东大两大友国倒戈美国？特朗普收340亿大单，美国棘手问题解决了

Group 1 - The core viewpoint of the article highlights the strategic shift in U.S. trade policy, as evidenced by recent trade agreements with Vietnam, Cambodia, and Indonesia, which reflect America's efforts to reshape regional trade rules and extend its influence globally [1][3][12] - Cambodia successfully reduced its punitive tariffs from 49% to 20% through its agreement with the U.S., while Indonesia signed a $34 billion deal prioritizing U.S. access to its nickel resources, indicating a new phase in U.S. economic positioning in Southeast Asia [1][9] - The U.S. has implemented a tiered tariff policy, imposing tariffs as high as 40% on re-exported goods from third countries, and has strengthened origin verification standards, which could disrupt the export pathways of Chinese goods through Southeast Asia [3][12] Group 2 - Cambodia's economic reliance on the U.S. is significant, with exports to the U.S. reaching $26.2 billion in 2024, accounting for 40% of its total exports, primarily driven by the textile and footwear sectors [6][8] - The U.S. has mandated Cambodia to establish a comprehensive traceability system for exports, which poses challenges for local production costs, increasing them by 8% to 12%, thereby squeezing profit margins for Cambodian businesses [8] - Indonesia's agreement with the U.S. to prioritize nickel supply raises concerns about economic dependency, as Indonesia is the largest nickel producer globally, holding 24% of the world's reserves, which could jeopardize its economic autonomy [9][10] Group 3 - The agreements also include provisions for Indonesia to increase its imports of U.S. liquefied natural gas (LNG) to 30% over the next five years, aiming to diminish China's influence in the regional energy market [10] - Indonesia's military cooperation with the U.S. is deepening, with plans to acquire advanced military aircraft, which further complicates its strategic autonomy [10] - Despite the growing ties between Southeast Asian nations and the U.S., the article suggests that these countries' economic vulnerabilities may ultimately undermine their positions, potentially benefiting China in the long run [16]