Core Viewpoint - The market sentiment is optimistic regarding the impact of tariffs, drawing parallels to a previous incident in April where the market unexpectedly surged after an initial downturn [1][3]. Group 1: Market Reactions - The current market situation differs from April; the previous downturn was unexpected, leading to extreme market reactions, while this time, the psychological impact is expected to be less severe due to prior experiences [3]. - In April, the market was in a consolidation phase, and the index was near 3000 points, making it attractive for new investments. Currently, the index is around 3900 points, indicating a different market dynamic with significant profit-taking [3][5]. - The effectiveness of market stabilization efforts (or "protective buying") is contingent on the market's position and the prevailing sentiment. Recent attempts to stabilize the market have shown limited success [5][6]. Group 2: Market Expectations - There is a general expectation of a market rebound following the recent downturn, but this sentiment may be misguided. Historical trends suggest that the market often moves contrary to popular expectations [6]. - The current market position is not low, and there is a substantial amount of profit-taking, suggesting that a correction may be necessary to strengthen the market's upward momentum towards breaking the 4000-point barrier [6][7].