Core Viewpoint - The U.S. has delivered over 90,000 tons of military supplies, including weapons and ammunition, to Israel since the outbreak of the latest Israel-Palestine conflict in October 2023 [1] Group 1: Military Support - The U.S. has conducted 800 air transport missions and 140 naval shipments to deliver military supplies to Israel [1] - The military supplies include armored vehicles, ammunition, personal protective equipment, and medical supplies [1] - These military materials are deemed crucial for ensuring the operational capabilities of the Israel Defense Forces (IDF) and enhancing their combat readiness [1]

Group 1 - Trump's visit to the Middle East focuses on selling military weapons and potentially easing AI chip restrictions, which could impact the domestic AI chip sector and the logic of domestic substitution [1] - The market showed a cautious response despite positive developments in US-China trade negotiations, with foreign capital predicting China's Q2 GDP growth may exceed 4.5% and Q3 could also be above 4% [2][5] - The market's muted reaction is attributed to the fact that the negotiations did not fully meet expectations, as the suspension of tariffs is not equivalent to their removal, leading to a cautious sentiment among investors [5][6] Group 2 - Recent negotiations have only achieved a phase of progress, and uncertainties remain regarding future discussions, particularly with Trump's unpredictable nature [7] - Public funds are beginning to buy into heavyweight stocks due to a new action plan aimed at enhancing the performance of public funds, which has seen many funds underperforming their benchmarks in recent years [8][11] - The focus for institutional investors should be on increasing allocations to high-weight stocks like Kweichow Moutai and Ping An Insurance, while reducing positions in stocks like Luxshare Precision and Sailun Tire that are over-allocated in funds [16][17]