Market Overview - The three major stock indices opened higher, with the Shanghai Composite Index at 3386.23 points, up 0.5%, the Shenzhen Component at 10401.95 points, up 0.98%, and the ChiNext Index at 2091.35 points, up 1.29% [2] Guest Insights - Guotai Junan Securities' investment advisor Wang Chen believes that the recent policy announcement exceeded market expectations, potentially leading to a significant "export rush" during the 90-day window before the 24% tariff is implemented. Export-oriented sectors are expected to benefit first, with accelerated shipments anticipated in the second quarter [3] - Dongfang Securities' investment advisor Ying Yanfang highlights that the easing of China-US trade relations will not only benefit export industries but also sectors like * * * * * *, which may see valuation corrections post-announcement. Domestic speculation may further catalyze the * * * * * * sector [3] - Jinyuan Securities' chief investment advisor Xu Chuanbao anticipates that the easing of trade disputes will boost market risk appetite, enhancing investor confidence and creating systematic allocation opportunities. This shift may accelerate China's economic structural transformation, with a focus on * * * * * * enterprises [4] Brokerage Perspectives - CITIC Securities emphasizes the "AI + Robotics" sector, recommending a focus on exoskeleton robots, dexterous hands, sensors, and robotic dogs, which do not require humanoid forms for growth and can be validated through data. The trend towards lightweight robots, particularly with the application of PEEK materials, is also noted [7] - Huatai Securities reports that in Q1 2025, major brokerages saw a significant year-on-year increase in net profit by 92%, with non-recurring net profit up 51%. Key focus areas include the continuation of asset expansion trends, growth in investment contributions, and recovery in light capital businesses. The firm suggests monitoring top brokerages with strong balance sheet management and stable earnings growth for structural opportunities in mergers and acquisitions [8]