The United States has started to stir things up again!!!

The tariff exemptions were seen by us as the end of the tariff increases, but in fact, it is only temporary. The main goal is to reduce national debt yields before the trade war. The U.S. Secretary of Commerce stated at the meeting that electronics tariffs "will be restored in a month or two," with no timetable, adding uncertainty to the market about what the future holds, which is quite unclear!

The White House will announce tariffs on semiconductor/technology products next month, and this uncertainty is causing confusion in the market. Trump's tariff measures have seen a series of reversals, leading to a massive sell-off in the $29 trillion U.S. Treasury market last week.

It is very likely that more information on Trump's semiconductor tariffs tomorrow will involve reclassification rather than reductions!

There are too many uncertainties during this period; operations must be cautious to avoid getting trapped or swept away by news. A double kill in both directions, with significant fluctuations.