下一步冻结彭丽媛习明泽在美国房产资产。美国再加码40%对华关税，中国沪深港股应声重挫
大家好，
川普再加码40%对华关税，中国沪深港股应声重挫
美国总统唐纳德·川普（Donald Trump）宣布，从下周一（3月4日）起，将对中国输美商品再加征10%的关税，使关税总幅度达到20%，作为对中国的进一步施压手段。消息传出后，中国三大主要股市——沪市、深市和港股——在周五（2月28日）应声暴跌，跌幅显著，引发了中国网民的广泛关注与热议。与此同时，中国外交部和商务部均做出强硬回应，表示将采取“一切必要反制措施”加以应对。这个就怕中国不回应，一个巴掌拍不响。分析人士指出，美中贸易紧张关系可能进一步升级，而中国在反制措施上的筹码或许不足。此外，即将召开的全国“两会”即使推出刺激经济的利好政策，恐怕也难以有效提振当前低迷的市场信心。
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美方再加税，中国股市惨跌引发热议
川普于周四（2月27日）宣布，自3月4日起，在今年2月初对中国商品加征10%关税的基础上，再叠加10%的关税，之前就已经有19.2%的关税，总幅度达到39.2%，以加大对中国经济的压力。受此消息冲击，中国主要股市周五开盘即大幅下挫，跌势持续至收盘。例如，上证A股收报3320.90点，单日下跌1.98%；深证成指收于10,611.24点，跌幅达2.89%；创业板指数下跌3.82%，科创板指数下跌4.22%。港股恒生指数同样未能幸免，收于22,941.32点，下跌3.28%。这些跌幅均创下近几周的新低。
股市的惨跌也在中国网络上引发热烈反响。悲观情绪在股民中弥漫，相关话题迅速登上热搜榜，包括“#A股#”和“#川普宣布对华再加征10%关税#”一度冲上微博热搜前列。凤凰网一篇关于川普加征关税的报道吸引了超过3000条留言，但大部分评论被屏蔽，仅剩七条可见，且多为批评川普的反美言论。例如，湖南网民“KYAITT”留言：“尔要战，那便战。他若有本事就加100%关税，我们不怕，也不会倒下。川普这是损人不利己。”
这些小粉红，逻辑就无法自洽，如果关税不利于美国，那中国的小粉红应该高兴才对，不是天天反美吗？
山东网民“涵涵爸爸”则呼吁对等反制：“你强任你强，清风拂山岗。中国对等回应就好。”另一位山东网民“了悟安辰”直接呛声：“你干脆别进口得了。”
这就对了，是中国不要脸要出口，谁特么进口东大国的垃圾货
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网民情绪两极：强硬对美与市场担忧并存
对于A股周五的跌势，中国网民反应不一，有人悲观，有人试图乐观面对。浙江微博基金博主“喜欢玩基金的小瑜哥”发帖展示其六支人工智能（AI）基金的负收益，留言哀叹：“我不玩了，把钱还我。”
这逻辑也够奇葩，都是中式逻辑，你赔钱把钱还给你，你挣钱你给别人吗？这中共的逻辑就是便宜都得让占了。金灿荣说的吗？双赢就是中国赢两次，便宜都得让你中国占了才行。
另一则帖子提问：“#川普宣布对华再加征10%关税#会影响今日的#A股#吗？”吸引了十余条回复，其中至少四人给出肯定回答。例如，湖南网民“Y背道而驰P”称：“会，外面风吹草动一下，A股就摆烂。”北京网民“小兔子呀呀呀呀呀呀呀”附和道：“借着这个消息接着振荡调整。”
不过，也有人持较乐观态度。湖南网民“Y背道而驰P”表示不惧川普关税，并期待中国官方反击，留言：“跟队伍，听指挥，一腔热血，不怕。”但海南版主“周思CIO”则语带讽刺：“这不是为了两会期间上涨，特意打开下跌空间吗？”中国已敲定第十四届全国政协会议和全国人大分别于3月4日和3月5日召开，恰逢川普加征关税的时间点。一些股民预期，下周股市可能继续回落，但若“两会”释出刺激经济的利好政策，或许能为市场带来反弹支撑。
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“两会”能否救市？分析人士看法悲观
