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🔥Trump's three-day visit to China, a full analysis of ten core topics! Using business to exchange for stability, global stock markets surge! Buying, buying, buying!
From May 13-15, Trump unexpectedly visited China. In just three days, he touched on four major pressure points: global trade, technology sanctions, Middle East crises, and U.S. domestic politics. The essence of this visit: using business to exchange for stability—America seeks commercial interests, China seeks stable development.
Top ten highlights, quick overview:
1. Ceasefire in trade war? The U.S. wants to extend it by six months, China hopes for a longer period. Even half a year, global market risk appetite will reverse. Although U.S.-China trade has contracted, the ceasefire benefits shipping, electronics, and machinery.
2. Rare earths’ stronghold: China controls the complete industry chain, the U.S. cannot replace it in the short term. If Trump promises not to escalate technology restrictions, rare earths could be exchanged for semiconductor, tariff, and investment review relaxations.
3. AI and chips are the hardest to discuss: U.S. legislation restrictions can’t be loosened; establishing a “risk control mechanism” and preventing misjudgments is already a victory. This may not be bad for China’s computing industry.
4. Boeing big order? Rumors of 500 aircraft orders, the world is watching the signature pen.
5. Agricultural product lobbying: soybeans, corn, beef… U.S. farmers are Trump’s midterm election voters. China can “conditionally” increase purchases, pressuring rivals like Brazil.
6. Energy and oil prices: Trump wants to push down oil prices, needing China’s help to persuade Iran. Also wants China to buy more U.S. liquefied natural gas, but China has a 10% tariff—discussions on freight and insurance are needed.
7. Bay Area issue: the East’s bottom line, no transactions allowed.
8. Russia-Ukraine + Iran: Trump says both wars might end soon? Without China’s communication, these words lack weight.
9. Financial stability: both China and the U.S. need to send signals of stability. U.S. stocks are high; if the two countries lack consensus on finance, risks are huge.
10. Establishing mechanisms: creating a trade promotion association or similar, Trump’s political achievement.
One sentence summary: the world hopes China and the U.S. do not engage in intense conflict. During these three days, China feels confident, but the whole world is on edge.