美国虚构谈判假象，中国反制稀土管制，洛杉矶港货运暴跌35%

Core Viewpoint - The U.S. and China have not engaged in any negotiations regarding tariffs, contradicting claims from the Trump administration that talks were ongoing [1][3][30] Group 1: U.S. Position and Actions - The Trump administration has repeatedly claimed to be in negotiations with China, but these assertions have been firmly denied by Chinese officials [3][5] - U.S. Treasury Secretary Mnuchin's admission of uncertainty regarding Trump's claims of negotiations indicates a lack of actual dialogue [5] - The U.S. is attempting to create a false narrative of negotiations to stabilize market sentiment and project a psychological advantage over China [5][8] Group 2: China's Response and Strategy - China maintains a clear stance: it is open to negotiations but insists that any discussions must be based on equality and respect [8][18] - Chinese officials have actively countered U.S. claims, emphasizing that the trade conflict was initiated by the U.S. and that they are prepared to respond firmly [18][20] - China's strategic measures include imposing tariffs on U.S. goods and controlling exports of rare earth materials, which are critical for U.S. military and high-tech industries [24][26] Group 3: Economic and Political Context - The U.S. economy is showing signs of distress, with a reported GDP contraction of 0.3% in Q1 2025, raising questions about the effectiveness of the tariff strategy [8][10] - The U.S. stock market has experienced significant losses, with a drop of approximately $6.6 trillion in market value following the announcement of tariff policies [10] - Trump's approval ratings have plummeted to a record low of 39%, reflecting growing domestic dissatisfaction with his administration's handling of the trade conflict [10][13] Group 4: Global Implications and Future Outlook - The trade conflict has led to a backlash against U.S. unilateralism, with allies like the EU and Japan expressing discontent [14][18] - The ongoing tariff war is not just a trade issue but a reflection of broader geopolitical shifts, with the U.S. struggling to adapt to a multipolar world [28] - China's ability to diversify its export markets and maintain a stronghold on critical resources positions it favorably in the ongoing trade dispute [20][26]