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经济学人:特朗普重税新政可让中国“再次伟大”

面对高达65%的关税总额,中国出口受创,转移生产链至越南等国的策略也因全球性关税壁垒而难以奏效。但中国经济正显现韧性:除房地产逐渐复苏、地方政府获批发行10.4万亿元人民币新债外,人工智能和低空经济等产业迅速崛起,部分抵消国内消费疲软和结构性困境。2025年以来,中国股市上涨15%,反映市场对中国复苏前景的看好。

地缘政治上,美国对华政策摇摆不定,特朗普虽对华强硬,却派盟友访华探路协商。与此同时,美国对盟友的疏远和对气候议题的冷淡,让中国有机会在全球南方扩大影响力。中国自2012年起即倡导自主可控,面对美方政策的不确定性,中国正积极谋求在技术、外交和环境议题上的新角色。

尽管风险依旧,尤其是贸易战可能引发全球衰退,但在特朗普制造的混乱中,中国正试图把握由乱局中衍生的战略机遇。

The Economist

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经济学人:特朗普重税新政可让中国“再次伟大”

面对高达65%的关税总额,中国出口受创,转移生产链至越南等国的策略也因全球性关税壁垒而难以奏效。但中国经济正显现韧性:除房地产逐渐复苏、地方政府获批发行10.4万亿元人民币新债外,人工智能和低空经济等产业迅速崛起,部分抵消国内消费疲软和结构性困境。2025年以来,中国股市上涨15%,反映市场对中国复苏前景的看好。

地缘政治上,美国对华政策摇摆不定,特朗普虽对华强硬,却派盟友访华探路协商。与此同时,美国对盟友的疏远和对气候议题的冷淡,让中国有机会在全球南方扩大影响力。中国自2012年起即倡导自主可控,面对美方政策的不确定性,中国正积极谋求在技术、外交和环境议题上的新角色。

尽管风险依旧,尤其是贸易战可能引发全球衰退,但在特朗普制造的混乱中,中国正试图把握由乱局中衍生的战略机遇。

The Economist

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