不顾中国，越南跟美国签了，转头却发现：特朗普又对中国连退两步

Core Viewpoint - The article discusses the sudden shift in U.S. foreign policy under Trump, moving from negotiations with Vietnam to sending friendly signals to China, highlighting the strategic implications of these actions in the context of U.S.-China relations and Vietnam's position in the geopolitical landscape [1]. Group 1: U.S.-Vietnam Trade Agreement - On July 2, 2023, Trump announced a trade agreement with Vietnam, imposing a 20% tariff on goods exported to Vietnam while exempting imports from Vietnam [3]. - All goods transiting through Vietnam will face a 40% additional tax, indicating a unilateral pressure from the U.S. on Vietnam [4]. - The agreement appears beneficial to Vietnam but is essentially a strategic maneuver by the U.S. to suppress Chinese manufacturing [4][6]. Group 2: Economic Impact on Vietnam - The U.S. exemption of tariffs on exports to Vietnam will lead to an influx of American goods, putting significant pressure on local Vietnamese businesses [6]. - Vietnam has historically acted as a middleman, importing raw materials from China, processing them, and exporting finished goods to the U.S. [6]. - The high tariffs on transiting goods could disrupt the economic cooperation between China and Vietnam, as Vietnam has been balancing its relations with both countries [9]. Group 3: Geopolitical Implications - Vietnam's alignment with the U.S. is driven by ongoing trade tensions and domestic anti-China sentiments, particularly regarding the South China Sea [10]. - The agreement has raised concerns about Vietnam's long-term economic strategy and its relationship with China, as it risks becoming a pawn in U.S. geopolitical strategies [20][26]. - China's response has been measured, emphasizing the need for win-win cooperation and warning against actions that could harm bilateral relations [22]. Group 4: U.S.-China Relations - Following the agreement with Vietnam, the U.S. quickly signaled a thaw in relations with China by lifting restrictions on ethane and chip design software exports [14]. - This shift is seen as a tactical move by Trump to negotiate better terms regarding China's dominance in rare earth resources, which are critical for U.S. military and technological capabilities [18][20]. - The U.S. strategy appears to be a complex negotiation rather than a straightforward diplomatic approach, with potential implications for the global supply chain [26].