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.
GF SEC: The core Index of Hong Kong stocks leads the Global market, with future attention on the Internet and real estate Sectors.
GF SEC released a Research Report stating that the core Index of Hong Kong stocks leads the Global market, and the revaluation of Technology core Assets is ongoing.
Hong Kong Stock Morning Report | The State Administration for Market Regulation is reviewing CKH HOLDINGS' port Trade. CHINA RES GAS reported a net profit decrease of over 20% year-on-year last year.
① Trump: Any tariff agreement will be reached after the measures take effect on April 2. ② State Administration for Market Regulation: Review of CKH HOLDINGS port Trade will be conducted in accordance with the law. ③ Four major Banks, including Bank of China, China Construction Bank, Agricultural Bank of China, and Postal Savings Bank, announced plans for a private placement to introduce strategic investment from the Ministry of Finance, with a total amount of 500 billion yuan. ④ Gou Ping, Deputy Director of the State-owned Assets Supervision and Administration Commission: Strategic restructuring of state-owned automobile enterprises.
After Goldman Sachs and Morgan Stanley, JPMorgan is also optimistic about the Chinese stock market: in the second quarter, "take a step back, take two steps forward"!
JPMorgan is Bullish on A-shares and has identified four major Bullish points: the relative profit growth advantage within Asia, DeepSeek's ability to reduce costs and enhance efficiency, the stabilization of the Real Estate market, and improved liquidity supporting A-share allocation. Although there will be adjustments at the beginning of the second quarter, the market is expected to continue ascending after the adjustments.
Hong Kong Stock Morning Report | Trump swings the tariff stick, JPMorgan raises the target for Chinese Stocks.
① The President of the USA, Trump, announced a 25% tariff on all imported Autos. ② The USA has placed several Chinese entities on the export control "entity list"; the Ministry of Foreign Affairs and the Ministry of Commerce have spoken out. ③ The three major Indexes of the USA stock market closed lower, with most China Concept Stocks declining. ④ As the countdown to Trump's tariff enforcement begins, two Federal Reserve officials issue warnings of impact. ⑤ JPMorgan follows up by raising the target for China Stocks.
CITIC SEC: What percentage should Hong Kong stocks account for in the allocation of Chinese stocks?
CITIC SEC released a Research Report stating that since the beginning of the year, Hong Kong stocks have entered a technical bull market, while A-shares are overall in fluctuation.
Daring Lu : China is the next Super power.