尽管“两会”临近，市场对政策利好的期待并未完全消退，但香港一位分析师却持悲观立场。他指出，“两会”历来是橡皮图章，若当局有意出台经济刺激方案，无需等到两会，去年9月以来几轮政策的效果也证明收效甚微。他认为，美国对华关税持续加码，敌意深重，可能进一步激发中国民众的反美情绪。尤其川普还计划全球加税，连越南、孟加拉等国恐难幸免，这对已将产线转移至第三国以规避关税的中国出口商来说是坏消息。
就要堵死中国所有能够利用的漏洞。东大国的文化就是这样，就是钻漏洞，占便宜，还以为自己挺聪明。世界上大部分国家都已经民主国家。就剩一个独裁大国，偏偏认为自己世界上最聪明的民族。
该分析师补充道：“川普2018年已对中国商品开征10%关税，今年2月再加10%，若3月再加10%，总关税将达30%。这对中国出口商成本冲击巨大，对经济非常不利。”以港股为例，他预测可能跌至21,000点才会吸引资金逢低进场。据估算，2月初加征10%关税前，中国输美商品平均关税约为19%。若3月4日起加征幅度升至20%，平均关税将近翻倍至39%。特别是半导体等战略物资，自今年1月起已单独被课以50%关税，若叠加两次10%加征，中低端芯片输美关税恐飙升至70%。
美中贸易战：川普欲逼中国“喊痛”
川普第一任期已认定中国无意解决贸易失衡问题，因此祭出高关税。第二任期，他料将延续强硬政策，直至中国“喊痛”。改天就应该直接把彭丽媛和习明泽在美国纽约的资产和房产都给冻结，把这些贪官的资产都给冻结了。过去，中国未认真对待贸易失衡，导致美国不断加码关税。分析认为，川普可能通过关税、科技限制、出口管制及投资限制，迫使中国正视问题。中国过去依赖产能过剩、杀价竞争和对外倾销的模式已不可持续。若未来能鼓励民企投资、扩大内需并增加对美采购，或许能缓解贸易失衡。
据统计，2024年美中贸易逆差为2954亿美元，较2018年峰值4182亿美元减少1200亿美元。若再削减两个1200亿美元，美国对中国的贸易逆差就能降到500亿美元，接近贸易平衡。有人推测，川普的战略目标是将逆差压至1000亿美元以内，让中国每年少赚2000亿美元。对此，中国外交部发言人林剑周五表示“强烈不满”，警告将采取“一切必要措施”维护权益。商务部也称，若美方一意孤行，中方将坚决反制。此前2月加征关税时，中国对美能源和农用设备加征最高15%关税，并对谷歌等美企启动反垄断调查。
这个就怕中国不回应，一个巴掌拍不响。只要中国反击，就能配合川普达成川普的战略目标。
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总之
川普在中期选举之前有美国人民充分授权，川普不仅拿到了选举人票，还赢得了普选票，还赢得了参众两院。在中期选举期间川普有2年的时间。现在刚刚过去一个月。川普一定会用两年的时间把中国打趴下，当然了中国的共产主义盟友，一定在帮中国
妄图阻止川普
中国股市短期可能持续调整，而网民情绪在强硬反美与市场担忧之间摇摆。如果中国继续反击，可能加速川普战略目标实现。长远来看，中国只有调整经济发展模式，扩大内需，少去占美国的便宜，才能缓解压力。当然说着容易做起来难。现在每年还白拿美国3000亿美元呢，换成谁也不想放弃这块肥肉。但是一直让中国占便宜，只能壮大中共。不打击中共，那就是中共事实上的盟友。但是当前利空冲击下，市场信心修复仍需时日。
英文翻译
The next step is to freeze the real estate assets of Peng Liyuan and Xi Mingze in the United States. The United States has increased tariffs on China by another 40%, and China’s Shanghai, Shenzhen and Hong Kong stocks have plummeted.
Hello everyone,
Trump has increased tariffs on China by another 40%, and China’s Shanghai, Shenzhen and Hong Kong stocks have plummeted.
