最后关头倒向美国！东盟出现“叛徒”，中方一句话回应，轰动全球舆论

Group 1 - The core of the news is the announcement of a "historic agreement" between the U.S. and Vietnam, where Vietnam's exports to the U.S. will face a new 20% tariff, while goods transshipped from third countries will incur a 40% tariff [1][3] - Vietnam's economy is heavily reliant on the U.S. market, with nearly 30% of its exports directed to the U.S., leading to significant market volatility, including an 8.1% drop in the Vietnamese stock market [3][7] - The agreement includes Vietnam's commitment to purchase $8 billion worth of Boeing aircraft and $2.9 billion in U.S. agricultural products, while also expediting the approval of Trump Organization's golf project [3][9] Group 2 - The U.S. will impose a 40% tariff on goods that are primarily produced in third countries and undergo final processing in Vietnam, which poses a significant threat to the Vietnamese supply chain, particularly in electronics and textiles [3][7] - The interdependence between China and Vietnam is highlighted, as China supplies 26% of Vietnam's total imports and exports, making strict enforcement of transshipment controls potentially crippling for Vietnam's industries [4][7] - The agreement has caused tensions within ASEAN, with countries like Malaysia and the Philippines expressing concerns over Vietnam's unilateral actions, which could undermine regional unity [7][9] Group 3 - Multinational companies are beginning to shift their supply chains in response to the new tariffs, with Nike moving 30% of its shoe orders to Mexico and Apple planning to relocate 65% of its AirPods production out of Vietnam [7][9] - Chinese companies are adapting by forming partnerships, such as CATL signing a battery supply agreement with VinFast, while also exploring new cross-border e-commerce channels [9] - The agreement has led to a surge in stock prices for U.S. brands like Nike, indicating a positive market reaction despite the potential long-term implications for global supply chains [9]