Group 1 - The U.S. is facing internal conflicts regarding its China policy, highlighted by a recent incident where Secretary of Commerce Lighthizer was criticized for unapproved sanctions against Chinese tech companies, disrupting the White House's diplomatic strategy ahead of APEC [1] - China's tightening of rare earth material exports has significant implications for high-end manufacturing, semiconductors, clean energy, and military industries, directly challenging the U.S. "de-risking" strategy [1][2] - The U.S. has implemented various measures such as tariffs and technology restrictions, but these have not effectively pressured China, which is accelerating its self-research and supply chain restructuring in critical areas [1] Group 2 - The impact of rare earth controls is not limited to individual components but leads to a chain reaction affecting production lines, R&D delays, and financial pressures on companies, which will be reflected in quarterly reports [2] - The current chaotic situation in U.S. policy-making is attributed to a "grab the spotlight" culture, where agencies act independently rather than in a coordinated manner, resulting in a perception of disorder rather than strength [2] - The ongoing geopolitical competition has entered a phase of precise strikes and long-term attrition, requiring the U.S. to stabilize its strategy, clarify objectives, and improve coordination among departments to regain initiative [4]