Trump visits China today, and 17 companies on the accompanying list have already increased by 15 😂
Complete list of concept stocks for the delegation CEO ：
1. Tim Cook — Apple $AAPL
Apple heavily relies on manufacturing in China and the Chinese consumer market.
2. Elon Musk — Tesla $TSLA
Global leader in new energy vehicles, with expectations of significant potential in sales, supply chain, and autonomous driving cooperation as US-China relations ease.
3. Larry Fink — BlackRock $BLK
Opening of China's capital markets and the resumption of capital flows are of great significance for BlackRock's long-term layout of Asian assets.
4. Dina Powell McCormick — Meta $META
Although Meta currently has limited business in China, there remains huge potential for future cooperation in AI advertising, e-commerce, and XR hardware.
5. David Solomon — Goldman Sachs $GS
One of the world's top investment banks.
6. Larry Culp — General Electric Aviation $GE
Boeing orders are recovering, and GE's aerospace engine business usually benefits simultaneously.
7. Cristiano Amon — Qualcomm $QCOM
Leader in Android smartphone chips, with Chinese mobile phone manufacturers being Qualcomm's largest long-term customer base. The recovery of consumer electronics and easing relations are direct beneficiaries.
8. Stephen Schwarzman — Blackstone Group $BX
A global private equity giant with extensive布局 in real estate, infrastructure, and private equity investments.
9. Kelly Ortberg — Boeing $BA
If large-scale aircraft procurement resumes, the market may re-evaluate Boeing's long-term order logic.
10. Sanjay Mehrotra — Micron Technology $MU
One of the most scarce resources in the AI era is storage.
11. Ryan McInerney — Visa $V
Leader in global payment networks.
12. Meng Ke — Mastercard $MA
Similar logic to Visa, with core benefits from international payments and consumer recovery.
13. Jane Fraser — Citigroup $C
One of the most internationally integrated large banks in the US.
14. Chuck Robbins — Cisco $CSCO
AI data centers, enterprise network upgrades, and cloud computing infrastructure expansion may all drive Cisco's demand recovery.
15. Jim Anderson — Coherent $COHR
Core company in optical communications and laser equipment.
16. Jacob Thaysen — Illumina $ILMN
Global leader in gene sequencing.
17. Brian Sikes — Cargill
A global giant in agriculture and commodities. Agricultural trade has always been one of the important directions in US-China relations.