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中美贸易战的中短期演变

新晋创意理论大师创新理论Greg Satell在2018年的一篇文章中坚称:价值不会消逝,价值只会从一端传递至另一端。这符合物理学能量守恒定律,也可能是中美贸易战最终的演变结果。以此类推,中美贸易战不会是全然毁灭性的,它或许反而会成为其他科技强国重新崛起的契机。中美为了减少对彼此的依赖,纷纷向其他强国伸出贸易橄榄枝,这无形中把中美之间原本共享的经贸增长空间,以及科技创新生态供应链转移到这些“贸易战缓冲区”。我始终认为,基于中国制造已经深置世界产业供应链中下游各个最细微的环节,美国盟友不可能贸然自断“经脉”来完全附和特朗普政权全面围堵中国的布局。以与两国有紧密经贸联系的第三方强国作为中美两大超级强国转移风险、各谋出路、各自表述的发展趋势,或将会是中短期内最可能预见的磨合结果。

参考文献
[1] The Economist: A new kind of cold war https://www.economist.com/leaders/2019/05/16/a-new-kind-of-cold-war
[2] Nikkei Asian Review: Rise of the yuan: China-based payment settlements jump 80% https://asia.nikkei.com/Business/Markets/Rise-of-the-yuan-China-based-payment-settlements-jump-80/
[3] Digital Tonto: Value Never Actually Disappears, It Just Shifts From One Place To Another https://www.digitaltonto.com/2018/value-never-actually-disappears-it-just-shifts-from-one-place-to-another/
[4] FT: US-China trade war - who will blink first? https://www.ft.com/content/7c96e4a0-7886-11e9-bbad-7c18c0ea0201
[5] Nikkei Asian Review: Japan's GDP surprises with 2.1% rise in first quarter https://asia.nikkei.com/Economy/Japan-s-GDP-surprises-with-2.1-rise-in-first-quarter
[6] FT: German economy rebounds in first quarter https://www.ft.com/content/a5526164-76d6-11e9-bbad-7c18c0ea0201

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