白宮不知道川普的中國同意降低或撤銷汽車關稅是什麼意思 - 股票

1.原文連結：紐約時報 http://0rz.tw/BTpqQ

2.原文內容：

重點翻譯一下

On Monday, the president trumpeted what he has called “an incredible deal”
for farmers and manufacturers, saying they would be first in line to reap
the benefits of his agreement.

周一，川普大肆宣揚他為農民和製造商達成了「難以置信的交易」，他們會是川普達成

的協議下的首位受益者。

“Farmers will be a a very BIG and FAST beneficiary of our deal with China,”
Mr. Trump said in a Twitter post on Monday. “They intend to start
purchasing agricultural product immediately. We make the finest and cleanest
product in the World, and that is what China wants.”

川普周一在推特上說道：「農民將很快成為我們與中國達成協議的龐大受益者」，「中國

打算立即開始購買我們的農產品，我們生產全世界最好、最乾淨的產品，這就是中國想要

的」

In a separate tweet late Sunday night, Mr. Trump said China had agreed to
reduce and remove tariffs on cars coming into China from the United States.
The tariff rate is 40 percent, which China had raised in response to Mr. Trump
’s tariffs, and it was not clear to what level it would fall.

上週日晚上，川普在推特上說中國已經同意對美國降低和撤銷汽車關稅，中國此前將汽車

關稅上調至40%以回應川普的關稅政策，但目前還不清楚中國會把關稅下調到何種程度。

The disclosure took trade watchers and auto industry figures in both
countries by surprise. The issue of auto tariffs had not appeared in either
government’s public statement after the trade war truce.

該消息令中美兩國的貿易觀察家和業界人士感到意外。在貿易戰停火協議之後，中美兩國

政府的公開聲明都沒有提到汽車關稅問題。

Even White House officials who were in the meeting with Mr. Xi were not sure
what Mr. Trump meant. Peter Navarro, one of Mr. Trump’s top trade advisers,
said on NPR that the subject came up, but he could offer no details. Larry
Kudlow, the director of the National Economic Council, acknowledged to
reporters in a briefing that he was uncertain what Mr. Trump was referring to
but said he hoped all the tariffs will eventually reach zero.

甚至連參與川習會的白宮官員也不確定川普說的話是什麼意思。川普的首席貿易顧問之一

的納瓦羅，在接受全國公共廣播電台訪問時提到了這個話題，但他無法提供更多細節。

美國國家經濟委員會主席庫德洛在接受記者採訪時向記者承認，他不確定川普所指的是

什麼意思，但他希望所有的關稅最後都會歸零。


“We don’t have a specific agreement on that,” he said.

「我們沒有就此達成具體協議」，他說道。

The confusion continued into Monday night, when the White House revised Mr.
Kudlow’s statement that the trade truce would begin on Jan. 1, rather than
Dec. 1, giving the two sides an extra month to strike a deal. The White House
released a corrected transcript of Mr. Kudlow’s remarks, striking out
January and replacing it with December to reflect that the 90-day clock had
already begun.

這場混亂持續到週一晚上，當時白宮修改了庫德洛的聲明(貿易戰停火協議生效日期將於

明年1月1日開始而不是從今年的12月1日開始，雙方還有額外的一個月可以達成協議)。

白宮發布了一份關於庫德洛聲明的修正版，以12月份開始生效的版本取代原來的1月開始

生效的版本。


The lack of specific commitments from China and the conflicting statements
from United States and Chinese officials struck many analysts as a sign that
the president might ultimately get far less than he was publicly portraying.

中國缺乏具體承諾以及美中兩國官員相互矛盾的言論，使得許多分析師認為川普最終能

拿到手的比他公開描繪的還要少得多。

For instance, after leaving Buenos Aires on Saturday night, Mr. Trump told
reporters aboard Air Force One that Mr. Xi had agreed to approve a deal China
had previously rejected between Qualcomm, a San Diego-based chip maker, and a
Dutch firm, NXP, calling it “a big thing.” But Qualcomm had already
abandoned its plan to buy NXP and said on Monday that it would not be
resuscitating any agreement.

比如，在周六晚上離開布宜諾斯艾利斯後，川普告訴記者，習近平已經同意放行高通收購

恩智浦。恩智浦將其稱為「一件大事」，但高通已經放棄了收購恩智浦的計劃，週一時

高通還表示恩智浦併購案已經終止了。


3.心得/評論：

庫德洛和納瓦羅都不知道川普所說的中國同意降低或者撤銷汽車關稅是啥意思，

所謂的90天不是從明年1月1號開始算，而是從12月1號開始算，呃...庫德洛自己都暈了吧

白宮自己內部消息就那麼紊亂，川普說的跟納瓦羅、庫德洛說的不一致

一個扮黑臉一個扮白臉帶風向操作市場，一下說不確定中國購買的美國農產品數額，一下

又說中國會大量購買美國農產品，又說中國同意降低和撤銷汽車關稅，到底是降低還是

撤銷? 我看他們放假消息放到自己都亂了XD

https://imgur.com/a/xVatgA7 越來越多美國農場主走向破產，川普任內美國農場主破產

數量創下新高，今年還沒結束的情況下，2018年破產數量已經遠遠超過2008-2009年的經濟

危機時期。

突然提到汽車關稅原因也很簡單，通用要關廠裁員14000之外，福特也說了會裁員70000人

，而且涉及不少美國工廠，故意放假消息的目的就是希望能暫時穩住這兩個大公司讓他們

放緩離開美國的計劃，還有安撫一下破產數量創歷史新高的農業主。

題外話說一下，美國債3年、5年期收益率倒掛，2007年以來首次，情況對美國越來越險峻

了。

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