Group 1 - China has stopped purchasing soybeans from the U.S. this year, redirecting orders to Brazil instead [2] - China has initiated multiple antitrust investigations against U.S. companies, including Nvidia and Qualcomm, and has prohibited Chinese companies from purchasing Nvidia chips [2][3] - China has implemented special port fees for U.S. vessels in response to the U.S. 301 shipping law, which has started to impose additional charges [3][4] Group 2 - The recent actions taken by China are not random but are part of a planned and strategic approach to counter U.S. policies [4] - China's proactive measures, such as the rare earth sanctions and antitrust actions, indicate a matured response in the ongoing U.S.-China rivalry [5] - The comparison between U.S. chess strategies and Chinese Go strategies highlights the different approaches to conflict, with China focusing on long-term strategies and gradual gains [6][7][8] Group 3 - The current market situation is expected to be less severe than in April due to prior expectations and familiarity with the U.S.-China confrontation dynamics [5] - Investors are better prepared for rapid changes in the geopolitical landscape, particularly regarding the unpredictable nature of U.S. policies [5]
准备迎接周一的血流成河,但我仍然乐观!
Sou Hu Cai Jing·2025-10-12 16:22