After a 90 day suspension of equivalent tariffs, we have been waiting for further actions. Although Trump began to turn due to various pressures, there should be a consistent action to restore confidence in the market in the short term. It would be meaningless if market confidence did not boost his turn. As I mentioned before, we should announce free trade agreements with several countries, otherwise the water will cool down again. Follow up actions in the next two days: The customs system will be suspended for ten hours due to a malfunction; Trump's shout to Dongda; There are also conditional exemptions for today's PC/server/semiconductor products; It is estimated that there will be more actions in the future. These two days, I have been thinking that the core is to recognize Trump's characteristics, "if you act crazily and repeatedly to the extreme, then the correction must be too correct."