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本帖由 99812018-05-04 发布。版面名称:华人论坛

  1. 9981

    9981 Nanoriver ID:40702 VIP

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    https://www.bloomberg.com/news/arti...s-no-cancellation-of-trade-talks-with-chinese

    Kudlow Says ‘No Cancellation’ of Trade Talks With Chinese
    President Donald Trump’s top economic adviser denied reports that preparatory trade talks with Chinese officials had been cancelled due to a lack of progress.



    Larry Kudlow, head of the National Economic Council, said in an interview with CNBC Tuesday that an upcoming meeting in Washington with Chinese Vice Premier Liu He at the end of the month will be “very, very important” and “determinative.”



    Kudlow said Liu and his top deputy will come to Washington this month and that there’s “no cancellation.”



    The Financial Times reported earlier Tuesday that U.S. officials cancelled preparatory talks with Wang Shouwen, a vice-minister of commerce, and Liao Min, a vice-minister of finance, because of a lack of progress on intellectual property issues and structural reforms to China’s economy.
     
  2. 9981

    9981 Nanoriver ID:40702 VIP

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    https://www.bloomberg.com/news/arti...hina-miles-and-miles-from-resolving-trade-war

    Wilbur Ross Says U.S., China ‘Miles and Miles’ From Resolving Trade War

    Commerce Secretary Wilbur Ross downplayed expectations for an end to the U.S.-China trade war when both sides meet in Washington next week, saying the world’s two largest economies are a long way from resolving their differences.



    “We’re miles and miles from getting a resolution,” he said in an interview on CNBC on Thursday. “Trade is very complicated. There are lots and lots of issues.”



    [​IMG]
    Wilbur Ross

    Photographer: Joshua Roberts/Bloomberg
    The Dow Jones and S&P 500 Index were lower in early trading after the secretary’s remarks.



    Chinese Vice Premier Liu He is scheduled to meet next week in Washington with U.S. Trade Representative Robert Lighthizer.



    People shouldn’t think that the events of next week are going to be the solution to all of the issues between the United States and China. It’s too complicated a topic,” Ross said. “I believe that China would like to make a deal. I believe that we would like to make a deal. But it has to be a deal that works for both parties.”

    State of Play: U.S.-China Trade Negotiations Near Next Round



    Ross added that he sees a “fair chance we do get to a deal” eventually.

    His comments come with just over five weeks to go before a deadline to conclude a deal. If that doesn’t happen, the Trump administration has threatened to raise the tariff rate on $200 billion in Chinese good to 25 percent from 10 percent.

    While the two sides appear to be in close contact as the deadline approaches, it’s also apparent that there’s some way to go before they resolve their differences. Investors have been jittery this week about the prospects of a deal, as news trickled out that substantial differences remain, including a Bloomberg News report that the governments are struggling to bridge the gap on intellectual-property issues.

    The IMF this week downgraded its global outlook for the second time in three months, warning of mounting risks including an escalation of the trade war and tightening credit.
     
  3. 9981

    9981 Nanoriver ID:40702 VIP

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    按照罗斯的说法, 中美贸易谈判是寸土必争。

    所以爱共产党的竟可以放心, 土共还没卖国。爱西方自由市场人士也稍安无躁,美国也不会轻易再给土共沾便宜。2019年是继续打打和和的一年。
     
  4. 9981

    9981 Nanoriver ID:40702 VIP

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    https://www.forbes.com/sites/kenrap...nce-on-pending-china-trade-deal/#f07ff1973fc6

    Irrational Exuberance On Pending China Trade Deal


    [​IMG]
    Robert Lighthizer, U.S. trade representative, is in China this week. Market expectations are high. Photographer: Andrew Harrer/Bloomberg photo credit: © 2018 Bloomberg Finance LP© 2018 BLOOMBERG FINANCE LP

    China’s stock market continues to be lifted by stimulus and, more importantly, on hopes that Beijing and Washington kiss and make up.

    The Shanghai Composite Index rose 1.36to % yesterday to close at 2,653. Hong Kong’s Hang Seng gained a lackluster 0.6% to close at 28,123, and the Deutsche X-Trackers China A-Shares (ASHR) exchange-traded fund absolutely clobbered the emerging market universe yesterday, up over 2% while the MSCI Emerging Markets were negative.

    This is an odd assumption, that China and the U.S. will end the trade war. U.S. Trade Representative (USTR) Robert Lighthizer is in Beijing this week to talk trade. He’s part of the dynamic duo of China hawks in President Trump’s cabinet. The other is Peter Navarro. To think that Lighthizer will let China get away with the status quo is pushing it. At best, China gets an extension on the trade war ceasefire, which Lighthizer says ends on May 2, Beijing time. In that case, the U.S. doesn’t increase tariffs from 10% to 25%. For how long, though, is anybody’s guess.

    “The USTR publicly embedded the March 2nd escalation date into the Federal Register, which could complicate any attempt to extend the current truce,” thinks Nick Marro, Asia and China analyst for The Economist Intelligence Unit. “At the very least, such a move politically ties the hands of U.S. negotiators: backing down could raise questions over the credibility of the Trump administration’s trade policy, making a future deal that much harder to enforce.”





