Group 1 - The core viewpoint of the article highlights China's strong response to U.S. tariffs, including equal tariff imposition and export controls on rare earths, which directly impact U.S. military technology [1][3] - China holds significant leverage with its vast consumer market and monopoly on rare earth resources, controlling 90% of global processing capacity, which poses a threat to U.S. military capabilities [3][5] - The recent negotiations resulted in a reduction of tariffs to 10%, indicating a temporary truce between the two largest economies [1][15] Group 2 - India's recent decision to impose tariffs on $7.6 billion worth of U.S. goods is a significant retaliatory measure, marking a shift in its trade strategy [5][15] - The backdrop of India's military setbacks against Pakistan and perceived U.S. betrayal has prompted a reevaluation of its reliance on American military support [7][11] - India's role in the Apple supply chain is crucial, with projections indicating that it will produce 14% of global iPhones by 2024, giving it leverage in trade negotiations with the U.S. [8][9] Group 3 - Domestic economic pressures in India, including a GDP growth rate drop to 4.5% and rising unemployment, have led the government to seek external conflicts to divert public dissatisfaction [11][15] - The effectiveness of India's retaliatory measures is questionable, as its trade surplus with the U.S. stands at $30 billion, and the impact of its tariff list on the U.S. economy is limited [13][15] - Unlike China, India lacks a significant leverage point, as its steel and aluminum exports constitute only 2% of U.S. imports, making its retaliatory capacity weaker [13][15]
中美关税降到10%后,印度紧随其后对美国亮剑,加征“反制关税”
Sou Hu Cai Jing·2025-05-13 21:37