US President Donald Trump announced that from next Monday (March 4), he will impose an additional 10% tariff on Chinese goods exported to the United States, bringing the total tariff to 20%, as a means of further pressure on China. After the news came out, China’s three major stock markets – Shanghai, Shenzhen and Hong Kong stocks – plummeted on Friday (February 28), with a significant drop, which attracted widespread attention and heated discussions among Chinese netizens. At the same time, China’s Ministry of Foreign Affairs and Ministry of Commerce both responded strongly, saying that they would take “all necessary countermeasures” to deal with it. This is afraid that China will not respond, and one hand cannot clap. Analysts pointed out that US-China trade tensions may escalate further, and China may not have enough chips in countermeasures. In addition, even if the upcoming National People’s Congress and the Chinese People’s Political Consultative Conference introduces favorable policies to stimulate the economy, it is unlikely to effectively boost the current depressed market confidence.
The US imposes additional tariffs, and the Chinese stock market plummets, causing heated discussions
Trump announced on Thursday (February 27) that starting from March 4, a 10% tariff will be imposed on Chinese goods on top of the 10% tariff imposed in early February this year, and the total tariff will reach 39.2%, in order to increase pressure on the Chinese economy. Affected by this news, China’s major stock markets fell sharply at the opening on Friday, and the decline continued until the close. For example, the Shanghai A-shares closed at 3320.90 points, a single-day drop of 1.98%; the Shenzhen Component Index closed at 10,611.24 points, a drop of 2.89%; the ChiNext Index fell 3.82%, and the Science and Technology Innovation Board Index fell 4.22%. The Hong Kong stock Hang Seng Index was also not spared, closing at 22,941.32 points, down 3.28%. These declines all hit new lows in recent weeks.
The stock market crash also triggered a heated response on the Chinese Internet. Pessimism spread among stockholders, and related topics quickly topped the hot search list, including “#A shares#” and “#Trump announced an additional 10% tariff on China#” which once topped the Weibo hot search list. Phoenix.com’s report on Trump’s tariff increase attracted more than 3,000 comments, but most of the comments were blocked, leaving only seven visible, and most of them were anti-American remarks criticizing Trump. For example, Hunan netizen “KYAITT” left a message: “If you want to fight, then fight. If he has the ability to impose 100% tariffs, we are not afraid and will not fall. Trump is hurting others and not benefiting himself.”
These little pinks are not logically self-consistent. If tariffs are not good for the United States, then China’s little pinks should be happy. Aren’t they anti-American every day?
Shandong netizen “Hanhan Dad” called for equal countermeasures: “You can be as strong as you want, the breeze blows over the hills. China should just respond in kind.” Another Shandong netizen “Liaowu Anchen” directly choked: “You might as well stop importing.”
That’s right, it’s China that is shameless to export, who the hell imports the garbage from the big country of the East
Netizens have polarized emotions: tough stance against the US and market concerns coexist
Chinese netizens have different reactions to the decline of A-shares on Friday, some are pessimistic, and some try to face it optimistically. Zhejiang Weibo fund blogger “Xiaoyu Brother who likes to play funds” posted a post showing the negative returns of his six artificial intelligence (AI) funds, and left a message lamenting: “I don’t want to play anymore, give me back my money.”
This logic is also weird enough, it’s all Chinese logic, if you lose money, the money will be returned to you, and if you make money, will you give it to others? This is the logic of the CCP, you have to let others take advantage of you. Did Jin Canrong say that? Win-win means China wins twice, and you have to let China take advantage of you.
Another post asked: “Will #Trump’s announcement of an additional 10% tariff on China# affect today’s #A-shares#?” It attracted more than ten replies, of which at least four people gave affirmative answers. For example, Hunan netizen “Y逆道而驰P” said: “Yes, A-shares will go bad if there is any disturbance outside.” Beijing netizen “小兔子呀呀呀呀呀呀呀” echoed: “Use this news to continue to oscillate and adjust.”
However, some people are more optimistic. Hunan netizen “Y逆道而驰P” said he is not afraid of Trump’s tariffs and looks forward to China’s official counterattack, leaving a message: “Follow the team, listen to the command, full of enthusiasm, not afraid.” But Hainan moderator “周思CIO” said sarcastically: “Isn’t this to open up the room for decline for the rise during the two sessions?” China has finalized the 14th National Committee of the Chinese People’s Political Consultative Conference and the National People’s Congress to be held on March 4 and March 5 respectively, which coincides with the time when Trump will impose tariffs. Some stockholders expect that the stock market may continue to fall next week, but if the “Two Sessions” release favorable policies to stimulate the economy, it may bring support for the market to rebound.
