A Chinese broker note reports that China and the EU reached a preliminary consensus that does not include broad tariffs, easing trade-war fears. The broker expects a rebound in Anker Innovations, Roborock, and UGREEN, and notes that US FCC tightening is uncertain and manageable.
The broker sees the recent trade-risk-driven pullback as overdone and expects a rebound in Anker, Roborock, and UGREEN as policy fears ease.
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