Group 1: Diplomatic Developments - Recent "super summit diplomacy week" indicates a phase of reshaping the global diplomatic landscape, particularly in the Asia-Pacific region[1] - The fifth round of China-US trade talks has diversified topics, including fentanyl tariffs and enforcement cooperation, achieving positive outcomes[1] - The new governments in Japan and South Korea signal a shift in Asia-Pacific diplomacy, with Japan's first female Prime Minister and South Korea's recent political changes[2] Group 2: Trade Agreements and Economic Implications - Trump’s Asia trip focused on key mineral cooperation, with agreements signed to enhance supply chain security and prosperity in critical minerals[2] - South Korea commits to a $350 billion investment in the US, securing a 15% tariff on automobiles and preferential treatment for semiconductor tariffs[3] - The US government shutdown could lead to an economic loss of up to $14 billion, impacting GDP growth by 1-2 percentage points in Q4[3] Group 3: Future Considerations - The legitimacy of US tariffs is under judicial scrutiny, with potential refunds of up to several hundred billion dollars if the court rules against them[3] - The dynamic interplay among China, the US, and Japan is crucial for the reconstruction of regional order, with ongoing competition in technology and supply chains[3] - The upcoming formal signing of the China-US trade agreement is anticipated, with significant implications for related industries[3]
海外政策周聚焦:如何看待最近亚太外交格局的变化?
Western Securities·2025-11-02 07:03