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墨西哥首富和全球最富有的人之一卡洛斯·斯利姆在周一的年度記者招待會上縱論時局。這位商業巨擘的產業版圖橫跨通信、建筑乃至標志性餐飲零售連鎖,但不出所料,媒體焦點仍集中在美國總統特朗普身上。
以下是斯利姆在墨西哥城某集團總部發言的精華摘錄:
評特朗普執政
談及特朗普的第二任期,斯利姆直言:“挑戰重重,他只有四年時間。”
兩人的首次交鋒是在特朗普的第一個任期談判自由貿易協定,當時斯利姆曾評價特朗普是“談判者而非終結者”。而今特朗普開啟第二任期已有幾周時間,斯利姆評價特朗普面臨的狀況復雜。
他強調:“美國亟需重掌全球領導權。”
“他不妨采取雙軌策略:一方面削減部分成本,一方面引導資金投入戰略領域。”
析關稅政策
斯利姆直指要害,認為關稅是無效的工具。“關稅措施會推高通脹……無法降低利率……解決不了問題。”
他認為特朗普的關稅威脅只是談判籌碼。
他認為,特朗普周一宣布對鋼鋁產品征收25%的關稅對墨西哥的影響有限,因為一些墨西哥鋼鐵制造商同時在美國設廠。
此外,他預判全面加征關稅的可能性極低,因為墨西哥總統克勞迪婭·辛鮑姆與特朗普正在持續推進“以邊境安保換關稅暫緩”的協議。
觀美國制造業
斯利姆犀利地指出:“美國的情況不妙……產業空心化嚴重。”他指出美國為降低成本將大量制造業務外包到國外。
他建言:“美國必須清楚哪些商品可以自產,哪些商品必須外包。”他盛贊半導體產業回流為“制造業復興典范”。
議美國企業
針對特朗普通過減少企業稅吸引企業回巢的策略,斯利姆直言單靠稅改遠遠不夠。
他表示:“需與企業交流,喚醒企業的國家認同,并鼓勵他們主動回歸本國。”
他反對一些人提出的對富豪征稅,因為這樣做會導致這些財富流向其他地區。他表示:“關鍵在于讓人們有工作。”要創造就業,而不僅僅是捐贈。
談政府效率部
斯利姆表示,他并未與科技界億萬富翁埃隆·馬斯克在特朗普的就職典禮上會面,盡管他認同馬斯克的一些理念,卻不會投資他的產業,因為他的賭局風險極高。
斯利姆贊同美國需要削減浪費,但他強調要審慎推進,而不是一刀切地裁撤政府雇員,“就像他在Twitter裁撤80%的員工一樣”。
論美墨邊境安全
斯利姆主張在美國和墨西哥邊境增派安保力量。
“加強邊境巡邏將避免各種非法越境行為。”他表示,這既可以防止毒品和黑錢從墨西哥流向美國,又能防控武器和暴力從美國流向墨西哥。(財富中文網)
譯者:劉進龍
審校:汪皓
墨西哥首富和全球最富有的人之一卡洛斯·斯利姆在周一的年度記者招待會上縱論時局。這位商業巨擘的產業版圖橫跨通信、建筑乃至標志性餐飲零售連鎖,但不出所料,媒體焦點仍集中在美國總統特朗普身上。
以下是斯利姆在墨西哥城某集團總部發言的精華摘錄:
評特朗普執政
談及特朗普的第二任期,斯利姆直言:“挑戰重重,他只有四年時間。”
兩人的首次交鋒是在特朗普的第一個任期談判自由貿易協定,當時斯利姆曾評價特朗普是“談判者而非終結者”。而今特朗普開啟第二任期已有幾周時間,斯利姆評價特朗普面臨的狀況復雜。
他強調:“美國亟需重掌全球領導權。”
“他不妨采取雙軌策略:一方面削減部分成本,一方面引導資金投入戰略領域。”
析關稅政策
斯利姆直指要害,認為關稅是無效的工具。“關稅措施會推高通脹……無法降低利率……解決不了問題。”
他認為特朗普的關稅威脅只是談判籌碼。
他認為,特朗普周一宣布對鋼鋁產品征收25%的關稅對墨西哥的影響有限,因為一些墨西哥鋼鐵制造商同時在美國設廠。
此外,他預判全面加征關稅的可能性極低,因為墨西哥總統克勞迪婭·辛鮑姆與特朗普正在持續推進“以邊境安保換關稅暫緩”的協議。
觀美國制造業
斯利姆犀利地指出:“美國的情況不妙……產業空心化嚴重。”他指出美國為降低成本將大量制造業務外包到國外。
他建言:“美國必須清楚哪些商品可以自產,哪些商品必須外包。”他盛贊半導體產業回流為“制造業復興典范”。
議美國企業
針對特朗普通過減少企業稅吸引企業回巢的策略,斯利姆直言單靠稅改遠遠不夠。
他表示:“需與企業交流,喚醒企業的國家認同,并鼓勵他們主動回歸本國。”
他反對一些人提出的對富豪征稅,因為這樣做會導致這些財富流向其他地區。他表示:“關鍵在于讓人們有工作。”要創造就業,而不僅僅是捐贈。
談政府效率部
斯利姆表示,他并未與科技界億萬富翁埃隆·馬斯克在特朗普的就職典禮上會面,盡管他認同馬斯克的一些理念,卻不會投資他的產業,因為他的賭局風險極高。
斯利姆贊同美國需要削減浪費,但他強調要審慎推進,而不是一刀切地裁撤政府雇員,“就像他在Twitter裁撤80%的員工一樣”。
論美墨邊境安全
斯利姆主張在美國和墨西哥邊境增派安保力量。
“加強邊境巡邏將避免各種非法越境行為。”他表示,這既可以防止毒品和黑錢從墨西哥流向美國,又能防控武器和暴力從美國流向墨西哥。(財富中文網)
譯者:劉進龍
審校:汪皓
Carlos Slim, Mexico’s richest man and one of the world’s wealthiest, addressed a range of topics at his annual conference on Monday. Despite his extensive holdings in sectors ranging from communications and construction to an iconic Mexican restaurant and retail chain, much of the questioning centered — perhaps unsurprisingly — on U.S. President Donald Trump.
Here are some highlights of Slim’s address at the headquarters of one of his companies in Mexico City.
Slim on Trump’s presidency
“There’s a lot to do. He only has four years,” Slim said about Trump’s second term.
