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美國人先狂打電話後高官登門,要我們幫助解決3個大問題,想多了 – 有海水的地方就有中國人

美國人先狂打電話後高官登門,要我們幫助解決3個大問題,想多了

美國人先狂打電話後高官登門,要我們幫助解決3個大問題,想多了
7,333

美国高官在5月底6月初连续与我们进行了通话。这个月25、26日,常务副国务卿又自己上门,我们给安排到了天津见面。三番五次主动找上门,从外界的感觉上,似乎是美国人在着急什么。

这么说是有根据的。7月3日,王毅国务委员在接受媒体采访时谈到了中美关系,他的意思表达地很明白,我们态度开放,但是美国得先做出个样子来,展现出他们的诚意才行。外交部发言人赵立坚在回应有关“美国无意恢复中美战略经济对话”的问题时,直接言简意赅地表示,美国想多了。这个话的延伸解读就是:我们自己没想过要恢复,美国人给自己加戏。

美国人先狂打电话后高官登门,要我们帮助解决3个大问题,想多了

现在的态势很明确,美国人确实很着急见我们,那他们到底在急什么?粗浅来看有3个大问题。

第一,美国经济。美国经济确实出了问题,而且还不小。值得注意的是,5月、6月给我们打电话,都是在他们的经济数据,尤其是CPI公布之后。而且是财长、贸易代表、商务部长轮番来,反复强调双方贸易、投资的重要性。这与前政府时代的蛮横、霸道的态度还是有所区别的。为何?数据给逼的。通货膨胀连续大幅超过预期,4月份超过5%之后,一路飙升,美国国内物价正在以肉眼可见的速度上升,尽管美联储反复强调这是暂时的,但是加息的压力正在逐渐累积。

而幕后推手是谁?就是他们自己。2017年美国挑起了中美贸易战,大幅增加关税。本意是想打击中国制造业,把中国商品逐出美国市场,逼迫中国让步。结果没想到,涨价的成本被美国老百姓全盘接收,增加的关税成了通货膨胀的助推器。我们的商品成了输入型通胀的载体,美国人结结实实吃了自己的一记左勾拳。

美国人先狂打电话后高官登门,要我们帮助解决3个大问题,想多了

怎么办?想来找中国商量,想想办法,让商品降价,降低美国通胀,但是还想找个台阶,甚至想占点便宜。这才是他们急急忙忙跑来找我们的直接原因。套用赵立坚的话来说真的是:美国想多了。

第二,地区安全。这一个方面美国其实很纠结。从阿富汗撤军、从伊拉克撤军,都是在执行战略收缩。根源在于美国的实力已经不允许像之前这么浪下去。而撤出这些经营已久的地区,美国人还是想体面地撤退,希望撤走之后,地区能够继续保持稳定。尤其是中东地区,关系到美国的石油霸权命脉,一旦这里失控,美国人再想通过控制石油阀门控制全世界就难了。另外一个要点就是伊朗。美国希望重返伊核协议,在谈判的关键时刻,中伊签署了谈判多年的全面合作协议,时间跨度长达25年。至此,中国大大增加了在中东地区的发言权。美国人想维护中东的利益,中国的身影他们绕不过去。另外,在全球反恐、气候变化等“政治正确”的领域,他们少不了需要与我们保持接触寻求合作。

第三,美元霸权。上面两个原因,是美国相对现实的考虑,而更长远来看,美国真正担忧的是美元霸权的问题。美国之所以能独步天下,普遍认为是依靠科技、军事、美元三大支柱。而核心就是美元。有了钱,可以投入巨额资金支持各种科技创新;有了钱,可以投入大量的经费研究最新的军事装备军事技术。然后再用科技和军事来保卫美元的低位,形成良性循环。

一旦这个循环被打破,科技军事失去了资金投入,美元也地位不保。

现代发行货币,其实靠的是信心和信用支撑。美元之所以全世界通行无阻,从最通俗的观点来看,就是大家相信美国依然是世界上最强大的国家,是讲信用的,借给他钱是可以稳定获得收益的。

美国人先狂打电话后高官登门,要我们帮助解决3个大问题,想多了

一旦世界各国对美国失去了信心,认定他们不再是世界霸主,美元的国际货币地位也很大概率随即失去,抛售美元国债、直接本币交易等等事件就随之来临。这对美国人来说,无法接受。

这跟中国有什么关系?现在,美国国债总额已经到了28.5万美元,几轮大放水下来,美元成了洪水猛兽,充斥着市场。而各国经济都受到了疫情影响,自顾不暇,根本拿不出钱再去买美国国债,替美国擦屁股。美国财长耶伦表态,如果不赶紧采取措施,美国最早将在8月份出现债务违约。一旦违约,美国的国家信用将受到严重打击,建立在国际信用之上的美国经济也将面临崩溃的危机。

2008-2009年经济危机的时候,我们慷慨地给美国人解了围,当时是中美一起扛过了全球经济危机,(当然,欧洲也出了大力气)这次,美国人又想来找我们,但是吧,这次的情况已经与当时有很大不同。如果美国不拿出切切实实的诚意,真心实意地让利给我们,红口白牙可能很难让我们满意。

我们不急,国内还有很多事情要做,各种事情也很多,顾不上他们。正如王毅这个月初说的,我们最重要的,还是做好自己的事情。

剩下的,且看他们自己折腾吧。

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