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三级黄dianyin_感受热血厨房里的激情与挑战
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三级黄dianyin_感受热血厨房里的激情与挑战

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  来源:华尔街见闻

  通过关税壁垒让制造业工作重返美国的“梦想”很美,但注定无法实现。

  Citadel创始人、亿万富翁肯·格里芬(KenGriffin)近日尖锐批评特朗普政府的关税政策,断言其无法实现美国制造业就业回流的目标。

  他认为,美国应聚焦于知识产权和内容创造等高价值优势领域,而非执着于无法挽回的工厂岗位。

  这位共和党的巨额捐款人明确指出,通过关税壁垒让制造业工作重返美国的“梦想”虽值得肯定,但注定无法实现。

  关税难阻趋势:制造业岗位难回流

  “这些工作不会回到美国了,”格里芬直言不讳。

  他给出了两大理由:首先,美国当前的失业率已低至4%,“经济已经向前看了”,劳动力市场结构已发生根本性变化;其次,工厂自动化是不可逆转的趋势,无论有无关税,许多传统制造业岗位都在被机器取代。

  格里芬认为,特朗普总统希望借此“重拾工人尊严”的初衷值得赞赏,但关税并非正确的途径。

  比较优势:美国应聚焦高价值领域

  格里芬主张,美国真正的竞争力在于创新和创造。“我们应该专注于创造知识产权和内容,”他强调,“这些工作的薪酬水平,远非生产拉链、家电或平板电视的工厂岗位可比。”

  他提及近期在北京与一位中国高官的对话,对方也对此表示不解,质疑美国为何要推行旨在增加低薪工厂岗位的政策,使自己更像过去的中国,而不是巩固其作为世界创新领导者的地位——这恰恰是中国正在努力追赶和学习的方向。

  贸易战代价:损害美国利益与全球关系

  格里芬此前已将持续升级的贸易战形容为“荒谬”。

  他警告,这种做法不仅损害了美国的全球品牌形象,也破坏了美国与世界其他国家的关系。他批评特朗普政府采取了一种短视的“交易导向思维”,这与美国的国家长远利益背道而驰。

  同时,格里芬也反思了全球化带来的深层问题。

  他坦承,美国在帮助那些在全球化浪潮中失业的群体方面做得并不到位,而正是这些感觉被经济抛弃的人群,构成了特朗普的重要支持基础。

  他还警示,人工智能(AI)的兴起可能对白领工作岗位构成新的冲击,未来如何帮助这部分人群适应转型至关重要。

  尽管存在这些挑战,格里芬依然认为,整体而言,美国从全球化中获益多于中国。然而,当前的贸易战正“割裂美国与世界的联系”。

  他最后指出,特朗普政府近期暂停扩大关税范围的决定,提供了一个宝贵的“反思空间”。这让美政府有机会重新审视,如何在“为受全球化冲击者创造就业、维护尊严”与“巩固并重申美国在全球的关键角色”这两个目标之间,找到一条更明智、更可持续的路径。

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