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

Goldman Sachs: AI could bring a net Buy of 200 billion dollars to the Chinese stock market.

Goldman Sachs stated that widespread AI adoption could increase the EPS of Chinese enterprises by 2.5% annually over the next decade. Improved growth prospects and increased confidence may raise the fair valuation of the Chinese stock market by 15-20%, potentially bringing in over 200 billion USD in inflow (with 104 billion USD contributed by southbound capital), which is expected to partially reverse the underallocation status of Global Asset Management Institutions.

wallstreetcnFeb 20 08:07 ET

Wall Street is "looking ahead": China's Assets have shifted from "tradable" to "investable".

According to Bank of America, DeepSeek may become an important turning point similar to Alibaba's IPO in 2014, prompting global investors to reassess the value of Chinese Assets, likely stimulating a cluster effect of XINJINGJI enterprises, forming widespread optimism for economic growth, employment, and income, thereby attracting global long-term capital back to the Chinese market.

wallstreetcnFeb 19 07:15 ET