Group 1 - The core viewpoint of the articles indicates that China and the U.S. have made significant progress in resolving trade tensions, particularly through the confirmation of a framework for cooperation regarding the export of controlled items and the lifting of certain restrictions by the U.S. [1][2][3] - The Chinese Ministry of Commerce has stated that it will approve export applications for controlled items that meet specific criteria, while the U.S. will correspondingly remove a series of restrictive measures against China [1][2][3] - International media, including Bloomberg, express cautious optimism, noting that while this represents a step forward, the path to a final and definitive trade agreement remains long and complex [1][2][3] Group 2 - The discussions between the U.S. and China were guided by the consensus reached by the leaders of both countries, with trade teams meeting in London to solidify the framework established during previous talks [2][4] - The U.S. has indicated that it is prepared to engage in further negotiations with the EU and other trade partners, with a deadline approaching for the suspension of certain tariffs [1][5][6] - Analysts suggest that the success of these negotiations will depend on both sides' ability to translate agreements into actionable steps, with a focus on maintaining mutual trust and cooperation [5][6][7]

那么，如何看待这个情况？ 有分析认为，特朗普政府反复无常的政策，已经让美国商界成为惊弓之鸟，谁都不知道接下来会发生什 么，也无法预测这次中美关税休战会维持多久。因此，美国企业决定抢在特朗普变脸前，尽可能把中国 的货运过来。显然，市场对中美贸易前景依然持悲观态度，都认为其政策的不稳定性对经贸的负面影响 没有结束。然而，美国的消费需求是有限的，中美关税休战不能刺激更大的消费需求。而且，美国经济 已经因为关税战受到伤害，需要很长时间才能修复，这会让美国的消费信心和需求双双下滑。这个时 候，美企抢购中国货，会带来运输和储备成本的增加，负担变得更大。这个情况，就像人得了心律不齐 的病，如果症状多次出现，有一天会引发心脏骤停的极端情况。 而在另一边，欧盟的想法出现了变化。在看到特朗普政府对华让步后，在"跪与不跪"中纠结的欧盟，觉 得"中国行，我也行"，也想要与美国达成"好的协议"，而且还能拿到比中国更好的条件。欧美贸易负责 人巴拉诺夫斯基声称，美国先后与英国和中国达成了协议，这让欧盟看到了积极的因素。但他又表示， 中英从美国这里得到的条件，"并不能让欧盟满意"，因此我们吸取了一个教训：不要急于行动。瑞典贸 易部长则进一步 ...