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$PENGUIN The United States informs China in advance! On January 24, Trump had not yet arrived in Beijing, the U.S. set bottom lines and refused to negotiate on two matters, and China quickly sold U.S. bonds $BTC

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Now, around the news of Trump's possible visit to China, a noteworthy trend has emerged.
U.S. trade representative Tai publicly stated that in future China-U.S. economic and trade consultations, he hopes to temporarily avoid certain specific topics, leaving little room for discussion.
Almost at the same time, another piece of news from the financial sector also attracted widespread attention.
Data shows that China is continuously adjusting its holdings of U.S. Treasury bonds, and the current position has fallen to a relatively low level.
One is setting an agenda at the communication level, and the other is adjusting assets at the financial level.
These two matters seem to occur in different dimensions, but connecting them reveals the logic and strategy contained within.
The U.S. has clearly stated two areas it does not want to discuss — high-tech competition and rare earth supply chains, both touching on the core part of its current strategic layout.
First, let's look at the high-tech field.
In recent years, the U.S. has introduced a series of export restrictions in areas such as chips, high-end equipment, and industrial software, attempting to create a technical "small circle."
The purpose of this approach is to maintain its advantageous position at the top of the global technology industry chain.
In this context, if the technical issues are fully opened for discussion, the U.S. will need to explain the internal logic of its policies and the impact on the global supply chain.
This may put it in a position that requires constant defense during negotiations.
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