“特朗普经济学”核心是供给侧逻辑,短期内美国战略收缩供给侧境外布局与我国经济结构转型叠加可能会加剧贸易摩擦并增加资本市场不确定性。但目前来看,两国发展逻辑未存在直接冲突,中美经贸融合和产业衔接空间仍有契合点,我国商业银行应从信贷资产投放、跨境业务创新、风险管理等方面主动应对,在复杂的时局变化中掌握主动权。 “The core of Trump Economics ” is supply-side logic. In the short term, the strategic contraction in the United States and the superposition of the overseas layout of the supply side with the transformation of China’s economic structure may aggravate the trade friction and increase the uncertainty of the capital market. However, for now, there is no direct conflict between the development logic of the two countries. There is still a gap between the economic and trade integration between China and the United States and the industrial convergence space. China’s commercial banks should take the initiative to deal with such issues as credit asset allocation, cross-border business innovation and risk management, Change the current situation to seize the initiative.