No Data
Constant shocks! Tariffs and other geopolitical risks are repeatedly escalating, Hong Kong shipping stocks are responding weakly first.
①How much impact does the continuous impact of geopolitical risks such as tariffs have on the shipping sector? ②Hong Kong-listed shipping stocks first responded weaker, which individual stocks showed unusual movements?
Under the dual pressures of 'price wars' and electrification transformation, this year will see 4,000 4S stores close down. Traditional dealers are 'abandoning' rbob gasoline vehicles and embracing new energy.
① The deputy secretary-general of the China Automobile Dealers Association, Lang Xuehong, recently predicted that the number of 4S stores expected to withdraw from the market this year will reach 4,000. ② In the past year, more than 40 traditional luxury brand dealers have chosen to switch to Nio. ③ Zhongsheng Hldg announced that it has signed a preliminary agreement with Chongqing Sokon Industry Group Stock, and both parties agree to further negotiate on the cooperative distribution of new energy fund.
China has taken the lead! Wall Street strategists: the next "Trump trade" may be outside of the USA.
①When looking to the future, Jay Pelosky, the founder and global strategist of the New York investment consulting firm TPW Advisory, has insights that differ from many mainstream market views; ②He believes that Trump's victory might ultimately serve as an important catalyst - driving the usa market to end its long-standing excellent performance.
Niu Sen openly challenges Trump: If you cancel electric vehicle subsidies, California will pay for it themselves.
① Newsom stated that if the Trump administration cancels the federal tax credit, California will restart its own subsidy program; ② According to the latest data, the total number of zero-emission autos sold in California has exceeded 2 million; ③ During Trump's first term, a dispute occurred with Newsom regarding automobile emission standards.
Goldman Sachs A-shares 2025 Heavyweight Strategy Outlook: Domestic funds will grasp pricing power! Overweight A-shares before H, industry focus on consumer stocks!
Goldman Sachs believes that compared to Hong Kong stocks, A-shares are more sensitive to policy easing and personal investment capital flows. The first quarter of next year will be a better time to allocate to Hong Kong stocks. In terms of sectors, analysts recommend that investors pay attention to themes such as consumer, emerging markets exporters, specific new technologies, and shareholder return strategies.
The ruthless person Zhong Shanshan.
Provocation.