- Public opinion and policy shifts: Domestic sentiment in both the U.S. and China may influence how far each government is willing to compromise or escalate.
- Outcome of the Trump‑Xi meeting: whether concrete deals emerge on tariffs, rare‑earths, export controls, or tech cooperation. The market and supply chains will pay close attention.
- Technology and export regulation: How the U.S. will handle exports of advanced chips and tech to China, and how China will respond in terms of domestic substitution or alternative supply chains.
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