$BNB Trump's tariff threats are the latest moves in the geopolitical economic game, aimed at curbing the influence of BRICS countries, but may exacerbate global trade fragmentation. In the coming months, the market will face pressures from escalating trade wars, currency fluctuations, and supply chain adjustments. Small and medium-sized countries may seek a balance between the U.S. and China, while China and Russia may accelerate their 'de-dollarization' strategies. Investors are advised to pay attention to the progress of negotiations on August 1, BRICS countermeasures, and Federal Reserve movements, while adjusting their portfolios to cope with uncertainty (such as increasing holdings in safe-haven assets or diversifying into supply chain-related stocks).