This is the stock Jim Cramer would invest in if the US-China strike a trade deal

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미중 무역협상 관련 낙관과 현실적 경계가 섞인 방송. 미중 협상: 백악관 내 협상파(므누신 측)는 딜을 원하지만 중국이 받기 어려운 조건(합작법인 중단, 기술 탈취 중단 등)이 걸림돌이라고 봄. 빠른 전면 합의는 어렵고, 시장은 최소한 관세 연장을 예상하는 분위기. 관세 리스크: 현재 10%인 관세가 25%로 올라가면 시장 예상 밖이며, 그 경우 여러 기업의 실적 추정치가 하향될 것이라고 경고. 에머슨, 3M, 유나이티드테크놀로지스(오티스 분사 영향) 등을 실적 하향 위험 기업으로 언급. 종목별 관점: 나이키는 중국 내 우호적 위치로 언급되며 방송이 '가장 먼저 사야 할 종목'으로 꼽음. 보잉은 중국 영향이 적었다고 언급. 애플은 중국 매출 우려가 있으나 협상 진전 시 긍정적 흐름을 기대하는 취지. 화웨이 관련 미국 소송 및 유럽 내 압박 이슈도 언급. 중국 ETF 투자 아이디어는 있으나 매매 빈도가 높아지는 문제 때문에 보류. 전반적으로 협상 결과에 따라 변동성이 클 것이라는 인식.

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01. look I think both sides within the white house there's many ways more important than the side in China the the light house er Navarro camp they want a deal but they wanted to want terms that are I think not palatable the Chinese which is you got to stop the bogus joint ventures you can't use steal the technology routinely you gotta admit whereas I think that minutiae and couple want to deal they want to deal that they think it would be good for the economy good for everybody but not really as hardline on this stuff so I kind of feel like there will be something but I don't think it can be this soon front no way right it can't be it's too hard to get a full deal where the Chinese know too hard but I think the market is firmly expecting that at the least you will get an extension of the tariffs not going for more time I clean hundred million that is scheduled to go up to 25 percent yes and what is currently ten percent if that were to be the case that would be unexpected I think for market participants i incorrect we saw that ratchet up and that's if if you're going to be in a world where that happens where that goes to 25 there's a lot of numbers that will be cut and I think people have to recognize that when you don't can say an emerson which is a really fine company it's kind of the company i use as a company that says listen china's a worry so it's like they put it out there for you i think what you say so I gotta take numbers down again you may be 3m you'd have to make numbers great American companies even United Technologies is not up nearly as much as you would expect with the split off because Otis is such a big problem so be aware that those are the companies when you listen to Paul Krugman if he does you get a recession well those companies are gonna yeah the numbers come down Axios does have a report that some White House advisors have been talking about a mid-march meeting between the president and she may be at mar-a-lago if we got news on something like that what would be your first bid what ticker symbol would you enter first okay I just did an analysis of that and what you would do is you would enter Nike because Nikes already in favored status they already work with the Ministry of Health and Fitness and so rather than go for cat well you can't necessarily raise numbers anyway we're Boeing which frankly there's been immune so far from China I would go for the company that's already in the love of China and then early I would go after Apple I say secondarily because Tony second day he was one at halftime where I won today it last week and he said listen the numbers have to come down there and that's different from what took Tim Cook said to me which is that January's good so maybe he has new Intel so you may actually have the numbers go down either way I don't want that but if we could hear that they're not enemies that Apple could maybe start taking stuff from Xiaomi but this Xiaomi for me Huawei shall me they're all today this south of ways to report it yeah they're always such really people Apple orders in China and that was very but that was still the last quarter but you know I put a guy in that courthouse in Brooklyn yeah where this the Huawei suit is you learn out law I mean they're circling this our president is circling the wagons against against Huawei everywhere in the world there was an article today about how Eastern Europe really has important yet although the Merkel might be getting into it yeah and that would be something and so I think wow way versus versus Apple is the story to watch but Nike is the one that goes to 90 that haven't made your China ETF yet have you you actually ready to yeah I have an idea for one but then I figured that what would happen is I would be become part of the problem of our market which is the high-speed trading that would cease the memory TF incredibly alright you anti trying today it could be volatile right Navarro leads to his people light eyes are there White House early to one of our people but lost there yeah it's very hard that you be in and out on that ETF every day it would be just it would be so pay for a broker we should call it the broker annuity ETF I'm surprised it hasn't been put together yet but Huawei is wow I mean help out a huawei Apple ETF could you push me pull you I don't know what that was right well it doesn't matter but I'll charge you a fortune for the missions you