中美谈判靴子落地，如何影响各行业板块？

Group 1 - The core viewpoint of the article is that the easing of tensions in US-China negotiations is positively impacting market sentiment, particularly in strategic resource commodities [3] - The market is experiencing a rebound in overall activity, driven by the positive signals from both US and Chinese officials regarding trade negotiations [3] - US Treasury Secretary indicated that China has "delayed" its export controls on rare earths, which is perceived as a significant development in the trade talks [3] Group 2 - Despite the lack of a signed final agreement, both sides are releasing reassuring signals, with the US expressing optimism about reaching a consensus [3] - The Chinese negotiating team remains cautious, acknowledging that key differences are unlikely to be resolved in the short term, while also noting that preliminary agreements have been formed on various topics [3]