The U.S. political scene reacted strongly to this. Former President Trump, in his latest public speech, angrily denounced the "CHIPS and Science Act" as the "worst industrial policy in history," claiming that it "failed to curb China's development and seriously harmed the interests of American businesses," calling for the immediate repeal of the act.

Meanwhile, Bill Gates has recently made multiple public statements opposing the technology blockade policy against China. In an exclusive interview with CNBC, he warned: "Artificially severing the technology supply chain will only cause American semiconductor companies to lose their largest market, ultimately handing over their technological leadership position."

Due to this significant negative impact, the U.S. financial markets experienced severe fluctuations:

• Chip stocks generally plummeted, with the Philadelphia Semiconductor Index dropping 7.2% in a single day.

• Tech stocks dragged the Nasdaq Index down by 3.5%.

• Market risk aversion surged sharply, leading to a significant decline in U.S. Treasury yields.

The latest U.S. CPI data has triggered strong expectations for a shift in monetary policy:

√ CME's "FedWatch" shows: the probability of a rate cut in June skyrocketed to 98%.

√ Interest rate futures market pricing shows: traders bet that the cumulative rate cut this year will reach 100 basis points.

√ The probability of maintaining the interest rate in May has dropped to 79.1%, while the probability of a 25 basis point rate cut has risen to 20.9%.