Can the “Two Sessions” save the market? Analysts are pessimistic
Although the “Two Sessions” are approaching, the market’s expectations for favorable policies have not completely subsided, but an analyst in Hong Kong is pessimistic. He pointed out that the “Two Sessions” have always been a rubber stamp. If the authorities intend to introduce an economic stimulus plan, there is no need to wait until the Two Sessions. The effects of several rounds of policies since September last year have also proved to be minimal. He believes that the continued increase in US tariffs on China and the deep hostility may further stimulate the anti-US sentiment of the Chinese people. In particular, Trump also plans to increase tariffs globally, and even Vietnam, Bangladesh and other countries may not be spared. This is bad news for Chinese exporters who have moved production lines to third countries to circumvent tariffs.
All loopholes that China can exploit must be blocked. This is the culture of the big countries in the East, that is, to exploit loopholes, take advantage, and think they are quite smart. Most countries in the world are already democratic countries. There is only one dictatorial country left, which thinks it is the smartest nation in the world.
The analyst added: “Trump imposed a 10% tariff on Chinese goods in 2018, and another 10% in February this year. If another 10% is imposed in March, the total tariff will reach 30%. This has a huge impact on the costs of Chinese exporters and is very unfavorable to the economy.” Taking Hong Kong stocks as an example, he predicted that it might fall to 21,000 points before attracting funds to enter the market at a low point. It is estimated that before the 10% tariff was imposed in early February, the average tariff on Chinese goods exported to the United States was about 19%. If the increase is increased to 20% from March 4, the average tariff will nearly double to 39%. In particular, strategic materials such as semiconductors have been subject to a 50% tariff since January this year. If two 10% increases are added, the tariff on low- and medium-end chips exported to the United States may soar to 70%.
US-China trade war: Trump wants to force China to “cry out in pain”
In his first term, Trump determined that China had no intention of solving the trade imbalance, so he imposed high tariffs. In his second term, he is expected to continue the tough policy until China “cries out in pain.” One day, we should just freeze all the assets and real estate of Peng Liyuan and Xi Mingze in New York, USA, and freeze all the assets of these corrupt officials. In the past, China did not take the trade imbalance seriously, which led to the United States to continue to increase tariffs. Analysts believe that Trump may force China to face up to the problem through tariffs, technology restrictions, export controls and investment restrictions. China’s past model of relying on overcapacity, price-cutting competition and foreign dumping is no longer sustainable. If private enterprises can be encouraged to invest, domestic demand can be expanded and purchases from the United States can be increased in the future, the trade imbalance may be alleviated.
According to statistics, the US-China trade deficit in 2024 will be US$295.4 billion, a decrease of US$120 billion from the peak of US$418.2 billion in 2018. If two more US$120 billion are cut, the US trade deficit with China can be reduced to US$50 billion, close to trade balance. Some people speculate that Trump’s strategic goal is to reduce the deficit to less than US$100 billion, so that China will earn US$200 billion less each year. In response, Chinese Foreign Ministry spokesman Lin Jian expressed “strong dissatisfaction” on Friday, warning that “all necessary measures” would be taken to safeguard rights and interests. The Ministry of Commerce also said that if the US insists on its own way, China will resolutely counterattack. Previously, when imposing tariffs in February, China imposed tariffs of up to 15% on US energy and agricultural equipment, and launched antitrust investigations on US companies such as Google.
This is afraid that China will not respond. One hand cannot clap. As long as China fights back, it can cooperate with Trump to achieve Trump’s strategic goals.
In short, Trump has full authorization from the American people before the midterm elections. Trump not only won the electoral votes, but also won the popular vote and the Senate and House of Representatives. Trump has 2 years during the midterm elections. Now it has just passed a month. Trump will definitely use two years to knock China down. Of course, China’s communist allies must be helping China
Trump is trying to stop Trump
China’s stock market may continue to adjust in the short term, and netizens’ emotions are swinging between tough anti-US and market concerns. If China continues to fight back, it may accelerate the realization of Trump’s strategic goals. In the long run, China can only relieve the pressure by adjusting its economic development model, expanding domestic demand, and taking less advantage of the United States. Of course, this is easier said than done. Now China is still taking 300 billion US dollars from the United States for free every year. No one wants to give up this piece of fat meat. But letting China take advantage all the time can only strengthen the CCP. If China does not strike the CCP, it will be the CCP’s de facto ally. However, under the current negative impact, it will take time for market confidence to recover.