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国际政治顶打开,政策顶还没
Hu Xiu· 2025-09-23 01:02
Group 1 - The core viewpoint of the article highlights the easing of tensions in the crucial US-China bilateral relationship, with a shift from confrontation to negotiation, particularly regarding the TikTok deal [1] - The article suggests that the US government's potential collection of a $1 billion fee for the TikTok transaction indicates a business-oriented approach from the current administration [1] - It emphasizes that both countries have learned from past experiences that direct conflict can deplete national resources, leading to a preference for business dealings over warfare [3] Group 2 - The article discusses the transition from a unipolar to a multipolar world, noting that the US is retracting its influence globally, which may lead to increased regional conflicts [4] - It points out that while the US has historically had a strong overseas presence, particularly in Africa, China's involvement in international affairs remains significantly lower [5] - The article mentions that as the US focuses inward, global chaos may increase, but core nations could become more stable, aligning with Deng Xiaoping's foresight [6] Group 3 - The probability of direct conflict between the US and China is perceived to be decreasing, particularly regarding maritime issues, with a noted decline in conflict probability to 17% [8][10] - The article indicates that global betting markets are reflecting a decreasing probability of conflict, with the likelihood of a ceasefire in the Russia-Ukraine situation surpassing that of US-China tensions [9] - It suggests that the changing narrative around China is shifting perceptions from "uninvestable" to a "value market," especially among value-oriented investors [16] Group 4 - The article highlights a growing interest in China's technological advancements, noting that previously, many investors were unaware of developments in China during the pandemic [17] - It discusses the current atmosphere in the US, which is characterized by a willingness to negotiate and conduct business, despite underlying tensions [18] - The article warns that interventions in the market come with costs and unpredictable consequences, suggesting that there are potential trading opportunities amidst the complexities [19]