经贸新动态引全球股市狂欢，券商力挺这两大板块

Core Viewpoint - The joint statement from the China-US Geneva trade talks has exceeded market expectations, signaling a significant easing of trade tensions and leading to a positive market response globally [3]. Group 1: Market Reactions - Global markets have reacted positively, with stock markets generally rising following the announcement of the joint statement [1]. - Analysts from various brokerages believe that the reduction and postponement of tariffs will alleviate pressure on export sectors, potentially leading to a surge in export demand [3]. Group 2: Tariff Adjustments - The tariff rate on Chinese imports has been reduced from 145% to 30%, with a 24% rate being postponed for 90 days, significantly lowering the impact of tariffs [3]. - The adjustments in tariffs are seen as a shift in the US trade negotiation strategy, primarily focusing on reducing additional tariffs [3]. Group 3: Investment Sentiment - The joint statement is expected to boost investor risk appetite in the short term, favoring Chinese equity assets [3]. - Analysts suggest that the progress in trade negotiations will enhance market confidence in Chinese assets, with a focus on technology and dividend strategies as key themes for the year [3]. Group 4: Sector Focus - Analysts are optimistic about the export chain and technology sectors, anticipating a recovery in valuations for previously suppressed export chains and long-term advantages for technology sectors driven by AI [4]. - Specific sectors such as engineering machinery and power equipment are highlighted as high-growth areas, alongside the Hang Seng Technology Index [4].