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特朗普在紧急发文,宣称中国对美出口份额跌至25年最低,盘算着从中国身上赚一笔来解围
Sou Hu Cai Jing· 2026-02-01 06:49
Trade Relations - Trump's trade policy claims unprecedented success, but data reveals a different reality, indicating a shift of imports from China to other Asian countries, resulting in a total trade deficit increase [3][11] - The U.S. trade deficit with China decreased by over $80 billion in the first 11 months of 2025, but the deficit with other Asian countries expanded by 10%, reaching $778 billion [3] - China's trade surplus reached nearly $1.2 trillion in 2025, breaking records for the second consecutive year, showcasing the strong competitiveness of Chinese goods globally [3][11] Energy Sector - Trump falsely claimed he had never seen wind farms in China, using this to argue that renewable energy is a "scam" [4] - In reality, China has over 600 million kilowatts of installed wind power capacity, leading the world for 15 consecutive years [6] Political Pressure - Trump faces significant domestic political pressure due to a government shutdown and ongoing investigations by the Supreme Court regarding his global "reciprocal tariffs" [7][9] - The government shutdown has historical implications, with a previous 36-day shutdown affecting 750,000 federal employees and critical economic data releases [7] Monetary Policy - Trump nominated Kevin Walsh, a close ally, for the next Federal Reserve Chair, aiming to implement a loose monetary policy to stimulate the economy [9] - The U.S. Treasury Department reported that the yuan is "seriously undervalued," echoing strategies from the Reagan era to pressure China into allowing currency appreciation [9] Geopolitical Maneuvers - The Trump administration continues to exert pressure on China, including legal actions against Chinese companies in Panama and other geopolitical strategies to limit China's global influence [9][12] - China's response to U.S. pressures includes strategic measures such as export controls on rare earths and listing U.S. companies as "unreliable entities," impacting U.S. high-tech industries [11][12]