<figure style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 14px; line-height: inherit; margin: 32px -54.2188px 0px 0px; padding: 0px; vertical-align: baseline; clear: both; background-color: #ffffff;"><span style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 14px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; display: block; position: relative;"><img alt="，" src="https://ichef.bbci.co.uk/news/660/cpsprodpb/A982/production/_105849334_052501213.jpg" width="976" height="549" data-highest-encountered-width="660" style="color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; height: auto; max-width: 100%; user-select: none; width: 645.781px; display: block;" /><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 14px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px, 1px, 1px, 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">图片版权</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.875rem; font-weight: inherit; letter-spacing: 0.25px; line-height: 1.14286; margin: 0px; padding: 3px 8px 1px; vertical-align: baseline; text-transform: uppercase; background: rgba(0, 0, 0, 0.6); bottom: 0px; position: absolute; right: 0px;">AFP</span></span></figure><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; font-weight: bold; line-height: 1.75; margin-top: 28px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">3月1日本是中美贸易战的大限——特朗普和习近平在阿根廷会谈时同意休战90天、以3月1日为谈判最后期限。如果届时未达成协议，美国则要把对中国2000亿美元商品的关税税率从10%提升到25%。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">不过，离这个日子不到一周时，特朗普宣布，推迟上调关税的计划，因为双方谈判已有实质性进展，但还需要一些时间完成最终的协议。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">面对这个消息，中文舆论产生分野。一部分人认为，中美此前多次试图谈判未果，而现在中国正在做出重大让步，但代价可能是中国经济进一步放缓。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">另一些人认为，中美将解决贸易争端，为经济发展带来更多确定性，这种乐观情绪反应在中国股市上，带来一轮暴涨。甚至有专家称，美国的诉求帮助中国推动停滞不前的改革，在长期将会使中国受益。</p><ul style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 14px; line-height: inherit; margin: 18px 0px 0px; padding: 0px; vertical-align: baseline; list-style: none; background-color: #ffffff;"><li style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.75; margin: 18px 0px 0px 20px; padding: 0px 0px 0px 4px; vertical-align: baseline; list-style: square outside;"><a href="https://www.bbc.com/zhongwen/simp/world-47398579" style="border-width: 0px 0px 1px; border-top-style: initial; border-right-style: initial; border-bottom-style: solid; border-left-style: initial; border-top-color: initial; border-right-color: initial; border-bottom-color: #dcdcdc; border-left-color: initial; border-image: initial; color: #222222; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: bold; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline; text-decoration-line: none; -webkit-tap-highlight-color: rgba(17, 103, 168, 0.3);">中美贸易谈判：美国国会督促特朗普保持强硬</a></li><li style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.75; margin: 18px 0px 0px 20px; padding: 0px 0px 0px 4px; vertical-align: baseline; list-style: square outside;"><a href="https://www.bbc.com/zhongwen/simp/business-47356098" style="border-width: 0px 0px 1px; border-top-style: initial; border-right-style: initial; border-bottom-style: solid; border-left-style: initial; border-top-color: initial; border-right-color: initial; border-bottom-color: #dcdcdc; border-left-color: initial; border-image: initial; color: #222222; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: bold; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline; text-decoration-line: none; -webkit-tap-highlight-color: rgba(17, 103, 168, 0.3);">特朗普推迟对华加征关税 中国股市罕见暴涨</a></li><li style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.75; margin: 18px 0px 0px 20px; padding: 0px 0px 0px 4px; vertical-align: baseline; list-style: square outside;"><a href="https://www.bbc.com/zhongwen/simp/chinese-news-43451244" style="border-width: 0px 