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.cn19:12 ET

The smoke of the Trump trade war is rising, and Asia's MMF is caught in a vortex of short selling.

A survey by Reuters on Thursday indicated that, following USA President Donald Trump's tariffs on major trading partners, investors continue to maintain bearish bets on most Asian MMF as they assess the prospects of an escalation in the Global trade war.

Zhitong FinanceMar 6 06:37 ET

China-Affiliated Brokerage stocks are experiencing a "rally" again, with both the Hong Kong and A-share markets seeing explosive growth in February transactions year-on-year.

① China-Affiliated Brokerage stocks are once again experiencing a "flag-raising" market; how do Institutions view this? ② Both the Hong Kong and A-share markets saw a significant surge in February trading volume year-on-year; how enthusiastic is the Inflow of funds?

cls.cnMar 6 02:29 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

Chinese Stocks ride the tailwind again! Analyst from Goldman Sachs lists three major Call catalysts.

①Goldman Sachs raised the MSCI Emerging Markets Index target to 1,220 points, as AI applications will enhance the profits of Chinese companies, expecting the index to have a potential increase of 12% compared to Tuesday's close; ②Analysts pointed out three Call catalysts for Chinese Stocks: increased fiscal stimulus, recovery in corporate earnings per share, and potential tariff resolution.

cls.cnMar 5 21:15 ET

FTSE China A50 Index quarterly adjustment: included Cambricon (688256.SH) and excluded CGN Power Co.,Ltd. (003816.SZ).

The FTSE China A50 Index includes Cambrian, China United Network Communications, and GTJA, while excluding CGN Power Co.,Ltd., Inner Mongolia Yili Industrial Group, and Luzhou Laojiao.

Zhitong FinanceMar 5 06:52 ET