    Markets are highly susceptible to trade talks and rumors of talks. When it looked certain that Trump and his Chinese counterpart, Xi Jinping, would not be meeting during the president’s visit to Asia this month, investors sold. Now there are rumors that Xi will come to Mar-a-Lago again in March. If you’re really upbeat about all this, one can assume Lighthizer and Treasury Secretary Steve Mnuchin are going to get some sort of concession on intellectual property rights that Trump can then announce during a presser with Xi in Florida next month.

    [​IMG]
    China’s President Xi Jinping is not expected to meet with Trump this month. (Photo credit should read FRED DUFOUR/AFP/Getty Images) photo credit: AFP/Getty ImagesGETTY

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    How China concedes on things like technological transfers in joint venture partnerships at a time when American courts are gunning for its premier telecommunications systems firm, Huawei, is a total mystery. Here we have a top executive and the daughter of Huawei’s founder facing allegations of corporate espionage and breaking Iran trade sanctions rules, and yet somehow Xi is going to give American lawyers the chance to sue Chinese companies in mainland China under new intellectual property laws.

    According to a Commission on the Theft of American IP, some $600 billion has been estimated to have been lost in intellectual property theft over time, though not all of it because of the Chinese. Still, they are the focus. In November, the U.S. Department of Justice indicted Fujian Jinhua Integrated Circuits and its three employees from U.S. firm Micron Technology for stealing Micron’s trade secrets for the benefit of Jinhua, a company majority owned by the state. According to semiconductor industry analysts at investment research firm Smartkarma, “This latest decision by the DOJ marks a major setback for China’s ambitious plans to develop an indigenous semiconductor industry.”

    Jinhua is behind a $5.5 billion investment by the Chinese government to build DRAM chips in a bid to bolster the country’s self-reliance in microchips instead of relying on Silicon Valley. The problem is, companies like Jinhua are stealing the know-how. If they are not stealing it, they are getting it for free as part of a deal with foreign firms that says if you want to do business in Asia’s biggest market, you have to fork over some technology.

    This is the climate in which Lighthizer is operating. Either Jinhua and Huawei are forgiven, or Xi opens his countries companies to legal challenges at home by U.S. firms who feel aggrieved by their former JV partners who took their tech know-how and started competing companies. This might be the outcome of stronger intellectual property laws in China.

    As a result of this crackdown on China stealing trade secrets, and growing into the tech powerhouse it has become in Asia, there are now moves to ban Chinese telecom equipment from U.S. networks. “Movement forward on these issues could torpedo the trade talks regardless of what happens before March,” says Marro.

    Lighthizer will be discussing more than IP.

    [​IMG]
    Micron Technology’s Double-Data-Rate Synchronous Random-Access Memory (SDRAM) chips. China wanted to buy Micron in 2015. Nowadays it’s stealing some of Micron’s trade secrets, according to the Department of Justice. Photographer: Tomohiro Ohsumi/Bloomberg photo credit: © 2015 Bloomberg Finance LP© 2015 BLOOMBERG FINANCE LP

    Industrial subsidies and enhanced capital controls, among other state-induced measures, demonstrate the concerted manner in which China allocates resources to create wealth and employment at the expense of other economies. Smartkarma research analyst Stewart Peterson says, “International trade in subsidized goods produces inequitable outcomes in the destination country that then erode the moral foundation of capitalism. The survival of market-orientated economics depends upon restoring the sense that the outcomes it produces are fair and trade made with a mercantilist China makes this impossible.”

    The U.S. goal is twofold: weaken China’s role in the U.S. supply chain and weaken the Communist Party of China. If there is to be a truly globalized economy, then economic power No. 1 cannot play by one set of rules (democratic system, free-market capitalism) while economic power No. 2 plays by another set of rules (one-party authoritarian system, hybrid capitalism.)

    Something’s got to give.

    Meanwhile, China’s economy is slowing. The scope for a credit-infused stimulus is limited because Xi thinks they are unsustainable, and he is correct. He needs the trade war to end and cannot afford Lighthizer doubling down on tariffs next month. What will he give in return?

    Wall Street does not want more China tariffs either. All the bullish sentiment is due to the belief that this is as bad as it gets. But if Washington considers China a rival and wants to fundamentally force a change to its economy, either they keep on trucking or they throw in the towel in hopes not to tick off the equity markets. If investors are right, team Trump bends as much as Xi. It can happen. If it does, look for Chinese tech companies to be in the crosshairs of the Department of Justice as Washington uses nontariff barriers to target China instead.

    If the market is expecting an extension to the 90-day truce and no tariff hikes, then this might be as good as it gets. Tariffs are highly unlikely to wind down—and are more likely to be revved up if China does not produce the kind of outcomes Washington is hoping for.
     
