突发特讯！美财长向全球通告：中美已达成实质性协议，不再考虑对华加征100%关税

Group 1 - The U.S. Treasury Secretary's use of the term "substantive framework agreement" indicates a shift in the U.S. stance, as they will no longer consider imposing a 100% tariff on China [1][3] - The timing of the negotiations is significant, coinciding with the Federal Reserve's decision to pause interest rate hikes and declining consumer confidence in the U.S. retail sector [3][5] - The negotiations are not merely about tariffs but involve deeper economic strategic adjustments, with both sides achieving temporary political gains [5][9] Group 2 - The trade friction has led to a transformation in global supply chains, with companies in China and the U.S. adapting to new market realities [6][7] - U.S. farmers are diversifying their markets due to the trade tensions, indicating a shift in agricultural strategies [6][9] - The framework agreement does not resolve fundamental differences, particularly in key technology sectors like semiconductors and artificial intelligence [9][11] Group 3 - The trade ceasefire has implications beyond bilateral relations, with the EU and Southeast Asian countries closely monitoring the developments [11][13] - The global trade landscape is shifting from a "unipolar dominance" to a "multipolar governance" model, making unilateral tariff policies less effective [11][14] - The agreement provides a reason for continued dialogue but does not eliminate competition between the two nations [13][14]