Goldman Sachs: The effective tax rate in the USA may soar to its highest level in decades this year, Bullish on China's A-shares and Listed in Hong Kong.

①Goldman Sachs expects that the effective tax rate in the USA will rise by an average of 10 percentage points this year, the highest level in decades, which could lower the GDP growth forecast for the USA in 2025 to 1.7%; ②Goldman Sachs is Bullish on European stocks and China's A-shares and Listed in Hong Kong, expecting that the European stock market will continue to outperform Large Cap, and has raised the earnings per share growth forecast for Europe.

cls.cnMar 18 23:36 ET

Investing heavily in China occupies an important position! Bank of America’s main strategy for 2025: "BIG".

Recently, a wave of asset allocation characterized by "the East rising and the West falling" has been triggered in the Global market; many people in Wall Street institutions have expressed their views on the current decline of the US stock market, as well as the increasing popularity of US Treasury bonds, Gold, and Central European Assets; Michael Hartnett, the Chief Analyst of Bank of America, who was once dubbed the "most accurate Analyst on Wall Street," recently shared his perspective.

cls.cnMar 17 04:46 ET

Brokerage morning meeting highlights: There is still significant room for improvement in China Consumer, with service consumption having more space than Commodity consumption.

At today's Brokerage morning meeting, Tianfeng stated that Hong Kong stocks still have appeal for mainland investors from a configuration perspective; China Securities Co.,Ltd. predicted that the growth momentum of construction machinery domestic sales is expected to continue in March; China International Capital Corporation believes that there is still significant room for improvement in Consumer spending, and the space for service consumption is greater than that for Commodity consumption.

cls.cnMar 12 20:25 ET

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.

cls.cnMar 6 19:12 ET

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?

cls.cnMar 5 22:33 ET

Are Chinese Assets rising spectacularly? Goldman Sachs: There are still many Chinese Concepts that have not followed the upward trend.

Goldman Sachs stated that among the Assets related to China, other than Technology stocks and Copper, Other Assets表现 relatively calmly. The market may have underestimated the sensitivity of these Assets to the recovery of the Chinese economy. In terms of Capital Trend, some 'smart money' has already started to act, but the overall flow of capital has not fully kept up, indicating a disconnect between market sentiment and actual actions.

wallstreetcnFeb 25 01:08 ET