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cover of episode How is China going to hit back in the US trade war?

How is China going to hit back in the US trade war?

2025/6/2
logo of podcast World Business Report

World Business Report

AI Deep Dive AI Chapters Transcript
People
B
Bill Dinning
C
Craig Bell Eastbrooks
G
Gabriela Sibles
G
Gustavo Villate
I
Ivy Yang
K
Kerry Allen
M
Mark Carney
O
Oluwadamilola Emmanuel
S
Sebastián Ortiz Chamorro
Topics
Kerry Allen: 作为BBC记者,我观察到中国官方媒体强烈谴责美国违反贸易休战协议,认为美国对中国采取了多项限制性措施,严重破坏了双方在日内瓦贸易谈判中达成的共识。中国政府表示将采取强硬措施捍卫自身利益,并准备在必要时与美国进行长期的贸易和关税战。中国拥有强大的国内经济和庞大的人口,有能力通过加强国内贸易和与欧洲建立关系来应对外部压力。 Ivy Yang: 作为中国科技分析师,我认为芯片产业对中国来说非常敏感,因为中国认为美国试图通过出口管制和签证限制来扼杀其科技创新和进步。中国政府将采取强硬立场,不会对美国采取的行动袖手旁观。尽管面临外部压力,中国科技企业如DeepSeek已经证明了其创新能力,表明稀缺性可以激发创新。美国收紧对AI芯片的出口管制,并威胁要撤销中国留学生在敏感领域的签证,这重新点燃了中美之间的紧张关系。 Bill Dinning: 作为首席投资官,我认为市场对中美贸易紧张关系以及关税问题非常关注。美国制造业的采购经理人指数表现疲软,表明制造业没有出现反弹。美国制造业公司的进口指数处于2009年以来的最低水平,表明在关税出台前,人们并没有增加进口。市场预计欧洲央行将降息,美国就业数据将显示就业增长放缓,这些都将对市场产生影响。

Deep Dive

Chapters
China accuses the US of violating their trade truce by imposing restrictions on AI chips, revoking student visas, and halting the sale of chip design software. They are prepared to retaliate to defend their interests, potentially impacting global trade.
  • China accuses the US of violating the trade truce.
  • US actions include restrictions on AI chips, student visas, and chip design software.
  • China threatens retaliation and highlights its economic resilience.

Shownotes Transcript

The heat seems to be back under those trade tensions between the US and China - we'll hear why Beijing has accused the US of “seriously violating” the trade truce between the pair, and look at how it plans to respond in just a moment

Also plans to boost internal trading and turbocharge the Canadian economy - that's on the agenda as the country's State leaders meet with the Central Government against perhaps the most difficult economic backdrop Canada has ever faced, in its own trade dispute with the US.

And we'll hear how the city of Lagos hopes to persuade commuters out of their cars and onto the water...

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