越美谈妥：确保“中国+1”投资，防堵迂回出口

Group 1 - The core viewpoint of the articles is that Vietnam and the United States have reached a trade agreement, where Vietnam will reduce tariffs on U.S. imports to zero, while the U.S. will lower reciprocal tariffs to 20%, significantly less than the initially proposed 46% [1][2] - The agreement aims to curb the circumvention of U.S. tariffs by Chinese companies exporting through Vietnam, with a 40% tariff on products exported to the U.S. after being processed in Vietnam [1][2] - Vietnam's strategy is to maintain cost competitiveness as a candidate for foreign companies looking to relocate production bases from China under the "China+1" strategy [1] Group 2 - The agreement is seen positively by Vietnam, with local economists noting that a 20% tariff is acceptable compared to the initially expected higher rates [2] - The trade dynamics in Southeast Asia are varied, with countries like the Philippines benefiting from lower tariffs and increased foreign investment, while Thailand is lagging in negotiations with the U.S. [2] - Thailand is set to hold discussions with the U.S. to expand imports and enforce stricter origin certification, indicating a proactive approach to improve its trade position [2]