To be honest, the moment I saw the Foreign Ministry's announcement, I first went to check my holdings—this feeling is all too familiar.
Before any major event lands, everyone is shouting "opportunity is here" and "the next wave is it," but when the market opens that day, the actual price action is completely different from what was said.
This time, Trump's visit to China on May 13–15 is the first in 9 years. Big enough? Yes. But I stared at that list of accompanying CEOs for a long time, and the more I looked, the more I felt what's interesting isn't Boeing.
Boeing tagging along isn't new; it's brought along every visit, and the news of big aircraft orders has been hyped ten thousand times. What I kept pondering is that the Mastercard CEO is also there.
Mastercard isn't going to sign orders. Its presence might mean there's new substantive easing in the line of payment clearing and cross-border financial infrastructure. This is where the 9-year visit might truly "grow something new"—not orders, but rules.
I'm not adding or reducing positions these two days. Until the talks end on the 14th and I see the specific announcement, I'd rather miss that one or two breakout bullish candles than jump in to bet on early pricing.
Finally, a word of advice: don't follow those big V influencers in the group who are already ranking the "top 10 beneficiary stocks of the meeting" today. We've waited 9 years; waiting three more days to see what new things actually emerge before deciding on a direction isn't too late.