Slim met Trump during his first term while negotiating the free trade agreement, describing him then as a “negotiator, not a terminator.” Now, weeks into Trump’s second term, Slim only commented that the situation Trump faces is complicated.
“What the U.S. has to do is regain global leadership,” he said.
“It would be interesting if he did a sort of double play, let’s say on one side reduce the costs of certain things and on the other channel it toward investment.”
On tariffs
Slim said bluntly that tariffs don’t work. “They increase inflation … the interest rate doesn’t go down … tariffs don’t solve problems.”
He said Trump’s tariff threats are simply a negotiating tool.
Slim said the 25% tariffs announced Monday by Trump on all steel and aluminum products wouldn’t have much impact on Mexico, because some Mexican steel producers also have U.S. operations.
Moreover, he said a general tariff on Mexican imports is unlikely, because Mexican President Claudia Sheinbaum and Trump are following through on an agreement that would pause tariffs in exchange for bolstering border security.
Slim on US manufacturing
“The United States’ situation isn’t good … The United States stopped producing things,” Slim said, noting that it outsourced a lot of production abroad simply because it was cheaper.
“The United States has to see what things it can produce and what it can’t,” he said, citing the semiconductor industry’s resurgence as a prime example of the need for domestic manufacturing.
Slim on US companies
Trump has proposed reducing corporate taxes as a means of attracting businesses back to the United States, but Slim disagrees, arguing that this tactic alone will not suffice.
“You have to speak with them and remind them that their country is the United States and encourage them to bring their overseas operations home,” Slim said.
He rejected the idea that the world’s largest fortunes should be taxed, as some propose, because then those fortunes would go elsewhere. “The trick is that people work,” he said. Creating jobs, not just giving donations.
On Elon Musk’s DOGE
Slim said he did not meet tech billionaire Elon Musk at Trump’s inauguration, but although he agrees with some of his ideas, he would not invest with him because his bets are very risky.
While Slim agrees the U.S. needs to cut wasteful spending, he thinks this is something that should be done with care, not shutting down things in one swipe like “when he reduced 80% of Twitter staff.”
On securing the US-Mexico border
Slim said he advocates for more security presence on the border from both the United States and Mexico.
“Double the guard here so that nothing gets out, and there so that nothing comes in.” Over in the U.S., he said, they keep the drugs and the money and here, the weapons and the violence.