  5. PipiMom

    PipiMom 资深人士 ID:81783

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    好像不是这么说的。国是共产党的江山,辛苦打下来不会卖的。就看是不是民为贵了。
     
    已获得9981的支持。
  6. 9981

    9981 Nanoriver ID:40702 VIP

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    https://www.bloomberg.com/news/arti...-purchases-alone-not-enough-for-deal-jsnc8i9y

    U.S. Says More China Purchases Alone Not Enough For Deal

    The U.S. is pushing for a trade deal with China that includes “significant structural changes” to the Asian nation’s economic model, as well as provisions that ensure Beijing keeps its promises, President Donald Trump’s top trade negotiator said.



    It’s still too early to tell if China will concede to U.S. demands, said U.S. Trade Representative Robert Lighthizer, with plans underway for Trump to invite his Chinese counterpart Xi Jinping for a summit to finalize a potential agreement. Lighthizer’s comments contrast with Trump’s more optimistic remarks this week when he raised hopes for an imminent deal.



    “This administration is pressing for significant structural changes that would allow for a more level playing field -- especially when it comes to issues of intellectual property rights and technology transfers,” Lighthizer said Wednesday in testimony before the House Ways and Means committee.



    The issues on the table between the U.S. and China “are too serious to be resolved with promises of additional purchases,” said Lighthizer, who is leading the negotiations for the Trump administration. “We need new rules.”



    Striking a broad trade agreement with China won’t be a one-off event, said Lighthizer. The plan is for lower-level officials to meet on a monthly basis, while there’ll be quarterly meetings between mid-ranking officials and semi-annual exchanges between ministers, said Lighthizer.

    “If there’s disagreement at my level then the United States would expect to act proportionally but unilaterally to insist on enforcement,” said the trade chief, likely referring to tariff action among other measures.

    Big ’If’
    “If we can complete this effort -- and again I say ‘if’ -- and can reach a satisfactory solution to the all-important outstanding issue of enforceability as well as some other concerns, we might be able to have an agreement that turns the corner in our economic relationship with China,” he said. “Much still needs to be done, both before an agreement is reached, and more importantly, after it is reached.”



    The U.S. is “very aware of the history of our trading relationship with China, and the disappointments that have resulted from promises that were not kept,” he added.

    Trump this week raised the prospect that he could sign a new trade deal with Xi, as both sides expressed optimism following the conclusion of the latest round of talks. Treasury Secretary Steven Mnuchin said this week that a leaders’ meeting for late March at Trump’s Mar-a-Lago resort in Florida is being tentatively planned.

    China Role
    Trump’s hint at a deal-clinching summit with Xi underscores the sense that the two nations are approaching an agreement, more than seven months since the U.S. first imposed tariffs on Chinese imports, setting off a tit-for-tat conflict that has cast a cloud over the global economy. But with Trump holding another summit with North Korean leader Kim Jong-Un this week in Vietnam -- a diplomatic effort in which China will play a critical role -- the risk of a setback remains significant.

    Trump will have to sell any deal he signs to trade hawks who brought him to power and Democratic lawmakers, who have at times criticized the president for taking his foot off the gas in his efforts to convince China to step up its reforms.

    “This administration has chosen to take the path of a high-risk confrontation with China. It must hold out for a good deal, a structural deal,” said Democrat Richard Neal, the chairman of the committee, which oversees trade issues in the House.

    Tariff Truce
    Trump has extended a deadline to raise tariffs on Chinese goods beyond this week, citing progress in the latest round of talks that wrapped up Sunday in Washington. The president hasn’t specified how long he’d extend the tariff truce.

    China has repeatedly promised to ramp up purchases of American goods including soybeans and energy products. Lighthizer said he’s been pressed by some Americans not to settle for just a “soybean solution” to end the trade dispute.

    On another key issue in the talks, Mnuchin on Friday said the U.S. and China had reached an agreement over currency, describing it as the “strongest ever,” though he offered no details. However, Bloomberg reported that the sides are still trying to figure out how to enforce the pact to ensure Beijing lives up to its pledge not to depreciate the yuan.



    Asked about the currency deal at the hearing on Wednesday, Lighthizer said “there’s no agreement on anything until there’s agreement on everything. But the reality is we have spent a lot of time on currency and it will be enforceable.”

    (Updates with det
     
  7. 9981

    9981 Nanoriver ID:40702 VIP

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    https://www.washingtonexaminer.com/...everage-with-trump-as-north-korea-talks-stall

    China loses leverage with Trump as North Korea talks stall

    President Trump’s decision Thursday to walk away from denuclearization talks with North Korea could result in the president tightening his demands with China during their upcoming trade talks. The president needs China’s help to force North Korea to make a deal, but if those talks remain stalled then the president can afford to get tougher on trade with Beijing, experts note.


    “North Korea has mattered on China trade,” said Derek Scissors, resident scholar at the American Enterprise Institute. "The president says, ‘You know, if they help me on North Korea, I’ll cut them some slack on trade.’ I think that he’s still happy with them on Korea … but if that shifted, the deal would be in trouble."

    Scissors was paraphrasing Trump, but the characterization is pretty close.


