News · CafeF

Chinese expert says major US-China “shock” unlikely after Democratic win

According to SCMP on 4 November, Chen Dongxiao said the midterm elections are unlikely to cause a sudden shock in US-China relations, despite the shift in congressional power. He said Democrats may focus mainly on scrutinising Trump’s domestic agenda, while the two parties still share many strategic views on China. Chen said Trump could still help keep ties stable and the two leaders might meet on the sidelines of APEC in Shenzhen on November 18–19. He described relations as closer to a “tactical truce” than a real rapprochement. Zhao Minghao of Fudan University called the result a “blue tsunami” but said Washington’s overall China strategy is unlikely to be reversed.

Summary written by Upside AI from the original article. Read the source for full details.

Original headline: Chuyên gia Trung Quốc nói về khả năng xảy ra "cú sốc lớn" giữa Mỹ-Trung sau chiến thắng của Đảng Dân chủ

Read the original on CafeF ↗

Keywords

midterm electionsDemocratic PartyChinaDonald Trumpgeopolitics

Open a keyword to see other news on the same topic.

Related tickers and likely impact

SPY

▼ Likely negative

SPDR S&P 500 ETF

Relevance: low

MarketUS stocks
SectorETF
Close on 11/03/2026754.41
Change that session+0.31%
SPY price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • What Trump losing power over Congress means for Iran, Ukraine and foreign policy

    According to CNBC experts, with Democrats taking control of Congress, President Donald Trump could focus more on foreign policy in his final two years in office, while facing closer scrutiny over the wars in Iran and Ukraine. The Associated Press projects Democrats will win a Senate majority and have also taken control of the House, giving them more scope to scrutinize the administration and challenge Trump's foreign-policy agenda. Laurel Rapp of Chatham House said Democrats could use the 'power of the purse' to limit spending on U.S. military and Iran-related costs, but making such restrictions binding over a presidential veto would require enough votes to override it. J.C. Lintzenich of the German Marshall Fund said the president is not a 'lame duck' since he still holds considerable foreign-policy authority, while Congress is expected to provide more oversight, including on Ukraine funding required by law.

    CNBC·▲ XAU/USD• DXYgeopoliticsDonald TrumpDemocratic Party
  • How Would US-China Relations Look if Trump's Party Loses Congress?

    Results of the US midterm elections could shift the balance of power in Congress, but the Democrats' immediate priorities are likely to be investigating the current administration and checking President Donald Trump's executive power. Chen Dongxiao, president of the Shanghai Institutes for International Studies, told The Paper that the vote is unlikely to cause major disruption to US-China ties, since the president retains considerable autonomy in foreign policy and both parties largely agree on China strategy. Two issues could add strain: Taiwan, where lawmakers have long been unhappy with Trump's delays in approving arms sales to Taipei, and AI, where competition and cooperation can coexist as both sides seek advantage while managing global security risks. Despite positive signals, including friendly personal ties between Trump and Xi during the September Washington visit, distrust and rivalry for power remain key challenges.

    CafeF·Donald TrumpChinamidterm elections
  • Stock Market Today (Nov. 4, 2026): Nasdaq climbs as Democrats take House and Senate

    President Trump congratulated Democrats on taking control of the House and Senate and warned he will “just veto everything.” The Nasdaq rose as Democrats took control of both chambers.

    Yahoo Finance·▲ QQQ▲ SPYmidterm electionsDemocratic PartyDonald Trump
  • Dow Jones futures surge 1,000 points after Democratic win, Trump makes surprising new move

    Dow Jones futures jumped as much as 1,083 points, or 2.1%, after Democrats won majorities in both the House and Senate in the midterm elections and took several key governorships, including Texas. The result could curb President Trump's policies, which combined business tax cuts with tariffs and the war in Iran, contributing to higher inflation. S&P 500 futures rose 1.1%, while Nasdaq-100 gained only 0.4% as AI-linked stocks came under pressure. Trump told the New York Times he was “fully prepared” to accept the results and said he and Republican lawmakers would work with Democrats, while Walmart rose 2%, Bank of America 1.9%, UnitedHealth 1.4% and Molina Healthcare 6.3%. Investors remain wary of possible restrictions on data center construction, as Gina Hinojosa, who pledged to pause new data center projects, won the Texas governor's race.

    CafeF·▲ SPY▲ QQQmidterm electionsDonald TrumpDow Jones
  • Which sectors will benefit most and face pressure after Democratic sweep?

    Democrats won both the House and Senate in the midterms, with AP projecting 54 Senate seats and 228 House seats, but Trump's veto and the lack of a filibuster-proof majority point to gridlock rather than sweeping legislation. In premarket trading reported by Reuters, clean-energy stocks rose sharply, with First Solar up 9.4%, Sunrun up 10% and Enphase up 7.6%, while Tesla fell 3.6%. Health insurers and hospitals also gained, the 10-year yield dropped about 6 basis points to roughly 4.9%, and gold rose above $4,000. Data-center and AI names face the most pressure as public opposition to nearby data centers rose from 28% to about half of Americans, and these premarket moves could reverse by the open.

    Yahoo Finance·• SPYmidterm electionsDemocratic PartyDonald Trump
  • Will Crypto Rally After the Midterm Elections? If History Is Any Guide, This Happens Next.

