Group 1 - The U.S. Customs announced a waiver for certain products from tariffs imposed under the "reciprocal tariffs" executive order, including computers, semiconductor components, smartphones, GPUs, routers, displays, and storage devices [1][3] - Products manufactured or assembled in China, such as iPhones, PCs, servers, and semiconductors, will not be subject to the previously increased tariffs of up to 125% [2][3] - The tariff exemption aims to alleviate price pressures on U.S. consumers and reduce the impact on the technology sector, as many consumer electronics are not produced domestically [3] Group 2 - The tariff relief is expected to ease supply chain pressures, lower trade costs for related industries, enhance export competitiveness, and boost market confidence, positively impacting the valuation of technology and electronics manufacturing sectors [3] - Key companies that may benefit include semiconductor leader SMIC, memory chip manufacturer Hua Hong Semiconductor, consumer electronics giant Sunny Optical, AAC Technologies, and smart terminal OEM BYD Electronics [3]