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Sino-US negotiations in the context of California riots: The United States has actually lost to time!

2025-06-10 09:13:27 HKTtodayinfo

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☆ A riot completely disrupted the social order in Los Angeles County. The riot has begun to spread to New York as the Federal National Guard enters the maintenance of order.

This does not seem to be a riot caused by a simple immigration dilemma, but is more likely to evolve into a political unrest or even a riot across the United States. The most terrifying thing is that it is not ruled out that it will eventually evolve into a war.

At this point, the U.S. urgently, the U.S.---tt-darkmode-707070">In this moment, the U.S.-----------darkmode-707070">In the game between China and the United States, not only did the comparison of strength between the two sides reversed. And the initiative in the struggle is also being reversed.

☆ The Geneva talks are a test of the United States' reversal of strength. So after the talks, although China and the United States took a step back on tariffs and delayed the US supply chain crisis, Chinese export companies were able to breathe. But the United States has tightened its chip tightening efforts to China, and has begun to try to restrict the export of ethane and nuclear power equipment in China.

China has only added force to rare earths, especially rare earth permanent magnets. The United States' automobiles, semiconductors and military industries are in trouble in an instant, and this dilemma spread to the EU, India, Japan and South Korea at the same time.

Perhaps, rare earth export controls are just a warning, and the United States should realize that if China uses medical raw materials tools, almost all high-tech industrial chains in the United States will be in trouble, from automobiles, semiconductors, military industry, artificial intelligence and biopharmaceuticals.

☆ In fact, what China and the United States compete is the efficiency of the industrial chain and the operational capabilities of the government. The final decision on whichever laughs the last one is time.

It will take at least ten years for the United States to completely solve the rare earth problem, but China's chips already have the capacity for mass production of 5nm, and Huawei has the capacity for mass production of 3nm chips. As for ethane and nuclear power equipment, in fact, China has both alternative supply chains and the ability to replace domestically in a short period of time!

In a nutshell, it is not China that has already had systemic problems between China and the United States!

So, it is the United States that needs to achieve actual negotiation results in London!

If it continues to drag on, the United States will have fatal problems before China! The best way is to temporarily truce between China and the United States, so I judge that the outcome of the London talks will definitely be better than that of Geneva, and at least they will give in to each other on the issues of technological sanctions and rare earths.

(Disclaimer: This article is the author's original viewpoint and is for reference only!)

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