Group 1 - On April 23, U.S. stock markets continued to rise, with all three major indices increasing, and the Nasdaq Composite Index rising over 4% at one point before closing up 2.5% [1] - Comments from Trump and Treasury Secretary Mnuchin regarding easing tariff policies positively impacted the market, leading to a recovery trend [1] - Chinese concept stocks performed well, with the Nasdaq China Golden Dragon Index rising by 2.93%, and notable stock movements included Alibaba up 2.67%, Baidu up 2.88%, and NIO up 4.8% [1] Group 2 - Southbound capital has seen a net inflow of over 187.1 billion HKD in April alone, with total net inflows exceeding 600 billion HKD this year [1] - The China Internet ETF (SH513220), which tracks the global Chinese internet index, rose by 3.66% on April 23, covering major companies like Alibaba, Tencent, and Pinduoduo [1] - According to CICC's strategy, internet technology stocks with strong narratives and low export exposure remain a key focus, suggesting investors with low positions should consider gradual buying [1]