These stocks are in focus amid the high-stakes Trump-Xi meeting

Markets are watching the Trump–Xi summit for policy shifts that could materially affect multinational supply chains and share prices. The article highlights Boeing and ASML as primary beneficiaries if talks ease trade frictions or unlock deals—Boeing could see a “historic” 500‑aircraft order that would revive its China backlog, while any softening of export controls could stabilize ASML’s China order flow. CATL is also flagged as exposed to changes in EV tariffs, local‑production incentives and cross‑border investment rules. Overall, the piece frames the summit as a key policy event with potential upside for select industrial and semiconductor names, underpinning a generally bullish trading case ahead of outcomes.