On August 6, Jin10 data reported that, according to foreign media, Trump made the decision to impose tariffs on India after five rounds of fruitless trade negotiations. The U.S. demanded greater access to the Indian agriculture and dairy markets, leading to a deadlock in negotiations. Indian officials privately acknowledged that the pressure to return to the negotiating table is increasing. A potential compromise could include a phased reduction of oil imports from Russia and diversification of energy sources. A senior Indian official stated that as the two countries continue to discuss trade issues, the Indian government is caught off guard by the sudden imposition of new taxes and high tax rates.

Jin10 reported on August 5 that from local time August 3 to August 5, the naval task forces participating in the China-Russia "Maritime Joint-2025" joint exercise completed planned multi-subject drills including joint air defense, joint anti-surface, joint anti-submarine, and anchorage defense in the waters near Vladivostok, Russia. Starting from August 6, they will transition to maritime joint patrols.

China and the United States have extensive common interests in the economic and trade fields. Both sides should work together to address global challenges, promote economic recovery and sustainable development, enhance mutual trust, and stabilize and develop economic and trade relations healthily.

BlockBeats news, on July 28, the economic and trade teams of China and the United States held economic and trade talks in Stockholm, Sweden. (Jin10)

Jin10 Data reported on July 9 that the article states that the people of China and the United States should interact more and engage in more exchanges to jointly continue writing the friendly stories of the two countries' people, which will continuously contribute to the development of China-U.S. relations. The achievements of China-U.S. relations are primarily attributed to the joint efforts of the two peoples; the continued advancement of China-U.S. relations requires even more reliance on the people of both countries. Regardless of how the situation changes, the historical logic of peaceful coexistence between China and the U.S. will not change, the fundamental desire for communication and cooperation between the two peoples will not change, and the widespread expectation of the world for the stable development of China-U.S. relations will not change.

Gate News bot reported that, according to Bloomberg, U.S. Commerce Secretary Howard Lutnick stated that the United States and China reached a trade understanding in Geneva last month, adding that the White House is about to reach agreements with 10 major trading partners.

On June 16, Wang Huiyao, chairman of the globalization think tank, called on the two countries to replace confrontation and containment with rationality and cooperation after the first meeting of the Sino-US economic and trade consultation mechanism. He pointed out that even if there is structural competition between China and the United States, the two sides can still achieve "controlled competition" and avoid falling into vicious confrontation in the spirit of Olympic and fair competition.

The normalization of China-US economic and trade relations hinges on whether the US side views the bilateral relationship responsibly, responds to China's goodwill, and respects market laws and international rules. Both sides need to promote economic stability and prosperous development with a strategic vision and a sense of historical responsibility.

Golden Ten Data reported on June 11 that from June 9 to 10, local time, the first meeting of the Sino-US economic and trade consultation mechanism was held in London, England. China and the United States had a candid and in-depth dialogue, had an in-depth exchange of views on economic and trade issues of mutual concern, reached agreement in principle on the implementation of the important consensus reached by the two heads of state on June 5 and the framework of measures to consolidate the results of the Geneva economic and trade talks, and made new progress in addressing each other's economic and trade concerns. Both China and the United States recognize the importance of stable China-US economic and trade relations to the economies of the two countries and the global economy, and the constructive results of the meeting have also brought new "optimism" to the world. Both history and reality tell us that cooperation between China and the United States will benefit both sides, and fighting will hurt both. Dialogue and cooperation are the only right choice for China and the United States. We believe that as long as the two sides work in the same direction, adhere to the principle of equality and mutual benefit, make good use of the existing consultation mechanism, and take concrete actions to protect the hard-won dialogue

Gate News bot, Greeks.live macro researcher Adam released a list of this week's blockbuster events on social platforms (6/9-6/15): The most important macro data this week is Wednesday's CPI, and Tuesday has more crypto-related deliberations, and Sino-US economic and trade negotiations will also begin on Tuesday, which is worth paying attention to in these two days. The ongoing standoff between Trump and Elon Musk is also a noteworthy event, as both are crypto-friendly influencers. This week's outlook: BTC's short- and medium-term implied volatility has generally fallen below 40%, and ETH's major maturities are mainly around 65%, all of which are at a low level, and the market is generally not expected to fluctuate in the future. If you have a fluctuating view of the recent market, buying options will be a cost-effective operation, and the medium and long-term deep out-of-the-money is also in a suitable range for buying.

