"We believe that the risk is balanced before the next week's deadline arrives. We believe that imposing tariffs on specific products is already a market expectation. Comprehensive tariffs will be a negative surprise. However, we do not expect the dollar to continue to strengthen in this situation, as the market remains worried about a slowdown in the U.S. economy. The implementation of new tariffs may also take time due to logistics difficulties, which will leave room for negotiations." (Jin Shi)