Trump's visit to China this time, Wall Street is more excited than the White House
Many people haven't noticed, but currently the most eager for stable China-U.S. relations is actually Wall Street.
Because the thing capital hates most is policies that are like opening a blind box.
In the past few years, every time China-U.S. relations tense up, global markets follow suit.
Tech stocks plunge, gold surges, the yuan fluctuates, oil prices fly wildly—traders are almost PTSD-trained.
So this time, Wall Street's attitude toward Trump's visit to China is very clear: as long as they can talk, that's enough.
Especially AI and semiconductors, which are no longer just tech issues but the core mainline of capital markets.
If both sides send signals of easing on AI regulations and chip exports, global tech stocks might experience an emotional recovery.
More importantly, global capital will reassess the Chinese market.
Because in the past few years, many international funds didn't lack the desire to buy China, but they dared not.
Their fear wasn't the fundamentals but geopolitical risks.
Now, if both sides start restoring high-level communication, the market will assume: short-term risks are decreasing.
And what capital does best is to bet early.
Perhaps even before the talks end, foreign capital has already started to race ahead.
So the real highlight of this meeting isn't just diplomatic achievements, but whether global funds will suddenly "change face."
After all, capital never cares about feelings, only about returns. #特朗普5月13日访华
Many people haven't noticed, but currently the most eager for stable China-U.S. relations is actually Wall Street.
Because the thing capital hates most is policies that are like opening a blind box.
In the past few years, every time China-U.S. relations tense up, global markets follow suit.
Tech stocks plunge, gold surges, the yuan fluctuates, oil prices fly wildly—traders are almost PTSD-trained.
So this time, Wall Street's attitude toward Trump's visit to China is very clear: as long as they can talk, that's enough.
Especially AI and semiconductors, which are no longer just tech issues but the core mainline of capital markets.
If both sides send signals of easing on AI regulations and chip exports, global tech stocks might experience an emotional recovery.
More importantly, global capital will reassess the Chinese market.
Because in the past few years, many international funds didn't lack the desire to buy China, but they dared not.
Their fear wasn't the fundamentals but geopolitical risks.
Now, if both sides start restoring high-level communication, the market will assume: short-term risks are decreasing.
And what capital does best is to bet early.
Perhaps even before the talks end, foreign capital has already started to race ahead.
So the real highlight of this meeting isn't just diplomatic achievements, but whether global funds will suddenly "change face."
After all, capital never cares about feelings, only about returns. #特朗普5月13日访华
