Group 1 - The core message of the news is the significant progress made in the recent China-US trade talks, resulting in the cancellation of 91% of tariffs by both sides, which exceeded market expectations [1][2] - The Hang Seng Index and Hang Seng Tech Index surged, while US stock futures rose over 2%, and the offshore RMB appreciated by 400 points following the announcement [2] - A-shares showed strong performance with the Shanghai Composite Index rising by 0.82%, and trading volume exceeding 1.3 trillion yuan, indicating a positive market sentiment [4] Group 2 - The market is closely watching the potential breakthrough of the 3439-point level, which could signal a new phase in the market [5] - There is a notable increase in military-related sectors, including shipbuilding, aviation, and military information technology, driven by a reassessment of the value of China's military industry [6][7] - The Apple supply chain is expected to benefit from the recent trade developments, with positive sales feedback and upcoming product launches anticipated to stimulate the sector [8][9]