48 hours! At the negotiating table in London, both China and the US held hands on the edge of a cliff, finally allowing the trade war 'nuclear button' to temporarily quiet down. But the fuse is still hissing, and August 10 is the next critical juncture!

The most shocking concession has arrived: the punitive tariffs imposed by the US have been drastically reduced from an astonishing 145% to 30%! The tariffs retaliated by China have also dropped from 125% to 10%! Behind this are significant concessions made by both sides, with every step impacting huge interests!

Surface ceasefire, undercurrents surge:

The US has not truly let go! The chip export controls that choke our key technologies and restrictions on aircraft-related equipment remain unchanged! Their domestic courts have even upheld a 34% 'standard' tariff on some Chinese goods. This is a delaying tactic, and the big stick still looms high!

We also have a strong counterattack! Despite a significant drop of 34.5% in exports to the US in May, we successfully brought the US back to the negotiating table by holding onto the key countermeasure of rare earths—this move demonstrated our strength and determination!

The world holds its breath, market turbulence:

The shadow of the trade war has left the global economy on edge! The World Bank has urgently downgraded global growth expectations. The President of the European Central Bank issued a stern warning: if the trade war escalates, the global economy may face a major crisis! Economies such as the EU, Japan, and Mexico are calling on the US: 'Please exercise restraint!' Anxiety is permeating the market.

The market reacted violently:

  • Rare earth concept stocks responded accordingly, and the stock prices of related companies significantly strengthened.

  • The US dollar exchange rate unexpectedly softened, reflecting deep market concerns about the outlook.

  • The US is poised to impose tariff measures on approximately $300 billion worth of Chinese goods, with August 10 possibly being the trigger point.

  • The key countermeasure in China's hands—rare earths—remains an important bargaining chip in the game.

Asset allocation in the eye of the storm:

The trade war clouds are rising again, global market volatility is intensifying! Asset prices fluctuate unpredictably, which is both a risk and an opportunity. Want to steadily gain a foothold at the forefront of the crypto circle? The information gap is the key to victory! Only through in-depth analysis of market dynamics can we seize the opportunity.

Follow me, and I will guide you through the fog to gain first-hand information and in-depth interpretation, seeking certainty in a complex situation!