Group 1 - The absence of China from the U.S. global tariff list is a strategic political maneuver by the Trump administration, aimed at maintaining leverage while avoiding backlash from American companies reliant on Chinese imports [3][5] - The U.S. has a significant dependency on Chinese exports, particularly in machinery and electronics, which account for 58% of exports to the U.S., indicating that imposing tariffs could adversely affect major U.S. companies like Apple and Tesla [5][19] - The tariff rates imposed on other countries reflect a blend of economic pressure and geopolitical strategy, with higher rates for countries like Syria and Myanmar, and lower rates for allies like Japan and South Korea [8][11] Group 2 - The U.S. trade deficit with China decreased by 12% in the first half of 2025, while deficits with the EU and India increased by 18% and 23% respectively, showcasing a targeted approach to trade relations [11] - The "secondary tariff" mechanism proposed by the Trump administration aims to impose additional tariffs on countries purchasing energy from Venezuela and Russia, indicating a shift in using tariffs as geopolitical tools [12][13] - The investment-for-tariff model is emerging, where countries like South Korea and Japan are making substantial investments in the U.S. to secure lower tariff rates, creating a network of economic dependencies [15]
特朗普公布全球关税,中国不在名单上,两组数字暴露他的下一步棋
Sou Hu Cai Jing·2025-08-03 07:48