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" ... Wall Street does not want more China tariffs either. All the bullish sentiment is due to the belief that this is as bad as it gets. But if Washington considers China a rival and wants to fundamentally force a change to its economy, either they keep on trucking or they throw in the towel in hopes not to tick off the equity markets. If investors are right, team Trump bends as much as Xi. It can happen. If it does, look for Chinese tech companies to be in the crosshairs of the Department of Justice as Washington uses nontariff barriers to target China instead. ... "