#美联储恢复降息进程 I just saw the news that the U.S. has decided to extend some of the exemptions on the Section 301 tariffs on China for another year. The batch that was supposed to be reimposed has now been put on hold.

$ETH This news serves as a buffer for those involved in cross-border trade chains. Common exempt categories such as electronic devices, mechanical parts, and daily necessities will not see a sudden spike in costs in the short term, and the stability of orders can be maintained for a while. For those doing business between China and the U.S., at least this year, there is no need to worry about sudden increases in tariffs disrupting the rhythm.

However, looking at it calmly, this is just a "postponement" not a "cancellation." The uncertainty of the trade policy itself still exists. With the elections approaching in the United States, the policy could change direction at any time. Is this year really a window of genuine easing, or is it just a calm before the storm? Should companies take the opportunity to increase shipments, or continue to file for supply chain diversification?

The global supply chain is still undergoing adjustments and restructuring. The extension of the exemption feels more like a temporary card with an expiration date; it can be used, but it's uncertain how long it will be usable. In this environment, those who can prepare multiple strategies in advance will have a stronger risk resistance capability.

How do you judge? Is this operation a tactical pause or is there really a sign of relaxation? Is your industry greatly affected by this policy? Will it change again next year?