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Breaking news! The results of the China-US economic and trade talks have been announced! China and the US have reached a "basic framework" on the TikTok issue.
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From September 14 to 15 local time, the economic and trade teams of China and the United States held talks in Madrid, Spain.
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The US and China have reached a basic framework consensus on properly resolving the TikTok issue through cooperation, reducing investment barriers, and promoting relevant economic and trade cooperation.
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Both parties agree to address core issues through cooperation methods such as entrusted operations, data/algorithm authorization, etc., emphasizing that this should not come at the expense of principles and corporate interests.
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The solution framework centered on "cooperation + entrusted operation + algorithm/data authorization" has eased some regulatory uncertainties. The Nasdaq Golden Dragon has shown active performance.
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Just like neighbors agreeing to have a "third party take care of the pet" after a quarrel, which preserves the pet and prevents the conflict from escalating.
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This indicates that the fate of multinational platforms is no longer entirely determined by "political rhetoric," allowing businesses to operate more confidently.
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In the context of the dual backdrop of "interest rate cut expectations + policy easing" and "China-US relations warming", there are still opportunities in the market, but one must be wary of geopolitical and policy risks. Conservative investors should focus on building positions in batches, taking profits in batches, and trading mainstream varieties.
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