关税进展超预期

Group 1 - The joint statement from the US and China on May 12 indicates a significant reduction in bilateral tariff levels, marking a major easing of trade tensions between the two largest economies, which may restore market sentiment [1] - The military industry is experiencing a recovery in market sentiment as the negative impacts from annual and quarterly reports have cleared, with a strong certainty of domestic demand growth and positive industry fundamentals [1] - The unexpected outcomes of tariff negotiations and sustained high growth in capital expenditures from overseas cloud service providers are benefiting AI supply chain companies, leading to a dual opportunity for profit and valuation enhancement in the communication sector [1] Group 2 - The robot industry is rapidly developing globally, particularly in China, driven by policy support and market demand, presenting investment opportunities for domestic suppliers [2]