随着中美两国高层进行多轮贸易谈判，特朗普的对华态度开始有了明显的变化，不再像之前那种一谈到对华问题就是各种激进的言论，反而开始有些"软化 对华语调"。 特朗普之前时不时的就把"美国对华巨额贸易逆差及其造成的失业问题"挂在嘴边，并以此来向我国发难，但是现在呢？几乎已经没怎么提了。这是为什么？ 主要还是特朗普现在已经将精力放在了寻求与我国达成新的贸易协议上，所以才不再关注所谓的"贸易失衡"问题。 日前，特朗普在白宫签署"全面遏制芬太尼贩运法案"时，一改往日在芬太尼问题上对中国的无端指责，反而对中国表示赞赏，称中国一直在芬太尼问题上帮 助美国。这番表态与他今年2月对中国加征"芬太尼关税"时的态度形成鲜明对比，不少人猜测特朗普要取消对中国加征的20%的额外关税。 此后中美爆发了激烈的关税战。在瑞士的日内瓦会谈后中美关税战得到缓解，美中互相取消了大部分关税，但中方此前强调，针对反制美方以芬太尼为借口 加征关税的措施仍然有效。 特朗普 日内瓦会谈之后，中方严肃认真执行了协议。美方应实事求是看待取得的进展，撤销对中国实施的消极举措。 特朗普表示，美中关系十分重要。美方乐见中国经济保持强劲增长。美中合作可以做成很多好事。美方 ...

Group 1 - The Trump administration has laid off over 1,300 State Department employees, with total layoffs approaching 3,000, primarily affecting departments focused on China-related issues [1] - The layoffs are part of a broader restructuring plan aimed at reducing government spending, aligning with the goals of the "Department of Government Efficiency" established after Trump's initial election [3] - The affected China-related functions are not entirely eliminated but are being reorganized into other departments, indicating a strategic shift rather than a complete abandonment of these roles [5] Group 2 - Following the layoffs, Chinese Foreign Minister Wang Yi emphasized the importance of strengthening contact, preventing misjudgments, managing differences, and expanding cooperation in U.S.-China relations, reflecting China's expectations from the U.S. [7] - The timing of the layoffs coincides with Trump's upcoming visit to China, suggesting a potential diplomatic gesture to pave the way for improved relations [5][7]

Core Viewpoint - Incremental capital is expected to support the market's upward trend, with a focus on the influence of institutional funds on market movements [3][5]. Market Performance - The market continued its upward trend last week, with the CSI 300 index rising by 1.09%, the Shanghai Composite Index by 0.69%, and the CSI 500 index by 1.20%. A broad-based rally was observed, particularly in the communication sector, which recorded the highest weekly gain among industries [3][4]. Economic Indicators - Domestic economic indicators for June showed a slight rebound, including imports and exports, industrial production, retail sales, and money supply. Notably, exports to the U.S. saw a significant increase, while exports to Europe, ASEAN, and other regions weakened, indicating a shift back to direct exports amid improved U.S.-China relations. However, imports remained weak, suggesting a temporary "last sprint" for exports [4][5]. - The overall economic recovery is viewed as a single-month rebound rather than a definitive reversal, with ongoing competition between the U.S. and China expected to persist [4][5]. Technical Analysis - Institutional funds have significantly increased, leading to a consolidation of the market around the critical 3500-point level. This influx of capital is reinforcing the market's upward momentum driven by liquidity [5][6]. Investment Strategy - For the main board, the recommendation is to maintain a high position due to the influence of institutional funds, despite the economic indicators showing only a temporary recovery [6]. - For small and mid-cap sectors, which benefit from the influx of funds but lack strong fundamental support, a high position is also recommended, while maintaining a balanced investment style [6].

