美国突然变卦！特朗普单方面对越南改变关税协议，让越南领导层措手不及？越南企业坐不住了

Group 1 - The core point of the article highlights the unexpected announcement by President Trump regarding tariffs on Vietnamese goods, which has created significant uncertainty for Vietnam's economy and businesses [1][4][6] - Vietnam has become the 10th largest trading partner of the U.S., with exports exceeding $130 billion, making any changes in trade agreements particularly impactful [3][6] - The sudden increase in tariffs, particularly the 20% on exports to the U.S. and 40% on re-exported goods, poses a challenge for Vietnamese manufacturers who rely heavily on imported materials from China [4][6] Group 2 - The textile industry in Vietnam, exemplified by companies like Thanh Cong Garment, faces a potential increase in costs due to the new tariffs, which could lead to a significant reduction in orders from U.S. clients [4][6] - Vietnam's economy is highly dependent on exports, with nearly 90% of its GDP coming from trade, and one-third of its exports going to the U.S., making the tariff changes a direct threat to economic growth [6][8] - The ambiguity surrounding the definition of "transshipment" in the new trade agreement raises concerns for Vietnamese businesses that depend on Chinese raw materials, potentially leading to further economic repercussions [6][8]