谈判前，LH已经明确提出不谈结构性改革问题，美方予以了默认。这是双方都有意达成临时的，非核心部分贸易协议的信号。即便是短暂临时的，对股市也是强烈而巨大的支撑，甚至可以传染到其他风险品种上面。这对于黄金是阶段性的利空。同时，也应该看到，双方博弈的长期性和扩大性，特别是压制中概股的策略，对外汇收入的持续性影响。
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