中美开谈了，特朗普修改征税政策，迈出妥协第一步，已逼日本接盘

Group 1 - The core viewpoint of the article highlights the dramatic shift in Trump's trade policy, moving from aggressive tariffs to a more conciliatory approach within just ten days, raising questions about the sincerity of this compromise [1][3] - The U.S. Treasury market reacted negatively to the initial tariff announcements, with significant sell-offs leading to rising yields, indicating market concerns about the economic impact of the trade war [3][5] - The trade deficit has worsened during Trump's presidency, reaching a record $1.21 trillion in 2024, which is a 50% increase compared to before he took office, contradicting the intended goals of the tariffs [3] Group 2 - China's response to U.S. tariffs has been strategic, targeting American agricultural products and shifting imports to South American markets, effectively undermining Trump's tariff strategy [5][10] - The internal divisions within Trump's team are causing erratic policy changes, with conflicting factions influencing the direction of trade negotiations, leading to confusion and inconsistency in U.S. trade policy [7] - Japan's reaction to U.S. trade demands has been notably passive, contrasting with other allies who have retaliated, indicating a potential vulnerability in U.S.-Japan trade relations [7][10]