2025-05-13 00:20:19

蔡慎坤
有英文媒體問我對貝森特說美國會更多開放中國市場怎麼看?還有他說的,中國人多消費一點少生產一點美國人少消費一點多生產一點這樣的雙贏的策略怎麼看?我认为贝森特过于天真,正在犯他的前任耶伦所犯的同样错误,耶伦在财政部长任期内,频频跑去中国拜见中共政客,苦口婆心劝中国減少过剩产能扩大内需,但中共政要只是表面应对,一拖四年时间就过去了,白宫换了一批人马,中共又重新玩一次类似的花招。而中共扩大内需喊了几十年,内需一直毫无起色,其原因是中国人的收入远低于发达经济体,很多人的收入甚至还不如发展中国家的人均收入,而要改革中国收入分配机制,必然动官僚利益集团和垄断利益集团的奶酪,所以收入分配机制喊了几十年,劳动者收入所得占GDP的比重反倒越来越低。 An English media asked me what I thought of Benson's statement that the US would open up the Chinese market more? And what do you think of his win-win strategy of Chinese people consuming more and producing less, and Americans consuming less and producing more? I think Benson is too naive and is making the same mistake as his predecessor, Janet Yellen. During her tenure as Treasury Secretary, Yellen frequently went to China to meet with Chinese politicians and earnestly advised China to reduce excess production capacity and expand domestic demand, but the Chinese politicians only responded superficially. Four years passed, and the White House changed a group of people. The CCP played a similar trick again. The CCP has been calling for the expansion of domestic demand for decades, but domestic demand has not improved at all. The reason is that the income of Chinese people is far lower than that of developed economies, and the income of many people is even lower than the per capita income of developing countries. To reform China's income distribution mechanism, it is inevitable to touch the cheese of bureaucratic interest groups and monopoly interest groups. Therefore, after decades of calling for the income distribution mechanism, the proportion of labor income in GDP has become lower and lower.
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