Hong Kong stock morning report｜Goldman Sachs states that Global allocation-type funds are increasing their positions in China. Institutions indicate that the logic of Technology reassessment has not changed.
① Yushu Technology has established a new company in Hong Kong. ② Goldman Sachs states that Global allocation funds are increasing their positions in China. ③ The logic for the revaluation of China Technology Assets by Institutions has not changed. ④ The Hong Kong Exchange has added the Thailand Exchange as a recognized securities exchange.
Hong Kong stock morning report | Institutions say the recent foreign capital inflow is mainly driven by short-term flexible funds. Powell states that there is no urgency to cut interest rates until the impact of Trump's policies becomes clear.
① Putin is reportedly prepared to agree to a conditional ceasefire. ② Powell stated there is no rush to cut interest rates until the impact of Trump's policies is clear. ③ HAITONG SEC mentioned that foreign capital is currently returning to the Chinese market in stages, mainly in a short-term flexible form. ④ FOURTH PARADIGM jointly released the SageOneIA integrated machine with Huawei.
Hong Kong stock morning report｜The Nasdaq has entered a correction zone, with mixed performance among Chinese concept stocks. The European Central Bank has cut interest rates.
① The U.S. and Ukraine plan to hold talks in Saudi Arabia next week to discuss a preliminary ceasefire between Russia and Ukraine. ② Trump signed an amendment to postpone tariffs on Mexican commodities that comply with the U.S.-Mexico-Canada Agreement. ③ The three major U.S. stock indices fell sharply on Thursday, while China Concept Stocks had mixed performances. ④ The European Central Bank lowered the three key interest rates by 25 basis points, aligning with market expectations. ⑤ Wu Qing, chairman of the Securities Regulatory Commission, stated that policies for long-term capital and long-cycle assessments will be released as soon as possible.
Goldman Sachs' five macro scenario simulations: Is the current situation most favorable for Chinese Stocks?
Top trader Lindsay Matcham at Goldman Sachs believes that three factors should be considered when deciding on stock themes: 1. Will economic growth slow down or accelerate? 2. Will inflation data rise or fall? 3. Will global central banks ease or tighten?
Hong Kong stock morning report | The USA fires the first shot in a comprehensive trade war, the three major US stock indices fall while Chinese concept stocks rise against the trend.
① The USA's tariff measures against Mexico and Canada officially took effect on Tuesday, after which both Canada and Mexico launched a comprehensive counterattack. The US Secretary of Commerce stated that Trump is considering reducing some tariffs on Mexico and Canada. ② China has continuously introduced countermeasures against the USA. ③ Zelensky stated he is ready to sign agreements with the USA regarding minerals and security at any time. ④ The three major US stock indexes fell on Tuesday, while most China Concept Stocks rose against the trend.
Hong Kong stock morning report ｜ Trump's tariffs hard hit the US stock market, Shenzhen supports AI development.
① Trump announced that tariffs of 25% will be imposed on Canada and Mexico. ② The three major U.S. stock indexes fell sharply, and most China Concept Stocks declined. ③ OPEC+ will continue to advance the oil production increase plan set for April, and international Crude Oil Product futures prices dropped by over 1%. ④ The PMI for U.S. manufacturing declined to 50.3. ⑤ Shenzhen plans to build several 10E-level Asia Vets computing clusters.
Daring Lu : China is the next Super power.