Trump arrives in Beijing, and Chinese internet stocks finally showed a little movement. Jumping in too early isn’t always a good idea—it’s too time-consuming, and I thought the market had already become indifferent to this. Luckily, the logic played out somewhat, but it still depends on how the U.S. and China talk things out: If the talks go well, Chinese stocks can stay strong; If not, they’ll probably get knocked back to square one again.