国际秩序变革

Search documents
中国敢买俄伊石油试试?迟迟等不到回复的美财长,终于露出了真面目
Sou Hu Cai Jing· 2025-07-24 05:36
美国财政部长最近放狠话的样子,像极了电影里那些虚张声势的反派。 他对着镜头咬牙切齿地说要给中国买俄罗斯和伊朗石油的行为"一点颜色看看",结果等了好几天,等来 的不是北京方面的激烈回应,而是中俄伊三国代表见面的消息。 美国财政部长明确表示,任何购买受制裁俄罗斯石油的国家都将面临"二级关税"。 特朗普(资料图) 这话说得很硬气,但仔细想想就会发现其中的荒谬之处。就在不久前,他们自己的总统还在社交媒体上 发文说"中国可以继续购买伊朗的石油",转头就被白宫工作人员手忙脚乱地"澄清"。 特朗普(资料图) 这种自己打脸的操作,看得人哭笑不得。更讽刺的是,有消息显示美国企业自己也在通过中间商偷偷购 买俄罗斯石油,这种"只许州官放火"的双标做法,连他们的欧洲盟友都看不下去了。 其实美国这么着急上火是有原因的。俄罗斯每天出口720万桶原油,一个月就能赚136亿美元,这些钱确 实在支撑着俄罗斯的行动。而中国作为俄罗斯原油的最大买家,占了俄罗斯出口市场的核心份额。 更让美国坐立不安的是,中俄之间的石油贸易90%都用人民币结算,这简直是在挖美元霸权的墙角。要 知道,俄罗斯石油比国际油价便宜10美元以上,这种好事谁不想要?美国页岩油商 ...
美元失势、导弹破防、特朗普急眼?五一全球变局背后的三大信号
Sou Hu Cai Jing· 2025-05-06 08:49
美元失势、导弹破防、特朗普急眼?五一全球变局背后的三大信号 第一部分:人民币逆袭与美元霸权裂痕 五一假期刚过,国际金融市场就上演了一出"冰火交响曲"。当中国游客在敦煌月牙泉人挤人时,华尔街的交易员们正对着暴涨的人民币汇率抓耳挠腮。数据 显示,离岸人民币对美元汇率一度飙升超400点,创下年内新高,这波行情让不少股民直呼"A股开门红稳了"。 反观大洋彼岸,特朗普扬言要对中国商品加征60%关税的狠话,愣是没挡住全球资本涌向中国的脚步。TikTok上#ChinaTravel话题播放量突破7亿次,外国博 主们争相晒出西湖醋鱼、重庆洪崖洞的打卡视频,连纽约时报都酸溜溜地评论:"中国正用麻辣火锅和移动支付征服世界"。 这波操作直接打脸了"关税核弹"的预期效果。要我说,这哪是什么关税战,分明是场大型"真香"现场——当美国民众在Costco抢购中国制造的空气炸锅时, 当欧洲游客挤爆上海外滩的网红餐厅时,美元霸权的根基早就在烟火气里悄悄松动。 第二部分:导弹划破中东天空,美军神话破灭 第三部分:特朗普的疯狂与美国的焦虑 眼见中东布局崩盘,特朗普急得跳脚,竟抛出"武力夺取格陵兰岛"的疯狂言论。这位前总统大概忘了,当年他下令轰炸胡塞 ...
达利欧最新讲话:中国在AI应用方面正反超美国,美债供需已“严重失衡”
华尔街见闻· 2025-03-14 10:52
Core Viewpoint - The global order is shifting from a US-centric model to a multipolar world driven by debt imbalances, internal political divisions, geopolitical power shifts, climate crises, and technological revolutions, particularly in AI [2][5][38]. Group 1: Debt and Economic Concerns - The US debt expansion is nearing a critical point, with a need to reduce the projected GDP deficit from 7.2% to 3% to avoid supply-demand issues [2][19][21]. - There is a significant supply-demand imbalance in the US economy, which could lead to severe consequences if not addressed [20][21]. - The cost of interest payments on debt is approximately $1 trillion annually, which heavily influences the budget deficit [30][32]. Group 2: Geopolitical Dynamics - The rise of tariffs and protectionist policies is seen as a historical pattern, reminiscent of the economic policies in 1930s Europe, which could lead to nationalism and militarism [2][34]. - The changing geopolitical order is characterized by emerging powers challenging the existing ones, leading to potential conflicts [7][34]. Group 3: Technological Advancements - AI is recognized as a transformative force, with the potential to significantly improve living standards, but it also poses risks of social division and geopolitical tensions [2][9][38]. - China is advancing in the application of AI and robotics, leveraging its manufacturing capabilities to integrate technology effectively, potentially surpassing the US in practical applications [2][38][40]. Group 4: Social and Productivity Issues - A significant portion of the US population lacks productivity, with 60% having reading levels below sixth grade, which poses a major social challenge [9][25]. - The effectiveness of technology in improving productivity and managing societal issues is crucial for future economic health [25][41].