0px 1px; border-top-style: initial; border-right-style: initial; border-bottom-style: solid; border-left-style: initial; border-top-color: initial; border-right-color: initial; border-bottom-color: #dcdcdc; border-left-color: initial; border-image: initial; color: #222222; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: bold; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline; text-decoration-line: none; -webkit-tap-highlight-color: rgba(17, 103, 168, 0.3);">刘鹤：重塑中国经济气质的“扫地僧”</a></li></ul><h2>美国诉求 VS 中国改革</h2><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">特朗普在推特上表示，美国已于中国在重要的结构性问题上取得实质性进展，包括知识产权保护、技术转移、农业、服务业、汇率及其他许多问题。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">如何看待特朗普特意点出的“结构性问题”？这与中美间此前的协议有何不同？</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">凯源资本董事总经理陆修泉（Brock Silvers）分析，中国起初希望花钱来使美国人放弃自己的要求。长期以来，这一策略一直挺成功，因为北京方面很乐意通过购买更多的农产品和能源产品来减少甚至消除目前与美国的贸易顺差，但特朗普政府坚持要求中国的经济模式甚至发展模式发生结构性变化。出于对更大经济损失的担心，中国的抵抗力度很小。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">“此前，中国提出幅度相对较小的市场开放措施，美国认为力度不够。于是在本轮谈判中，中国终于开始讨论更深层次的结构性问题。”</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">其实，特朗普所说的“结构性”，对很多中国人而言并不陌生，中国从2015年底就提出对经济进行结构性改革，但相比于疾风骤雨的反腐运动，经济领域的改革步伐出现了停滞。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">哈佛大学肯尼迪学院的欧纬伦（William Overholt）表示，如果用企业来类比中国，一个企业家白手起家，善于营销，企业迅速发展，快速崛起，然而当企业做大，希望能够上市，那么他必须使自己的公司组织方式转型，比如配备专业会计，专业人力资源管理，以及董事会等等，如果组织架构转型成功，那么此前取得的成功将继续，否则，它就会停滞或者失败。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">欧纬伦在他的书中表示，这种转变的必要性和急迫性，中国也意识到了，并制定出详尽的改革计划，但实施起来会使各个既得利益集团受损，比如金融、军队、能源等等利益集团，甚至牵涉到政府，因此改革变得艰难。 </p><figure style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 14px; line-height: inherit; margin: 24px -24.6406px 0px 0px; padding: 0px; vertical-align: baseline; clear: both; background-color: #ffffff;"><span style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 14px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; display: block; position: relative;"><img src="https://ichef.bbci.co.uk/news/624/cpsprodpb/2C7E/production/_104909311_1a.gettyimages-831710084.jpg" datasrc="https://ichef.bbci.co.uk/news/320/cpsprodpb/2C7E/production/_104909311_1a.gettyimages-831710084.jpg" alt="中美贸易协议" width="976" height="650" data-highest-encountered-width="624" style="color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; height: auto; max-width: 100%; user-select: none; width: 616.203px; transition: opacity 0.2s ease-in 0s; display: block;" /><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 14px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px, 1px, 1px, 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">图片版权</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.875rem; font-weight: inherit; letter-spacing: 0.25px; line-height: 1.14286; margin: 0px; padding: 3px 8px 1px; vertical-align: baseline; text-transform: uppercase; background: rgba(0, 0, 0, 0.6); bottom: 0px; position: absolute; right: 0px;">GETTY IMAGES</span></span></figure><h2>一颗苦药</h2><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">在不少专家看来，中国停滞的经济改革恰恰可能被美国带来的外力打破。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">伦敦政治经济学院副教授金刻羽将贸易战称为一个给中国的“战略性礼物”。在接受香港《南华早报》采访时，她解释，美国要求中国做的事情，包括更好的知识产权保护、更公平的贸易，这些对于中国而言在长期来看都是好事，有时当改革难以推进时，需要外部挑战来加速这一过程。在2001年中国加入WTO时，就出现这一情况，当时很多中国国有企业的改革一直被推迟，但因为要满足WTO的要求而突然顺利推行。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">然而对中国而言，这可能是一颗苦涩的良药。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">陆修泉（Brock Silvers）也同意金刻羽的看法。他向BBC中文表示，从长远来看，美国所要求的结构性改革几乎肯定会在更大维度上给中国经济带来巨大利益，并且会打破中国经济模式中显而易见的僵化部分。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, "Microsoft YaHei", 微软雅黑, SimSun, 宋体, "WenQuanYi Micro Hei", sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">不过他也提醒，“但这些好处不是免费的。从短期来看，中国要承受一些痛苦，经历一段时间的创造性破坏，会打破既有利益格局。而对于优先考虑稳定性的中国政府来说，这显得没有吸引力。而这种根本性的经济规划决策，需要采取更宽广的视角，包括考虑那些非经济的因素。”</p>