2012年，时任国家副主席习近平访美期间生动讲述了这段鼓岭故事。此后，鼓岭故事鼓舞着两国人民特别是青年一代，跨越 大洋架起一座座友谊桥梁。 习近平被这个故事深深打动，立即邀请加德纳夫人访问鼓岭，帮助她完成了丈夫梦回故土的心愿。 "鼓岭鼓岭，第二故乡今犹在；鼓岭鼓岭，在我心中重千斤……" 7月10日至18日，2025年"鼓岭缘"中美青少年合唱周活动在福州、北京举行。当两国青少年的声线如溪流交汇，带着青春朝气 的歌声轻轻叩开记忆的闸门—— 1992年春，时任福州市委书记习近平在报纸上读到一篇题为《啊！鼓岭》的文章。文章讲述了美国人加德纳对中国福州"鼓 岭"儿时故园充满眷念，渴望故地重游却直到去世未能如愿的故事。 2024年6月，习近平主席在致2024年"鼓岭缘"中美青年交流周的贺信中深情写道："青年最富有朝气、最富有梦想，中美关系的 未来在青年。" 青少年是国家的未来，也是友好事业的未来。中美友好由两国人民共同缔造，更需两国青少年发展传承。 "虽然我们来自不同的地方、说不同的语言，但音乐是我们共同的语言""音乐将我们相连是多么美丽的事，让我们看清彼此心 意相通之处""当我们一起合唱时，无需翻译，歌声本身就表达着最 ...

美中贸易全国委员会当地时间16日发布2025年度《中国商业环境调查》报告。美中贸易全国委员会会长谭森表示，尽管面临压力，对美国企业而言，保持在 竞争激烈的中国市场的运营能力依然至关重要。 调查显示，中美关系继续在美国在华企业面临的商业挑战中位列榜首，而在近期两国贸易摩擦再起的背景下，关税问题也从去年的第八位跃升至第二位。约 40%的受访企业表示已经受到美国出口管制政策的负面影响。 82%的受访企业表示其中国业务在2024年实现盈利，然而，对未来持乐观态度的企业不到50%，反映出对关税和政策等问题的担忧。 80%以上的受访企业表示，在华投资是为了服务中国本土市场。几乎所有企业都认为，在华业务对于维系自身在全球范围内的竞争力不可或缺。 "尽管如此，对美国企业而言，保持在竞争激烈的中国市场中的运营能力依然至关重要。这不仅使他们能够受益于中国日渐壮大的中产阶级消费群体，也为 企业试炼保持全球竞争力所需的新技术和新做法提供了实践场景。"谭森说，在当前贸易磋商中，美国在华企业迫切需要的是终止"一刀切"式的关税措施， 以及更公平和可预期的营商环境。 美中贸易全国委员会拥有约270家在华经营的美国会员企业。本次大部分受访企业 ...

Group 1 - The U.S. Department of Commerce announced a preliminary anti-dumping duty of over 90% on certain graphite imports from China, which are deemed critical components for electric vehicles [1] - The Chinese Ministry of Foreign Affairs emphasized the importance of mutual benefit in China-U.S. economic cooperation and urged the U.S. to adhere to market economy rules [1] Group 2 - A report from U.S. Senate Foreign Relations Committee Democrats claimed that China is implementing a long-term strategy to replace the U.S. as a global superpower, enhancing its influence with developing countries [2] - The Chinese government rejected the report's assertions, labeling it as Cold War thinking aimed at suppressing China, and reiterated its commitment to a peaceful and cooperative foreign policy [2] - China called for the U.S. to adopt a correct understanding of China and to engage in actions that promote stable and healthy China-U.S. relations [2]

金十数据7月18日讯，7月18日，外交部发言人林剑主持例行记者会。林剑表示，"有关报告充斥着冷战 思维，鼓噪大国对抗，渲染所谓的'中国威胁'，实质上是为了遏制打压中国，中方坚决反对。"林剑强 调，中国坚持独立自主的和平外交政策，始终致力于做积极、稳定、向上的力量，无意也不会与任何国 家比拼影响力。中方始终按照相互尊重、和平共处、合作共赢的原则看待和处理中美关系，从来不搞恶 性竞争和大国对抗，无意取代谁、挑战谁。林剑说，中方敦促美方有关人士树立正确对华认知，客观理 性地看待中国和中美关系，停止攻击抹黑和遏制打压，多做有益于中美关系稳定、健康、可持续发展的 事。 （北京日报） 美国会报告称"中国正实施取代美国地位的长期战略"，中方回应 ...

