The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.
Track the entire lifecycle of the main Sector.
Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.
In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.
Three departments promote the update of New energy Fund bus equipment, and the bus industry is expected to enter a new update cycle.
The General Office of the Ministry of Transportation, the General Office of the National Development and Reform Commission, and the General Office of the Ministry of Finance issued the "Implementation Rules for the 2025 New Energy City Bus and Battery Replacement Subsidies." Utilizing ultra-long-term special national debt funds, city bus companies will receive fixed subsidies for updating new energy city buses and replacing batteries.
Goldman Sachs: The effective tax rate in the USA may soar to its highest level in decades this year, Bullish on China's A-shares and Listed in Hong Kong.
①Goldman Sachs expects that the effective tax rate in the USA will rise by an average of 10 percentage points this year, the highest level in decades, which could lower the GDP growth forecast for the USA in 2025 to 1.7%; ②Goldman Sachs is Bullish on European stocks and China's A-shares and Listed in Hong Kong, expecting that the European stock market will continue to outperform Large Cap, and has raised the earnings per share growth forecast for Europe.
Brokerage morning meeting highlights: The effect of the real estate market stabilizing after the decline may gradually become apparent, and the Industry valuation may rise.
At today's Brokerage morning meeting, HTSC proposed that the enhancement of Technology attributes may elevate the valuation levels of symbols related to the gaming Industry; Soochow believes that the short-term adjustment in the Construction Machinery Sector does not change the positive trend for the entire year; Galaxy Securities stated that the effects of the real estate market stabilizing may gradually become apparent, and the Industry valuation may rise.
The market size of Silicon Carbide devices will grow rapidly driven by New energy Fund, photovoltaic energy storage, and Datacenter.
On March 18, Ansem announced via its official WeChat account the launch of its first generation of SPM 31 intelligent power module (IPM) series based on 1200V Silicon Carbide (SiC) Metal Oxide Semiconductor Field Effect Transistor (MOSFET). Everbright pointed out that thanks to the drive from New energy Fund, photovoltaics, Datacenter, and other sectors, the market scale for Silicon Carbide devices will grow rapidly.
