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海外政策专题之一:“分裂国会”之下,美国内外政策将如何展开-20230223-中信证券

美国“分裂国会”开启,新一届国会委员会人选已陆续确定。我们分析了关键议员的履历背景及立场倾向,据此研判未来两年美国内外政策的走向。在对外特别是对华议题上,供应链方面,拜登强化多边体系的愿景或在国会遇冷,我国产业链外迁压力有限;科技方面,国会或仍渲染对华竞争,硬科技博弈是立法焦点;政治方面,对华强硬虽是两党共识,但“竞争而不冲突”仍是中美关系主线。而在国内议题上,预计两党将在债务、能源、医改等领域激

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