跨境电商获得喘息空间，全球制造商暂时松口气，中美互降关税引发市场强烈反应

Group 1 - The core point of the article is the significant reduction of bilateral tariffs between China and the U.S., which has positively impacted global financial markets, leading to a surge in stock prices, particularly in technology and retail sectors [1][2][4] - Following the joint statement, Nomura upgraded its rating on Chinese stocks to "tactical overweight," indicating that the substantial tariff reductions are a major positive for the Chinese stock market [2][4] - The U.S. will eliminate 91% of the tariffs imposed on China, while China will reciprocate with a similar reduction, which is expected to provide relief to various industries affected by high tariffs [4] Group 2 - The announcement has led to a notable increase in stock prices for companies like Amazon, Apple, and Tesla, which have been impacted by the trade war, as well as for sectors with significant business ties to China, such as apparel and retail [1][2] - The White House announced a reduction in "small package" tariffs on imports from China, decreasing from 120% to 54%, which may offer some relief to Chinese e-commerce companies operating in the U.S. [4] - Global manufacturers are relieved by the easing of trade tensions but remain cautious about future developments, as supply chain volatility remains a concern, particularly in North America [5]