ETH Stock Trading Cryptocurrency Investment Cryptocurrency Investment Trading

[Latest News] US-China Trade Negotiations Near a Breakthrough

Trump Says Both Sides "Very Close" to an Agreement Covering:

✓ Agricultural Purchases (Baseline: $40 Billion Annually)

✓ Market Access for the Financial Services Industry

✓ Intellectual Property Protection Enforcement Mechanism

Plan for a Presidential Meeting: If an agreement is reached, a "Xi-Trump Summit" is planned for Hawaii in December

Confrontation in Sensitive Areas

Disagreements Remain on the Huawei Issue (US Demands Restrictions on 5G International Expansion)

China Demands Elimination of Existing Tariffs (US Only Promises Phased Adjustments)

[Tariff Policy] 250% "Nuclear-Grade" Tariff Plan

Target Categories Current Tariff Rates Proposed Adjustment Plans Estimated Impact

Imported Prescription Drugs: 0-6%; Tiered to 250% Starting in 2025; Drug Prices Could Soar by 30-50%

Mature Process Chips: 25%; Reaching 150% by 2026; Automotive Electronics Costs Soar

Advanced Semiconductor Equipment: 7.5%; Immediate 100% TSMC/Samsung Accelerate US Capacity Expansion

Market Reaction:

Pharmaceutical Stocks Plummet (Huajie -14%, Merck -9%)

Chip ETFs See Record Single-Day Outflow ($2.7 Billion)

[Decoding Strategic Intentions]

Election Economic Card

Using Pharmaceutical Tariffs to Force Manufacturing to Reshore (Goal: Build 20 New API Plants by 2025)

Combining with the CHIPS Act 2.0 to Squeeze China's Semiconductor Development Space

The Art of Negotiation Pressure

Unleashing the Agreement's Benefits While Imposing Extreme Tariffs, Strengthening Bargaining Power in Both Directions

Reserving Policy Tools for a Possible All-Out Tariff War Against China in 2025

[China's Response] [Contingency Plan]

Pharmaceutical Sector:

Accelerate the approval of domestic alternative drugs (number of approved innovative drugs in 2024 increased by 65% year-on-year)

Semiconductor Sector:

Launch the "National Integrated Circuit Industry Fund Phase III" (rumored to be worth $50 billion)

Countermeasures:

Restrict graphite/rare earth exports (accounting for over 80% of US imports)

[Global Supply Chain Shockwaves]

European pharmaceutical companies urgently adjust: Sanofi announces it will transfer 30% of its production capacity to the US

Chip foundry reshuffle: Intel receives $12 billion in US government subsidies for capacity expansion

WTO emergency meeting: The EU joins 15 countries in questioning whether US tariffs violate WTO rules

Key Questions:

▸ Will sky-high pharmaceutical tariffs lead to the collapse of the US healthcare system?

▸ Will China use its "rare earth trump card" before the summit?

▸ Will semiconductor tariffs accelerate China's de-Americanization of 28nm technology?

ETH Stock Trading Cryptocurrency Investment Cryptocurrency Investment Trading  It is a secure online platform for purchasing, investing, trading stocks, buying futures, foreign exchange, wealth management, sales, short-term trading, pledging, finance, transferring, and storing cryptocurrencies.