-- 在即將舉行的中美峰會前夕,蒙特婁銀行(BMO)指出,雙邊貿易失衡正在迅速縮小。 事實上,該行表示,3月的最新貿易數據顯示,美國目前對台灣的貿易逆差已超過對中國的貿易逆差。 BMO指出,這並非「曇花一現」。過去12個月,美國對台灣的貿易逆差達到1,770億美元,兩年內成長了兩倍多;而對中國的貿易逆差為1,650億美元,兩年內幾乎減半。 就在2018年,中國對美國的貿易逆差還是對台灣貿易逆差的27倍。 同時,該行表示,兩年前還大於對台灣貿易逆差的加拿大對美貿易逆差,如今已縮小至「幾乎可以忽略不計」的330億美元。 BMO指出,從某種意義上來說,這張圖表將貿易戰和人工智慧熱潮都濃縮其中。儘管關稅限制了美國兩大主要供應國——加拿大和中國的進口,但美國對科技產品(尤其是晶片)的巨大需求彌補了這一缺口,使得整體貿易逆差與關稅實施前基本持平。
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