According to BlockBeats news, on June 6, since the Sino-US Geneva economic and trade talks, both sides have maintained communication on their respective concerns in the economic and trade fields through multiple bilateral occasions at various levels. China's "sincerity" and "principles" in the consultations are related to this. The so-called "sincerity" refers to the fact that on non-principled issues, China will respect the concerns of the US and can strive for a win-win outcome through the consultation mechanism, especially in technical consultations where China has flexible space. The term "principles" has at least two meanings—regarding the unilateral tariffs imposed by the US, China still has countermeasures. In the face of coercion or threats during negotiations by the US, China firmly opposes and advises against such actions. (Yuyuan Tan Tian)

Citi released a research report stating that the performance of Sino Biopharmaceutical in the first quarter met expectations, despite sales facing challenges. Management revealed two potential licensing collaborations, both expected to exceed $5 billion in scale. Citi is optimistic about Sino Biopharmaceutical's early-stage R&D pipeline competitiveness and maintains its "highly confident outperform the market" rating, with a target price of HKD 13.8.

The changes in the Sino-US trade situation have led CMA CGM to notify foreign trade merchants of a rise in container freight rates, with one large container expected to reach $10,000. There is a shortage of shipping containers on the US routes, and CMA CGM has raised freight rates in June to between $6,100 and $7,100. It is expected that freight rates will rise by about $1,000 before the end of June, with current rates from CMA CGM ranging from $3,000 to $4,200. Other shipping companies are also experiencing freight rate increases.

According to Gate.io News bot, as reported by Cai Lian She, Amy Lo, co-head of Asia Wealth Management at UBS Group, revealed at an event in Hong Kong that the bank's high-net-worth clients are gradually reducing their holdings in US dollar assets and increasing their allocations to gold, Crypto Assets, and Chinese assets. In an interview with Yvonne Man, Lo stated: "Gold is very popular right now." She pointed out that the tense Sino-U.S. trade relations have led investors to start adjusting their originally "quite U.S.-centric" asset allocation. In addition, investors are allocating more funds to Crypto Assets, commodities, and alternative assets. Lo added that volatility will certainly continue.

According to the Gate.io News bot, Goldman Sachs has released a latest analysis indicating that despite progress in Sino-U.S. trade negotiations, the U.S. dollar against Asian currencies will continue to follow a downward trend. Goldman Sachs believes that the core theme of the market remains unchanged: investors will continue to promote diversification of U.S. asset allocation; Asian exporters are expected to continue converting dollars into local currencies; at the same time, the space for currency depreciation in the Asian region will be limited against the backdrop of trade negotiations with the United States.

The future trend of the RMB Exchange Rate will be influenced by Sino-US economic and trade dialogues and the movement of the US dollar, and it may exhibit two-way Fluctuation, but the amplitude is relatively small and more stable. As Sino-US negotiations progress and the pressure on the US dollar changes, the depreciation pressure of the RMB may have eased, and future trends still need to be followed.

