Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.
At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.
Selected Announcement | JD.com adjusted Net income in Q4 increased by 34.5% year-on-year; MTR CORPORATION's Net income for 2024 doubled year-on-year.
CHINA OVERSEAS sales in February increased by approximately 55%; HSBC Holdings spent 0.274 billion HKD to repurchase 3 million shares at a price of 90.35 to 91.9 HKD.
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.
China-Affiliated Brokerage stocks are experiencing a "rally" again, with both the Hong Kong and A-share markets seeing explosive growth in February transactions year-on-year.
① China-Affiliated Brokerage stocks are once again experiencing a "flag-raising" market; how do Institutions view this? ② Both the Hong Kong and A-share markets saw a significant surge in February trading volume year-on-year; how enthusiastic is the Inflow of funds?
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 | US stocks rebound, China's Golden Dragon Index surges 6.4%, the State Council aims to increase support for Technology enterprises.
① The USA will grant a one month tariff exemption on Autos imported under the USMCA. ② The three major US stock indexes closed higher, with the Nasdaq China Golden Dragon Index rising by 6.4%. ③ The General Office of the State Council stated that efforts should be increased to support equity financing for Technology companies that break through key core technologies. ④ Morgan Asset Management indicates that the process of revaluation of China Assets has just begun.
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