为什么这么多美国企业CEO随特朗普访华,他们想要什么?


2026年5月14日 / 美国东部时间下午3:02 / 哥伦比亚广播公司(CBS)新闻

作者:梅根·塞鲁洛 记者,MoneyWatch栏目
梅根·塞鲁洛是哥伦比亚广播公司MoneyWatch驻纽约记者,报道小企业、职场、医疗保健、消费支出和个人理财话题。她定期做客CBS News 24/7栏目讨论相关报道。

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中国国家主席习近平对随特朗普总统访华的美国企业CEO表示,中国将进一步向美国企业开放市场,这是渴望在全球第二大经济体扩大业务的企业领袖的核心目标。

据中国外交部周四发布的一份声明,习近平与包括苹果公司CEO蒂姆·库克、特斯拉CEO埃隆·马斯克和英伟达CEO黄仁勋在内的企业高管代表团举行了会谈。尽管世界两大经济体之间多年来存在贸易争端,但这些高管所领导的企业都在中国拥有重大业务利益,他们的总净资产接近1万亿美元。

中国承诺欢迎更多外资企业,正值美中两国多年来贸易紧张局势升级之际,其中包括特朗普政府去年将中国进口商品关税提高至125%,此前特朗普称中国“一直在占我们的便宜”。

尽管美国和其他发达经济体的消费者面临财务困境,企业从中获利愈发困难,但美国企业仍将中国不断扩大的中产阶级和庞大的消费群体视为至关重要的增长市场。

白宫表示,多名美国企业领袖参与了美中官员扩大会议的部分环节。

“双方讨论了加强两国经济合作的方式,包括扩大美国企业进入中国市场的机会,以及增加中国投资,”一名白宫官员在会议纪要中表示。

随特朗普访华的CEO包括:

  • 克里斯蒂亚诺·阿蒙,高通CEO
  • 蒂姆·库克,苹果CEO
  • 劳伦斯·卡尔普 Jr.,GE航空航天CEO
  • 拉里·芬克,贝莱德CEO
  • 简·弗雷泽,花旗集团CEO
  • 黄仁勋,英伟达CEO
  • 瑞安·麦金纳尼,维萨CEO
  • 桑杰·梅赫罗特拉,美光科技CEO
  • 迈克尔·米巴赫,万事达卡CEO
  • 埃隆·马斯克,特斯拉和太空探索技术公司(SpaceX)CEO
  • 凯利·奥尔特伯格,波音CEO
  • 斯蒂芬·施瓦茨曼,黑石集团CEO
  • 布莱恩·赛克斯,嘉吉CEO
  • 戴维·所罗门,高盛CEO
  • 雅各布·泰森,因美纳CEO

和解措施

政治风险咨询机构欧亚集团(Eurasia Group)的分析师表示,根据参会CEO的名单,中国可能采取多项举措缓和与美国的经济紧张关系。

“我们仍预计双方将宣布在非敏感领域加大贸易和关税调整力度,包括中国采购美国农产品(包括牛肉)、波音飞机和能源产品,”他们在一份报告中称。

欧亚集团还表示,中国还可能放松对外国金融服务公司的限制,降低反垄断壁垒,或者像对待特斯拉那样,允许这家电动汽车制造商全面推出自动驾驶技术。

对部分随特朗普访华的CEO来说,此次访问已经带来了回报,其中包括波音CEO凯利·奥尔特伯格。周四,特朗普在接受福克斯新闻主持人肖恩·汉尼提采访时表示,中国已同意购买200架波音737 MAX客机,高于此前达成的50架订单。

特朗普表示,习近平还同意采购更多大豆,这对去年因中国报复性停止购买这一关键农产品出口而遭受损失的美国农民来说是一大利好。

历史先例

企业领袖随美国总统进行高风险海外访问或贸易使团行程有着充足的历史先例。

例如,在奥巴马总统2015年访问印度期间,数十名美国企业CEO出席了峰会,以扩大双边贸易和投资。2000年,比尔·克林顿总统带领包括通用汽车、IBM和微软在内的美国顶尖企业高管访问印度。

特朗普2017年访华期间,多家美国大型银行、能源公司和科技企业的负责人随行。

“企业CEO随总统出访并不罕见,我认为这反映出美中关系高度依赖两国的商业关系,”穆迪分析首席经济学家马克·赞迪对CBS新闻表示。“我们是全球前两大经济体,两国如何互动在很大程度上决定了我们各自的经济以及全球经济的表现。”

