From China+1 to ABC, 中美脱钩进行时吗?

祸兮福兮?

WSJ:

The New Plan for Western Companies Is ABC: ‘Anything But China’

In recent years, many multinationals decided they had become overreliant on suppliers in China, prompting them to pursue a so-called “China Plus 1” strategy of augmenting China-based suppliers with those in other countries.

Now, with U.S.-China tensions soaring again, many tech businesses are accelerating moves to shift production out of China and look for suppliers elsewhere, signifying a global tech world that is increasingly bifurcated between the two powers.

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