    “We have tremendous trade deficits with everybody, but the big one is with China. ... And I told them, 'You want to make a great deal?' Solve the problem in North Korea,” the president said in a 2017 Wall Street Journal interview. "That's worth having deficits. And that's worth having not as good a trade deal as I would normally be able to make."

    The president has said his trade policies with China are the reason why Pyonyang has been willing to talk at all. “President Donald J. Trump feels strongly that North Korea is under tremendous pressure from China because of our major trade disputes with the Chinese Government,” he said in an August tweet.

    On Thursday Trump praised China as a “big help” on Korea, even as he abruptly cut short a trip to Vietnam to talk to North Korean dictator Kim Jong Un. “Sometimes you have to walk. And this was just one of those times,” Trump told reporters.


    Dimitar Gueorguiev, assistant professor of political science at Syracuse University, said that the efforts to get a trade deal with China may have unintentionally harmed the North Korea talks. Beijing has “enormous” leverage over Pyongyang, Gueorguiev noted, but has to be cajoled into using it. The president, eager for a trade deal, announced Sunday that he’d hold off on scheduled tariff increases on $200 billion in Chinese goods. That eliminated a tool the president had to put pressure on China.

    “The Trump administration, more so than any previous administration, has been willing to link security and economic issues. You could make the argument that going too quick on the trade negotiations reduced the leverage on the North Korea negotiations,” Gueorguiev said.

    Trump is expected to meet Chinese President Xi Jinping sometime in March to discuss trade, after relenting on the previous March 1 deadline for China to accede to U.S. demands or face higher tariffs.

    The president’s decision to halt the North Korea talks Thursday also shows that he is willing to walk away from a bad deal, said Gary Hufbauer, nonresident senior fellow at the Peterson Institute for International Economics.


    “The signal there is, Trump will walk up to the line, and if he is not happy with it, he’ll walk right back," he said. "I think that is meant to be a signal to China as well as North Korea."
     
  8. 9981

    9981 Nanoriver ID:40702 VIP

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    https://www.bbc.com/news/business-48171561
    Trump to raise tariffs on $200bn of Chinese goods

    Donald Trump has said he will raise tariffs on $200bn of Chinese goods this week, because talks on a US-China trade deal are moving "too slowly".

    The US president tweeted that tariffs of 10% on certain goods would rise to 25% on Friday, and $325bn of untaxed goods could face 25% duties "shortly".

    "The Trade Deal with China continues, but too slowly, as they attempt to renegotiate. No!" he tweeted.

    The countries have seemed near to striking a trade deal in recent weeks.

    For 10 months, China has been paying Tariffs to the USA of 25% on 50 Billion Dollars of High Tech, and 10% on 200 Billion Dollars of other goods. These payments are partially responsible for our great economic results. The 10% will go up to 25% on Friday. 325 Billions Dollars....


    Mr Trump delayed further tariff increases earlier in the year, citing progress in talks.

    The move increases pressure on China as Vice Premier Liu He prepares to travel Washington this week to resume negotiations.

    That follows talks in April in Beijing that US Treasury Secretary Steven Mnuchin called "productive."

    So far, the US has imposed tariffs on $250bn (£191bn) of Chinese goods, having accused the country of unfair trade practices.

    Beijing hit back with duties on $110bn of US goods, blaming the US for starting "the largest trade war in economic history".

    Mr Trump's latest move will raise duties on more than 5,000 products made by Chinese produces, ranging from chemicals to textiles and consumer goods.

    The US president originally imposed a 10% tariff on these goods in September that was due to rise in January, but postponed this as negotiations advanced.

    "The Tariffs paid to the USA have had little impact on product cost, mostly borne by China," he tweeted on Sunday.

    However, both US and international firms have said they are being harmed by the trade war.

    Car makers Ford and General Motors lowered their profit forecasts for 2018, citing higher steel and aluminium prices caused by new US tariffs.

    Food giant Tyson Foods also cut its outlook, saying retaliatory duties on US pork and beef exports had lowered US meat prices.

    Fears about a further escalation caused a slump in world stock markets towards the end of last year.

    The IMF has warned a full-blown trade war would weaken the global economy.
     
  9. 9981

    9981 Nanoriver ID:40702 VIP

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    加关税是手段, 转移产业供应链才是最终目的。

    川普和纳瓦罗最不满的就是把美国的高科技研发部门转到中国。 纳瓦罗最新的哈佛演讲清晰地表明, 就连中国卖给中东各国的武器都是偷窃或者抄袭的美国技术。

    谈判的拖长固然是想跟中国达成过渡协议, 更重要的是把核心技术产业链拉回大北美美加墨。这也就是川普坚决不减低或者取消电子产品500亿25%关税的原因。

    但是纳瓦罗方向虽然对, 调回产业链的执行力并不突出。
     
  10. 9981

    9981 Nanoriver ID:40702 VIP

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    刘中堂下周来说 我那每天五百万吞不算数了 打贸易战打死美国农民:kan:
     
