Sou Hu Cai Jing·2026-01-14 11:19Group 1 - The article highlights the contradiction in the U.S. narrative regarding trade with China, emphasizing that American consumers and businesses bear the tax burden from tariffs, not Chinese exporters [3][5][21] - It points out that major U.S. tech companies like Nvidia and Intel are lobbying against tariffs while still seeking to sell to China, indicating a dependency on the Chinese market [5][19] - The U.S. government's recent decision to allow the sale of advanced chips to China comes with stringent conditions, reflecting a transactional approach rather than genuine cooperation [7][24] Group 2 - China's response to U.S. tariffs includes imposing anti-dumping duties on U.S. and South Korean solar-grade polysilicon, which is critical for the solar industry, potentially harming U.S. production [11][13] - The article notes that China's solar industry holds over 85% of the global market share, giving it significant leverage over the U.S. solar sector [14][25] - The diversification of agricultural supply sources for China, with countries like Argentina and Brazil strengthening ties, reduces reliance on U.S. agricultural exports [15][17] Group 3 - The narrative suggests that U.S. companies are increasingly reliant on the Chinese market for growth, with significant sales contributions from firms like Nvidia, Apple, and Tesla [21][23] - China's advancements in technology and supply chain capabilities have diminished the effectiveness of U.S. attempts to restrict access to critical components like chips [19][27] - The article concludes that China's market position has evolved to one of strength and choice, challenging the notion that it will passively accept unfavorable trade terms [27][28]