彭博：特朗普称中国将在“已完成”的贸易协议中向美方出口稀土

Investment Rating - The report indicates a cautious optimism regarding the trade agreement between the U.S. and China, suggesting a potential stabilization in trade relations, but does not provide a specific investment rating [2][12]. Core Insights - The U.S. and China have reached a preliminary agreement on trade, with China agreeing to supply rare earth materials and magnets, while the U.S. will allow Chinese students to enter its universities [2][10]. - Current tariffs remain high, with the U.S. imposing a total of 55% tariffs and China at 10%, indicating that while progress has been made, significant barriers still exist [2][8]. - The agreement aims to address key issues such as the trade surplus and the dumping of goods by China, although fundamental problems remain unresolved [12][14]. Summary by Sections - Trade Agreement Details: The U.S. and China have agreed to maintain lower tariffs, with specific commitments from China to expedite rare earth exports crucial for U.S. industries [12][10]. - Market Reactions: Following the announcement, U.S. stock indices experienced volatility, reflecting mixed investor sentiment regarding the trade negotiations [7][8]. - Future Negotiations: There are no immediate plans for further talks, but both sides express a desire to build trust and continue discussions [14].