如何看待特朗普再提对等关税︱重阳问答

Core Viewpoint - The article discusses the implications of Trump's renewed push for reciprocal tariffs, highlighting the strategic maneuvering of the U.S. government in trade negotiations and its potential impact on various economies, particularly in Asia [1][2][3]. Group 1: Trump's Tariff Strategy - On July 7, Trump extended the suspension period for reciprocal tariffs from July 9 to August 1, indicating a continued aggressive stance in trade negotiations [1]. - The new tariff rates for most countries are similar to previously announced reciprocal tariffs, suggesting a consistent approach by the Trump administration [1]. - The administration's recent legislative success with the "Make America Great Again" plan has strengthened Trump's position, allowing for more aggressive trade tactics [1]. Group 2: Trade Negotiation Dynamics - The U.S. has made progress in trade negotiations, with Vietnam being the second country to reach an agreement, which may influence other economies to expedite their negotiations with the U.S. [2]. - The tariff rates established for various countries, such as 10% for the UK and 30% for China, create a framework that may prompt quicker agreements from nations like the EU, Japan, and South Korea [2]. - The announcement of accelerated Section 232 tariff investigations indicates a shift towards imposing higher tariffs on specific goods, which could become a primary policy option for the Trump administration [2]. Group 3: China's Export Competitiveness - Despite uncertainties surrounding tariffs, China's relative export competitiveness remains better than market expectations, with potential tariffs on China likely to stabilize around 30% [3]. - The article emphasizes the importance for China to maintain strategic focus, deepen reforms, and enhance multilateral cooperation to effectively respond to external pressures [3].