Core Viewpoint - The article discusses the impact of recent U.S. tariff policies on global financial markets, highlighting that several prominent private equity firms remain optimistic about the Chinese stock market despite market volatility [1]. Group 1: Market Reactions and Insights - Wang Yiping, founder of a billion-yuan private equity firm, announced on social media that he has fully invested in the market [2]. - The market's short-term volatility is not expected to alter the long-term trends, as indicated by various investment firms [4]. - According to Chongyang Investment, the Central Huijin, as a state-owned financial capital management institution, plays a crucial role in stabilizing the market through counter-cyclical measures, which is reflected in the recent announcements of several state-owned enterprises increasing their holdings in A-shares and ETFs [5]. Group 2: Economic and Policy Implications - Dushuquan believes that the domestic market has remained relatively stable following the tariff announcements, although concerns about potential further escalations in tariffs and global economic downturns persist [6]. - The capital market's short-term panic is seen as an overreaction, with many companies maintaining a positive outlook despite the tariffs, indicating resilience and competitive strength [7]. - Hongchou Investment expresses confidence in China's ability to effectively respond to external shocks and emphasizes the importance of boosting domestic demand while reducing reliance on trade surpluses with the U.S. [7]. Group 3: Focus on Domestic Demand - Attention is drawn to the domestic demand sector, with expectations that it will be the main driver of China's economic growth this year, especially as policies to stimulate this area are expected to strengthen [8][9]. - Fang Lei from Xing Shi Investment notes that the rapid release of panic emotions in the market has led to a significant compression of valuations, suggesting that the A-share market's reaction to current tariff policies is largely priced in [9]. - Jingrui Capital highlights the transformative impact of the trade war on global industry distribution, suggesting that China should focus on its internal market and competitive advantages to navigate through global uncertainties [10].