他补充道,高管们的参与本身就有助于“打通美国企业与中国官员和商界领袖之间的沟通渠道”。

“我认为此次访问的成功门槛并不高,”赞迪说。“他们只要能达成共识,认为现在拥有了快速沟通的渠道,并且能够相互信任即可。”

芯片与人工智能

对于随特朗普访华的美国企业CEO来说,更广泛的目标包括提振对中国消费者和企业的销售,同时确保所在企业能够赢得关键的制造业和贸易协议。

例如,苹果是中国市场最大的智能手机品牌,尽管它面临来自华为和小米等本土竞争对手的激烈竞争。这家总部位于加利福尼亚州库比蒂诺的公司还依赖富士康等中国合作伙伴生产其大部分产品,这些产品随后销往全球各地。

韦德布什证券分析师丹·艾夫斯在一份报告中表示,半导体巨头英伟达正寻求更广泛地进入中国人工智能市场,而美国的出口管制正威胁到其高端芯片的销售。在中国企业竞相开发本土替代产品的背景下,这种市场准入显得尤为重要。

“岌岌可危的不仅仅是一次访问或一则头条新闻,而是人工智能供应链的走向、未来出口管制的形态,以及美国芯片领先地位在中国市场仍能实现盈利的程度,”艾夫斯说道。

金融产品

此次贸易访问团中还有多家美国大型金融企业的代表,包括贝莱德CEO拉里·芬克和花旗集团CEO简·弗雷泽。

贝莱德正寻求更广泛地进入中国快速增长的财富和退休市场,同时应对华盛顿和北京方面日益加强的政治审查。与此同时,花旗集团希望更深入地进入中国金融市场,部分目的是帮助其客户开展跨境交易。

“我们看到了巨大的兴趣,大量投资者和企业来到中国了解这里的情况,同时中国企业和投资者现在也更加倾向于向外发展,”弗雷泽去年对彭博新闻社表示。

与美国官员一同在中国的还有雅各布·泰森,他是此次访问团中唯一的生物技术行业代表。泰森去年对彭博社表示,出口管制损害了因美纳的DNA测序技术在中国的销售。

“我们希望成为中国市场的一部分,”据该新闻社援引泰森的话称。

编辑:阿兰·谢特尔

特朗普访华随行科技CEO
https://www.cbsnews.com/video/tech-ceos-in-china-with-trump-make-cases-for-more-economic-partnerships/

特朗普访华随行科技CEO呼吁加强经济合作

(时长02:16)

Why are so many U.S. CEOs in China with Trump, and what do they want?

May 14, 2026 / 3:02 PM EDT / CBS News

By Megan Cerullo Reporter, MoneyWatch
Megan Cerullo is a New York-based reporter for CBS MoneyWatch covering small business, workplace, health care, consumer spending and personal finance topics. She regularly appears on CBS News 24/7 to discuss her reporting.

Read Full Bio

Chinese President Xi Jinping told U.S. CEOs traveling with President Trump to China that it will open further to American business, a key goal for corporate leaders eager to expand their presence in the world’s second-largest economy.

Xi spoke with the delegation of chief executives, which includes Apple CEO Tim Cook, Tesla CEO Elon Musk and Nvidia CEO Jensen Huang, according to a statement on Thursday from the Chinese Foreign Ministry. The executives — whose combined net worth approaches $1 trillion — lead companies with major interests in China, despite years of trade disputes between the world’s two largest economies.

China’s pledge to welcome more foreign business comes after years of escalating trade tensions with the U.S., including the Trump administration’s move last year to raise tariffs on Chinese imports to as much as 125% after Mr. Trump said China “was taking us for a ride.”

Yet U.S. companies continue to see China’s expanding middle class and massive consumer base as critical growth markets, even as it has become harder to wring profits from financially struggling consumers in the U.S. and other developed economies.

The White House said that several American business leaders participated in a portion of a broader meeting between U.S. and Chinese officials.

“The two sides discussed ways to enhance economic cooperation between countries, including expanding market access for American businesses into China and increasing Chinese investment,” a White House official said in a readout of the meeting.

