A research report by Guotai Junan and Haitong Securities highlights that the United States has recently implemented widespread "reciprocal tariffs," exceeding initial expectations. Consequently, China, the European Union, Canada, and other nations have responded with varying degrees of tariff countermeasures. This global trade tariff turmoil has heightened uncertainty surrounding container shipping export demand and escalated concerns regarding the import tax burden on aviation aircraft materials. To gauge the actual future impact, close monitoring of tariff policy shifts and the corresponding industry responses is imperative. In light of this scenario, the research report underscores two investment themes: firstly, emphasizing the oil price put option, reaffirming that the aviation and oil transportation sectors hold this option; secondly, prioritizing domestic demand, with a focus on investing in domestic demand-driven themes, such as toll highways offering steady dividends.