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Will the trade war suddenly "fizzle out"? Global bosses are almost crying from waiting
The most real state of global companies in recent years is: making money on one hand, feeling anxious on the other.
Because no one knows if new tariffs will suddenly be added next month.
The biggest significance of Trump's visit to China may not be signing big orders immediately, but giving global companies some psychological reassurance.
As long as both sides send signals of "not escalating," the market will immediately breathe a sigh of relief.
Especially manufacturing.
In the past few years, the global supply chain has been forced to undergo "extreme challenges": relocating factories, changing markets, rebuilding logistics.
Many business owners say "de-risking," but in their hearts, there's only one sentence: "Too expensive."
Because globalization is not building blocks; it can't be dismantled just like that.
The China-U.S. industrial chain has long been deeply integrated, and the cost of a hard cut is unaffordable for anyone.
So now more and more capital is beginning to realize: competition will continue, but complete decoupling is not realistic.
This is also why the market is particularly sensitive to this meeting.
Because as long as both sides are willing to continue communication, global companies can continue long-term planning.
And capital markets love long-term certainty.
Now CEOs around the world are like waiting for exam results.
As long as the news is slightly positive, global risk assets may immediately start a rebound mode. #Gate广场五月交易分享