#贸易战缓和
The recent news of a "trade war easing" has truly relieved global markets. If the US and China can gradually reduce tariff barriers and resume high-level communication, it will benefit not only the businesses and consumers of both countries but also provide some breathing room for the entire supply chain. Don't underestimate this point; just the word "easing" can restore investor confidence and reactivate capital flows.
However, don’t be too optimistic. Easing does not mean the end; structural contradictions still exist. Right now, it’s about "discussing and taking some action," rather than "everything is okay." In the short term, it is favorable for the export, technology, and financial sectors, but in the long term, we need to see if it can truly shift from "conflict" to "cooperation."
In simple terms: this wave is not the endpoint, but an opportunity to catch our breath. Companies should adjust their layouts as needed and not expect the storm to completely pass because, after all, in great power competition, how can it end so quickly?
