嘴硬手软，美国对华扰动大大降低

Group 1 - The extension of the tariff exemption for 90 days has significantly reduced external disturbances in the market [3] - The announcement from the U.S. government was a last-minute decision, providing a buffer period for the market and demonstrating a more stable approach from President Trump regarding China [3] - This change in strategy is expected to bring notable stability to the capital market over the next two to three months, decreasing the likelihood of unexpected negative events [3] Group 2 - The excitement from new funding is driving a rotation of market hotspots, but significant opportunities still require clear signals before investment [1]