中国宣布停止从美国采购大豆，并与巴西签订了长期供应协议。这一举措给美国中西部的农业州带来了 巨大压力，削弱了美国在对华贸易中的优势。 四、国际社会的反应 美国试图拉拢盟友一起对中国施 压，但许多国家的态度并不如美国所愿： - 日本和韩国：这两个国家的经济高度依赖中国市场，因此明 确表示不会在中美之间选边站队。 - 印度：美印关系因贸易协议和克什米尔问题而紧张，印度更倾向于 在大国之间保持平衡，而非站在美国一方。 - 欧洲：欧洲国家普遍对美国的强硬政策持谨慎态度，许多 国家更愿意与中国保持合作，而非对抗。 五、结果与影响 1. 对美国的影响 美国股市因关税威胁和供应 链问题出现剧烈波动，市值蒸发超过1.65万亿美元。同时，美国农民因中国停止采购大豆而面临经济损 失，部分州甚至爆发了抗议活动。波音公司也因零部件供应问题可能失去中国市场份额，面临双重压 力。 2. 对中国的意义 中国通过稀土出口管制和港务费反制等措施，有效捍卫了自身的经济利益，并进一步 推动了高科技领域的自主发展。中国展现了强大的产业链韧性和在国际经济中的话语权，巩固了在全球 供应链中的核心地位。 六、总结 美国虽然通过加征关税、技术封锁和供应链断 ...

Core Points - The U.S. is facing significant market turmoil following China's announcement to tighten rare earth controls, leading to a 3.5% drop in the Nasdaq index and a loss of approximately $770 billion in market value for U.S. tech companies [1] - Trump's threats of imposing a 100% tariff on Chinese goods and other aggressive measures have been met with a firm response from China, indicating a shift in strategy from passive to active engagement [3][5] - China's reliance on rare earths is critical for U.S. military and high-tech industries, with 87% of U.S. weapon system components and 95% of superhard materials depending on Chinese supplies [3] Group 1 - The U.S. administration's response to China's rare earth export controls has been characterized by confusion and inconsistency, with Trump initially threatening tariffs but later expressing a desire to maintain dialogue [1][3] - China's strategy includes a comprehensive approach to counter U.S. pressure, utilizing rare earth resources as leverage while maintaining open channels for negotiation [5][7] - The U.S. is struggling to find alternative sources for rare earths, with efforts to stockpile and develop domestic production facing significant challenges and delays [7][9] Group 2 - The political landscape in the U.S. is complicated by the upcoming 2026 midterm elections, with Trump seeking to demonstrate a tough stance on China to gain voter support [5] - China's response to U.S. tactics reflects a well-prepared strategy, indicating that the U.S. has limited options to counteract China's leverage in the rare earth market [9] - The ongoing trade tensions have shifted the focus from tariff scales to the control of key resources and technology standards, with China implementing measures to trace the end-users of rare earth exports [5][7]