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Just saw that rare earths have also been controlled.
I believe we should firmly counter it. Anyway, it has come to this; the more you show weakness, the more they will squeeze you.
He himself is not afraid of inflation, not afraid of unemployment, not afraid of a big drop in the US stock market, so why not add fuel to the fire.
If it were in 2018, it would have been difficult to counter. Now, seven years have passed, and we have actually completed a large part of our domestic substitution. Many things can be quickly replaced by domestic products. Both the preparations in reality and the psychological readiness are much more sufficient than in 2018.
In fact, the U.S. basically has no cards to play, and we may have also realized this. This time, there is another opportunity: the tariffs in 2018 were only aimed at China, while this time it is directed at all of humanity. This counterattack will receive more support and response, as the saying goes, "Those who are right have many supporters, while those who are wrong have few."
I feel that this time, we played our cards quite well.
#关税政策后市场分析