Did the China-U.S. talks break down? Wrong! A major turnaround is here!
Can you believe it? The China-U.S. negotiations actually happened! And they are face-to-face talks with real stakes!
【Three Highlights】
1. China's stance is extremely tough:
• "Want to raise taxes? No way!"
• "Rare earths are our lifeline, no negotiation"
• "Technology and exchange rates are up to us"
• In one sentence: We do not accept U.S. unilateral hegemony!
2. The U.S. tactics haven't changed:
• First talking about reducing tariffs by 145%, then changing it to 34%
• The same old demands: wanting a trade surplus, wanting cooperation on fentanyl, wanting "reciprocal tariffs"
• The U.S. still has that same "I am the biggest" attitude
3. The market is already excited:
• U.S. stock futures opened with a surge of 1.5%
• Chinese tech stocks ignited across the board
• The Renminbi is appreciating strongly
• Gold slightly dipped, funds began to flow back into risk assets
【Summary】Just getting a framework out of this talk is impressive!
Forget the details, as long as talks are still happening, the market will be stable!
The scariest thing is not fighting, but not talking at all!
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• Trump personally awarded the title of "Hero Dog"
• Its market value is still very low, with huge growth potential
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