关税大降，又到AII IN美股了？

Group 1 - The core viewpoint of the article is that the recent US-China tariff negotiations have resulted in a significant reduction of tariffs, which is seen as a positive development for the capital markets, but questions remain about the sustainability of this optimism for US stocks [1][8][27] - The new tariff structure includes a 30% tariff from the US on China, with an additional 24% delayed for 90 days, while China imposes a 10% tariff on the US and also delays 24% for 90 days [1][3][5] - The article highlights that despite the reduction in tariffs, the overall tariff rates remain relatively high, with the US imposing an average of around 50% tariffs on China, which could still impact economic growth [5][6][27] Group 2 - The article discusses the purpose of the tariffs, indicating that they are not aimed at reducing global trade barriers but rather serve as a means of generating revenue for the US government [9][23] - It is noted that the expected revenue from tariffs is minimal compared to the overall federal budget, suggesting that tariffs alone will not significantly address the US's fiscal challenges [9][11][18] - The article emphasizes that the success of manufacturing return to the US will depend on broader economic policies, including tax cuts and regulatory changes, rather than solely on tariff increases [11][15][17] Group 3 - The article suggests that the recent tariff negotiations may have alleviated some immediate trade tensions, but the US still faces significant challenges in revitalizing its manufacturing sector amid high debt levels [27][28] - It is indicated that the market may experience short-term positivity due to the resolution of trade tensions, but long-term investment strategies should consider diversification across markets and assets [27][36] - The article concludes with a focus on upcoming earnings reports from major companies, which will be critical in assessing market performance and investment opportunities [40]