BlockBeats 消息,5 月 13 日,Morgan Stanley Chief T投资官威尔逊(Mike Wilson)认为,此前由特朗普引发的历史性抛售已告终结。 他reaf 标浦 500 指数年底将站上 6500 点的预测(较当前有 12% 涨幅),并指出关税压力减轻为美联储降息打开空间,这将直接利好stock 等风险资产。 "If 关税威胁减weak, Mei Nie Estate can rebalance the mission of 双重mission." 虽然增长前景稍显乐观,但策略天平可能更倾向刺激经济而不是抑制通胀." 他特别强调,随着US dollar weakening and Sino-US judgment 推进,经济衰退风险已"显有降低,企业策略预期随之改善:"从评级调整角度角度看,下半年表现很可能超预期,毕成新实中进,滏济衰退风险已已, (Golden Ten)

United Nations Secretary-General spokesman Dujarric stated that Guterres supports the results of the Sino-U.S. talks in Geneva, emphasizing that trade dialogue is positive and warning that trade wars should be avoided from escalating, highlighting the need for dialogue to resolve issues. He emphasized that no one wins in a trade war and expressed concerns about "depeg". Overall, it is a positive start.

1. Hungarian Central Bank Governor Valga: Prudent and patient monetary policy is needed, the fight against inflation is not over. 2. Money markets have reduced expectations of an interest rate cut by the ECB, expecting the deposit rate to end the year at 1.75%, compared to 1.67% on Friday. 3. Ukraine's euro cash reserves have increased substantially, and its share of euro-denominated international assets remains low, reaching 10 per cent at the beginning of May. 4. Polish Central Bank official Litwiniuk: Autumn may be a good time to push for a "prudent adjustment" in interest rates. The total change in interest rates this year could reach 125 basis points. 5. The joint statement of the Sino-US talks was announced, and the U.S. index refreshed its daily high to 101.93, a new high in a month; non-U.S. currencies were generally lower, with USD/JPY rising nearly 2% during the day, EUR/USD falling more than 1%, and GBP/USD falling nearly 1%. 6. ECB-Governing Council member Simkus: U.S. tariffs are a drag on eurozone economic growth and need to be advanced

The yield on Japan's 10-year government bonds rose to 1.38%, the highest since April 10, influenced by the progress of Sino-U.S. trade talks. Increased investor risk appetite has led to the dumping of safe-haven assets. Sumitomo Mitsui Trust Asset Management stated that investors are closely following the fate of the Sino-U.S. trade talks.

According to the Gate.io News bot, a report released by Morgan Stanley last Friday shows that, influenced by the positive outlook of the China-U.S. trade negotiations, hedge funds increased their investment in the Chinese stock market last week, with U.S. hedge funds being particularly active. The report indicates that after observing positive signals of a trade agreement between China and the United States, American hedge funds began to reallocate their investments in the Chinese market, while also increasing their holdings in stocks in both the US and A-share markets. At the same time, hedge funds have reduced their investment allocations to other Asian regions such as Thailand, Hong Kong, India, and Australia.

After the successful upgrade of Ethereum Pectra, the rise of ETH exceeded 30%, while alts such as SOL, ADA, XRP, and BNB also gained 2-6%. Traders are optimistic about a second opportunity for the Crypto Assets industry, with investors changing their attitudes, alts breaking the negative trend, and a new round of risk appetite driving buying pressure. However, the focus on Sino-US trade negotiations may affect the market, and tensions or stalemates could potentially weaken the upward momentum.

According to Gate.io News bot, as reported by Wu Shuo, QCP Capital has released its latest analysis. The U.S. non-farm payroll data for April shows an increase of 177,000 jobs, higher than market expectations, and the unemployment rate remains at 4.2%. The S&P 500 index has risen for ten consecutive days, successfully recovering the losses from Liberation Day. Currently, the market focus is concentrated on Sino-U.S. trade and the direction of The Federal Reserve (FED) policy. Despite Strategy recording its largest historical loss this quarter, the institution has decided to double its Bitcoin-related financing target from the original amount to $84 billion.

Jin10 data reported on May 7, Galaxy Securities released a research report stating that in Q1 2025, the global gold ETF net inflow was 226 tons, significantly rising from the net inflow of 18.7 tons in the fourth quarter of last year; global Central Bank net gold purchases in Q1 2025 were 244 tons, consistent with the average quarterly level over the past three years, and the purchasing momentum remains strong. The economic recession and stagflation risks exacerbated by increased tariffs in the U.S., combined with uncertainties from Sino-U.S. trade frictions and geopolitical risks, will continue to drive global gold ETF funds and global Central Banks to purchase gold, and the logic for long-term price rise in gold remains unchanged. It is recommended to allocate into the gold zone during pullbacks.

