果然不出所料，几小时后特朗普改口：还想见面，没必要打贸易战

Group 1 - The core issue revolves around Trump's threat to impose a 100% tariff on China, which was quickly followed by a softening of stance, indicating a desire to avoid a trade war [1][6] - The U.S. heavily relies on China for rare earth elements, with 85% to 100% of critical rare earth refining capacity controlled by China, impacting high-tech and military industries [3][8] - Trump's initial plan to raise tariffs to 130% could backfire, as U.S. companies have limited inventory and could face production halts, particularly in the semiconductor sector [3][8] Group 2 - Following the tariff threat, the White House quickly adjusted its position, with Trade Secretary Gril stating there was no intention to engage in a trade war, reflecting economic pressures in the U.S. [7][11] - The stock market reacted negatively, with a loss of over $700 billion, indicating that investors recognized the potential harm of a 100% tariff on the U.S. economy [7][8] - Previous lessons from the trade war, such as losses in agriculture and manufacturing sectors, highlight the risks of further tariffs, which could also impact Trump's voter base [8][11] Group 3 - Gril's statements represent a tactical retreat for the Trump administration, as the U.S. seeks to balance the need to protect its high-tech industries while managing the implications of China's export controls [10][11] - The tightening of China's export controls on rare earths limits the U.S.'s ability to find alternative sources or production methods, creating a challenging situation for American industries [10][13] - The overall situation underscores the U.S.'s vulnerability in the rare earth sector, with Trump's aggressive tariff strategy potentially leading to self-inflicted damage [13]