对特朗普关税风波再起的思考：无需悲观，以我为主

Group 1 - The report emphasizes that the recent tariff threats from Trump should not be viewed pessimistically, suggesting a focus on self-reliance and strategic positioning in the market [1][3][14] - The report outlines recent actions between China and the US, including the imposition of port fees on Chinese vessels and the addition of Chinese entities to export control lists, which have prompted swift countermeasures from China [2][17][20] - The report assesses that the impact of the current tariff situation may be less severe than the "equal tariff" shock experienced in April, indicating a learning effect in the market and a more stable outlook for A-shares [3][31][32] Group 2 - The report suggests that the "Red October" effect may still be favorable, with technology and advanced manufacturing sectors expected to perform well in the upcoming months [33][36] - It highlights the importance of focusing on sectors that are self-reliant and can counteract external pressures, particularly in technology and metals [43][58] - The report identifies specific sectors to watch, including the Hang Seng Technology Index and low-positioned technology growth areas, as well as non-cyclical sectors [44][58][65]