老川说美中贸易赤字时,忽略了美国驻中国公司直接在中国的销售额,这个不算在出口里。若算进去正好和赤字打平。

来源: 2019-05-23 09:16:39 [博客] [旧帖] [给我悄悄话] 本文已被阅读:

Total sales of US companies inside China, not part of the US trade data (2016): $343 Billion

US exports to China: $170B

Wipe out the trade deficit (2018): -378B

Sales of US companies inside China vs. Chinese companies inside US: 343B vs. 35B

"When we talk about US/China trade deficit, it's a missing number. Lots of US companies set up shops in China to be closer to customers and markets"

以上这些都没有算在进出口贸易里。

但如果中国报复,抵制美国在华公司的销售,那美国就损失不小。但贸易数字上看不见,这也是影响这些公司股票的重要原因之一。

https://www.youtube.com/watch?v=VG-aEwY0R50