中文翻译
特朗普政府现在可能意识到，赢得贸易战的关键在于前沿供应链，如量子计算(Quantum)、人工智能(AI)和机器人(Robotics)，而非廉价的耐克袜子出口。鉴于$ASML、$TOWA、$LPK、味之素(Ajinomoto)等关键企业位于日本、欧盟、台湾、韩国等地，且各国掌握着使这些行业运转所需的垄断技术和瓶颈环节，而这些都恰好位于美国境外。对所有合作伙伴加征关税显然不是个好主意。但在我看来，现在修复关系并通过合作伙伴将全球供应链武器化以换取更好的贸易协议，为时未晚。
· 供应链分析
特朗普应修复盟友关系，利用海外供应链优势赢得贸易战。
英文原文
Trump administration is prob realizing now that the key to winning Trade Wars: Is through frontier supply chains like Quantum, AI, Robotics. Not cheap Nike sock exports. With $ASML , $TOWA, $LPK, Ajinomoto, over in Japan, EU, TW, Korea, and others holding all the cards… Since each country holds different monopolies and chokepoints needed to make each industry work. Which all happens to be OUTSIDE the US. Tariffing all our partners turned out to be not a great idea. But not too late imo to repair relations and weaponize global supply chains through partners if Trump wants better trade deals.