重磅突袭！中美就24%关税继续暂停等达成共识！A50，直线拉升！

Core Viewpoint - The recent joint statement from the US-China Stockholm Economic and Trade Talks indicates a temporary suspension of 24% tariffs on certain goods starting from August 12, 2025, which has positively impacted market sentiment and led to significant gains in Asian markets [7][8]. Market Reactions - The Nikkei 225 index surged over 2%, surpassing the historical closing record set in July 2024, reaching above 42,600 points [4][6]. - The KOSPI index in South Korea also saw a notable increase, rising nearly 1%, with a total gain of over 40% since its low on April 9 [6][12]. - Australian markets reached historical highs, reflecting overall positive market sentiment in response to the tariff news [6]. Tariff Agreement Details - The US will suspend the implementation of a 24% tariff for 90 days starting August 12, 2025, while retaining a 10% tariff on certain goods [7]. - China will similarly suspend the 24% tariff on US goods for 90 days and maintain a 10% tariff, while also taking necessary measures to suspend or cancel non-tariff countermeasures against the US [7]. Impact on Commodities - International oil prices reacted positively, showing significant increases, while natural gas and copper also experienced notable gains [11]. - Gold prices opened lower but showed slight recovery after a significant drop the previous day [11]. Market Sentiment and Future Outlook - The market's reaction to the tariff news may depend on prior expectations; if expectations were already high, the actual news might lead to a market pullback [10]. - Despite previous uncertainties, the A-share market has shown resilience, with financing balances increasing, indicating a degree of confidence among investors [12]. - Analysts suggest that the recent market pullback presents a good opportunity for investment, especially with potential improvements in external conditions and expectations of a shift towards monetary easing by the Federal Reserve [12][13].