If the U.S.-China Trade Reset Holds, These 3 Stocks Could Fly

Trade Agreement Impact - The United States and China have agreed to a 90-day pause in their trade dispute, with the U.S. reducing tariffs from 145% to 30% and China lowering its tariffs from 125% to 10% [1] - A more productive trade relationship is expected to boost investor confidence, support technological advancements, and enable global expansion [3] Company Performance: Alibaba - Alibaba Group reported earnings of $32.6 billion (236.5 billion Chinese yuan), a 7% increase year-over-year, although earnings per share of $1.74 fell short of estimates [6] - The easing of tariff restrictions could benefit Alibaba's AliExpress platform, which generates significant international revenue, contributing to a 5% stock increase following the tariff pause announcement [5] Company Performance: BYD - BYD Co. is positioned to benefit from a better trade environment, as existing tariffs hinder its ability to sell cars in the U.S. despite strong performance in China and Southeast Asia [8][9] - BYD reported first-quarter revenue of $23.47 billion, a 34% year-over-year increase, with earnings per share of 42 cents, up 90% year-over-year [10] Company Performance: Tencent - Tencent Holdings reported revenue of $24.98 billion, a 13% increase year-over-year, driven by a surge in gaming revenue and AI-driven growth in ad sales [11] - Tencent's stock has increased by 27.6% in 2025 and 31.5% over the last 12 months, with the company making significant investments in AI [12]