中美谈妥后，赢家还不知是谁，输家却至少有四位，第一个就是印度

Core Points - The unexpected thaw in US-China relations in the second half of 2025, with the US postponing tariffs on certain Chinese goods, particularly those related to fentanyl, while China also suspended some countermeasures [1][3] - The agreement appears to be a strategic maneuver for both countries, with the US aiming to secure votes from agricultural states and China signaling a willingness to cooperate while maintaining core interests [3][15] - Other countries, particularly India and Mexico, are facing negative repercussions from this agreement, as their strategies to capitalize on US-China tensions have backfired [5][9][11] Group 1: US-China Relations - The US President's decision to delay tariffs is seen as a move to stabilize domestic political support, particularly from agricultural voters [3][15] - China’s response indicates a desire to maintain its export market while asserting its core interests, such as in rare earth elements [3][15] - The agreement is characterized as a "pause" rather than a resolution, suggesting ongoing competition between the two nations [17] Group 2: Impact on Other Countries - India, which sought to benefit from US-China tensions, is now attempting to restart tariff negotiations with the US but faces a cold reception [7][9] - Mexico's earlier decision to impose high tariffs on Asian goods has resulted in retaliatory measures from China, leading to significant economic consequences [9][11] - The EU finds itself in a precarious position, having tried to balance relations with both the US and China, but now risks being sidelined [11][13] Group 3: Strategic Implications - The agreement alters the dynamics of international relations, with countries that anticipated gains from US-China tensions now reassessing their positions [15][17] - The situation highlights the importance of understanding global supply chains and the potential for countries to misjudge their influence [15][17] - The strategic maneuvering by both the US and China reinforces their positions in the global economy, while other nations must adapt to the new landscape [15][17]