【雙魚之論】
Japan's political culture and government struggle to grasp the dynamics
of the modern global landscape, leading to unprecedented incidents like Rapidus
allegedly misappropriating 2nm manufacturing secrets through TSMC's current
employees.
Trump's tariff policy, often termed "reciprocal tariffs" (i.e.,
country-specific tariffs), was always a dual structure of "goods tariffs +
country-specific tariffs." Yet, Japan misinterpreted it as a blanket
tariff of 15% or less on all goods, resulting in unwarranted
self-congratulation.
Goods tariffs, rooted in the principle of comparative advantage in
international trade, are a conventional mechanism tied to product
competitiveness. In contrast, country-specific tariffs—what Trump calls
reciprocal—focus on sovereignty and aim to rectify the persistent imbalances in
trade preferences stemming from the post-war Marshall Plan. These are entirely
distinct policy instruments.
Some younger analysts erroneously frame Trump's tariffs as a "counter-Belt
and Road" initiative, betraying their limited historical perspective. This
lack of depth obscures why country-specific tariffs apply uniformly to
non-China nations like Canada, the EU, Switzerland, and even remote
territories, or why, since Trump's first term, the U.S. executive and
legislative branches have consistently aligned to sustain and implement such policies
for nearly a decade.
While other nations grasp this reality, Japan, a major global player, misreads
the situation, ensuring it will receive "no special exemptions."
Japan
typically operates with precision and avoids missteps, but when errors occur, they
are significant. This reflects a domestic political environment lacking robust
policy debate, where officials prioritize adhering to directives from
"Tokyo headquarters." When mistakes arise, they deflect blame,
accusing others of shifting positions—a simplistic and unrefined bureaucratic
maneuver.
日本這個文化、政府,理解現代世界的能力有問題。也因此,會發生Rapidus透過TSMC現職員工竊取2奈米製造機密等以前不可思議的事件。
川普的關稅風暴,即所謂的「對等關稅」(=國家別關稅):從一開始就是「商品關稅+國家別關稅」,日本卻理解成所有商品一律課徵15%以下稅率的關稅,從而沾沾自喜。
商品關稅是以國際貿易「比較利益」為基礎,針對商品競爭力而設計的傳統制度。國家別關稅(川普稱為對等關稅)則是以主權,以調整自戰後「馬歇爾計畫」以來不斷單向優惠的失衡為目標的。兩者根本是風馬牛不相干的項目。
部份年輕評論者誤認川普的關稅是「反向一帶一路」,顯示評論者年紀太輕,所以評論的時間尺度不足,從而無法正確詮釋國家別關稅政策為何一體適用到非中國如加拿大、歐盟、瑞士、無人島等國,以及自川普1.0以來,美國行政與立法部門為何能聯手持續形成與執行近10年的類似國家政策的原因。
因為各國可以理解,只有大國日本誤解,所以「不會對日本提供任何特例待遇」。
日本平時兢兢業業不犯錯,但只要犯錯就是大錯。表示其國內政治缺乏政策辯論環境,大小官員只以遵守「東京總部」指示為上,一旦出錯,就說對方變卦。這是很隨便與低劣的官僚伎倆。
有關對台灣20%的「國家別附加關稅」 1909年〈佩恩-奧爾德里奇關稅法案〉(Payne-Aldrich
Tariff Act)
川普突變臉!美公布新稅率 與協議「截然不同」日本剉咧等
三立新聞 20250807
美國總統川普宣布的新對等關稅政策於今(7)日中午12時正式生效。儘管先前日美雙方已公布對等關稅稅率為15%,白宮卻在最新公告中「變卦」,掀起各界譁然。
根據美國政府6日公布的《聯邦公報》,對日本進口商品的關稅,將在原有稅率基礎上再加徵15%,而非如日本政府所認為的「最高以15%為上限」。也就是說,即使部分商品原本稅率高於15%,仍會額外再課15%。美方也強調,不會對日本提供任何「特例」待遇,這與日本原先的說法明顯不一致。
先前日本方面誤以為,除了包括牛肉在內的特定高稅率商品外,其餘商品即便調漲,也只會調整至15%。而如今根據美方公告,包括牛肉在內的商品,將面臨更高的加徵稅率。以紡織品為例,原本稅率僅7.5%,實施後將提升至22.5%;而原本已課26.4%的牛肉,可能拉高至41.4%,令日本措手不及。
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