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封殺華為可能引發(fā)中美貿(mào)易戰(zhàn)

封殺華為可能引發(fā)中美貿(mào)易戰(zhàn)

Verne Kopytoff 2012-10-12
美國國會發(fā)布報告,指責(zé)中國的華為、中興兩家公司威脅美國國家安全,試圖限制它們在美國的發(fā)展。分析人士指出,如果相互指責(zé)和反擊持續(xù)升級,美國公司很快就會面臨和中國公司一樣的遭遇,最有可能出現(xiàn)的情況是中國停止、或者部分停止從美國進(jìn)口科技產(chǎn)品。

????德阿凡尼認(rèn)為,在不對外公布的情況下,五年內(nèi)取消對美國科技產(chǎn)品的進(jìn)口,或至少部分產(chǎn)品,將是中國可能采取的方式之一。另外一種方式,則是提高美國科技業(yè)賴以生存的中國造集成電路的價格。令人好奇的是,美國科技界對此次美國國會報告竟然保持沉默。數(shù)個行業(yè)貿(mào)易團(tuán)體要么拒絕對報告進(jìn)行評論,要么拒絕接受采訪。德阿凡尼認(rèn)為,為華為和中興辯護(hù)可能會讓美國科技公司留下不愛國的負(fù)面形象。與此同時,反對華為和中興又會激怒他們的中國供應(yīng)商、合伙人和客戶。他補(bǔ)充道:“他們現(xiàn)在最保險的做法就是保持沉默,但在幕后,卻要為保住供應(yīng)商而四處游說。”

????實際上,由于兩國之間的相互依賴性,目前的形勢非常復(fù)雜。完全中斷貿(mào)易幾乎不太可能。中國需要美國的技術(shù),保持其基礎(chǔ)設(shè)施和工廠繼續(xù)運(yùn)轉(zhuǎn)。與此同時,美國的科技制造商則依賴中國生產(chǎn)的組件。兩國之間不可能做到?jīng)芪挤置?,一款產(chǎn)品的原產(chǎn)地通常只限于語義學(xué)上的概念。比如,蘋果公司(Apple)的iPhone和iPad大部分都是在中國組裝。這種相互協(xié)作、彼此受益的情況同樣存在于美國的電信設(shè)備制造商。但美國國會的調(diào)查卻對這種聯(lián)系的安全風(fēng)險視而不見。

????加州大學(xué)洛杉磯分校的唐教授稱,是政治導(dǎo)致了形勢的進(jìn)一步激化。中美兩國都處于選擇下一任領(lǐng)導(dǎo)人的關(guān)鍵時刻。兩國的政治派別都在利用貿(mào)易摩擦來爭取民眾支持。唐說:“目前的時機(jī)有點(diǎn)尷尬。”他解釋道,未來的貿(mào)易談判肯定會提到這個話題。但在新任領(lǐng)導(dǎo)人上臺之前,中國方面肯定不會采取明確的措施。屆時,中國新任領(lǐng)導(dǎo)人肯定會說“這是美國反對中國的又一個陰謀,我們必須采取行動?!?/p>

????譯者:劉進(jìn)龍/汪皓

????Eliminating U.S. tech imports in five years, or at least some of them -- without ever publicly announcing such a plan -- is one way, D'Aveni said. Another is to raise the price for Chinese-made integrated circuits, on which the U.S. technology industry depends. Curiously silent on the report is the U.S. technology industry. Several industry trade groups declined to comment or failed to respond to messages seeking an interview.

????Defending Huawei and ZTE risks branding U.S. tech companies as unpatriotic, D'Aveni said. Meanwhile, siding against them would antagonize their Chinese suppliers, partners and customers. "Their best move is to stay silent, but behind the scenes, lobby for supplies," he added.

????Indeed, the situation is complicated by the interdependence of both nations. Cutting off trade is nearly impossible. China needs U.S. technology to keep its infrastructure and factories operating. Meanwhile, U.S. tech manufacturers depend on Chinese components. The lines are so blurry that a product's origin is often a matter of semantics. Apple's (AAPL) iPhones and iPads, for example, are largely assembled in China. Similar cross-pollination is the norm for U.S. telecommunications equipment makers. Congressional investigators, however, did not look at any security risks created by such ties.

????U.C.L.A. professor Tang said that politics are helping to inflame the situation. China and the U.S. are in the process of selecting new presidents. Political forces from both countries are using the trade disagreement to drum up support. "The timing is a bit awkward," Tang said. The topic will undoubtedly come up in future trade negotiations, he explained. But there won't be any definitive move from China until it has a new leader, who will inevitably "say there's a conspiracy -- that the U.S. is against China -- and we need to do x, y and z."

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