The market has priced in US-CHINA decoupling

[gooder]

Nothing is serious.

The products from CHINA are all dispensable. Importers can find sources of products from any parts of the world.

[xijuan]

You tell Trump to dismiss Walmart and Target CEOs' concerns

Nothing is serious.

The products from CHINA are all dispensable. Importers can find sources of products from any parts of the world.

[money]

恰恰相反，当前的市场已经price in了美帝跟各国（特别是中国）谈判有成效的市场预期
4月初那一周的市场就是市场price in了各各国脱钩的情形

别忘了，巨巨的三个月放松期限，再过段时间就要来了
要么丫只能无限期延迟，当烂尾帝
要么撕破脸，谈不拢，只能强行收关税

你巨巨是不是相当烂尾帝，现在说不清楚

[gregggg0810]

Hmm, decoupling wont happen that fast, at least not these years

[嫩韭2025]

感觉阑尾的可能性最大，谁都不跪，我蒂自嗨。

[goblecrane]

美国的述求是什么？不是为了涨关税而涨关税吧。让中国开放金融，互联网市场？这不是要了中国利益集团的命了