We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode (Preview) Trump's Memorandum on Foreign Investment; 'Reverse Nixon' Realities; Document #1; PLA Drills in the Tasman Sea

(Preview) Trump's Memorandum on Foreign Investment; 'Reverse Nixon' Realities; Document #1; PLA Drills in the Tasman Sea

2025/2/26
logo of podcast Sharp China with Bill Bishop

Sharp China with Bill Bishop
AI Deep Dive AI Chapters Transcript
People
A
Andrew Sharp
B
Bill Bishop
Topics
Andrew Sharp: 我认为这份备忘录是美国政府认识到香港和澳门不应与中国其他城市有区别对待的又一步。这份备忘录有两个目标：限制中国对美国关键产业的投资，以及限制美国对中国（特别是军事应用领域）的投资。国会此前尝试通过限制对华对外投资的法案，但最终失败了，这其中有来自华尔街的阻力。中国企业通过其他亚洲国家（如越南）规避关税，这给美国政府带来了挑战。特朗普政府正试图通过对墨西哥施加压力，来阻止中国企业通过墨西哥规避关税。目前还不清楚特朗普政府将如何具体实施这些政策，特别是关于对外投资限制的部分。目前，这更像是确认政府内部存在一部分人对美中关系有清晰的认识，并已确定需要采取的措施。特朗普政府的目标似乎是将全球贸易和投资导向远离中国。相比拜登政府，特朗普政府可能会对盟友施加更大的压力，以限制对中国的芯片出口。 Bill Bishop: 特朗普政府最近在人员和政策方面的举动相当强硬。目前尚不清楚特朗普最终的对华政策会是什么，但现有文件暗示了一种强硬的立场。目前特朗普的对华政策尚不明朗，可能会有峰会，也可能不会。特朗普政府的对华强硬立场并不令人意外，因为政府内部一直存在这种观点。兰登·海德的任命表明特朗普政府将对芯片和出口管制采取更强硬的立场。两位商务部官员的离职可能是因为他们对芯片出口管制的立场不够强硬。美国商务部工业与安全局（BIS）的政策和人际关系可能会发生变化，这可能会影响行业与政府之间的合作。与第一任期相比，特朗普政府在对华政策方面的协调性可能有所提高，但也可能没有。特朗普政府是否能够成功地与盟友形成统一战线以对抗中国，仍有待观察。

Deep Dive

Chapters
This chapter analyzes Trump's new memorandum on foreign investment, focusing on its implications for US-China relations. It discusses restrictions on inbound and outbound investments and the potential impact on various industries. The uncertainty surrounding the implementation of these policies is also highlighted.
  • Trump's memo signals a tougher approach to China.
  • Restrictions on inbound and outbound investments are key components.
  • Uncertainty remains about the concrete actions and their effectiveness.

Shownotes Transcript

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus) for $15/month or $150/year.

Bill Bishop is the author of Sinocism)

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

Document #1; Xi-Putin call; US trade and investment pressure on the PRC; AI development — Sinocism)

Trump's recent hawkish moves on China policies and personnel — Sinocism)

America First Investment Policy — The White House)

China hawk picked for key US Commerce Dept job — Reuters)

Trump administration pushes out top China export policy official, sources say — Reuters)

Trump Team Seeking to Toughen Biden’s Chip Controls Over China — Bloomberg)

AI Promise and Chip Precariousness — Stratechery)

As Trump Courts Putin, China’s Leader Xi Emphasizes Close Ties With Russia — New York Times)

Putin, Xi Reaffirm Ties on Anniversary of Ukraine War — Wall Street Journal)

Taiwan detains Chinese-crewed ship suspected of cutting undersea cable — CNN)

NZ defence minister warns of 'extremely capable' Chinese warships in Tasman Sea — ABC)

Trump Team Seeks to Toughen Biden’s Chip Controls Over China — Bloomberg)

Chinese Companies’ New Tactic to Stop Damaging Research: Legal Threats — New York Times)

A newly opened basketball court in Beijing, transformed from the former cooling towers of Capital Steel and Iron Company. — China in Pictures on X)