#中美贸易谈判

Short-term Sino-US trade negotiations in London may release positive signals, but substantial breakthroughs are limited. Trump's optimistic statements may inject short-term confidence into the market, but the two sides have significant differences on core issues such as technology controls and tariffs. If the negotiations achieve some results (such as minor tariff reductions), it may boost global stock markets, especially in the technology and new energy sectors; if they fall into a deadlock, it will exacerbate market volatility. In the medium to long term, the strategic competitive situation between China and the US remains unchanged, and the risk of technological decoupling still exists. Investors need to be vigilant about the risk of the US side "saying one thing and doing another" after the negotiations. It is recommended to pay attention to policy trends in sensitive areas of negotiation such as rare earths and semiconductors.