刚刚！全线大涨，发生了什么？

Core Viewpoint - The article discusses the positive market reactions in Asia and the U.S. following the announcement of tariff exemptions on certain goods by the U.S. government, which alleviated market fears and led to optimistic forecasts for Chinese assets [1][3][7]. Market Reactions - Japanese and South Korean stock markets opened higher, with the Nikkei 225 index rising over 2% and the KOSPI gaining over 1% [1][3]. - U.S. stock index futures also opened positively, with Nasdaq futures increasing by 1.5% [1][3]. - The announcement of tariff exemptions on electronics such as smartphones and computers contributed to the market's relief [3]. U.S. Treasury Market - Japan's statement regarding not using its U.S. Treasury holdings as a bargaining tool in trade negotiations helped ease tensions in the U.S. bond market [4]. - The U.S. Treasury market experienced a pullback, leading to the largest increase in long-term bond yields since the onset of the pandemic in 2020 [5]. Outlook on Chinese Assets - Several brokerage firms expressed optimism regarding the future performance of Chinese assets, particularly A-shares and Hong Kong stocks, following the easing of tariff impacts [7]. - Analysts from various firms, including招商证券 and中信证券, anticipate that policy measures will support the market, with a focus on consumption and technology sectors [7]. -民生证券 noted that the implementation of the tariff exemption guidelines could lead to earnings per share (EPS) recovery in relevant sectors [8]. Fund Flows - Data from Wind indicated that from April 7 to April 11, over 900 stock ETFs saw a net inflow of approximately 170 billion yuan, marking the highest weekly inflow of the year [1][8].