TP Huang的Substack这俩篇文章能看看
中国出口计算方法是按零件的产地，而美帝国的算法是把整个产品的价值都算到最后组装的国家身上。看看中国在iPhone上才挣几个钱。再把台疤子过狗命从中国这部分的利润减去的话，中国更是赚了没多点钱了。所以iPhone越早全部滚蛋越好。中国赚不了几个钱，但无辜的被美帝国加上那么多所谓的贸易逆差。
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Why this trade war feels so lopsided
Apr 23, 2025
Only about 10 to 15% of the xFactory value of a iPhone 16 goes to a Chinese employer. This also does not include Apple’s own IP value that gets included in import cost. If we extrapolate this to most of the designed in US and made in China products, it is likely that China Inc captures very little of the value from each product exported to America.
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China is in third phase of its development
Apr 19, 2025
https://tphuang.substack.com/p/china-is-in-third-phase-of-its-development