【环球时报报道 记者 陈子帅】美中贸易全国委员会（USCBC）16日发布2025年《中国商业环境调查》 报告。内容显示，中美关系及关税成为美国企业面临的主要挑战，但中国市场仍是企业维持全球竞争力 的关键所在。接受《环球时报》采访的专家认为，即使面对美国政府在关税问题上的高压态势，美国企 业仍然选择用脚投票，这充分体现出中国市场本身的强大吸引力。 USCBC称，这份调查于2025年3月至5月之间开展，调查对象为130家会员企业。其中3/4以上的企业在 华运营超过20年，43%的受访企业在华年营收超10亿美元。 "美国企业认为，尽管贸易紧张局势和关税使北京和华盛顿之间的关系复杂化，但它们很难放弃中国市 场。"法新社评论说。 针对这份报告，中国国际问题研究院美国研究所副所长张腾军17日对《环球时报》记者表示，过去几 年，美国及西方国家不断炒作所谓"中国经济见顶""中国产能过剩"等不实论调，受此影响，在华美企表 现出负面情绪，甚至个别企业盲目实行所谓"去风险"举措，表态要迁出产业链供应链，这使得他们在中 国市场的激烈竞争中逐渐失势，自身利益受到影响。另一方面，面对新一重关税压力，美企担心未来市 场份额会受到进一步挤压 ...

Core Points - The "Guling Connection" Sino-American Youth Choir Week, held from July 10 to 18, 2025, in Fuzhou and Beijing, involved nearly 30 youth choirs and over a thousand participants, focusing on the theme of "Singing for Peace" [1][2] - This event is the largest thematic Sino-American youth exchange activity since President Xi Jinping's initiative to invite 50,000 American youth to China over the next five years was proposed in 2023 [1][2] - The initiative has significantly promoted youth exchanges between the two countries, emphasizing the importance of people-to-people connections in Sino-American relations [1][2] Group 1 - The event served as a platform for cultural exchange, allowing American youth to experience Chinese hospitality and culture, which many participants noted changed their perceptions of China [2] - Historical ties between the two nations, such as the cooperation during World War II, were highlighted as a foundation for current and future relations [3] - The ongoing challenges in Sino-American relations underscore the need for increased grassroots exchanges to strengthen mutual understanding and friendship [2][3] Group 2 - The event reflects a commitment to fostering stable, healthy, and sustainable development in Sino-American relations through youth engagement [1][3] - The cultural and historical differences between the two nations should not hinder collaboration and mutual benefits [3] - The initiative aims to build more bridges for people-to-people exchanges, enhancing the foundation for long-term cooperation [2]

Group 1 - The upcoming visit of Trump to China in early September is expected to create new opportunities for Sino-U.S. relations, especially following the unusual signal sent by the meeting between former U.S. Treasury Secretary Henry Paulson and Chinese officials [1][4] - The ongoing trade tensions between the U.S. and China continue to impact various sectors, with high tariffs on Chinese exports such as solar products and electronics, leading to reduced profit margins and export volumes for Chinese companies [3] - The complementary economic structures of the U.S. and China present significant opportunities for collaboration in agriculture, energy, and emerging sectors like green industries and digital economy, which could drive global industrial development [3][6] Group 2 - Paulson's visit highlights the willingness of both sides to communicate and resolve issues through various channels, enriching the dialogue pathways between the two nations [4][9] - The role of civil diplomacy is crucial in enhancing mutual understanding and fostering a favorable public opinion in the U.S. towards China, which may influence official policies [6] - Trump's visit is likely to focus on economic cooperation, with American companies seeking to expand their market share in China, particularly in sectors like electric vehicle battery technology and high-end medical devices [6][9]