中美关系缓和，特朗普立了大功？美国鹰派破防：这是在投降

Group 1 - The announcement by Trump to suspend tariffs on China indicates a shift in strategy, prioritizing production pressures over hawkish rhetoric [1] - The Pentagon expressed relief as a report indicated that a 30% reduction in China's rare earth exports could delay F-35 radar deliveries by seven months, impacting Lockheed Martin's stock [1] - The potential chip war could severely affect Nvidia, with a projected 18% revenue drop if the H200 is not sold, which could also impact OpenAI [1] Group 2 - Some U.S. lawmakers advocating for decoupling from China are simultaneously seeking subsidies for battery factories in their districts, highlighting a disconnect between rhetoric and action [3] - Tesla's Shanghai factory expansion reflects the company's reliance on Chinese production capabilities, despite the political climate [3] - China's Ministry of Commerce has quietly tightened rare earth export quotas by 5%, signaling a strategic response to U.S. actions [5] Group 3 - China's advancements in technology, such as the successful tape-out of the domestic H800 computing card and a 70% yield rate for 7nm technology, indicate a shift towards self-reliance [6] - The competition between the U.S. and China is characterized by a race against time, with both sides aware that concessions could lead to significant consequences [8] - The stock market reaction to the tariff suspension saw Apple's supply chain stocks rise, illustrating the immediate impact of policy changes on the industry [8]