    Bitcoin has historically performed strongly in the year after midterm elections, rising 1,579% in 2010-11, 24.1% in 2014-15, 44.9% in 2018-19 and 92.1% in 2022-23. Excluding the 2010-11 cycle, when the market was much smaller, Bitcoin gained an average of 54% in the year after midterms, according to CoinDesk. This cycle could differ: Trump has issued executive orders on a Strategic Bitcoin Reserve, Congress passed the Genius Act for stablecoins, but the Clarity Act has not passed, and Democrats are favored to win control of Congress and may demand more concessions from Trump. Bitcoin has typically surged for 12 to 18 months after its four-yearly halvings before falling into a bear market, so the post-midterm gains may partly reflect that pattern rather than the midterms themselves. Crypto remains extremely volatile, making near-term outcomes difficult to predict.

    Yahoo Finance·▲ BTC/USDT▲ ETH/USDTbitcoincryptomidterm elections

Related markets

US stocks →

Latest news

  • Google's Latest AI Model Nearly Matches Anthropic at One-Third the Cost: Report

    Alphabet (NASDAQ:GOOGL) has nearly caught Anthropic on a demanding new AI benchmark, with its latest Gemini model delivering almost the same performance at roughly one-third of the price. According to the SemiAnalysis benchmark, Gemini 4 Carbon ranks just behind Anthropic's model; the rest of the article is truncated.

    Yahoo Finance·▲ GOOGLGOOGLartificial intelligenceAnthropic
  • Ford's Next Growth Engine Could Already Be in Your Driveway

    Ford reported more than 1.7 million active paid software subscriptions through September, up more than 40% year over year, along with record quarterly software-services revenue led by BlueCruise and connectivity, though it did not disclose specific revenue figures. Its U.S. Q3 vehicle sales fell 6.6%, underscoring the value of services after the initial sale. GM reported more than $800 million in OnStar revenue in Q3, up 15%, with Super Cruise revenue growing roughly 60% and a full-year target of roughly $400 million. GM also held $6.8 billion in deferred OnStar revenue, up roughly 40%. The article notes Ford's subscription count is not directly comparable with GM's OnStar base, and that neither company has disclosed a standalone software margin, so these services must eventually show up in profits.

    Yahoo Finance·FordGeneral Motorssoftware
  • Novo's Comeback Gets a Pill-Shaped Boost as Wegovy Starts to Bite Back

    Novo Nordisk is regaining momentum as its Wegovy pill sells faster than expected, lifting the company's outlook. This gives the Danish drugmaker a credible path back into an obesity market that Eli Lilly has claimed for itself over the past two years.

    Yahoo Finance·Novo NordiskEli Lillypharmaceuticals
  • Microsoft Stocks Jump 3.5% as $25 Billion Debt Sale Is Due to Close

    Microsoft (NASDAQ:MSFT) rose 3.51% to $539.30 in premarket trading on November 4, as its $25 billion bond sale neared settlement. The offering, priced October 29, includes $23 billion of fixed-rate notes with coupons of 4.85% to 6.35% and maturities up to 2066, plus $2 billion of floating-rate debt. Proceeds can fund capital spending, debt repayment and other corporate needs, so the whole amount cannot be treated as dedicated to cloud infrastructure. The article estimates the fixed-rate tranches carry about $1.284 billion in annual coupons, roughly 0.70% of quarterly operating income ($45.9 billion) multiplied by four, before floating-rate interest. It argues the harder question is whether new capacity generates enough cash to cover costs and earn an adequate return.

    Yahoo Finance·▲ MSFTMSFTbondscloud computing
  • Amazon Stocks Jump 4.5% While AWS Growth Faces a $220 Billion Spending Test

    Amazon (NASDAQ:AMZN) rose 4.46% to $261.87 in premarket trading on November 4, even as it kept its roughly $220 billion cash capex forecast for 2026. Third-quarter revenue was $201.9 billion and operating income $28.1 billion, while AWS revenue grew 39.3% to a $184 billion annualized pace. Annualizing operating income gives $112.4 billion, and planned capex is roughly 1.96 times that figure; the article stresses that operating profit is not cash flow. Trailing annual operating cash flow was $168.3 billion, yet free cash outflow was $42.4 billion, showing how heavily infrastructure spending is absorbing cash. The author argues cloud growth is a strength, but investors need evidence that new capacity earns returns, with power availability, customer usage and cash generation as key tests.

    Yahoo Finance·▲ AMZNAMZNcloud computingAI investment
  • Got $5,000? Buy These 2 Growth Stocks Powering the AI Memory Boom (Hint: Micron Isn't One of Them)

    SK Hynix, which holds roughly 50% of the HBM market by revenue, reported record Q3 revenue of 104.6 trillion won (about $78 billion), up 348% year over year, with an 80% operating margin. Management expects demand to outpace supply through 2030. SK Hynix's U.S. shares are down about 9% since July, and the stock trades at 9 times earnings with a PEG ratio of 0.1. Sandisk, spun off from Western Digital in February 2025, has returned roughly 3,000% since then, and its fiscal Q1 2027 revenue reached $11 billion, up 378%, with earnings of $52.60 per share. Sandisk will carry out an 8-for-1 stock split on Nov. 19, which would bring the share price to around $140.

    Yahoo Finance·semiconductorsartificial intelligenceSK Hynix

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.