The United States exempts integrated circuits, smartphones, display modules, and other products from "equivalent tariffs," and no longer imposes a 125% "equivalent tariff" on these goods originating in China. The Nvidia and Apple industry chains that the market is most concerned about are mostly in exempted categories. As I said yesterday, 'A new trade agreement should be announced in the next two days, otherwise the water will really cool down.' The new trade agreement has not yet arrived, and exempting related industries is also a good thing