关税降115%，美区又好起来了？专家提醒：难说

Core Points - The recent US-China trade negotiations have led to a temporary resolution, with significant reductions in tariffs from both sides, exceeding expectations [1][3][4]. Group 1: Tariff Changes - The US has suspended 24% of tariffs on Chinese goods while retaining 10%, resulting in a total effective tariff of 30% on certain products, including fentanyl [3]. - China has similarly suspended 24% tariffs on US goods, reducing its effective tariff from 125% to 10%, indicating a mutual reduction of 115% [3]. - Both parties have a 90-day period to reassess the situation, likened to a "cooling-off period" in divorce [3]. Group 2: Market Reactions - The announcement has led to a surge in market activity, with cross-border sellers experiencing a significant increase in orders from US customers, indicating a positive sentiment in the market [8]. - The stock market, particularly in Hong Kong, reacted positively, while cryptocurrencies saw a notable increase, and gold prices dropped by 3% [3][8]. Group 3: Dependency on Chinese Imports - A report highlights the high dependency of American households on Chinese imports, with products like toasters (99.7%), lamps (93.5%), and microwaves (87.7%) showing significant reliance [5]. - This dependency has led to dissatisfaction among American consumers regarding the additional costs imposed by tariffs [7]. Group 4: Strategic Considerations - Industry experts suggest that the US's reliance on Chinese goods complicates the trade war, as many essential products cannot be easily sourced elsewhere [7]. - The current geopolitical climate indicates that while temporary agreements may be reached, structural issues in US-China relations remain unresolved, suggesting ongoing negotiations in the future [9][10].