cover of episode China Insider | Trump-Musk Dispute, China's BYD Debt Crisis, South Korea's Presidential Election

China Insider | Trump-Musk Dispute, China's BYD Debt Crisis, South Korea's Presidential Election

2025/6/10
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Miles Yu: 特朗普和马斯克的决裂意义重大,因为这是世界上最有权势的人和最富有的人之间的决裂。尽管他们在移民、言论自由等问题上有共同点,但他们的关系恶化是因为他们本质上非常不同。马斯克在中国有巨额投资,这导致他在对华政策上存在利益冲突。特朗普坚持征收关税,而马斯克因其在中国的经济利益而反对关税政策。特朗普是务实主义者,而马斯克是理想主义者。他们的决裂可能会对美国对华政策,尤其是在技术和贸易领域产生影响。马斯克可能会更多地与民主党政策保持一致,导致科技行业与中国的互动方式发生转变,而特朗普政府可能会对那些被认为与中国过于亲近的公司采取更严厉的措施。总的来说,他们的决裂对国家有利。

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In this week’s episode of China Insider, Miles Yu comments on the ongoing Trump-Musk dispute, and what impact this may have on future US-China dialogue and high-level trade talks between Beijing and Washington. Next, Miles examines China's EV industry as comments from Great Wall Motor CEO, Wei Jianjun, raise concerns over a potential emerging BYD debt crisis and draw parallels to the Evergrande real estate crisis. Lastly, we discuss the outcome of South Korea's presidential election, and highlight the key points of interest in President-elect Lee's foreign policy goals for both the US and China.

China Insider is a weekly podcast project from Hudson Institute’s China Center), hosted by China Center Director and Senior Fellow, Dr. Miles Yu), who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world’s future.