我觉得在2018和2022年的退让美国对中国的认知出现了极大的偏差，而这一次北京的反击让他们惊讶，而加上短期的市场扰动和降息问题事关重大（之前说过Trump的政策需要降息）。所以这种缓和是可以预料的，比较不可知的反而是北京的思路。

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