Enterprises are not afraid of 'tariffs' Enterprises are afraid of 'uncertainty' --------- Unpredictable policies, sudden bans, and constantly changing market rules. It was found that Trump was not a madman who "mindlessly imposed tariffs", but a man who knew how to trade negotiations for chips. This predictability significantly reduces policy uncertainty. When 'uncertainty' decreases, the market is naturally willing to come back. Based on recent data: • CPI（ The Consumer Price Index remains stable, and inflation expectations are moderate • UNRATE（ The unemployment rate is still at a low point, and the job market is resilient • PMI（ The Purchasing Managers' Index has rebounded, indicating the vitality of the manufacturing industry • Ag Index（ The agricultural commodity price index is stable but slightly strong, supporting stable inflation All of these create an overall atmosphere of 'funds willing to enter'. What do you think? 👀