与中国会谈前，贝森特放话准备启动新制裁，除非中国解除稀土限制

Group 1 - The U.S. Treasury Secretary, Yellen, is considering using "all options" against China's semiconductor industry, including restricting software-driven product exports to counter China's rare earth export controls [1][3] - The G7 is coordinating actions in response to China's rare earth measures, indicating a collective effort to create a counterbalance [3] - The emergence of domestically developed EDA software in China fills a significant gap in high-end electronic design software, potentially benefiting Chinese manufacturers if the U.S. proceeds with export restrictions [5] Group 2 - The U.S. government's strategy to use software as a negotiation tool may be overly optimistic, as it could inadvertently provide growth opportunities for China's nascent EDA market [5][6] - If the U.S. continues to pursue a strategy of containment in high-end manufacturing, it risks being excluded from the Chinese supply chain as China advances in this sector [6]