怪不得愿意和解了！美国突然爆出重大消息，特朗普已没得选

Economic Overview - The U.S. GDP contracted by 0.3% on a year-over-year basis in the first quarter, exceeding market expectations and highlighting rising uncertainties due to government tariff policies [1] - Concerns about a slowdown in the U.S. economy are growing amid a global trade war, leading to declines in consumer and business confidence, which in turn affected U.S. stock index futures [1] U.S.-China Trade Relations - President Trump has recently signaled a willingness to significantly reduce tariffs on China, but this was clarified by China as non-existent, and subsequent talks have not materialized [3] - The U.S. continues to demand negotiations with China, emphasizing the need for "fairness" in trade [3] Semiconductor Industry - The U.S. Department of Commerce has intensified export controls on semiconductor technology to China, specifically targeting Huawei's Ascend chips, which serves as a warning to other countries against purchasing these chips [5] - China's Ministry of Commerce criticized the U.S. for its unilateral actions, claiming they violate international law and market principles, and warned that such measures could lead to retaliatory actions under China's anti-foreign sanctions law [5][6] Implications for China - If China cannot access advanced foreign chips, it may accelerate its efforts in self-research and development, potentially leading to a complete independence from foreign semiconductor suppliers [5] - The historical precedent suggests that once China commits to self-research, it is likely to achieve domestic production capabilities, which could negatively impact foreign chip manufacturers' access to the Chinese market [5] Global Semiconductor Supply Chain - The U.S. actions are viewed as a form of unilateral bullying that could destabilize the global semiconductor supply chain, prompting China to enhance its innovation capabilities [6] - The ongoing trade tensions and restrictions are seen as counterproductive to global cooperation and innovation, which are essential for mutual benefits in the technology sector [6]