国际观察家指出，印度正在下一盘大棋。通过在上合组织的外交动作，莫迪政府显然希望在中美之间寻找新的平衡点。但问题是：在美国关税大棒和经济依 赖的双重压力下，印度这步棋究竟能走多远？未来几个月，美印贸易谈判的进展、印度与中俄的深度合作，都将成为观察这一问题的关键指标。 （本文作 者：国际时事观察员 张明） 面对美国的关税攻势，印度政府迅速调整策略。据新德里消息人士透露，印度商工部正在制定三项应对方案：一是为受影响企业提供出口退税；二是加快与 东盟国家的自贸谈判；三是扩大对欧盟市场的出口份额。这些举措都指向一个目标：降低对美国单一市场的依赖度。 在经济领域，印度正陷入两难困境。 一方面，印度高科技产业严重依赖美国的芯片技术和风险投资。以班加罗尔科技园为例，超过60%的初创企业都有美国资本背景。另一方面，印度制造业又 离不开中国的供应链支持。孟买商会的最新报告显示，印度制药业70%的原料药需要从中国进口。 这种双重依赖在美印贸易战中让印度左右为难。如果屈从美国压力，可能损害本土产业；若强硬对抗，又担心失去关键技术。莫迪政府在上合组织的沉默外 交或许正是这种困境的写照——既需要俄罗斯的能源支持，又不敢公开得罪中国，更不 ...

Group 1: Trade Relations - India's exports to the US have significantly decreased from $8.01 billion in July to $6.86 billion in August, indicating a potential impact from US tariff policies [6] - The US has imposed an additional 25% tariff on Indian products, raising the total tariff to 50% for most goods, which has led to a decline in export orders from American clients [4][8] - The US is particularly focused on India's agricultural market, seeking to lower tariffs on products like corn, soybeans, apples, almonds, and ethanol, while also pushing for greater market access for US dairy products [9][10] Group 2: Diplomatic Engagement - Recent communications between Trump and Modi suggest a potential thaw in US-India relations, with Modi expressing a commitment to elevate bilateral ties [2][5] - Trade representatives from both countries have resumed discussions, although no formal agreements have been reached after five rounds of negotiations [4] - Modi's willingness to engage with Trump marks a shift in the relationship, as previous attempts to communicate had been ignored [5] Group 3: Economic Impact - Indian exporters warn that the full impact of US tariffs will become evident in September, with estimates suggesting a potential 20% to 30% decline in export volumes due to increased tariffs [8] - The Indian economy is attempting to balance the adverse effects of US tariffs by improving relations with neighboring countries and accelerating trade negotiations with the EU [8] - Modi has called for a focus on domestic products to mitigate the economic impact of global uncertainties and US tariffs, urging citizens to support Indian-made goods [11]