-- 在即将举行的中美峰会前夕,蒙特利尔银行(BMO)指出,双边贸易失衡正在迅速缩小。 事实上,该行表示,3月份的最新贸易数据显示,美国目前对台湾的贸易逆差已超过对中国的贸易逆差。 BMO指出,这并非“昙花一现”。过去12个月,美国对台湾的贸易逆差达到1770亿美元,两年内增长了两倍多;而对中国的贸易逆差为1650亿美元,两年内几乎减半。 就在2018年,中国对美国的贸易逆差还是对台湾贸易逆差的27倍。 与此同时,该行表示,两年前还大于对台湾贸易逆差的加拿大对美贸易逆差,如今已缩小至“几乎可以忽略不计”的330亿美元。 BMO指出,从某种意义上说,这张图表将贸易战和人工智能热潮都浓缩其中。尽管关税限制了美国两大主要供应国——加拿大和中国的进口,但美国对科技产品(尤其是芯片)的巨大需求弥补了这一缺口,使得整体贸易逆差与关税实施前基本持平。
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