智通财经网·2025-05-12 13:34Group 1 - The core viewpoint of the article highlights the positive impact of the 90-day tariff suspension between the US and China on certain consumer stocks, suggesting potential gains for investors holding shares in Five Below, Nike, SharkNinja, and Yeti Holdings [1] - Analyst Randal Konik from Jefferies indicates that despite facing varying degrees of tariff pressure, these companies can effectively mitigate the impact due to their large scale, and the suspension period may lead to significant cost reductions for them [1] - Following the announcement, stock prices surged significantly: Five Below increased by 17.3%, Yeti rose by 13.2%, SharkNinja gained 8.4%, and Nike saw a 6.6% rise [1] Group 2 - The agreement between the US and China includes a temporary reduction of tariffs, with the US lowering tariffs on Chinese goods from 145% to 30% and China reducing tariffs on US imports from 125% to 10% [1] - Both parties have committed to continuing discussions on economic and trade policies, establishing a new negotiation mechanism led by key officials from both countries [2]