本文分析了美国“财政悬崖”危机发生的原因及影响,认为美元体系下的高消费模式是危机发生的根源,指出该危机对于中国乃至世界产生了一定影响。中国从这场危机中得到的启示是:要稳定经济增长目标,减税政策应与结构调整联系在一起;投资、消费、出口经济增长的“三驾马车”不能偏颇,过度依赖出口或过度依赖消费都不利于保持经济持续稳定增长;人民币要成为国际货币并保持币值稳定,黄金储备的充足是基本条件,应增加更多的黄金储备,而不是大量的美元资产。
The article analyzes the causes and impact of the "financial cliff" crisis.It argues that the high consumption pattern in the dollar system is the root cause of the crisis.The author points out the crisis would have some impact for China and the world.China can get inspiration from the crisis: Firstly,to stabilize the economic growth target and link the tax cuts with the structural adjustment.Secondly,not to be biased to investment,consumption and exports for economic growth troika and over reliance on export or over reliance on consumption is not conductive to maintaining steady economic growth.Thirdly,adequacy of the gold reserves should be basic conditions if RMB wanted to become an international currency and maintained its currency stability.The article advocates an increase in gold reserves,rather than a large number of U.S.dollar assets.