#贸易战缓和 🔥【Breaking! China and the US Suspend Over 100% Tariffs, Global Markets Surge】

🚨**Core Agreement**:

- **Record Tariff Reduction**: China and the US agree to suspend some increased tariffs for 90 days, with a comprehensive reduction exceeding 100% (calculated through multiple rounds), retaining a 10% baseline tariff as a negotiation chip

- **Benefiting Industries**: Photovoltaics, semiconductors, and consumer electronics rebound first, with Chinese photovoltaic companies potentially returning local production capacity (previously shifted to Southeast Asia due to 109% tariffs)

📈**Market Reaction**:

1️⃣ **Stock Market Frenzy**: A-shares Shanghai Composite approaches 3400 points, US Dow Jones rises by 1.4%, tech stocks lead the way

2️⃣ **Exchange Rate Fluctuations**: Offshore RMB appreciates by 1% in a week, foreign capital accelerates return to Chinese assets

3️⃣ **Risk Aversion Retreats**: Gold and Bitcoin prices adjust, risk appetite surges

⚠️**Subsequent Game Focus**:

- **Tech Cold War**: The US demands expanded financial/technology openness, while China insists on autonomy over rare earth exports

- **Supply Chain Restructuring**: The US promotes 'friend-shoring' vs China's RCEP order transfer of $34 billion

💡**Investment Strategy**:

- **Short-term Ambush**: Export recovery sectors (photovoltaics, chips), RMB settlement concept

- **Long-term Caution**: The remaining 10% tariffs may become new conflict points, the 90-day window will determine the success or failure of negotiations

👉 How long do you think this easing can last? See you in the comments!

#ChinaUSTrade #GlobalEconomy #InvestmentOpportunities

**Data Source**: Geneva Joint Statement, IMF Report, Shenzhen-Hong Kong Online