Nvidia(US:NVDA) Sou Hu Cai Jing·2025-08-02 16:58Group 1 - The core viewpoint of the article highlights the ongoing strategic competition between the US and China, particularly in the context of recent trade talks and subsequent actions taken by both nations [1][3][8] - The US is employing tariffs against countries like India and Brazil as a means to exert pressure and compensate for unmet goals in negotiations with China, indicating a strategy to isolate China internationally [3][8] - The US Secretary of the Treasury's admission that the US lacks leverage in certain key areas against China signifies a shift in power dynamics, suggesting that the US is struggling to maintain its influence [1][8] Group 2 - China's response to US provocations includes direct engagement with Nvidia regarding security concerns over its chips, reflecting China's commitment to safeguarding its technological sovereignty [5][8] - The article emphasizes that China's negotiation team demonstrated strong capabilities and a willingness to engage in dialogue while firmly protecting national interests, showcasing China's growing influence in trade discussions [8] - The US's strategy of applying pressure through tariffs and political provocations is seen as ineffective, leading to a situation where the US is unable to concentrate its resources effectively against China [8]