On the US side: Tariffs on Chinese goods will be reduced from 145% to 30%, a reduction of 115%. Before this, the market expectation was only 50%.
On the Chinese side: Retain 10% tariffs, while others are suspended or canceled.
Both sides have shown sufficient sincerity. Once the news came out, the Nasdaq futures surged by 3%, and Hong Kong stocks have risen significantly. Since the A-shares have already closed, those fully invested in A-shares tomorrow will receive a nice bonus!
However, there are key phrases that need attention:
First, in this announcement, the 90-day suspension has become a highlight, indicating that this is just the beginning and there will be further changes.
Second, both sides have decided to continue establishing mechanisms, indicating that there is still room for discussion and perhaps even better results.
The impact on the market is huge:
1. Before this announcement was issued, short sellers scattered smoke bombs saying that China and the US were breaking down. It was exaggerated to the point where our leaders hadn't even arrived in Switzerland, yet news of a breakdown had already circulated several times. The shorts are unrelenting.
2. US stocks have almost recovered from the drops caused by tariffs. Trump has become the best 'teacher' for retail investors. Just last week, he posted urging everyone to buy stocks, and it seems he was right again!
3. Gold will still be hammered down; high-priced gold is currently very vulnerable.
4. Hong Kong stocks are actively enjoying the rise brought by the talks. This wave will also get support from Tencent's financial report in a few days, suggesting that the imagination can be even broader.
5. Short sellers and those in cash indeed missed a wave, but from a strategic perspective, being in cash these days was a judgment error. Sister Bei was one of the few who clearly identified the reversal from the bottom to breaking 95,000 early on and kept encouraging her community to get on board.
This has allowed Sister Bei to see some core essences:
First is initiative. Currently, we do have a significant advantage, and it seems the decision-making level didn't expect the talks to go so smoothly.
Trump cannot be viewed with ordinary thinking.
Second is Trump's negotiating art. Recently, it has been typical of loud thunder but little rain. In the end, he posts saying 'I won.' How much he won is unknown, but if he indeed trades stocks, he has made a fortune.
Three is the China-US relationship. The news caused US stock futures to soar by 3%. The impact of the China-US relationship on the US exceeds Trump's imagination and also surpasses market expectations.
Fourth, after the reduction of tariff impacts, the market returns to the economic main line, which is the same for both China and the US.
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