Feilong Daily | May 4, 2026 Understanding Wang's visit to China, the biggest recent event (1) Understanding Wang's visit to China is a foregone conclusion On May 14-15, Prince Dong visited China again after 9 years It is rumored that C-17 has landed at Dongda, and the Cadillac "Beast" of the King of Understanding is in place. The security advance team is in place and there will be no 100% delay The Republican Senate delegation arrived in Shanghai on May 1st Wang himself also said, 'This trip to China will be very exciting.' (2) Why is this visit to China very important In 2017, during the visit to China, a large economic and trade agreement worth 253.5 billion US dollars was signed, and both sides discussed financial openness. At that time, Dong Wang was full of energy and had cards in his hands This time is different, he came with pressure: ① The support rate is only 43%, and the Republican Party may lose the House of Representatives in the November midterm elections ② Oil prices remain high, with gasoline prices in the United States at $4.30 and inflation at 3.3%, causing great resentment among the general public ③ Federal deficit of 1.9 trillion yuan, requiring Dongda to continue buying US bonds ④ The stalemate between the US and Iran has been dragging on for two months without resolution, and a diplomatic victory is needed to sustain the situation So this time we must come with sincerity and most likely release positive news: • Tariff easing - every time we meet, the market trades ahead of schedule Economic and trade big orders - energy, agricultural products, aircraft procurement list, favorable for bulk orders+US stocks Geopolitical cooling - The relationship between the two parties has stabilized, global risk aversion has eased, and funds have flowed back into risky assets (3) How to operate The pancakes can be cleared in batches The market is expected to start trading from May 7th to 10th, and the results will be announced on May 14th to 15th If the results exceed expectations, continue to hold on; If the good news hits and starts to rebound, exit this wave of positions One sentence: Buy expectations, sell facts