Group 1 - The eSIM market is expected to continue expanding, with significant growth projected in both smartphone and IoT sectors [6][5] - Major US tariffs on chips and semiconductors announced by President Trump could impact the industry, with a potential 100% tariff on imports unless produced domestically [1] - The US stock market showed positive movement, with the Dow Jones up 0.18%, S&P 500 up 0.73%, and Nasdaq up 1.21% [1] Group 2 - eSIM concept stocks have seen a notable increase, with an average rise of 10.4% this week among 13 stocks in the eSIM industry chain [2] - Leading eSIM concept stocks include Cheng Tian Wei Ye, Si Te Qi, Dong Xin He Ping, and Xin Heng Hui, with Cheng Tian Wei Ye showing the highest increase of 30.47% [3][7] - The three major Chinese telecom operators have restarted eSIM services, with China Unicom leading the way in resuming operations [5] Group 3 - Companies in the eSIM sector are reporting strong performance, with several firms indicating significant growth in their earnings forecasts [7] - Mei Ge Intelligent expects a net profit of 70 million to 85 million yuan, representing a year-on-year growth of 109.07% to 153.87% [7] - Yi Yuan Communication anticipates a net profit of 463 million yuan, reflecting a year-on-year increase of 121.13% [7]