A preliminary consensus was reached! But it is obvious that the attitudes of both sides are inconsistent

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Yesterday we have been paying attention to the news on the side of Malaysia Kuala Lumpur, the morning has always been quiet, no voice, until afternoon before the content came out, first a section of the interview on the side of the United States flowed out, said it is good to talk, basically waiting to return to apply for approval. Then, our side also authorized media issued an announcement, said about the United States to China maritime logistics and shipbuilding industry 301 measures, extension of mutual tariff suspension period, Fintech customs and law enforcement cooperation, agricultural products trade, export control and other important economic issues of common concern, held honest, in-depth and constructive exchange consultations, on solving their respective concerns to reach a basic consensus.

Lao Qi also specially checked what it means to be frank, in-depth and rich in construction in diplomatic rhetoric. What he said frankly was that there were obvious differences between the two sides, and each expressed his position without avoiding contradictions. What he said was that he touched the core issues, but the details needed to be discussed. Constructive means that although differences exist, both sides are willing to continue to communicate and continue to work hard. Then translate this passage, that is to say, China and the United States have talked about some core issues tit-for-tat. There are still differences, but both sides are willing to continue to resolve conflicts. Now they should have made some concessions, so they have formed a basic consensus, but these still need to be approved by higher domestic levels. Simply put, it now belongs to the pending approval status in a workflow.

But before we also said that many contradictions between China and the United States are actually unresolved, if you want to compete for the world boss will inevitably have a fight you die and live, so the so-called consensus, a lot of things are likely to be delayed. Just like the previous negotiations, now can not talk about the results, then a few months later, it is also a consensus. and Zizi believes that the possibility of many core issues being continued delay will be greater. so in general, from the point of view of China's statements, it is a neutral attitude.

Last night, in order to analyze the impact of the negotiation results on the market, we also went to look at foreign media evaluations and reports. The U.S. attitude was completely different. According to Bloomberg reports, U.S. Treasury Secretary Basent's statement was very positive. He believed that a series of controversial issues have been reached. The previous threatening tariffs no longer exist. It is expected that China will purchase large quantities of soybeans and comprehensively postpone rare earth controls, but he said that the United States will not change its export control measures against China. In addition, he vowed that there would be a high-level meeting later. Anyway, judging from Besant's interviews and reports, it feels that the United States has won a complete victory and the contradiction no longer exists. However, Lao Qi believes that the credibility of Besent's statement is actually not high.

For example, CNN gave a different view. CNN said that Trump urgently needs this meeting, but our attitude is that it doesn't matter. Now we look forward to meeting after some substantive things have been implemented and formed into agreed documents. This may also be due to Trump's capricious character and having suffered a loss before, so he learned a lesson this time.

So in summary, the attitude of the two sides is clearly not very different, we are neutral, and the United States is urgent, in this negotiation, the United States is more hopeful to reach some agreement, but he has no card in his hands.

So if this is analyzed, the overall news is more neutral, the only suspicion now is that the back is still not finally meet, but objectively, negotiating the two sides as long as one side rushes, the probability of the collapse will be relatively low. So the overall impact on the market is still more biased. But now there is a problem, is that if semiconductor control is relaxed, how technology reacts, there is also some uncertainty. For example, overseas chips, re-entry into the country, these domestic companies will cause a new impact. So this is good news or bad news, the market must be understood. Overall it may be good news, increase market risk preferences, but the officials may be bad news, so this may also look at the market reaction, in the end is the optimism or r