With the Trump administration signaling progress in US-China trade talks, the global stock market has seen a rebound. According to Fidelity's global financial insights report, this positive movement was bolstered when Trump backed off on harsh comments regarding the Federal Reserve Chairman Powell, lifting market sentiment. The S&P 500 index rose by 4.59% in the past week.

In the bond market, concerns linger due to declining economic indicators, yet the hope for trade negotiations is making stock selection strategies even more crucial. Fidelity indicates confidence in the rebound of the Chinese stock market, supported by strong policies and corporate fundamentals, with potential growth especially in the field of artificial intelligence.

Additionally, the recent PMI index reflects waning optimism, and consumer spending is slowing. Companies are preemptively stocking up due to fears of rising tariffs. Investors should pay close attention to the upcoming earnings reports from major tech firms like Microsoft, Meta, and Amazon for forward guidance.