突发特讯！美国延长部分对华关税豁免期，引爆国际舆论

Core Viewpoint - The extension of the tariff exemption for Chinese goods until November 10, 2026, reflects a complex decision driven by multiple motivations, including domestic economic pressures and long-term strategic considerations [1][10]. Group 1: Background of the Exemption - The extension appears to be a signal of easing trade tensions, but it is primarily a pragmatic decision based on U.S. interests rather than a gesture of goodwill [3]. - Domestic inflation remains a significant concern, with current levels still above the Federal Reserve's comfort zone, making high tariffs on essential goods counterproductive for U.S. consumers and businesses [3]. - The stability of supply chains is crucial, as complete decoupling from China is unrealistic; many U.S. companies recognize the cost advantages and comprehensive supply chain support that China provides [3]. Group 2: Strategic Intentions - The exemption is likely a tactical retreat to buy time for domestic industrial adjustments, as the Biden administration aims to promote re-industrialization and risk mitigation in supply chains [5]. - By setting a two-year exemption rather than a permanent one, the U.S. retains flexibility and leverage for future negotiations with China, allowing for potential adjustments based on strategic assessments [5]. Group 3: China's Perspective - China has responded calmly to the U.S. decision, emphasizing respect for international trade rules and a commitment to its development path [7]. - The Chinese stance is that unilateral tariff measures are detrimental to global interests and ultimately harm the U.S. itself, advocating for dialogue and cooperation [7]. - China aims to enhance its core competitiveness independently of U.S. policies, focusing on high-level openness and leveraging its vast market and robust industrial system for high-quality development [7].