Group 1 - The core point of the news is that the trade agreement between the US and Vietnam includes a 20% tariff on Vietnamese goods and a 40% tariff on goods transshipped through Vietnam, which is perceived as a direct measure against China [1][2][3] - The agreement allows for zero tariffs on US goods entering Vietnam, which may increase competition for local Vietnamese agricultural products, potentially impacting local farmers and related industries [3][6] - The implementation of the agreement may force Vietnamese companies to reassess their supply chains and production strategies, as they will need to comply with new rules regarding product origin verification [3][6] Group 2 - The 40% tariff on transshipped goods is likely to increase operational costs for Chinese companies that rely on Vietnam for assembly to avoid US tariffs, leading to potential shifts in investment strategies [6][7] - The agreement has raised concerns among other countries with similar economic structures to Vietnam, as they fear similar trade measures may be applied to them by the US [9] - The US-Vietnam trade agreement may serve as a precedent for future trade negotiations, where the US could impose similar conditions on other countries to reshape global supply chains and counter China's influence [9]