中美谈判后，市场关注新一代股市主角

Group 1 - The article discusses the temporary normalization of US-China relations following significant economic agreements reached in Geneva, indicating a willingness from both sides to negotiate and resolve certain issues while postponing others for future discussions [4][5] - The failure of the "hard decoupling" experiment suggests that the interdependence between the US and China will persist, providing China with new opportunities for reform and opening up, particularly in trade with developed countries and regional organizations [5][6] - The recent trade negotiations have led to a rebound in the Asia-Pacific stock markets, with expectations of a peak in tariffs, as companies begin to feel pressure from tariffs but overall exports remain stable due to growth in third-party markets [8][9] Group 2 - The technology and new economy sectors are emerging as key players in the stock market, with significant investment opportunities identified in areas such as AI and electric vehicles, supported by China's engineering talent and favorable policies [11] - A recent investment summit highlighted a strong interest from global institutional investors in increasing their allocations to Chinese stocks, driven by a low current allocation and a shift in sentiment following trade negotiations [9][11] - The article emphasizes that structural growth opportunities in the technology sector are more resilient to external challenges, making them attractive for investors looking for long-term growth [11]