Trump-Xi summit outlook: watch these Chinese stocks and sectors
China's Bessent and He meet Treasury Secretary and Vice Premier ahead of Trump-Xi summit. AI, rare earths, and tariffs discussed. Trade truce ends early November, making summit last deal window. Goldman Sachs predicts delay, not deal. Four sectors at risk: CATL, Tencent, AI, and excess capacity. CATL down 22.3% in month, RSI 21.1. Tencent RSI 30.9. AI cooperation could lift Chinese tech sector.
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