中美刚谈妥，不到24小时，李嘉诚紧急改口：港口交易不会违法进行

Group 1 - The core point of the article is the recent easing of tensions in the US-China trade war, with both countries agreeing to a 91% reduction in tariffs and establishing a consultation mechanism for future economic discussions [1][5] - On May 12, the same day as the joint statement, Li Ka-shing's CK Hutchison Holdings issued a statement emphasizing that port transactions would not occur under any illegal or non-compliant circumstances [3][5] - CK Hutchison's statement reflects a strategic alignment with national interests, indicating a shift in approach following the US's concessions in the trade war, suggesting a potential urgency to adapt to changing circumstances [5][7] Group 2 - The company's decision to clarify its stance on port transactions may be influenced by the recognition of China's economic resilience and the shifting dynamics in US-China relations [7][9] - There are concerns that CK Hutchison's previous plans to split port transactions to avoid antitrust scrutiny may have prompted a change in strategy, as the company seeks to align with regulatory expectations [5][7] - The article suggests that if CK Hutchison does not fully commit to national interests, it risks becoming a "sacrificial pawn" in the broader geopolitical landscape [9]