胡锦涛的机会

中国国家主席胡锦涛即将访问美国。这次因卡特琳娜飓风而推迟的访问,将会与先前的双边会谈有所不同。美国正强烈地关注美中贸易平衡和其它经济问题,如知识产权保护。两国元首将在这一背景下举行会谈。

以美国海关的说法,去年中国对美国的贸易顺差已高达2000亿美元,美国人采取强硬措施的情绪正在上升。有人说这种贸易不平衡与中国货币与美元挂钩有关。最近的一项国会议案提议,对中国出口到美国的商品征收27.5%的惩罚性关税。

事实上,贸易不平衡是一个复杂的问题,本质上决不仅仅是通货问题。全球化强化了资本向有最大投资回报可能的地方流动的能力;同理,来自低工资经济体的具有竞争力的制造业产品将向其它国家流动。这就是为什么中国令美国以及其它国家的投资者着迷而美国消费者乐于购买中国产品。

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