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Why have traders around the world been afraid to take time off these days?
Because during the China-U.S. summit, a single headline could instantly turn the market around.
Now, what global traders fear most is not economic data, but "breaking news."
One word from Trump can push gold prices higher; a comment that "cooperation is good" can send tech stocks soaring.
So this summit, in essence, is a major test of global risk sentiment.
If both sides send positive signals, funds may flow out of safe-haven assets and back into growth sectors.
Especially AI, new energy, and semiconductors, which will become key focus areas for the market.
The reason is simple: these industries rely heavily on global cooperation.
Chips require transnational supply chains, AI needs global markets, and new energy depends heavily on the two largest economies, China and the U.S.
So what the market truly worries about is never competition, but losing control.
And the greatest value of this summit is to reduce the "loss of control" expectation.
Capital is actually very pragmatic.
Yesterday, everyone was talking about "safe-haven," but today, seeing signals of easing, they immediately shift to "risk appetite."
So many institutions have already made early moves.
Because everyone knows that once China-U.S. relations see a phased easing, global market sentiment could experience a significant recovery. #Polymarket每日热点