Akatswiri a Wall Street amati , akuyamba kukhulupirira kuti kulimbana pakati pa United States ndi China pazamalonda ndi zachuma kukukulirakulira, ndipo zilango zotsutsana ndi Huawei, komanso kuwonjezeka kotsatizana ndi ntchito yotumiza katundu ku China, ndi gawo loyambirira la nthawi yayitali. "nkhondo" mu gawo lazachuma. Mndandanda wa S&P 500 unataya 3,3%, Dow Jones Industrial Average idatsika ndi 400. Akatswiri a Goldman Sachs akukhulupirira kuti ichi ndi chiyambi chabe, ndipo kukangana kwina pakati pa United States ndi China pazamalonda kudzachititsa kuti kuchepetsedwa kwa zinthu zonse za mayiko onsewa m'zaka zitatu zikubwerazi: ndi 0,5% pamlanduwo. ku United States ndi 0,8% ku China. Pakukula kwa chuma chambiri padziko lonse lapansi, izi ndi ndalama zazikulu.
Akatswiri a Nomura akuwonetsa kuti pamsonkhano wa G2020 wa June, msonkhano pakati pa atsogoleri a China ndi United States ukhoza kupereka kukhazikika kwa zinthu, koma gawo latsopano la zokambirana za mitengo yamalonda likhoza kuchitika kumapeto kwa chaka chino. Chisankho chapurezidenti waku US chikuyembekezeka kugwa kwa XNUMX, ndipo bola a Donald Trump akadali pampando, akatswiri sawona chifukwa chosinthira ubale wawo ndi China.
Akuluakulu a IMF sabata ino adachenjeza kuti kusamvana kwachuma kwanthawi yayitali pakati pa United States ndi China kungalepheretse msika wapadziko lonse wolimbikitsa kukula mu theka lachiwiri la chaka, komanso kuwononga mgwirizano wamalonda ndi kupanga pakati pa mayiko awiriwa. Trump atanena za kuthekera kwa China kunyamula katundu wowonjezereka wa kasitomu, adalephera kuzindikira kuti, mpaka pano, otumiza kunja aku America adakumana ndi vuto lotere. Sabata ino, maunyolo akuluakulu ogulitsa ku US adanena kuti adzakakamizika kukweza mitengo yamtengo wapatali pa katundu wotumizidwa kuchokera ku China ngati mitengo yapamwamba idzagwiritsidwa ntchito.
Makampani opanga zinthu nawonso adzavutika. Choyamba, US ikufunika zitsulo zapadziko lapansi zomwe zimasowa, zomwe zimagwiritsidwa ntchito kupanga mabatire makamaka, ndipo China ili ndi nkhokwe zazikulu kwambiri ndipo, ngati kuli kofunikira, kugwiritsira ntchito chiwopsezo ichi polimbana ndi US. Kachiwiri, Apple ikhoza kukhala chandamale chakuukira kotsatira ku China. Pegatron, yomwe imapanga mapiritsi ndi laputopu pamsika waku America, yalengeza kale kusamutsidwa kwa kupanga ku Indonesia. Makontrakitala a Apple amakakamizika kuti adziteteze mofananamo ku zotsatira za msonkho wa US pamtengo wamtengo wapatali wa msika.
Pomaliza, makampani ambiri aku America amadalira kwambiri ndalama zomwe amapeza pogulitsa zinthu zawo ku China. Wopangidwa ndi akatswiri Tchaticho, mwachitsanzo, chimalozera ku Qualcomm (67%) ndi Micron (57,1%) monga makampani omwe ali pachiwopsezo kwambiri ku US kutengera gawo lazachuma ku China. Ngakhale Intel ndi NVIDIA kumapeto kwa chaka chatha adalandira ndalama zoposa 20% kuchokera ku msika wa China, ndipo zododometsa zilizonse m'derali zidzawakakamiza kuti achepetse ndalama zomwe amapeza kwa theka lachiwiri la chaka, ngakhale sanawonetsere. chiyembekezo chochuluka ngakhale popanda izi.
Source: 3dnews.ru
