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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.
Hong Kong stock morning report | Policies support innovation like autonomous driving, Xiaopeng Autos delivered over 30% more last year.
① Zhejiang: A further effort will be made to strengthen the application scenarios for major projects such as Smart Clothing, autonomous driving, Brain-computer Interface, and Siasun Robot&Automation. ② Three departments: Support will be provided for the scrapping and updating of commercial trucks that meet National III and National IV emission standards. ③ Su Zifeng: AMD provided support on the first day of the DeepSeek launch. ④ NVIDIA: Will collaborate with telecommunications companies to develop AI-based 6G wireless technology.
Exclusive | After 2.58% comes 2.49%! Some Banks' consumer loan interest rates have reached new lows, breaking through the significant thresholds of "2.6" and "2.5".
① After applying limited-time coupons, some banks like the Bank Of Beijing and Bank Of Ningbo have lowered the interest rates on consumer loans to an annualized 2.5%, with the minimum rate being 2.49%. ② Recently, there has been a clear downward trend in personal consumer loan interest rates. Since the beginning of the year, the interest rates for personal consumer loans at major commercial banks have successively fallen below the thresholds of "2.6" and "2.5." ③ While widening income sources, industry insiders remind to pay attention to the balance between innovation and compliance.
This is the 10th one this year! The acceleration of closing and merging the off-site credit card sub-centers has been followed by MINSHENG BANK after Bank Of Communications.
① The latest regulatory approval information shows that within less than two weeks, MINSHENG BANK closed two credit card remote sub-centers located in North China and Northeast China. ② This year, Bank Of Communications has already shut down 8 credit card remote sub-centers, and along with MINSHENG BANK's 2 latest cases, the total number of credit card remote sub-center closures in the Industry has exceeded ten.
Hong Kong stock morning report | The Ministry of Commerce will organize the pilot reform of the Autos circulation Consumer. The Chinese concept stock Golden Dragon Index closed at a 37-month high.
① The Ministry of Commerce stated that it will organize a pilot program for reforms in Autos circulation Consumer. ② OECD has lowered its Global economic growth forecast. ③ USA investment bank Lazard: It is expected that under inflationary pressure, the Federal Reserve will not cut interest rates in 2025. ④ Tesla China launched a free FSD experience event: lasting for 1 month.