中国股票策略-美中总统峰会情景框架与投资启示-China Equity Strategy-US-China Presidential Summit Scenario Framework & Investment Implications

March 15, 2026 10:54 PM GMT China Equity Strategy | Asia Pacific M Idea US-China Presidential Summit: Scenario Framework & Investment Implications We see the upcoming US-China Presidential Summit as a catalyst-laden event, with the Iran situation complicating possible outcomes as well as potential equity market reactions. We expect a measured, index-level impact vs. 2025, and provide lists of stocks that could outperform indices in each case. With the US–China Presidential Summit set to take place against a ...