  11. 9981

    9981 Nanoriver ID:40702 VIP

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    http://www.wenxuecity.com/news/2019/05/07/8287251.html



    月7日,多位甲骨文(Oracle)中国员工向《财经》记者确认,该公司将裁撤中国区研发中心(CDC)。整个CDC约1600人,首批确认裁员约900余人,其中超500人来自北京研发中心。

      据《21世纪经济报道》报道,7日上午,甲骨文召开了面向全中国区的电话会议,其亚太区人力资源主管声称,甲骨文正在进行全球性的业务结构调整,导致一部分人要离开岗位。没有任何提问环节,会后甲骨文北京地区便开始了一对一裁员面谈,赔偿方案为N+6(N为入职年限)。

      甲骨文是仅次于微软的全球第二大软件公司,总部位于美国加利福尼亚州的红木城(Redwood City),其核心产品为关系型数据库软件,市占率多年来全球排名第一。

      1989年,甲骨文正式进入中国市场。2002年该公司在深圳建立第一家研发中心,随后在北京、上海、苏州、南京相继成立研发中心。

      一位中国SaaS公司CEO对《财经》记者说,裁撤研发中心对甲骨文在中国的业务不会有太大影响。该SaaS公司的业务与甲骨文的某一类云服务有直接竞争关系。

      “甲骨文是全球化开发模式,很多项目都是由美国、印度、中国的研发人员共同开发,中国不做了,可以转给印度,而且甲骨文中国研发中心被分配的业务通常比较边缘,并非核心业务。”该SaaS公司CEO如此说道。

      甲骨文的销售团队在中国依旧保留。

      目前,部分被裁员工对裁员表示不满。社交媒体微信上流传的一则短视频显示,部分甲骨文员工拉横幅抗议甲骨文“只要中国市场,不要中国员工”,呼吁“把工作机会留在中国”。

      有行业人士评价,甲骨文关闭中国研发中心或许和当年微软在中国成立研发中心一样,都暗含某种时代转折点的意味。

      1998年11月,微软中国研究院(微软亚洲研究院前身)在北京成立,是跨国科技公司在中国设立高水平研发机构的一个标志性事件,也是开始。

      中国政府对此类行为表示高度支持。在2004年版本的《外商投资产业指导目录》中,外资研发中心正式被列为鼓励类项目(第12款11条)。各地方政府更是以其为荣,大力支持跨国公司在本地设立研发中心,并在土地、基础设施建设、税收、资金支持等多方面开出了各种优惠条件。

      本世纪的第一个十年由此成为跨国公司在建设中国研发中心的高峰期。那些位列世界500强的巨头往往多城市布点,人员规模一扩再扩。例如,IBM中国开发中心的研发人员曾高达3000人。

      尽管跨国公司们是奔着中国的市场、人才与政策红利而来,但受益是双方的。IBM、惠普、微软、也包括甲骨文某种程度上都曾是中国科技人才的“黄埔军校”。例如“阿里云”之父王坚、原金山软件CEO张宏江、百度副总裁张亚勤、商汤科技创始人汤晓鸥均来自微软亚洲研究院。

      但自2012年起,外国科技公司在华研发中心的数量与规模发展曲线出现掉头向下迹象。例如,软件公司Adobe(2014年)与CA(2017年)相继关闭在中国的研发中心,IBM近年来也缩减了IBM中国研发人员规模,此次甲骨文中国研发中心关门更是创下近年之最。

      有多位外企研发人员向《财经》记者表示,中国劳动力成本的上升,是IT类外企将研发转移至印度等其他国家的重要原因之一。

      德勤《2016全球制造业竞争力指数》报告显示,自2005年以来,中国的劳动力成本上升了五倍,目前已经超过印度。并且,印度软件产业在全球的地位持续上升,规模效应日益明显。例如,CA在印度的研发中心有两千多位员工,在中国最好时期才三百多名。

      亦有行业人士表示,另一关键原因是,老牌IT外企受云计算等新兴技术冲击,自身业务成长乏力甚至下滑,所以更关注成本控制,更频繁地进行战略性人事调整。

      甲骨文虽然近年来全力向云计算转型,但仍然只能说是“在路上”。

      该公司季度财报显示,2019年第三财季总营收为96.14亿美元,与去年同期的96.76亿美元相比下降1%,不计入汇率变动的影响为同比增长3%,净利润为27.45亿美元,去年同期则净亏损为40.47亿美元。

      前不久,甲骨文亦发表过一份简单的声明:“随着云业务的发展,甲骨文将继续不断调整我们的团队和资源,确保公司能为全球客户提供最出色的云产品。”

      相比之下,向云转型比较顺利或者自身业务发展势头良好的外国科技公司依旧保持对中国的投资力度。例如,微软亚洲研究院一直运转良好,北京大学与清华大学2018年公布的就业质量报告显示,微软亚洲研究院仍然这两所高校毕业生青睐的工作单位。

