下午还跟朋友聊起贸易战来着，结果这中国立刻就怂了，要敞开贸易壁垒了，就是不知道是否这是缓兵之计。
其实如果不敞开呢，这贸易顺差实际上是中国依赖美国市场的消费的，美国关税一收，中国就卖不过去，产能过剩，属于马上就崩的结局，硬着陆。所以虽然舆论新闻造势，本质上，是中国更怕的。
现在选择敞开国门，那么逐渐的，中国很多低劣产品将失去竞争力，虽然中国一直在提倡高兴产业，但是这个过度还没完成，现在是要提早到来了。一方面国外优质品以低税进入，很多小厂会关闭，另一方面，随着知识产权进一步落实，很多靠着抄袭获利的大厂，可能面临着专利费和赔偿等成本的提升，逐步失去价格的竞争力，慢慢落地。全局来看，中国那套不计成本，不计浪费，风口浪尖胡乱投的盈利方式要被改革了。这个选择算是软着陆吧，信贷会出现很多坏账，整个体系会还很多欠下的账。
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