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“特朗普2.0”对世界贸易格局带来的冲击预期将在其1.0基础上进一步扩大和深入,对这种冲击应当从战略重塑角度加以重新认识,并提出全新的应对之策。理论上看,“特朗普2.0”对世界贸易格局的战略重塑,不但有“特朗普经济学”为其提供系统的思想基础,而且得到“全球主义”在美国失败后期望变革的广泛民意支持,以及AI(人工智能)技术快速发展为其提供的颠覆性现实条件,因而本质上是为实现“让美国再次伟大”目标,再次提升美国全球领先竞争力而实施的经济全球化战略大调整。该战略重塑过程将在保证“美国优先”并严重冲击现行全球贸易体系的同时,促成相对不利于中国的世界贸易新格局。据此,中国亦应当从战略上,以扩大高水平对外开放为引领,重点围绕AI强化自主创新,面向“金砖国家”和“一带一路”国家构建“大院低墙”,以及基于中国关键需求重塑国际产业链供应链,以应对美国的技术围堵、经济脱钩和贸易封锁。
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