作者:高瑞东 周欣平(高瑞东 系光大证券首席宏观经济学家、中国首席经济学家论坛理事)核心观点核心观点:为何拜登政府选择加快推进对华科技封锁?一方面,拜登进入“跛脚鸭”时期,在有限任期窗口加紧推进制裁措施,巩固政治遗产。但另一方面,本轮管制限制较市场预期宽松,也反映近期我国与拜登政府在对美产品关税豁免、换囚等谈判方面的进展。新一轮半导体出口管制落地对我国半导体供应链更偏短期扰动,不改长期向好趋势。...
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