Core Viewpoint - The U.S. government's update of the "critical minerals list" raises concerns about future economic relations with China, especially following recent trade agreements and China's response to rare earth exports [1][4]. Group 1: Critical Minerals List - The updated list includes ten new elements such as copper, silver, metallurgical coal, uranium, and boron, aimed at reducing dependence on foreign adversaries and expanding domestic production [3]. - The inclusion of these minerals will subject them to national security investigations under Section 232 of the Trade Expansion Act, potentially leading to increased tariffs if supply risks are identified [4]. Group 2: Implications for U.S. Industry - Each newly added mineral corresponds directly to U.S. import dependence on China, indicating a strategic move by the Trump administration to create a "de-China" mineral supply chain [6]. - For instance, metallurgical coal, essential for steel production, has abundant domestic reserves but higher extraction costs compared to China, which could lead to increased production costs for U.S. steel companies if tariffs are imposed [7]. Group 3: Timing and Strategic Intent - The timing of the list's release coincides with the recent U.S.-China tariff truce and the gradual issuance of rare earth export licenses by China, suggesting a dual strategy to leverage both Chinese supplies and domestic production incentives [9]. - Despite the administration's optimistic outlook, challenges such as labor shortages, lengthy environmental approval processes, and outdated extraction technologies may hinder the effectiveness of these policies [9].

距离中美贸易战关键"停火协议"到期仅剩最后一天时，特朗普再次展现其标志性的施压战术，他不仅公开喊话要求中国"加倍速购"美国大豆，更祭出新招 ——对本国芯片巨头英伟达等企业征收高达15%的"出口特权费"。 不过如今，这场由美方单方面挑起的贸易博弈，正以意想不到的方式反噬其身。 特朗普对华强索农产品之举绝非一时兴起，其背后是美国农业州的政治压力与滞销大豆堆积如山的现实窘境。 特朗普的核心票仓深植于农业州和大豆种植带，但贸易战直接导致美国大豆对华出口从2017年的3250万吨高峰腰斩。 美国农业部2023年报告显示大豆库存消费比已逼近历史高位，豆农仓库难以消化积压库存。 而面对困局，中国早已未雨绸缪实现进口多元化，南美国家迅速填补空缺，巴西更在2023年超越美国成为中国最大大豆供应国。 更具讽刺意味的是，特朗普的贸易大棒这次竟转向了自家高科技产业。 近期被曝光的政策要求英伟达等芯片企业在向中国出口高端人工智能芯片时，向美国政府额外支付高达销售额15%的"出口协调费"，这种针对本土企业 的"收割"在全球贸易史上实属罕见。 从商业逻辑看，英伟达等企业支付高额费用实属无奈，中国占英伟达数据中心芯片收入的五分之一以上，是其 ...

马来西亚加强对美国高端人工智能芯片的出口管制，将对美国高端人工智能芯片的贸易实行许可证制 度。 ...

金十数据7月3日讯，周四，随着华尔街对人工智能的乐观情绪加强，芯片制造商英伟达(NVDA.O)有望 成为历史上市值最高的公司，其市值已达到3.915万亿美元。这家高端人工智能芯片设计公司的股价在 早盘交易中上涨2%，至160.4美元，使该公司的市值高于苹果(AAPL.O)公司在2024年12月26日创下的 3.915万亿美元的收盘市值。 英伟达势将成为史上市值最高的公司 ...