东方亮了！美国盟友接连“倒戈”，全球贸易格局或迎大改写

Core Viewpoint - The article discusses the shifting global trade dynamics due to the United States' unilateral trade policies, particularly its "reciprocal tariffs," which are criticized for promoting protectionism and negatively impacting global service trade [1][3][4]. Group 1: Impact of US Trade Policies - The US GDP experienced a quarter-on-quarter decline of 0.3% in Q1 2025, marking its first economic contraction in three years, largely attributed to the negative effects of its tariff policies [3]. - Net exports have significantly dragged down the US economy by 4.83 percentage points, highlighting the detrimental impact of the tariff measures [3]. - A study from Yale University indicates that if the US tariffs are fully implemented, consumer prices could rise by 2.3%, resulting in an additional annual expenditure of $3,800 per household [3]. Group 2: Global Reactions and Shifts - Countries like India, Brazil, Egypt, and Pakistan have shown support for China's stance against US trade practices, indicating a potential decline in US hegemony in global trade [1][4]. - Germany's Hamburg port saw a 11.3% increase in container throughput with China, while shipments to the US plummeted by 19%, reflecting a growing trade relationship with China [6]. - The UK has resumed its economic cooperation with China, signing a £3.2 billion deal, as it seeks to recover economically post-Brexit [6]. - Australia has shifted its stance, with Prime Minister Albanese stating that Australia will no longer pursue "decoupling" from China, given that nearly 40% of its exports are directed to the Chinese market [6]. Group 3: Broader Economic Context - Emerging economies now contribute over 60% of global economic growth, contrasting with the US's economic struggles, which include a national debt exceeding $45 trillion, accounting for 130% of its GDP [9]. - The Regional Comprehensive Economic Partnership (RCEP) covers 30% of the global population, further illustrating the shift in economic power dynamics away from the US [9]. - The article warns that continued reliance on tariff barriers by the US could lead to its isolation in the face of global cooperation trends [10][12].