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US-China Commercial and Tech Decoupling Deepens

Over the next 3-6 months Washington widens designations and restrictions on major Chinese firms—adding companies like Alibaba, Baidu and BYD to military-linked lists—accelerating a commercial and technological split between the world's two largest economies.

forming · confidence 60 · Medium term (3-9 months) · tracking since June 9, 2026 · updated June 15, 2026

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