Just as the world focuses on the conflict in Pakistan and the Russian-Ukrainian crisis, the China-U.S. trade war suddenly escalated completely! 100% of tariffsThe trick, however, was called by Wall Street as destined to retreat. "TACO Tactics"。
This time, the combination kick played by China, quickly and brutally, was interpreted by the outside world as a long-held "great counterattack". Three notes in 48 hours.Heavy punches, recruiting and accurately attacking the pain points of the United States. When the trade war becomes a resource war, a technology war and a rules war, is Trump's trading art still working? A question lies in front of us: Can the United States really win this game of the century?
U.S. Customs Tariffs
US President Trump recently released a "big move" on social platforms, announcing that he would impose a 100% tariff on Chinese goods from November 1st. This sounds scary, but Wall Street analysts have already seen through it, and even abbreviated Trump's tactics as "TACO", which translates to Trump always retreats.。
What do you mean? To put it bluntly, this is Trump The old trick of the art of trading: First ask for sky-high prices, and then wait for you to sit on the ground and pay back the money. Just like selling clothes at roadside stalls in the past, the price was 100 yuan, but the transaction price in my heart was only 15 yuan. But can the big country game between countries be the same as selling T-shirts?
China's response this time directly crossed the bargaining link, and the Foreign Ministry spokesman Lin Sword made it clear that the United States is not going to negotiate. “Resistance to self-awareness”Instead of threatening with high tariffs, "this is not the right way to deal with the Chinese side", the subtitle is clear: this kind of blackmail, we do not eat this set.
The American Pain.
China not only said that, in less than 48 hours, in a row of three card games, quotation accuracy, conducting the "chip heart" investigation, Sword Indicated Qualcomm, China on the global mobile phone chip giant Qualcomm filed a case. anti-monopoly investigation, this punch shook Wall Street.
Qualcomm charges mobile phone manufacturers with its monopoly status High patent costsIn the industry called "Qualcomm tax", many domestic cell phones sold a small profit, but to give a large piece to Qualcomm, at this time, the investigation of Qualcomm, both to maintain market fairness, and in the Chinese-American science and technology war, to one of the other strongest fortresses launched strike.
Conduct industrial "vitamin" control, control of rare earth, and the Ministry of Commerce announced the rare earth and related technical equipment Implement export controlsThis move is generally regarded as copying U.S. operations and using the same logic that the United States blocks China chips to counter the United States.
Rare earth is the "vitamin" of high-end manufacturing and military technology, and it is lacking in the United States. The F-35 aircraft, precision-guided weapons may face the risk of production suspension.
China has mastered the absolute advantage of the rare earth industry chain. This trump card means that the trade war has risen to Control of core resourcesThe contest.
Reciprocal Service Charges
In his way, China immediately announced charges on relevant ships hanging U.S. flag and U.S. manufactured ships. “Special port charges”。
This is a naked counterattack, the rules you set, then we come by your rules, and this transmits the signal very clearly: any against China. Unilateral punitive measures, will be exchanged for a counterattack with the same strength and precision.
Just at the tense moment when China and the United States were fighting, Trump suddenly threw out another "blockbuster news", which led to another explosion. Before Promise to Modi.Is it Trump who sings a single?
He was pleased to announce at a press conference at the White House that Prime Minister Modi had assured him, “I will.” Stop purchasing Russian oil"This is the case, in India directly boiling pot, Indian netizens almost no one believes, why?
First of all, it is economically unrealistic. Russian oil is sold to India at a discount. It is India The first oil.Source, stopping imports means that India's energy costs have soared and inflation has exploded.
That's even more politically impossible. India and Russia are traditional allies. Not long ago, Modi shook hands with Putin and took the same car. If he suddenly stabbed in the back, it is tantamount to Political suicide, and the evidence is blank, all Trump's one-sided words, and Modi has remained silent so far.
Offensive and defensive changes
Then the play becomes very interesting. Either Trump got rid of Modi and achieved major diplomatic victory; or Modi fooled Trump and played a karate of verbal promises. No matter which way, Trump's claimed follow-up threat of "getting China to do the same" appears unstable and more like wishful thinking.
Looking back at this round of confrontation, we can clearly see a change. China has shifted from the previous passive response to the active, systematic oppositionYou hit your chips, I hit my rare earth cards; you took my port charges, I took yours; you investigated my business, I also reviewed your giants.
This gesture of “You have the code, I have the card” marks a new phase in the Sino-U.S. trade war. “TACO”Strategy, when faced with a well-prepared and determined opponent, is greatly diminishing its effectiveness.
This game of the century is far from over, but what is certain is that that Unilateral tariffsThe era of being able to surrender the opponent, has gone and not returned, the next good play, I am afraid to depend on how Trump will deal with this personally launched, but has gradually out of control of the comprehensive counterattack.
The main sources:
China has launched a major counter-offensive against the US trade war! — Shenzhen Finance 2025-10-11
Trump announced a big news that Indians couldn't believe-Elephant News 2025-10-16
Wall Street analysts say he “always retreats” (TACO)! — New York Times 2025-10-14