Group 1 - The core message of the recent US-China trade talks is a potential easing of tensions, highlighted by US Treasury Secretary's statement of "no longer considering" a 100% tariff increase on China, indicating a strategic adjustment in the US approach to the trade war [1][2] - The phrase "no longer considering" reflects a tactical retreat rather than a fundamental change in strategy, as it suggests that the option for tariffs remains if negotiations do not proceed as expected [2][7] - The negotiations covered sensitive topics such as maritime logistics, fentanyl control, and agricultural trade, with a focus on extending the current tariff suspension period, which is set to expire on November 10 [2][4] Group 2 - The US is particularly concerned about rare earth elements, indicating a heightened focus on supply chain security, with China's dominance in this area becoming a significant bargaining chip [3][4] - Although both sides claim to have reached a "preliminary consensus," the lack of detailed disclosures suggests that the outcome is more about pragmatic exchanges rather than resolving fundamental conflicts [4] - The timing of the talks, just before the APEC meeting, indicates a mutual interest in creating a favorable atmosphere for upcoming leader discussions, with the US needing to show a controlled approach to China and China aiming to stabilize relations to focus on economic development [4][6] Group 3 - The global market's keen interest in the US-China talks underscores the reality that US-China relations have worldwide implications, affecting Southeast Asian countries, European businesses, and emerging markets [6][7] - Southeast Asian nations are particularly concerned about the impact of the trade war on regional supply chains and welcome any signs of easing tensions [6] - The ongoing competition between the US and China, especially in technology and geopolitics, suggests that while there may be a temporary easing, the underlying rivalry will continue [7][8]
突发特讯!美财长贝森特通告全球:美方不再考虑对华加征100%关税!罕见措辞引爆国际舆论
Sou Hu Cai Jing·2025-10-28 08:43