The communication announcement from Yiwei indicates that the net profit for the first quarter of 2025 is expected to decline by 65%-75%, with net profit estimated to be between 8.8591 million and 12.4027 million yuan. This is mainly due to factors such as the intensification of Sino-US trade frictions and the impact on overseas order deliveries. Additionally, the net profit after deducting non-recurring gains and losses is expected to decline by 75%-85%, estimated to be between 5.1111 million and 8.5185 million yuan.

The escalation of the Sino-US tariff war threatens to overwhelm inflation Favourable Information, leading to a sharp decline in US stocks, with the S&P 500 posting its largest fall since 2020. The crypto market followed suit with a downturn, and Bitcoin experienced a sudden drop. The dollar index recorded its largest fall in 2022, crude oil dropped over 3%, and gold reached a historic high. Global concerns rise over the chaotic tariff policy of Trump, with worsening Supply Chain tensions and market skepticism about the effects of delayed tariffs.

A chart reviews the market sentiment cycle in the historical Sino-U.S. trade friction. Why has the performance of soybean meal futures been so dramatic?

Ray Dalio, founder of Bridgewater Associates, has issued a stern warning regarding the economic impact of the new tariff policy introduced by U.S. President Donald Trump. Dalio stated that the tariff system could exacerbate global stagflation and significantly reshape U.S.-China trade relations.

Nomura released a research report, raising the revenue forecast for Sendai Biotech last year and lowering the loss forecast, with the target price dropping from 58.09 Hong Kong dollars to 54.6 Hong Kong dollars. Considering the sales rise and macro environment, the company's revenue and profit forecasts for the next two years have been dropped. Maintaining a 'buy' rating.

On January 26th, Jinshi Data reported that under the background of easing signs in Sino-US relations, the market is expected to rebound. The 'spring frenzy' trend of the A-share market in 2025 may gradually begin. The A-share market almost always experiences a 'spring frenzy' trend every year, and adjustments to the Central Bank's monetary policy, the release of important economic data, and the convening of important meetings can all catalyze the spring trend. With the successful achievement of the 2024 GDP rise target and the easing of Sino-US relations, the A-share 'spring frenzy' trend is expected to gradually begin.

The common interests between China and the United States have increased. Both sides should seek common ground while reserving differences, respect each other, and take constructive measures to enhance understanding and expand consensus. There will be no winners in trade wars, tariff wars, technology wars, and other forms of conflict. At critical moments, grasp the essence of China-US relations, take responsible actions for both countries and the world, and achieve common prosperity through cooperation.

Jinshi data news on November 18th, it was learned that on the 18th, the Russian government delegation, headed by Alexander Kozlov, the chairman of the Russian side of the Sino-Russian Government Trade, Economic and Technological Cooperation Committee and the Minister of Natural Resources and Environment of Russia, arrived in Pyongyang to attend the 11th meeting of the Sino-Korean Democratic People's Republic of Korea Government and the Russian Federation Government Trade, Economic and Technological Cooperation Committee.

On November 16th, Jinshi Data reported that on the 14th local time, the United Nations Security Council successively adopted resolutions to extend the mandate of the United Nations Multidimensional Integrated Stabilization Mission in the Central African Republic (MINUSCA) and the temporary security force for Abyei (UNISFA) by one year. China voted in favor of both resolutions. The Chinese representative called on the Security Council to take into account the concerns of all parties on the basis of fully listening to the views of the countries concerned, demonstrate fairness and inclusiveness, and strive to build a broader Consensus.

The meeting of the Sino-British Artificial Intelligence Association discussed the improvement of AI accuracy and extensive application, and experts and scholars shared their insights on the selection and application of parameters in data model research.

