🌏 China–US Talks Again? Tarif-To The Moon - Tiger Brokers Online Investing Community - To The Moon

🌏 China–US Talks Again? Tariff Risk, Political Noise & Market Hopes

Markets dipped after the ISM data but quickly rebounded on chatter of a potential high-level US–China meeting. Classic geopolitical seesaw — tension, tweet, then tentative recovery.

📉 Last week's Trump comments re-ignited tariff worries. But if talks do resume, expect semis, EVs, and Chinese ADRs to get a short-term lift. I'm keeping an eye on $Alibaba(BABA)$ , $Taiwan Semiconductor Manufacturing(TSM)$ , and $NIO Inc.(NIO)$ — high beta, high news sensitivity.

🧠 My take? We've seen this movie before. Headline-driven pops are often short-lived unless backed by structural progress. That said, I'm cautiously holding long positions in large-cap indices (SPX, QQQ), while rotating out of overly China-dependent small caps for now.

📌 If S&P 500 clears 6,000 decisively, it'll likely be macro sentiment — not tariffs — driving it. Still, tariffs remain a wildcard risk as we head into US election season.

SeptemBEAR is here: Are Your Portfolio Ready for Volatility?

In September, the VIX may fly as we may see September Effect hit again. ------- 1. Is the market in danger with September effect approaching? 2. What's your strategy to cope with risks?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Tariff Risk, Political Noise &amp; Market Hopes</p>\n<p>Markets dipped after the ISM data but quickly rebounded on chatter of a potential high-level US–China meeting. Classic geopolitical seesaw — tension, tweet, then tentative recovery.</p>\n<p>📉 Last week's Trump comments re-ignited tariff worries. But if talks do resume, expect semis, EVs, and Chinese ADRs to get a short-term lift. I'm keeping an eye on <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>&nbsp;, <span class=\"stock-view-wrapper\"><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, and <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;— high beta, high news sensitivity.</span></p>\n<p>🧠 My take? We've seen this movie before. Headline-driven pops are often short-lived unless backed by structural progress. That said, I'm cautiously holding long positions in large-cap indices (SPX, QQQ), while rotating out of overly China-dependent small caps for now.</p>\n<p>📌 If S&amp;P 500 clears 6,000 decisively, it'll likely be macro sentiment — not tariffs — driving it. Still, tariffs remain a wildcard risk as we head into US election season.</p></body></html>","text":"🌏 China–US Talks Again? Tariff Risk, Political Noise & Market Hopes Markets dipped after the ISM data but quickly rebounded on chatter of a potential high-level US–China meeting. Classic geopolitical seesaw — tension, tweet, then tentative recovery. 📉 Last week's Trump comments re-ignited tariff worries. But if talks do resume, expect semis, EVs, and Chinese ADRs to get a short-term lift. I'm keeping an eye on $Alibaba(BABA)$ , $Taiwan Semiconductor Manufacturing(TSM)$ , and $NIO Inc.(NIO)$ — high beta, high news sensitivity. 🧠 My take? We've seen this movie before. Headline-driven pops are often short-lived unless backed by structural progress. That said, I'm cautiously holding long positions in large-cap indices (SPX, QQQ), while rotating out of overly China-dependent small caps for now. 📌 If S&P 500 clears 6,000 decisively, it'll likely be macro sentiment — not tariffs — driving it. 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