Express News | In overnight trading, US-listed Chinese companies' shares rebound, Alibaba and Bilibili climb 3%, EV makers surge. XPeng rises 5%, Li Auto up 4%, NIO Inc soars 7%. US-listed Chinese ETFs trade higher.
Cailian Press C50 wind direction Index survey: In March, the capital situation may marginally ease, and the market has an optimistic expectation of a reserve requirement ratio reduction.
① The market has certain expectations for a marginal easing of the funding situation in March; ② If there are no cuts in the reserve requirement ratio or the central bank resumes buying and selling government bonds, the probability of significantly lower funding rates is not high; ③ The combination of low prices and tariff disruptions increases the necessity and urgency for interest rate cuts and reserve requirement ratio reductions.
Founder Securities: The attractiveness of Assets in China is expected to continue to improve. In the short-term spring market, it is recommended to pay attention to the opportunity for value growth rebalancing.
Fangzheng Securities released a Research Report stating that overall, the attractiveness of Assets in China is expected to continue improving, which will drive the A-share market to move forward positively.
Goldman Sachs: The Chinese stock market is experiencing the "strongest start in history", this time it's different!
Goldman Sachs believes that this stock market rebound is fundamentally different from that of September last year: the policy shift in September eliminated left-tail risks, leading to a substantial revaluation of risk pricing; the recent rebound is more driven by technical breakthroughs and innovation, resulting in significant improvements in corporate profits and valuations, which may be more sustainable than a rebound purely driven by liquidity and policy expectations.
Brokerage morning meeting highlights: It is expected that the future market size of humanoid robots will far exceed that of Autos and the 3C Industry.
In today's Brokerage morning meeting, China Securities Co.,Ltd. pointed out that the market size of humanoid robots is expected to far exceed that of Autos and the 3C Industry; HTSC believes that there is still room for improvement in the trading activity of the Star Sector; China International Capital Corporation stated that the landscape of edge AI is changing, and domestic SoCs are迎 high光 moments.
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.