The article argues that the China-US relationship is related to the future and destiny of humanity, and it needs overall stability. How to improve the China-US relationship is a must-answer question. Although China and the United States have different historical cultures, social systems, and development paths, they should respect each other, live in peace, cooperate and win-win, transcend differences, and find the right way to get along. This is a summary of experience and lessons learned over half a century, and also an understanding of the rules of interaction between major countries.

Jinshi Data, November 5th, Citigroup released a research report stating that Sino Biopharmaceutical (01801.HK) announced the termination of the Fortvita subscription transaction. The company's management stated at an investor conference on November 4th that the original intention of the transaction was to accelerate the development of the company's overseas business, Fortvita. After the transaction was terminated, there is currently no further financing plan for Fortvita. Since the announcement of the transaction, the group's stock price has fallen by more than 20%. Looking ahead, the bank believes that the group's strong sales performance and overseas bed progress will sustainably restore investor confidence. Rating 'buy', target price of 55 Hong Kong dollars.

Jinshi data news on September 27th, this morning, the "Northern United-2024" exercise completed all scheduled exercises and held a closing ceremony in a certain sea area of the Sea of Okhotsk. The joint military exercise lasted 17 days, with joint planning, joint command, and joint operations between China and Russia, completing live ammunition exercises in two phases, firing air defense missiles, rocket depth charges, secondary guns, and other types of shipborne weapons, achieving the expected objectives of the exercise.

HSBC Global Research released a report stating that the performance of Innovent Biologics' first-half revenue exceeded expectations, with promising prospects for PD-1 and IL-2. They maintained a buy rating with a target price of HKD 58. It is expected that revenue will rise by 28% to 32% from 2024 to 2026, achieving breakeven in 2025; the valuation is considered attractive.

On September 6th, Jinshi Data learned that the three-day 2024 Sino-Thai Ocean Cooperation Conference ended in Chiang Mai, Thailand. More than 100 representatives from the natural resources and ocean departments of the two countries attended the meeting. They stated that they will continue to deepen international cooperation in marine science and technology and work together to meet global scientific and technological challenges in the field of oceans.

Jinshi data reported that research firm JFry pointed out in a report that the performance of Sino-American Opitcs in the first half of the year met expectations, but the gross profit margin of solar glass dropped to 21.5%. The group announced a mid-term dividend of 10 cents, and the dividend yield for the 2024 fiscal year is expected to reach 5%-6%. The institution believes that Sino-American Opitcs will benefit from the long-term rise of solar energy in the future, but industry capacity will exceed demand. The group will accelerate the addition of its own capacity and put market share rise above short-term profitability. The institution has lowered the target stock price of Sino-American Opitcs from HK$6.25 to HK$5.07 and rated it as a buy.

Jinshi data, July 16th, according to the Ministry of National Defense, the Sino-Russian 'Maritime Joint-2024' joint exercise entered the maritime training stage on the 15th. The Chinese and Russian naval formations set sail from a military port in Zhanjiang, Guangdong, and sailed to the designated sea area to carry out joint search and rescue, joint air defense, anti-missile, and other long-term exercises.

Gold returns to the bullish zone, focusing on the sustainability of volume.

The gold shorts trend is correcting, follow the effectiveness of the interval breakthrough

Pay attention to the volume of gold and continue to follow this range during the day.

Gold follows this range, pay attention to the effectiveness of this support.

On June 17th, Jinshi Data reported that the Joint Statement on the Annual Meeting of Chinese and Australian Prime Ministers was announced. The two sides affirmed the importance of regular contacts between leaders, ministers, and officials at all levels of the two countries, supporting the continued stable development of bilateral relations. They welcomed the progress made in key bilateral dialogues since the last round of the annual meeting of Chinese and Australian prime ministers in November 2023, including the China-Australia Diplomatic and Strategic Dialogue and the Ministerial-level Economic Joint Committee to be held in 2024. The two sides confirmed plans to restart the China-Australia Strategic Economic Dialogue in 2024.