Core Viewpoint - The article discusses a significant shift in the U.S. geopolitical economic strategy under the Trump administration, characterized by unprecedented tariffs aimed at reshaping global supply chains, curbing China's influence, and re-establishing U.S. economic dominance [1][5]. Tariff Impact - The scale of the tariff measures is alarming, with proposed tariffs of 46% on Vietnamese exports, 49% on Cambodian goods, 36% on Thai products, 32% on Indonesian items, and 24% on Malaysian exports [2][4]. - Following the announcement, Southeast Asian currencies such as the Thai baht and Malaysian ringgit experienced sharp declines, leading to significant market volatility [4]. Trade Balance and Strategy - The U.S. claims these tariffs are a response to "unfair trade practices," yet many ASEAN countries are sources of substantial U.S. trade surpluses, with a total trade volume of $476.8 billion in 2024, including $352.3 billion in exports from ASEAN to the U.S. [4][5]. - Analysts suggest that the true aim of the tariffs is to economically compel Southeast Asian nations to decouple from China, making their ties with China less economically viable [5][6]. Political Leverage - The U.S. strategy is described as using international trade as a tool for political coercion, effectively weaponizing trade to achieve its geopolitical objectives [6]. - The uncertainty surrounding the implementation of these tariffs serves as a strategic weapon, creating confusion and anxiety among targeted nations and businesses, thereby maximizing U.S. leverage in negotiations [7]. ASEAN's Response - ASEAN's collective response to the U.S. tariffs has been weak, with member states unable to form a unified front against U.S. unilateralism, leading to a situation where individual countries seek bilateral negotiations with the U.S. [10][11]. - The establishment of a "Vietnam precedent," where Vietnam negotiated a reduction in tariffs from 46% to 20%, has shifted the focus of other ASEAN countries from collective resistance to individual negotiations, fostering competition among them [13][14].

Group 1 - The EU has agreed to a trade deal with the US, accepting a 15% tariff on goods exported to the US, which is seen as a capitulation under the threat of US tariffs [1][2] - The deal includes a commitment from the EU to increase investments in the US by $600 billion and to purchase $750 billion worth of US energy products [1] - French officials have expressed strong criticism of the agreement, labeling it as a "sombre day" and arguing that it undermines European unity and values [2][3] Group 2 - German Chancellor Merz acknowledged that while the agreement avoids a trade conflict that could severely impact Germany's export-driven economy, he expressed dissatisfaction with the 15% tariff [6] - Many EU countries share a similar sentiment, recognizing the deal as imbalanced but supporting it to avoid escalating trade tensions [6][7] - The agreement is expected to be finalized in a joint statement by August 1, with further negotiations to establish a comprehensive deal [7] Group 3 - European stock markets reacted positively to the news, with the Stoxx 600 index reaching a four-month high, indicating a mixed sentiment among European companies regarding the deal [7] - Economists noted that while the 15% tariff is better than expected, there are concerns about the long-term competitiveness of European exports and the costs that US customers will incur due to the tariffs [7]

法国负责欧洲事务的部长级代表本杰明·阿达德28日在X上发表长文说，尽管美欧新贸易协议将为受到美 国关税升级威胁的经济参与者带来暂时的稳定，但该协议是"不平衡的"。他写道："我们必须明确：目 前的状况并不令人满意，也不可持续。自二战结束以来为大西洋两岸带来共同繁荣的自由贸易，如今正 遭到美国的拒绝，美国选择采取经济胁迫，完全无视世贸组织规则。这是一种结构性的改变。我们必须 迅速得出必要的结论，否则将面临被彻底摧毁的风险。" 法国总理贝鲁28日在社交平台X上发表言论说，美欧达成协议是 "黑暗的一天"，因为欧盟这个由"一群 自由的人民为了表明自己的价值观、捍卫自己的利益而组成的联盟""决定屈服"。 法国负责对外贸易的部长级代表洛朗·圣-马丁28日向法国国际广播电台（Radio France）表示："这项协 议并不平衡，因此我们必须继续努力。"他特别提到，美国在数字服务领域贸易享有优势。"特朗普几个 月来一直说想重新平衡这种对美国不利的贸易关系，但他只谈商品贸易，如果我们谈服务贸易，情况就 恰恰相反。所以，从现在开始，我们必须着手进行力量平衡和再平衡的工作"，他说。 新华财经巴黎7月28日电 27日，欧盟委员会与美国 ...

"我们注意到了有关报道"，林剑表示，关于长和出售海外港口资产事，国家市场监督管理总局和相关部门 已多次发声，你可以查阅。作为原则，我想在这里强调，中方一贯坚决反对经济胁迫，霸道、霸凌。 林剑重申，关于有关国家船只通航问题，中方将一如既往尊重巴拿马对运河的主权，承认运河作为永久中 立国际水道的地位。我们支持巴拿马作为主权独立国家，坚持独立自主，坚定捍卫自身的合法权益。 来源：澎湃新闻 责编：王璐璐 6月11日，外交部发言人林剑主持例行记者会。有记者提问，据报道，巴拿马运河管理局负责人10日就香 港长江和记运河港口出售案称，目前交易结构或将导致港口所有权过于集中，损害巴市场竞争力，也不符 合中立原则。该负责人并称，不会允许美政府船只免费通航。中方对此有何评论？ 校对：高源 百万用户都在看 暴增超370%！A股，重磅信号！ 突发，美军出动！特朗普发声 任正非最新发声！ 重磅来袭！突然，跳涨94%！ 全面暂停！特朗普签了！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...

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