After a day of fermentation, various voices and more information have been disclosed regarding the suspension of the Chuanzi tariff by the court. It's actually quite similar to what I thought this morning, that is, the benefits of stopping tariffs are about to run out, but concerns about the political stability of the United States are beginning to rise. Since Trump took office, he has always given people the impression that three powers are in hand, and the emperor comes. However, with the dissent of Master Bao of the Federal Reserve and the back stabbing of the judges, Trump's rights began to be questioned. The market is naturally risk averse. Originally, the market thought that Trump's behavior could be predicted by the logic of TACO transactions. However, the failure of Musk DOGE, the information leakage caused by the cabinet's wrong crowd, Master Bao's lack of cooperation, and the court's decision on the Harvard tariff incident all increased the market's concern about Trump's grasp of the U.S. political situation and stability. But this emotion is still just beginning to emerge, and it is necessary to continue tracking the fermentation situation to determine whether the trend has changed.