Brokerage morning meeting highlights: The impact of tariff increases is complex, focus on two investment main lines.
In today's brokerage morning meeting, GTJA HAITONG SEC stated that the impact of tariff increases is complex and attention should be paid to two investment main lines; Huaxi believes that the subsequent market trend in the equity market is expected to exhibit a rebound from overselling; China International Capital Corporation suggested to pay attention to the temporary overweight high dividend and policy-benefiting symbols in China Stocks, and to the rebound from overselling in Technology Stocks.
Trending Industry Today: TCL ELECTRONICS Leads Losses In Home Appliances Stocks
Brokerage morning meeting highlights: Focus on economic performance exceeding expectations or new catalysts in Technology, and emphasize structural opportunities in Technology and the pro-cyclical main line.
At today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on the economy exceeding expectations or new catalysts in Technology, emphasizing structural opportunities in Technology and pro-cyclical main lines; KSY Securities believes that the overall Hong Kong stock market has not yet entered a full bull market rally stage; HTSC stated that the overall lithium battery production scheduling in April has improved month-on-month, Bullish on the marginal continuous improvement of supply and demand in the Industry Chain.
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
Another 13 companies added this week! Midea Group Co., Ltd and several other stocks have disclosed plans for shareholding and repurchase loan plans. A list of related A-shares is provided.
① According to incomplete Statistics, as of the time of publication, 13 listed companies disclosed information related to repurchase Shareholding and refinancing this week (attached table); ② Midea Group Co., Ltd received the highest special loan amount, with the loan amount not exceeding 9 billion yuan.
HISENSE HA (000921): In 2024, both revenue and profit increased, but the operational Cash / Money Market fell sharply, attracting attention.
HISENSE HA (000921) annual report interpretation: Behind the double increase in revenue and profit, the sharp decline in Operating Cash Flow and increasing reliance on overseas markets are worth noting. Key points quickly...
WaveSurfer : Did you buy back?
HappyGotLucky OP WaveSurfer : Not yet... knowing that tariffs are coming and knowing that CCP will fight back this time, I will wait for the market to cost in first. Luckily, I closed all my HS Tech before 4/2. However, I still kept NIO, and even added some last night. NIO is my only red in my portfolio but I don't know why I like it so much... NIO might be a black
in this war. $NIO Inc (NIO.US)$$NIO-SW (09866.HK)$
WaveSurfer HappyGotLucky OP :

... I don't have a strong
to buy NIO. Good luck to you!