作者：陵成来源：原创时间：2026-08-26 阅读：3409 次

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Zero-tariff policies, systemic support help African countries expand exports, upgrade industry_我的网站

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一 | R图 DJIA_0 R图 NDX_0 R图 SPX_0 　　8月24日，美股三大指数走势分化，截至发稿，道琼斯指数涨0.33%，纳斯达克综合指数跌0.92%，标普500指数跌0.31%。 R图 SKHY_0 R图 MU_0 R图 SNDK_0 　　存储芯片板块走弱，SK海力士跌超6%，美光科技跌超6%，闪迪跌超10%。　　全球要闻　　黄金、比特币起飞！美债危机正重燃“货币贬值交易”？　　美国财长贝森特旨在压低美国融资成本的干预，仅让长期美债收益率走低了不到一天。相比之下，更为持久的市场信号却在于——美元走弱，而黄金与比特币同步走高，进一步强化了年初由不断膨胀的美国财政赤字及政策走向隐忧所驱动的“货币贬值交易”叙事。　　全球央行年会本周召开！贝森特救不动的美债沃什能救吗？　　债券投资者本周无疑将把焦点牢牢锁定在美联储主席凯文·沃什于杰克逊霍尔全球央行年会的讲话上。

An exhibitor showcases Ethiopian coffee beans at the 2026 Dianchi International Coffee Culture Carnival in Kunming, Southwest China's Yunnan Province, on August 9, 2026. Photo: VCG It has been three months since China becomes the first major economy to grant unilateral, comprehensive zero-tariff treatment to all African countries with which it maintains diplomatic relations, as well as all least developed countries having diplomatic ties with China. Effective May 1, China extended the favorable policy to 53 African countries. Two African diplomats stationed in China have shared with the Global Times about the benefits of China's policy, particularly in trade of coffee, as well as China's exemplary role in promoting cooperation among Global South countries.
Aziza Geleta, Deputy Head of Mission of the Ethiopian Embassy in China Photo: Courtesy of the Ethiopian Embassy in China

Aziza Geleta, Deputy Head of Mission of the Ethiopian Embassy in China Photo: Courtesy of the Ethiopian Embassy in China Aziza Geleta, Deputy Head of Mission of the Ethiopian Embassy in China, told the Global Times that the trade policy demonstrates China's commitment to strengthening mutually beneficial economic cooperation with Africa.
For Ethiopia, which is believed to be the birthplace of coffee, this initiative presents significant opportunities.
"Coffee is not only our leading agricultural export but also an integral part of our cultural heritage. For centuries, Ethiopians have preserved a unique coffee tradition, where families and neighbors gather to prepare and share coffee in a ceremony that symbolizes hospitality and friendship in community," Geleta said.
With improved market access, Ethiopian coffee exports to China are expected to grow substantially. China has become one of the world's fastest-growing coffee consumption markets and is now Ethiopia's third-largest coffee export destination, Geleta noted.
In 2025, China's coffee industry was valued at 354.9 billion yuan ($52.63 billion), up 13.3 percent year on year. Annual per capita consumption rose from 22.24 cups to 28.57 cups, while the value of coffee bean imports increased by 73.9 percent year on year, according to the 2026 China Urban Coffee Development Report released in July.
The Ethiopian diplomat believes China's zero-tariff policy will enhance the competitiveness of Ethiopian coffee, increase export earnings, and encourage greater investment across the coffee value chain, including processing, packaging, branding, logistics and quality certification.
Since July 20 this year, China has granted full market access to coffee beans meeting quarantine requirements from all African countries that have diplomatic ties with China. The full market access is regarded as a landmark achievement in China-Africa cooperation on agricultural market access.
Geleta said that Ethiopia warmly welcomes this landmark policy. Having joined China's zero-tariff arrangement in 2024, the East African country has already witnessed its positive impact on bilateral trade and economic cooperation.
"The policy goes beyond tariff preferences. It demonstrates a practical commitment to South-South cooperation based on mutual respect, shared development and win-win partnership," Geleta noted.
It creates new opportunities for African countries to diversify exports, strengthen productive capacity and participate more actively in global value chains, the diplomat said.
As members of the Global South, Ethiopia and China share a common vision of promoting inclusive and sustainable development. This zero-tariff initiative establishes a valuable benchmark for building agricultural trade rules that better reflect the development needs of emerging economies, she noted.
It also complements the objectives of the FOCAC and the African Continental Free Trade Area (AfCFTA) by supporting greater regional integration and international market access, said Geleta. AfCFTA is a flagship initiative of the African Union designed to transform the continent into the world's largest free-trade area, per the AU.
From Geleta's observation, the market access granted by China is not merely a trade policy, but also a practical example of development cooperation that benefits ordinary people.
Coffee farming sustains millions of Ethiopian households, so greater access to China's market bears direct significance for poverty alleviation, rural advancement and national economic transformation. The policies foster steady demand for Ethiopian coffee, increasing farmer's earnings and bolstering rural community resilience, she said. Such gains closely echo the China-proposed Global Development Initiative, which emphasizes poverty reduction, food security, inclusive growth and sustainable development.
The diplomat said Ethiopia welcomes Chinese investment in agricultural processing, cold-chain logistics, food manufacturing and value-added industries in Ethiopia. Such investment will support industrialization, technology transfer and job creation while strengthening resilient supply chains, Geleta added.
Ambassador of Lesotho to China Mapaballo Lydia Mile Photo: Courtesy of the Embassy of the Kingdom of Lesotho in China

