Core Insights - The recent agreement between China and the U.S. to engage in a new round of trade negotiations is a significant positive signal, indicating a willingness to resolve existing conflicts and a sense of urgency to address issues [1][3] Group 1: Trade Negotiations - The agreement suggests that high-level diplomatic or trade officials have already made contact and reached a preliminary consensus, indicating that the situation is unlikely to worsen in the short term [3] - The timing of the negotiations raises questions, particularly regarding President Trump's unpredictable policies that have negatively impacted the U.S. and global economy, especially in the context of the ongoing trade war [4] - If high tariffs are implemented, it could exacerbate inflation in the U.S., as the country relies heavily on Chinese manufacturing, and rising import prices would further increase consumer prices [5][6] Group 2: Key Issues in Negotiations - Two main issues to focus on during the negotiations are: 1. Tariff discussions: Whether there will be talks about canceling or reducing the additional tariffs imposed since the trade war began in 2018, which would be a significant positive development [8] 2. Technology controls: The potential easing of U.S. export restrictions on Chinese technology products, such as chips, and changes in China's rare earth controls, which directly affect the improvement of U.S.-China relations [10] - Resolving these two key issues could facilitate progress on other topics, making it crucial to monitor whether substantial agreements can be reached in the upcoming talks [10]
这次重磅的中美经贸磋商,将会释放哪些信号?新的转折会到来吗?
Sou Hu Cai Jing·2025-10-24 05:50