周末，突发黑天鹅！

Core Viewpoint - The article discusses the recent escalation in U.S.-China trade tensions, particularly the U.S. announcement of a 100% tariff on Chinese goods, and its potential impact on global markets and investment strategies. Group 1: U.S.-China Trade Relations - The U.S. has announced a 100% tariff on Chinese goods in response to China's export controls on rare earths and software, with China's Ministry of Commerce urging the U.S. to correct its approach and maintain stable trade relations [3][5]. - The Chinese government is prepared to take necessary measures to protect its interests if the U.S. continues its aggressive stance [3]. Group 2: Market Reactions and Predictions - Following the tariff announcement, global markets experienced significant declines, with the potential for A-shares to react similarly to past market behaviors during trade tensions [21][22]. - Analysts suggest that the current market environment may not replicate the drastic reactions seen in April, as the market has mechanisms in place to stabilize and respond to external pressures [21][22]. Group 3: Investment Strategies - Analysts from various firms recommend focusing on traditional manufacturing and resource sectors, which may benefit from the current geopolitical climate and supply chain dynamics [13][14]. - The concept of "TACO" (Trump Always Chickens Out Trade) is highlighted as a strategy where market corrections following aggressive U.S. trade actions may present buying opportunities [24][25]. Group 4: Sector-Specific Insights - The technology sector is expected to face volatility due to trade tensions, but long-term growth prospects remain intact, particularly in AI and semiconductor industries [17][19]. - The importance of maintaining a diversified portfolio that includes high-dividend and consumer sectors is emphasized, alongside a focus on TMT (Technology, Media, and Telecommunications) and advanced manufacturing in the medium term [23].