Group 1 - The core viewpoint of the article emphasizes the importance of the recent China-US summit, highlighting China's dominant position and the need for stable bilateral relations [1][2][8] - The article discusses the internal pressures within the US that may lead to a softening of Trump's stance towards China, primarily due to fiscal constraints and the need for monetary policy adjustments [3][4][5] - It notes that the US's internal contradictions may result in fluctuating policies towards China, despite the current signs of a more conciliatory approach [5][8] Group 2 - The article asserts that the upward trend in the A-share market remains intact, supported by China's strengthening economic fundamentals and proactive financial reforms [6][8] - It warns of potential short-term market volatility and style shifts, as the market has already seen significant valuation increases compared to the previous year [6][8] - The potential for RMB appreciation is highlighted, particularly in the context of anticipated changes in US monetary policy, which could lead to a weaker dollar [7][8]
王涵 ：再谈“棋至中盘”——中美釜山元首峰会及四中全会后的经济与金融形势
智通财经网·2025-11-01 02:52