Xinhua just dropped the news—it's confirmed! Trump is visiting China soon, and this time, we might see some real progress! 1. Geopolitical risks cooling down: U.S.-Iran ceasefire, easing tensions in the Taiwan Strait, and a decline in global risk aversion. 2. Trade friction easing: Expanded tariff exemptions, reduced tariffs on some goods, and rebuilding communication mechanisms. 3. Energy prices dropping: Oil prices cooling off temporarily, helping to ease global inflation pressures. 4. Supply chain stability: Strengthened certainty in U.S.-China business cooperation, slowing the restructuring of global supply chains. 5. Market confidence recovering: U.S. stocks and risk assets rebounding, with reduced risks of a global economic recession. U.S. stocks: Leaning positive, with tech and consumer sectors leading the way. Crypto: Neutral to slightly bullish, driven by both risk aversion and compliance expectations! In a nutshell: This visit is a "damage control + stabilization" trip, not a "complete resolution" trip. It can ease the pain and buy time, but deep-rooted conflicts will persist for the long term.