanctions and a potential use of financial countermeasures, with the central bank governor joining the negotiation team [5] - The negotiation environment in Sweden, away from Washington, may reveal more genuine intentions from the U.S. government, despite underlying personal business interests linked to the Trump family [1][3]

Core Viewpoint - The article discusses how U.S. tariffs intended to pressure China have inadvertently led to increased Chinese consumerism from American tourists, effectively turning tariffs into an invitation for shopping in China [3][6][14]. Group 1: Impact of U.S. Tariffs - U.S. tariffs are perceived as a strategy to make Chinese goods more expensive, but this has backfired as American consumers find it cheaper to travel to China for purchases [3][10]. - The tariffs have resulted in a situation where American consumers are drawn to China, thus benefiting the Chinese economy rather than hindering it [6][13]. Group 2: Chinese Response and Strategy - China has effectively utilized the situation by implementing tax refund policies for foreign consumers, which encourages spending in China [7][8]. - The strategy of attracting American consumers not only mitigates the impact of tariffs but also promotes the internationalization of the Chinese yuan [9][15]. Group 3: Market Dynamics - Major Chinese brands like Huawei and DJI are experiencing increased sales as a result of this shift in consumer behavior [12]. - The article suggests that the long-term effects of tariffs are limited, as China demonstrates patience and foresight in its economic strategies [11].