来源:六里投资报今天(5月20日)上午,知名经济学家刘煜辉在一场交流中,以“做多赢家的溢价”为题,分享了对中美贸易战的最终走向,以及当前背景下投资策略等最新观点。刘煜辉表示中美贸易战的硝烟背后,实则是两大体系的激烈碰撞。他指出,这场博弈的本质远非关税与贸易逆差的表层争端,而是全球秩序重构的历史性较量。中国凭借占全球35%的制造业产值,已成为工业霸权的象征,供应链统治力仍在持续强化;而美国依托美元...
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