      2016年,甲骨文副总裁吴承杨曾在中国数据库技术大会披露过IDC的调研数据:甲骨文数据库2015年全球市场占有率以43.9%占据第一,在中国市场的占有率则高达56%。作为一家在中国享有高知名度和高市占率的科技公司,如此彻底关闭在华研究中心总是令人感到些许意外,一位前外企高管甚至向《财经》记者评价称,“这是放弃中国市场的表现”。

      截止发稿前,甲骨文中国未向《财经》记者回应上述裁员信息。

      [​IMG]

      北京中关村软件园甲骨文品牌标识 每经记者 李少婷 摄

      传了许久的甲骨文中国裁员,这次真的来了。

      今日(5月7日),《每日经济新闻》记者来到位于北京中关村软件园的甲骨文大厦,在具有标志性的甲骨文品牌标识前,记者看到已经有些许员工在合影留念。一位甲骨文中国研发人员告诉记者,自己所在的OCM(Oracle Certified Master)部门“铁定”被裁撤了,整体裁员力度很大。

      甲骨文此次被裁员工们,也拉起了横幅反对。横幅上书写了“加班时我们全力以赴,裁员时请真情相对”、“我们要工作,孩子要上学,为何如此下狠手!”等内容。

      [​IMG]

      北京中关村甲骨文大厦 每经记者 李少婷 摄

      另外一位甲骨文内部人士告诉记者,此次裁员主要涉及的是研发中心人员,按照时间分批次进行,涉及的区域主要是北京、上海、苏州、深圳等地研发中心。他同时告诉记者,今天公司人力资源部门同事也约谈了他自己,全程10分钟,“谈判态度很好,但不同意协商,大家都不怎么满意裁员的赔偿方案。”对于裁撤的原因,该员工对记者表示,业务业绩不理想是原因之一,相关业务可能要转移到东南亚。

      另外,该员工告诉《每日经济新闻》记者,甲骨文今日也发布了内部通知。通知表示,“面对快速变化的商业环境下,势必需要我们从战略角度出发,对现有研发体系和商业模式进行适时的调整。”“这个决定这次将会影响到中国研发部门的部分同事们,会议结束后,我们的人力资源同事将与此次受到影响的团队成员单独会面。”“此次研发团队的挑战是全球性的,涉及美国总部以及所有海外的研发团队,中国研发中心的调整是全球研发团队调整的一部分,目的是为了在全球范围内优化研发团队的配置。”

      实际上,从今年4月开始就有消息传出,甲骨文中国研发中心将要关闭,涉及1600名工程师。此外,甲骨文此前也宣布美国研发部门计划5月裁员350人。

      [​IMG]

      北京甲骨文公司员工通勤车 每经记者 李少婷 摄
     
  12. 9981

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    https://www.reuters.com/article/us-...routing-u-s-import-flows-report-idUSKCN1RM2W5

    U.S.-China trade war is rerouting U.S. import flows: report
    Trump’s decision to slap tariffs of 10 to 25 percent on about $250 billion of Chinese goods has roiled U.S. retailers and manufacturers, who are scrambling to avoid potentially crippling cost increases.

    Overall U.S. imports of containerized freight from China fell 6.4 percent during the first quarter as buyers worked off product stockpiled ahead of tariff increases and rerouted orders to lower-cost countries, S&P Global Market Intelligence’s trade data firm Panjiva said in the report.

    U.S. imports of Chinese-made furniture by retailers such as IKEA, Home Depot, Target Corp and Room to Go fell 13.5 percent in the first quarter. That was partly offset by a 37.2 percent rise in shipments from Vietnam and a 19.3 percent increase in imports from Taiwan, Panjiva said.

    The change also affected home appliances.


    Imports of Chinese refrigerators fell 24.1 percent during the quarter, when shipments from South Korea and Mexico jumped 31.8 percent and 32 percent, respectively.

    “A major factor in that shift has been a rearrangement in supply chains by Samsung Electronics and LG Electronics,” Panjiva said in the report.

    The auto industry has also been rethinking trade routes.

    Tire imports from China slumped 28.6 percent during the first three months of the year. At the same time, U.S. sea ports saw a 141.7 surge in product from Vietnam and an 11.1 percent increase in tire shipments from South Korea. Hankook Tire and Nexen are among the suppliers picking up the new business, Panjiva said.

    U.S. companies are also shifting factory investments in the wake of the China trade tiff, which a trio of economists estimate has already cost U.S. consumers and companies $19.2 billion.


    Ohio-based Cooper Tire & Rubber Co in December said it formed a joint venture with Sailun Vietnam Co Ltd. to build a truck and bus radial tire factory near Vietnam’s Ho Chi Minh City.

    “We are excited about this addition to our manufacturing footprint, which diversifies our sourcing to protect against risk, including tariffs,” Cooper Chief Financial Officer Christopher Eperjesy said in February, when the company announced a $34 million write-down on the value of a joint venture manufacturing project in China.

