Deutsche Bank is bullish on Chinese Stocks: Strongly driven by AI confidence and policy support, these Industries particularly benefit.

① The Chief Investment Officer Office (CIO) of Deutsche Bank's Private Banking Division released a research report, pointing out that the rapid development of AI technology and policy support are driving the rise of China Stocks; ② Deutsche Bank believes that the valuation of China Stocks is low, and it expects that long-term overseas capital inflow will support a market rebound, being Bullish on IT, Consumer discretionary goods, and the NENGYUANHANGYE.

cls.cnApr 1 23:31 ET

Brokerage morning meeting highlights: It is recommended to focus on the key materials and equipment segments of the Industry Chain related to nuclear fusion.

At today's Brokerage morning meeting, Galaxy Securities believes that with the support of policies, the prospects of the smart health home sector are vast; China Securities Co.,Ltd. stated that electrolytic Aluminum emphasizes the replacement of clean Energy, and the green certificate market is expected to grow rapidly; CITIC SEC proposed to suggest layout around the key materials and device segments of the nuclear fusion Industry Chain.

cls.cnApr 1 20:22 ET

Insight into the 2024 Banking Earnings Conference | Why has Net income declined for the first time in four years? How will loans to certain risky clients be handled? MINSHENG BANK responded as follows.

①The decline in Net income is mainly due to increased provisions and significant investments in Technology leading to higher depreciation and amortization expenses; ②As of the end of 2024, the loan balances of the Dongfang Group, the Fanhai Group, and the Evergrande Group totaled approximately 35.278 billion yuan, and all have made provisions; ③It is expected that the Industry's interest margin will remain under pressure throughout the year, and efforts will be made to face the challenges to maintain stable revenue.

cls.cnApr 1 10:01 ET

Insurance funds are showing new trends in long-term investments. The 50 billion Fund has newly added Hold Positions in CHINA TELECOM amounting to 5.5 billion, and high-dividend large-cap stocks remain the first choice.

① In the fourth quarter of last year, Honghu Fund invested in CHINA TELECOM, and the market value of its holdings reached 5.5 billion yuan by the end of the period. Honghu Fund also invested in Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry in the third quarter of last year, with the market value of its holdings reaching 3.47 billion yuan and 19.35 billion yuan respectively by the end of the period. ② Honghu Fund's stock selection closely embraces policies, preferring high dividends and large blue-chip stocks. ③ The pilot for the second batch of insurance funds for long-term investments has already started, and the scale of the pilot has expanded to 162 billion yuan.

cls.cnApr 1 07:26 ET

CNOOC Limited (CEOHF) Q4 2024 Earnings Call Transcript Summary

moomoo AIMar 31 23:49 ET · Conference Call

Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.

At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.

cls.cnMar 31 20:46 ET