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一 | Representatives from China and the United States participated in a dialogue on Tuesday in Beijing, where they called for joint efforts to translate the consensus reached by the two countries' heads of state into concrete action and tangible results, while also suggesting expansion of practical cooperation across a number of fields. They highlighted mutual respect, peaceful coexistence and win-win cooperation as key to keeping bilateral ties on a stable track, while stressing the need for the two countries to jointly address global challenges and bring greater stability to the world. The gathering was the third China-U.S. Track 1.5 Dialogue, jointly launched in October 2023 by the International Department of the Communist Party of China Central Committee and the Asia Society as a platform connecting representatives from politics, strategy, business, academics, civil society and youth in both countries. In May, President Xi Jinping and U.S. President Donald Trump agreed to make the building of a constructive China-U.S. relationship of strategic stability the new positioning for bilateral ties, providing strategic guidance for the relationship over the next three years and beyond. John L. Thornton, cochair of the Asia Society Board of Trustees, said Xi and Trump are both historic figures who know each other well and have a good personal relationship — a combination he described as highly unusual. "I think it's very important that the benefit of that is concrete and seen by the people, both in the United States and in China," Thornton said. He added that the key test was what the new positioning would mean in practice and whether it could produce results. "There are a lot of possibilities for progress, and I'm optimistic that there will be progress," he said. Christopher Nixon Cox, a member of the Richard Nixon Foundation's board of directors and a grandson of former U.S. president Richard Nixon, called the leader-to-leader relationship "the most important thing", saying it gave him confidence about the future of bilateral ties. While acknowledging that China and the U.S. would continue to have differences, Cox said they should seek common ground in the fields of artificial intelligence, agriculture, food security and economic affairs to help build a stable and prosperous world. "There are many things with AI that we can agree on," he said, citing the need to prevent it from harming children. Cox also invoked Nixon's historic visit to China in 1972 as an example of the political courage required on both sides. "There are many lessons from my grandfather's trip to China," he said. "One is that nothing happens without courage." Liu Haixing, minister of the International Department of the CPC Central Committee, said that a stable China-U.S. relationship was in itself the greatest contribution to world peace and development. Liu called for expanding common interests, rejecting zero-sum thinking, managing differences through clear policy signals, and upholding the bottom line of no conflict and no confrontation. Competition between major countries is normal, he said, but that should not define the entire relationship, emphasizing that it should be a healthy and positive race rather than a life-or-death gladiatorial contest. A zero-sum approach, he added, would distort market rules, disrupt global industrial cooperation and undermine market confidence. Craig Allen, former president of the U.S.-China Business Council and a nonresident senior fellow at the Asia Society Policy Institute's Center for China Analysis, said that both governments needed to follow the common framework agreed upon by the two leaders. He said maintaining an open trade and investment environment was critical to achieving the two leaders' goals. Warning that decoupling would "make us both poorer" and that "neither side can afford to decouple", Allen described the Chinese and U.S. economies as "the two engines of growth in the global economy", saying robust growth in both was essential to global stability. Sean Stein, president of the U.S.-China Business Council, said that China's importance to U.S. companies extended well beyond the size of its market. "Think of China not as a market but as a platform. That's what's important," Stein said. China's technological ecosystem, the partnerships companies form and the experience they gain there help shape products and business processes used in other markets, he added. The council's 2026 member survey found that 95 percent of respondents viewed their China operations as at least somewhat important to staying globally competitive. "China is a really important part of global competitiveness for American companies," Stein said. 。本篇评级为★★★，主要围绕以下内容展开： 1、交接棒行情继续发酵，科技赛道回调到何时？ 2、政策和价格线索，分别对应什么机会？如有疑问请以音频内容为准，添加妙投小虎哥微信：miaotou515，入群有机会与董小姐进一步交流。新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 1、交接棒行情继续发酵，科技赛道回调到何时？国内股票市场的“交接棒”行情正走得愈发坚定且清晰：资金正从上一季度炙手可热的赛道向新方向切换。

二 | 三季度当仁不让的“领头羊”显然是人工智能等科技板块，而今它们在波动中压力持续加大，短线出现明显回踩的概率正在抬升。剩余两个月里，哪些新机会有望接棒？此前我们集中解读政策时多次提及“新基建”，其中我们重点锁定的是“新电网建设”。

三 | 其直接对标的市场标的——电网设备等板块——已悄然走出一周左右的独立行情，且热度仍在持续酝酿、发酵。除此之外，临近上周末，随着工业品价格明显上扬，化工行业也蹿出“新火苗”。这些潜在接棒方向的背后，是市场驱动力正在发生深刻转换：原先推动科技板块向上的动力如今略显“青黄不接”——估值已被推至高位，投资者自然会质疑基本面能否支撑如此昂贵的价格。导火索来自海外，尤其是美国。当前美国正大手笔投入算力基础设施建设，项目规模动辄“万亿级”。

四 | 但市场算账后发现，科技龙头年营收仅数百亿，如何支撑万亿级资本开支？于是出现尴尬一幕：CEO们越是卖力“画饼”，市场越不买账，甚至“越描越黑”。本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换输入“妙投888”即可领取。