    Reporting by Lisa Baertlein in Los Angeles; Editing by James Dalgleish
     
  13. 9981

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    http://www.wenxuecity.com/news/2019/05/08/8290117.html

    中国外交部罕见用“两个严重”警告美国(图)

    5月8日,外交部发言人耿爽主持例行发布会。有记者就美国国会7日通过涉台法案一事提问。

    耿爽回应称,有关法案严重地违反“一个中国”原则和中美三个联合公报的规定,是对中国内政的粗暴干涉,中方对此坚决反对,并已经向美方提出了严正交涉。我们敦促美方恪守“一个中国”原则和中美三个联合公报的规定,阻止美国国会审议推进相关的法案,妥善地处理涉台问题,以免严重损害中美重要领域的合作和台海的和平稳定。

    据报道,美国联邦众议院于7日对两案进行投票,“台湾保证法”无异议通过,“重新确认美国对台及对执行台湾关系法承诺”决议案则以414票赞成、0票反对、17票弃权通过,但目前不确定何时会在参议院内表决。

    其中,“台湾保证法”的内容要求美国对台军售常态化、重启美台贸易协定会谈、支持台湾加入国际组织等。法案中的国会意见声称,“台湾是美国自由开放印太战略的重要部分,因此对台军售应该要成为常态,尤其应协助台湾发展及整合不对称战力”。

    值得一提的是,在台媒铺天盖地宣扬美众议院通过“台湾保证法”的消息时,却对“台湾保证法”中“美国敦促台湾增加‘国防预算’”只字未提。美国一直以“强化台湾‘自卫’能力”为幌子,怂恿台当局增加“军费”,这背后的险恶用心显而易见。
     
  14. 9981

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    https://www.6parknews.com/newspark/view.php?app=news&act=view&nid=355748
    重磅!美国通知:暂停所有5月10日到港货清关(组图)

    今天,两条重磅消息再次刷屏了整个外贸和国际货运代理行业:

      一、美国海关系统通知已将本周五(5月10日)部分中国商品的关税从10% 调整为 25% !

      二、已经有部门企业收到美国报关行通知,暂停所有ETA(到港日期)在5月10日之后的货物清关!

      [​IMG]

      [​IMG]

      ▲部分货代已接到报关行通知

      [​IMG]

      ▲部分企业已给客户发出预警!

      虽然最终是否实施需要看5月10日官方新闻,不过 海外代理及报关行都已在今天收到美国海关税务系统已更新并开始征收25%的额外关税的税单了!

      如果最终需要实施的话,那么 新税则不仅适用于ETA在5月10日(含)后的货物,也 适用于海关放行日期在5月10日(含)至后抵港的货物。

      而且海关放行日期(Release date)即便是安排了提前清关,最后也将以ETA为准!

      值得注意的是,此次关税如果加征,是 以实际到港日期为准,不是以清关放行日期为准! 换句话说,就是 即使5月9日之前已经提前清关交税哪怕放行的货物,也将面临追缴税费的可能性!

      当然,两天之后,确切的说也就是48小时之后,新的关税是否会真的落地实施呢? 目前没有答案,只有焦虑和观望,外贸和货代物流业也在密切关注。

      但是据搜航网获悉,昨天晚上,新华社已发布以下这则略为振奋人心的消息:

      [​IMG]

      距离最后的结果还有48小时,现在焦虑和担心对大家来说没有bird用,我们不妨放下焦绿,“让子弹飞一会儿”!

      [​IMG]

      如果你担心自己商品在加征清单中, 可以通过搜航网为大家准备的以下路径快速查询一下。

      查询美国进口关税的办法:

      网址:https://www.usitc.gov/tata/hts/bychapter/index.htm

      1.查询HTS CODE:进入上述网站,在Tariff Assistance项下Search the current Harmonized Tariff Schedule...下的搜索框中输入输入中国HS CODE的前六位数,如台灯940520****,搜索结果页面的左边框有详细的HTS CODE,根据自己的产品选择HTS CODE。

      [​IMG]

      [​IMG]

      2.查询进口关税:搜索页面中Rates of Duty 1左边一栏“General”为一般进口税率,右边一栏“Special”是美国对特定国家征收的进口税率。

      [​IMG]

      如果查询到你的商品现在的关税税率为10%,那么就是在可能的上调范围之内,那就再等两天看看最新的会谈结果。
     
  15. 9981

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    https://www.bloomberg.com/news/articles/2019-05-07/trump-china-hawks
    China Hawks Gain Upper Hand as Trump Squeezes Beijing Over Trade

    The China hawks in Donald Trump’s orbit find themselves with the upper hand after the president turned the screws on Beijing for allegedly reneging on a key promise in high-stakes trade talks.



    Trump’s threat on Sunday to raise tariffs on billions in Chinese imports as the two sides neared what appeared to be a deal marked a victory for political allies who’ve long warned that the U.S. must take a tougher line with the world’s second-largest economy.



    [​IMG]
    Stephen Bannon

    Photographer: Luke MacGregor/Bloomberg
    “With our country at a crossroads, it is more important than ever that Trump follow his instincts and not soften his stance against the greatest existential threat ever faced by the United States,” former White House chief strategist Steve Bannon wrote in the Washington Post on Monday.



