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The short selling wave in Hong Kong stocks is experiencing a stark contrast: Alibaba and Tencent's short positions are retreating, while Xiaomi becomes the target for speculation.
① Why has the short selling volume of Technology stocks like BYD, Alibaba, and Tencent generally decreased? ② What is the impact of the collision incident involving the Xiaomi SU7 standard version on investor confidence?
Hong Kong Stock Morning Report | Trump announces the implementation of so-called 'reciprocal tariff' measures. Deloitte states that the IPO financing amount in the Hong Kong market in the first quarter has increased nearly three times year-on-year.
① The Shanghai branch of the central bank issued the "2025 Shanghai Crediting Policy Guidelines." ② Trump announced the implementation of what is called "reciprocal tariffs," and several trading partners have indicated they will retaliate. ③ Tesla's delivery volume in the first quarter was 0.337 million vehicles, a decrease of 13% compared to the same period last year. ④ Deloitte: The IPO financing amount in Hong Kong's market in the first quarter increased by 287% year-on-year.
Deutsche Bank is bullish on Chinese Stocks: Strongly driven by AI confidence and policy support, these Industries particularly benefit.
① The Chief Investment Officer Office (CIO) of Deutsche Bank's Private Banking Division released a research report, pointing out that the rapid development of AI technology and policy support are driving the rise of China Stocks; ② Deutsche Bank believes that the valuation of China Stocks is low, and it expects that long-term overseas capital inflow will support a market rebound, being Bullish on IT, Consumer discretionary goods, and the NENGYUANHANGYE.
Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.
At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.
It is the "last day" for Consumer loan interest rates below 3%, and many Banks are still rushing to attract customers, fearing increased pressure on future lending.
① Many Banks are promoting a slogan "Last Day of Low Interest Rates", urging customers to quickly check their limits and receive interest rate coupons for withdrawals; ② Several Banks' Crediting personnel are concerned that an increase in Consumer loan rates may lead to a decrease in interest, continuing to increase lending pressure.
Hong Kong Stock Market Morning Report | AI and other key areas receive renewed attention, DeepSeek becomes the fastest growing AI tool in the Global market.
① The Ministry of Industry and Information Technology will focus on key areas such as AI and critical software, nurturing a batch of platforms for the transformation of innovative achievements. ② DeepSeek's monthly visits exceed ChatGPT. ③ Huawei: Global sales revenue in 2024 is 862.1 billion yuan, with a Net income of 62.6 billion yuan. ④ Li Auto's internal sales target for this year: 0.7 million units for the entire year, with 0.05 million units for pure electric.
