特朗普五天访三国，联手日本建稀土链、拉拢东盟，目标直指中国？

Group 1: US-China Relations - The upcoming week is significant for global dynamics, with three major events impacting the situation [1] - On October 30, high-level US-China talks will take place in South Korea, following important progress in trade negotiations [2] - The Chinese Commerce Ministry's deputy minister expressed confidence in China's ability to maintain its interests during negotiations, indicating a strong stance [2] - US Treasury Secretary's firm statement on not considering 100% tariffs on China suggests a reduction in extreme risks in US-China relations [4] - President Trump is visiting Japan, South Korea, and Malaysia to strengthen alliances and counter China's influence, particularly in the rare earth industry [5][6] Group 2: Global Economic Impact - The week will also see major central banks, including the Federal Reserve and the European Central Bank, announce interest rate decisions, which could significantly affect global markets [8] - A potential rate cut by the Federal Reserve could lead to capital outflows from the US into other markets, impacting global asset prices [8] - Historical data shows that rate cuts by the Federal Reserve often lead to significant changes in stock and bond markets, with a high probability of declining US Treasury yields [9] Group 3: Financial Strategies - China's recent decision to keep the LPR rate unchanged suggests a strategic positioning for potential financial confrontations with the US [10] - The ongoing competition in tariffs, rare earths, and now potentially in financial sectors indicates a broader strategic game between the two nations [10] - The three major events this week correspond to global manufacturing, finance, and trade, highlighting the ongoing accumulation of leverage by both sides [10]