The 90-day "love preservation period" of China-US tariffs! Nuclear-level good news broke out in the early morning:
🇺🇸The US side took lightning action: tariffs on Chinese goods were cut from 145% to 30%
🇨🇳China synchronized: tariffs on the US dropped sharply from 125% to 10%
This wave of operations can be called an epic tacit understanding - both sides not only cut 24% tariffs simultaneously, but also packaged and canceled the recent punitive tariffs imposed on each other. The frozen script of the trade war suddenly switched to a business blow-up mode, and Wall Street traders collectively dropped their jaws.
Market Interpretation
• Global assets collectively breathed a sigh of relief: US stock futures rose straight, and BTC instantly broke through 105,000
• Chinese stocks returned overnight: Alibaba and Pinduoduo soared 15%+ before the market
• Commodity carnival: copper prices soared 7% in a single day, and crude oil returned to $80
But don't rush to open champagne! The 90-day buffer period is like a trial period in love, and you may turn against each other at any time. Smart money has already started to lay out:
- Hedge funds pounce on tariff-sensitive sectors (chips, new energy vehicles)
- Crypto market undercurrents surge, USDT premium rate suddenly jumps
- Offshore RMB rebounds violently by 600 basis points, short sellers are slaughtered
This combination of punches directly consolidates the foundation of the violent bull market on the policy bottom, but remember - the tariff card is just an appetizer, the real hard food is still on the White House negotiation table. It is recommended to adjust the position structure overnight, and quickly equip the three-piece set of commodity futures + technology stocks + big cakes. If you miss this epic window period, you will have to wait for ten years!
