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AiF insight | Yellen says U.S. plans to ‘underscore’ need for China to shift policy

  • April 08, 2024
Post Views: 657
  • April 08, 2024
Post Views: 657
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美国财长耶伦之行， 是全球经济逐渐转化为地区经济的标志

Apr 8, 2024, 美国财长耶伦结束为期4天的中国之行。 随后发布了强硬讲话。

https://www.cnbc.com/2024/04/08/yellen-says-us-plans-to-underscore-need-for-china-to-shift-policy.html

耶伦强调： 美国强调中国改变政策的必要性。但是，从AiF的观察， 没有任何迹象显示中国在准备改变的政策。
接着， 耶伦表示，美国已经准备好制裁中国银行，如果中国继续支持俄罗斯
https://www.cnbc.com/2024/04/08/yellen-us-ready-to-sanction-china-for-supporting-russian-military.html

虽然目前双方还保持交流沟通，但是，从各种信号显示，双方都在各自的轨道方向上，继续前进，没有任何放缓的迹象。

暨Jul 28, 2018年， AiF发布观点，认为中美贸易战会对全球经济产生重大影响， 甚至导致供应链转移。

从2018年，到2024年，6年过去了， AiF没有看到任何缓解迹象。 相反，我们看到全球经济一体化正在逐步分化成为地区经济模式。双方不断脱钩，渐行渐远， 各自为政， 最后形成地区经济。

这样的发展，对于我们投资，将是一种全新的模式。 很多投资组合就必须改变，来应对这一新的形势。固守原有的投资模式，很可能导致投资重大失败。

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