Macro Aftermath Archived

美国-中国人工智能对话和协议

活动下降——叙事失去相关性。

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假设

Pending 到期: 2026年9月11日

Successful US-China AI safety framework agreement will reduce policy uncertainty and increase defense contractor stock valuations (RTX, LMT, NOC) by 5-7% within 120 days due to clarity on AI weapons development standards and increased government AI spending

Pending 到期: 2026年8月12日

Diplomatic AI talks signaling US technological leadership will drive rotation into US-based AI and cloud infrastructure plays (MSFT, GOOGL, TSLA) with 12-15% cumulative gains over 90 days as foreign investors gain confidence in US AI dominance narrative

Pending 到期: 2026年7月13日

US-China AI safety protocol negotiations will positively impact semiconductor and AI infrastructure stocks (NVDA, AMD, QCOM) within 60 days through reduced geopolitical risk premium and increased institutional buying confidence

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