摘要：美国时间2025年5月30日（周五），摩根大通首席执行官杰米·戴蒙周五在加利福尼亚州西米谷举行的里根国家经济论坛上表示：“中国是一个潜在对手：他们在很多方面表现出色，但也面临诸多问题。但我真正担心的是我们自己。我们能否整顿好自身：我们的价值观、能力和管理。”
摩根大通首席执行官杰米·戴蒙一直以敢于发表自己的政见而著称
美国时间2025年5月30日（周五），摩根大通首席执行官杰米·戴蒙周五在加利福尼亚州西米谷举行的里根国家经济论坛上表示：“中国是一个潜在对手：他们在很多方面表现出色，但也面临诸多问题。但我真正担心的是我们自己。我们能否整顿好自身：我们的价值观、能力和管理。”
戴蒙发表此番言论之际，唐纳德·特朗普总统的关税政策已大幅削减了美中这两个全球最大经济体之间的贸易。特朗普政府在对全球不同国家和不同的产品加征多少关税方面朝令夕改，且陷入法律纠纷，为已影响全球经济的贸易特别是美中之间的敏感关系增添了更多不确定性。
戴蒙还警告称，与中国的对峙不会缓和，尤其是在特朗普周五宣称所谓的北京“完全违反”最新贸易协议后，紧张局势有可能进一步升级。
戴蒙说指出：“各位，他们（中国人）并不害怕。我对认为他们会向美国低头的想法不抱希望。”
戴蒙表示，他认同伯克希尔·哈撒韦首席执行官沃伦·巴菲特关于美国具有“常态韧性”的观点，但强调这次情况不同。他强调：“我们必须整顿好自身，而且必须迅速行动。”
戴蒙补充说，美国存在“管理不善”的问题。他呼吁解决许可审批、监管、移民、税收、城市内学校和医疗体系等问题。戴蒙表示，如果这些问题得到解决，美国经济每年有望增长3%。
戴蒙引用论坛上其他嘉宾的发言称：“你们今天在台上听到的管理不善程度令人震惊。州、市、养老金等方面的问题……这些都将拖垮我们。”
根据美国国会预算办公室2024年6月的报告，2024年美国政府赤字约为2万亿美元，约占国内生产总值的7%。戴蒙补充说，如果美国陷入衰退，“这一比例将升至10%。”
Jamie Dimon says China isn’t America’s biggest threat. It’s ‘the enemy within’. By Auzinea Bacon, CNN. Fri May 30, 2025.
JPMorgan Chase CEO Jamie Dimon sounded a warning Friday on the fractious US relationship with China — and on “the enemy within.”
“China is a potential adversary — they’re doing a lot of things well, they have a lot of problems,” Dimon said at the Reagan National Economic Forum in Simi Valley, California. “But what I really worry about is us. Can we get our own act together — our own values, our own capability, our own management.”
Dimon’s comments come as President Donald Trump’s tarrifs have sharply cut into trade between the United States and China, the world’s two biggest economies. Trump’s trade policy has whipsawed through different tariff levels and has also been caught up in court decisions, adding more uncertainty to what has become a testy relationship affecting economies around the world.
Dimon also warned that the standoff with China — which escalated Friday after Trump claimed Beijing “totally violated” its latest trade agreement — will not back down.
“They’re not scared, folks. This notion they’re gonna come bow to America, I wouldn’t count on that,” Dimon said.
Dimon said he agreed with Berkshire Hathaway CEO Warren Buffet that America is “normalcy resilient” but that this time is different.
“We have to get our act together,” Dimon said. “We have to do it very quickly.”
He added that the United States has a “mismanagement” issue. He called on fixing permitting, regulations, immigration, taxation, inner city school and the health care system. If those things are fixed, Dimon said, the country could grow 3% a year.
“What you heard today on stage was the amount of mismanagement is extraordinary. By state, by city, for pensions … and that stuff is going to kill us,” Dimon said, referencing comments made by earlier panelists at the forum.
The United States government deficit stood at about $2 trillion in 2024, or roughly 7% of gross domestic product, according to a June 2024 report by the Congressional Budget Office. If the country enters a recession, “that 7% will be 10%,” he added.
来源：读行品世事一点号