金吾财讯 | 中信证券表示，2025年10月30日上午，中美元首在韩国釜山举行会晤，深入讨论了中美经贸关系等议题，同意加强经贸等领域合作。从谈判动机来看，美国中期选举准备期开启在即，特朗普或急于在受选民高度关注的问题上达成对华交易。从影响来看，中美元首会晤有望开启中美关系的阶段性缓和期，或对市场风偏形成积极支撑，后续需关注最高法院判决、美国经济状况等关键因素对中美博弈的影响。展望后续，中美关系阶段性缓和以及芬太尼关税调降或相对利好我国劳动密集型行业，同时我国也正加速拓展与全球南方国家的合作空间。
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