    Even if the U.S. reaches a deal, Bannon said, the agreement would be only a “temporary truce in a years-long economic and strategic war with China.” Bannon recently helped reconstitute a Cold War-era entity called the Committee on the Present Danger to focus on China.



    Trump’s aides have tried for some time to portray a unified front on China even as they have waged heated battles behind the scenes. But current and former administration officials say everyone’s position has become more hawkish over time.

    Treasury Secretary Steven Mnuchin and Trade Representative Robert Lighthizer told reporters on Monday that Trump’s entire economic team agreed with the latest move to increase tariffs. Lighthizer said Chinese negotiators reneged on provisions in a draft deal the U.S. considered settled, and Mnuchin said there had been a “big change of direction” in the talks.

    Risk of Collapse
    R Street Institute, a Washington research group. “If the market takes a dive, he’s going to face pressure from your more market-oriented folks, like Mnuchin. On the other hand, you have the hawks like Lighthizer and Navarro, telling him not to compromise.”



    The S&P 500 index has declined as much as 2.2 percent since Trump’s tweets, while Chinese stocks have plunged 4.9 percent. Chinese equities finished higher on Tuesday following news that Beijing’s top trade negotiator, Liu He, would still visit Washington, but the two-day slump wiped out $487 billion in value from the Shanghai Composite Index.

    China is preparing retaliatory tariffs on U.S. imports should Trump carry out his threat, according to people familiar on the matter.

    “If the Trump administration follows through with the tariffs threats on Friday, I think it means the talks fall apart,” said Lu Xiang of the state-run Chinese Academy of Social Sciences in Beijing. “We then need to be prepared for worse than worst.”

    The White House’s plan to raise tariffs has scrambled party loyalties in Congress, where many Republicans -- especially from farm-states hurt by Chinese counter-tariffs -- are skeptical of his trade policies. Trump has been cheered on, meanwhile, by Senate Democratic Leader Chuck Schumer of New York.

    “If we hang tough, we can really make progress with China,” Schumer said Monday.

    Senate Agriculture Committee Chairman Pat Roberts, a Kansas Republican, said Tuesday after a meeting with Vice President Mike Pence that “there’s a lot of feeling in farm country that we’re being used as pawns in this whole business.”

    “We will benefit tremendously if he can get a good deal,” Roberts said of Trump. “So we’re hanging in there with the president, as opposed to hanging separately.”

    Postponed Deadlines
    Trump has repeatedly postponed deadlines for a deal with China and the retaliatory tariffs that would follow in the absence of an agreement. That’s been a win for Mnuchin and the president’s top economic adviser, Larry Kudlow, who have warned of the market consequences if talks collapse.



    But Lighthizer has assumed a higher profile in the negotiations as they have dragged on, and he currently has Trump’s ear. The trade representative’s views -- while not precisely in line with Bannon or Navarro, the author of a book titled “Death by China” -- are more hard-line than those of Mnuchin or Kudlow.

    [​IMG]
    Steven Mnuchin

    Photographer: Al Drago/Bloomberg
    It was Lighthizer who prompted Trump’s tweets on Sunday, after briefing the president on Chinese negotiators’ alleged attempt to unwind provisions of the deal the U.S. considered settled during talks in Beijing last week, according to people familiar with the matter. The Chinese, the people said, declared they would not agree to change any of their country’s laws, a position that would hamstring the Trump administration’s effort to end Chinese practices it regards as theft of U.S. intellectual property.

    The people asked not to be identified because the negotiations are sensitive and have been conducted in secret.

    Lighthizer told reporters on Monday that the U.S. seeks meaningful changes in Chinese behavior on issues ranging from industrial subsidies to intellectual property theft, which he said had hurt the U.S. economy for years.

    “These are not benign actions that we are objecting to,” Lighthizer said. “These were pernicious actions that we were trying to correct."

    Hawk in Chief
    For his part, Trump has tended to publicly side with his administration’s hawks, famously declaring in a December tweet: “I am a Tariff Man.” But he also regards the performance of the U.S. stock market as a sort of barometer for his presidency, and has encouraged his negotiators to reach a deal that would boost equities ahead of his re-election campaign in 2020.

    “Ultimately, the president has to make 2020 about the economy, and one of the ways you can make the economy not so good is getting in a protracted, bloody battle with China,” said Packard, who is a former aide to Trump’s first UN ambassador, Nikki Haley.

    The two sides in Trump’s administration have sometimes openly sparred, especially Mnuchin and Navarro. Mnuchin cut Navarro out of meetings with Chinese negotiators during a Beijing trip last year. Navarro has publicly and pointedly said that Lighthizer should lead the talks, not the Treasury secretary. The various trade advisers’ influence can also rise and fall due to unrelated political developments.



    Mnuchin’s standing has suffered, for example, because of Trump’s anger at Federal Reserve Chairman Jerome Powell, whose appointment the Treasury secretary recommended. Kudlow’s credibility took a hit after he recommended Trump name Herman Cain and Stephen Moore to the Fed board; both picks flamed out before their nominations were submitted to the Senate.
     

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