The CEOs accompanying Mr. Trump include:

  • Cristiano Amon, CEO of Qualcomm
  • Tim Cook, CEO of Apple
  • Lawrence Culp Jr., CEO of GE Aerospace
  • Larry Fink, CEO of BlackRock
  • Jane Fraser, CEO of Citigroup
  • Jensen Huang, CEO of Nvidia
  • Ryan McInerney, CEO of Visa
  • Sanjay Mehrotra, CEO of Micron Technology
  • Michael Miebach, CEO of Mastercard
  • Elon Musk, CEO of Tesla and SpaceX
  • Kelly Ortberg, CEO of Boeing
  • Stephen Schwarzman, CEO of Blackstone
  • Brian Sikes, CEO of Cargill
  • David Solomon, CEO of Goldman Sachs
  • Jacob Thaysen, CEO of Illumina

Conciliatory measures

Based on the CEOs attending the talks, China could take several steps to ease economic tensions with the U.S., according to analysts with Eurasia Group, a political risk consultancy.

“We continue to expect the two sides to announce increased trade and tariff adjustments in non-sensitive sectors, including Chinese purchases of U.S. agricultural products (including beef), Boeing aircraft and energy,” they said in a report.

China could also ease restrictions on foreign financial services firms, lower antitrust barriers or, for Tesla, give the electric car maker the green light to roll out fully autonomous driving, according to Eurasia Group.

The trip is already paying dividends for some of the CEOs accompanying Mr. Trump, including Boeing CEO Kelly Ortberg. On Thursday, the president told Fox News host Sean Hannity that China had agreed to buy 200 Boeing 737 Max jets, up from an earlier deal for 50 aircraft.

Mr. Trump said that Xi has also agreed to buy more soybeans, a boon for U.S. farmers who have been hurt by China’s retaliatory decision a year ago to halt purchases of the key agricultural export.

Historical precedent

There is ample historical precedent for business leaders accompanying U.S. presidents on high-stakes overseas trips or trade missions.

During President Obama’s 2015 visit to India, for example, dozens of U.S. CEOs attended a summit to expand bilateral trade and investment. In 2000, President Bill Clinton brought leading U.S. executives to India, including representatives from General Motors, IBM, and Microsoft.

When Mr. Trump visited China in 2017, he was joined by the leaders of major U.S. banks, energy companies and technology firms.

“It’s not unusual for CEOs to travel with the president, and I think it speaks to the fact that the Chinese-U.S. relationship is highly dependent on the countries’ business relationship,” Moody’s Analytics chief economist Mark Zandi told CBS News. “We are the two largest economies on the planet, and how we interact with each other largely determines how our economies and the global economy are going to perform.”

The presence of top executives alone could help “open up the lines of communication” between U.S. companies and Chinese officials and business leaders, he added.

“I don’t think there is a very high bar here for success,” Zandi said. “They just have to come away thinking they now have a channel to communicate quickly and they can trust each other.”

Chips and AI

For the U.S. CEOs accompanying Mr. Trump, the broader goals include bolstering sales to Chinese consumers and businesses, as well as ensuring their companies are positioned to win key manufacturing and trade agreements.

Apple, for instance, is the largest smartphone brand in China, although it faces intense competition from local rivals such as Huawei and Xiaomi. The Cupertino, California-based company also relies on Chinese partners such as Foxconn, the world’s largest contract electronics manufacturer, to produce the bulk of its products, which are shipped across the globe.

Semiconductor giant Nvidia is seeking broader access to China’s AI market as U.S. export controls threaten sales of its advanced chips, Wedbush Securities analyst Dan Ives said in a report. Such access comes as Chinese firms are racing to develop domestic alternatives.

“What is at stake is not just one trip or one headline but the direction of AI supply chains, the shape of future export controls and the degree to which US chip leadership remains monetizable in China,” Ives said.

Financial products

A number of major U.S. financial companies are also represented on the trade trip, including BlackRock CEO Larry Fink and Citigroup CEO Jane Fraser.

BlackRock is seeking broader access to China’s fast-growing wealth and retirement markets while navigating increasing political scrutiny in both Washington and Beijing. Citigroup, meanwhile, wants broader access to China’s financial markets, partly to help its clients engage in cross-border transactions.

“We have had huge interest and a large number of investors and companies coming to China to understand what’s happening here, as well as the Chinese companies and investors that are looking much more externally now,” Fraser told Bloomberg News last year.

Also among the executives in China with U.S. officials is Jacob Thaysen, the only biotech industry representative on the trip. Thaysen told Bloomberg last year that export restrictions have hurt Illumina’s sales of DNA-sequencing technology in China.

“We want to be a part of China,” Thaysen said, according to the news service.

Edited by Alain Sherter

Tech CEOs in China with Trump
https://www.cbsnews.com/video/tech-ceos-in-china-with-trump-make-cases-for-more-economic-partnerships/

Tech CEOs in China with Trump make cases for more economic partnerships

(02:16)

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