#中美贸易谈判

Currently, high-level negotiations are taking place between China and the United States in London and Geneva. A preliminary agreement was reached in early May, where both sides agreed to suspend significant tariffs for 90 days and reduce them to around 10%. This round focuses on export controls, rare earth exports, advanced semiconductors, and technology issues, indicating a shift from tariff discussions to structural topic negotiations. The market is buoyed by confidence in the negotiations, with sectors such as technology, energy, and cryptocurrencies rebounding, reflecting an increase in risk appetite. Investors should continue to monitor the progress of the agreement's implementation and the outcomes of the negotiations.