Ambassador of Lesotho to China Mapaballo Lydia Mile Photo: Courtesy of the Embassy of the Kingdom of Lesotho in China Ambassador of Lesotho to China Mapaballo Lydia Mile told the Global Times that the zero-tariff policy since May is "a direct, tangible deliverable of the commitments made under the Forum on China-Africa Cooperation (FOCAC) framework. It transitions the rhetoric of 'win-win cooperation' into practical policy."
Mile said the policy provides a structured, phased approach to reducing trade difficulties and securing institutional guarantees. "It perfectly embodies the strong, historical foundations built through FOCAC over the years to forge a modernized, forward-looking economic future."
Amid comments saying that African countries still face challenges beyond tariffs, including logistics, standards and market-access capacity, Ambassador Mile of Lesotho said that tariff reduction is a necessary condition for trade expansion; however, more conditions are required to reach deals.
Take Lesotho, a landlocked country, for instance. The country faces acute logistical hurdles and high transport costs. Complying with sanitary and phytosanitary measures, as well as quality standards remains a massive challenge for many enterprises in Lesotho.
To fully benefit from the favorable tariff policy, Mile pointed to systemic technical support for African exporters, targeted investments in agro-processing, and enhanced trade facilitation.
"Initiatives recently introduced by China Customs, such as the 'Green Channel 2.0' for agricultural products and expanding authorized economic operator mutual recognition capacity building, are exactly the types of institutional support needed to overcome the non-tariff barriers," she elaborated.
。随着美国财长贝森特上周的“救市”行动效果迅速消退，长期美国国债眼下正面临进一步抛售的风险，市场显然将从沃什表态中寻找美联储将如何应对顽固通胀与财政隐忧的蛛丝马迹……　　美财长：美伊战事进入“终局” 特朗普政府已摧毁伊几乎所有军工厂 “掩埋”其核计划　　美财长称美伊战事进入“终局”美国财政部长贝森特23日晚在社交媒体上说，美国同伊朗的战事正进入“终局”，扬言要切断伊朗政权“每一条经济命脉”，直至德黑兰“孤立无援”。贝森特说，特朗普政府已瓦解伊朗的军事能力，摧毁其几乎所有军工厂，并“掩埋”了伊朗核计划。　　美联储“大鹰派”再发声：通胀短期内难回落北美贸易战成新逆风！　　明尼阿波利斯联储主席尼尔·卡什卡利（Neel Kashkari）周日表示，美国国债收益率上升并不构成担忧，也不太可能影响货币政策决定。

二 | 不过，美国通胀短期内难以回落至目标水平，而关税和贸易冲突是“罪魁祸首”之一。　　高盛揭秘10万亿美元AI持仓版图对冲基金与共同基金有哪些不同？　　在持续火爆但波动性极高的人工智能（AI）交易中，高盛最新报告或许能让人一窥专业投资者的思路。高盛表示，对冲基金对人工智能交易的敞口仍然比共同基金更大，但两类基金在2026年第二季度都调整了人工智能股票的仓位。而且，它们对于大型科技股和半导体等个股的选择也截然不同。　　公司新闻　　英伟达财报即将登场！高盛：若不释放这三大利好股价恐仍将下行　　本周三（8月26日）美股盘后，“AI芯片霸主”英伟达将公布2027财年第二季度财报。尽管和华尔街大多数机构一样，高盛预计英伟达第二季度业绩将表现强劲，业绩指引存在显著上修空间，但高盛分析师仍然暗示——这并不意味着公司股价能够在财报公布后上涨。　　SK海力士公布最新HBM进展称竞争焦点从内存性能转向封装技术　　人工智能数据中心使用的高带宽内存（HBM）技术正在出现重大转向。SK海力士美国公司副总裁Lee Jae-sik最新表示，未来行业不仅需要关注HBM本身，还需要关注封装技术如何影响HBM。Lee在当地时间23日出席了美国斯坦福大学举行的半导体会议Hot Chips 2026，并发表了题为“HBM的高科技封装”演讲。

三 | 　　不认同阿里新股配售？美股“大空头”重大调仓：清仓阿里、押注京东！　　美东时间周日，美股知名“大空头”迈克尔·伯里公开表示，他已经清仓阿里巴巴集团的持仓，转而布局其电商竞争对手京东集团。他表示，他并不看好阿里巴巴最新的新股配售做法，并认为其当前股价已经过高。　　AI“追新”风气悄悄结束 Anthropic顶尖模型在企业市场遇冷　　Anthropic计划在今年IPO，然而越来越多的投资者质疑该公司是否匹配其目标估值。

四 | 最新消息称，该公司计划募资1000亿美元，这将使其IPO估值达到2万亿美元。

五 | 据支付集团Ramp的最新数据显示，Anthropic最大、最昂贵的模型Fable 5发布两个多月后，其收益已稳定占到该公司所有模型总收入的11%左右。但这并不符合企业用户追逐最强大模型的消费路径。　　英伟达部分客户据悉被告知AI相关产品会涨价超15%　　据报道，英伟达最大客户中的一些已被告知，由于内存芯片成本飙升，搭载英伟达AI芯片的服务器很多会涨价逾15%。