Group 1 - The article discusses the shift of focus in the U.S. from its internal crises to the "China risk," particularly emphasizing the situation in Taiwan as a critical issue for U.S. national security [1][12]. - Trump's imposition of tariffs has backfired, leading to significant economic repercussions in the U.S., including a rise in the Consumer Price Index (CPI) to 4.3% in February 2025, and an average additional monthly expense of $300 for American households due to tariffs [5][10]. - The manufacturing sector in the U.S. has seen a decline, with manufacturing's contribution to GDP dropping from 28% in 1965 to 8.4% currently, indicating a significant degradation of U.S. manufacturing capabilities [10]. Group 2 - The article highlights that China has effectively countered U.S. tariffs with targeted retaliatory measures, such as imposing 15% tariffs on U.S. coal and liquefied natural gas, impacting key Republican constituencies [5][7]. - The U.S. is heavily reliant on imports for steel and aluminum, with dependency rates of 12%-15% and 40%-45% respectively, which has led to increased costs in the automotive and machinery sectors, resulting in layoffs [7][10]. - The semiconductor industry is particularly vulnerable, with estimates suggesting that a complete withdrawal from China could result in a $320 billion loss for the semiconductor sector and a 40% decline in automotive production capacity [8][19]. Group 3 - The U.S. faces a strategic dilemma regarding its dependence on Taiwan for high-end chips, which account for 90% of global production, creating a potential supply chain crisis if tensions escalate in the Taiwan Strait [14][19]. - The article contrasts U.S. anxiety over chip supply with China's calm stance, advocating for equal and respectful dialogue rather than unilateral tariff impositions [16][19]. - The ongoing restructuring of the global semiconductor supply chain indicates that no country can quickly replace Taiwan's manufacturing capabilities, emphasizing the high costs of decoupling from China for U.S. consumers and businesses [19][21].
特朗普终于承认失算?这是中国计谋!美财长:美国危机在台湾
Sou Hu Cai Jing·2025-09-26 10:00