特朗普按时兑现中美会晤诺言，美国领头降低关税，放出合作信号

Group 1 - The Trump administration's decision to significantly reduce tariffs on certain Chinese goods is portrayed as a cooperative gesture, but it is primarily a response to inflation, supply chain issues, and electoral pressures [1][3] - The reduction in tariffs specifically targets products that are critical to the U.S. supply chain, such as fentanyl raw materials, circuit components, and battery components, indicating a tactical compromise rather than a strategic shift [3][5] - The U.S. inflation rate reached a 2008 high, with the Consumer Price Index (CPI) rising 4.8% year-on-year and core CPI at 6.8%, leading to increased financial burdens on American households [5] Group 2 - The U.S. has faced challenges in its manufacturing return efforts, with companies like Apple and Intel experiencing setbacks, while China has diversified its trade through initiatives like the Belt and Road and RCEP, increasing exports to ASEAN and Africa [7][14] - A significant percentage of U.S. small businesses are at risk of bankruptcy due to tariffs, prompting pressure from retail associations on the White House to adjust policies [7][14] - China has strategically managed its response to U.S. tariff adjustments, leveraging its dominance in rare earth exports and agricultural procurement to exert pressure on U.S. industries [11][14] Group 3 - The resilience of China's supply chain has become a competitive advantage, with companies like Tesla and Nvidia seeking exemptions from U.S. restrictions, highlighting the unintended consequences of U.S. policies [12][14] - China's approach to negotiations emphasizes the removal of all sanctions as a prerequisite, while simultaneously expanding its domestic market and regional supply chains [14][16] - The U.S. is shifting towards a more targeted approach in trade policy, forming alliances with countries like Japan and South Korea to create a semiconductor "small circle" [15][16]