Brokerage morning meeting highlights: remain bullish on Publishing and AI+Education investment opportunities.

In today's Brokerage morning meeting, Zhongtai stated that it remains Bullish on Publishing and AI+Education investment opportunities; CITIC SEC pointed out that it is important to focus on the valuation increase of the Education Sector; China Securities Co.,Ltd. noted that the price increase of Cement and fiberglass continues, and the timing for allocating cyclical sectors has arrived.

cls.cn20:22 ET

Trump once again pressures Iran through the Houthis' attacks, causing a short-term spike in international oil prices.

① The President of the USA, Trump, stated that any further attacks or reprisals by the Houthi armed group will be met with strong retaliation, and the USA will also hold Iran accountable for any future attacks by the Houthi armed group; ② As a result of this news, international oil prices surged in the short term, and Trump has reimposed "maximum pressure" on Iran, aiming to reduce Iran's oil exports.

cls.cn13:04 ET

Anti-fraud measures from the bank are updated! MINSHENG BANK will launch a "cross-border cardless transaction security lock" for personal debit cards, with a default daily limit of 1000 yuan per transaction.

① MINSHENG BANK stated that the launch of related features is to prevent telecom network fraud; ② The limits can be adjusted later, but it's currently unclear if bank approval is required, responded customer service; ③ According to public information, MINSHENG BANK is the first bank in recent years to impose limits on personal debit card cross-border cardless transactions.

cls.cnMar 17 10:12 ET

In February, the year-on-year decline in new housing sales narrowed by 14.5 percentage points. What signals does the return of housing to "Consumer" convey?

① From the performance of housing prices in February, the number of cities with declining new and second-hand housing prices has increased, indicating that the real estate market is still in a phase of stabilization. ② The "Special Action Plan to Boost Consumption" announced on March 16 includes housing demand in the category of "Consumption Upgrade," and it is expected that supportive policies will continue to be introduced to optimize related restrictive measures.

cls.cnMar 17 03:58 ET

In-depth | New policies for loans to technology enterprises for mergers and acquisitions have been implemented for half a month, and national Banks are "competing" for publicly listed companies that are Specialized, Special and New, while city commercial

① Less than two weeks after the new policy implementation, some large state-owned banks and joint-stock banks have already responded. In most cases, the businesses receiving credit loans have both the labels of listed companies (or potential listings) and Specialized, Special and New. ② Compared to the steady advancement of large state-owned banks and joint-stock banks, the actions of city commercial banks are currently noticeably slower. ③ Technology merger and acquisition loans inherently have limitations and are suitable for regions with many technology companies and strong innovation capabilities, such as Beijing, Shanghai, and Guangzhou.

cls.cnMar 17 01:31 ET

National Bureau of Statistics: From January to February, national Real Estate Development investment reached 1,072 billion yuan, a year-on-year decrease of 9.8%.

According to the National Bureau of Statistics announcement, from January to February, nationwide Real Estate Development investment reached 1,072 billion yuan, a year-on-year decrease of 9.8%, with the decline narrowing by 0.8 percentage points compared to the annual total from last year; among this, Residence investment was 805.6 billion yuan, down 9.2%, with the decline narrowing by 1.3 percentage points.

cls.cnMar 16 22:09 ET