“特朗普2.0”重构全球资产价格

财经五月花
28 Nov 2024

全文7448字,阅读约需22分钟,帮我划重点划重点01特朗普关税政策若落地,可能冲击中国外贸出口,影响中国“经常项目顺差、资本项目逆差”的格局。02然而,中国拥有足够的政策工具减轻特朗普冲击的影响,如进一步推进“双循环、国内循环为主”的战略调整。03为应对外部冲击,中国应改善国际收支平衡、完善汇率形成机制、落实金融服务业自由化承诺,在对跨境资本进行有效管理的同时有序开放资本项目下人民币的自由兑换。...

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