Group 1 - The uncertainty created by U.S. tariff policies is significantly impacting various industries, hindering normal investment activities [1] - Companies require clarity on policies for the next 20 years to make long-term investments, but current tariff policies lack consensus and thorough discussion [1] - The effects of these tariff policies on the pharmaceutical and electronics industries remain uncertain, contributing to confusion in the market [1] Group 2 - U.S. technology restrictions on China have had the opposite effect, accelerating China's development in fields like chip manufacturing [2] - These restrictions have prompted China to focus on developing its own products, such as DeepSeek and Huawei's Ascend chips [2] - The global nature of artificial intelligence technology makes it difficult to restrict China's advancements, as both countries are likely to remain competitive without significant lead [2]
比尔·盖茨:美关税致不确定性增加 对华技术封锁起反作用