Sou Hu Cai Jing·2025-10-14 00:51Market Reaction - The U.S. stock market experienced a significant drop last Friday, losing $2 trillion in value, but rebounded on Monday with all three major indices rising [1] - The immediate cause of the market reversal was comments from former President Trump, who suggested a potential softening of his stance on tariffs against China, alleviating market fears [3] Corporate Performance - Companies like AMD and NVIDIA saw a rebound due to their reliance on Chinese rare earth materials for semiconductors and electric vehicles, highlighting the impact of tariff policies on tech stocks [3] - The upcoming earnings season is crucial, with major financial institutions like Citigroup and Goldman Sachs set to report, and the S&P 500 companies expected to see an 8.8% increase in Q3 earnings [4] Individual Stock Movements - Tesla's stock rose after reporting over 240,000 domestic deliveries, while Baidu's target price was raised by Macquarie, and Hesai's lidar production reached 1 million units, indicating positive trends for these companies [4] - Conversely, Beyond Meat experienced a significant drop, underscoring the importance of strong fundamentals in navigating market volatility [4] Long-term Investment Strategy - The current market environment is characterized by short-term fluctuations driven by political statements and government shutdowns, but long-term investors should focus on earnings data and core business developments [4] - The emphasis is on maintaining a long-term perspective, as short-term market movements are likened to surface waves, while the underlying trends are more significant [4]