Group 1 - The U.S. federal court has blocked Trump's tariff policy announced on April 2, stating that raising tariffs should be voted on by Congress, indicating internal resistance against Trump's tariff policies [1] - The market showed a broad increase with over 4,400 stocks rising and 800 falling, indicating a bullish market structure, particularly in sectors like unmanned logistics vehicles and smart transportation [1] - The Robotaxi sector, which combines AI and transportation, is gaining attention with expectations of policy support from the upcoming implementation opinions on "AI + Transportation" [1] Group 2 - The controlled nuclear fusion and nuclear power sectors remain key market themes, with some previously underexplored stocks showing potential for rebound [3] - The digital currency and mobile payment sectors are experiencing upward momentum, with U.S. Congress advancing legislation on stablecoins and Hong Kong preparing to establish a licensing system for fiat-backed stablecoin issuers [3] - Siemens has suspended its EDA services to China, which may accelerate the development of domestic EDA software, as the market is currently dominated by a few major companies [3]