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The negative effects of tariffs are beginning to show: imports of Autos from the USA are gradually "stopping," and businesses are reluctant to invest recklessly in the USA.
① The 25% tariff imposed by President Trump on imported cars took effect last week, causing many Auto Manufacturers to suspend deliveries to the USA market; ② Brands such as Jaguar Land Rover, Stellantis, and Audi have announced a halt to exports to the USA or production in North America; ③ The tariff has had a destructive impact in the short term, and many companies have not yet made the decision to increase production capacity in the USA, which may undermine Trump's ambitions for American manufacturing.
Brokerage morning meeting highlights: The impact of tariff increases is complex, focus on two investment main lines.
In today's brokerage morning meeting, GTJA HAITONG SEC stated that the impact of tariff increases is complex and attention should be paid to two investment main lines; Huaxi believes that the subsequent market trend in the equity market is expected to exhibit a rebound from overselling; China International Capital Corporation suggested to pay attention to the temporary overweight high dividend and policy-benefiting symbols in China Stocks, and to the rebound from overselling in Technology Stocks.
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Alibaba and Tencent are betting on hotel robots going public in Hong Kong: 8,285 units sold last year, with revenue of 0.235 billion yuan | IPO Express
① Yunji Technology will become the sixth specialized technology company to file under the Hong Kong Chapter 18C since the chapter's implementation. ② The prospectus shows that the prices of complete Siasun Robot&Automation display a downward trend, indicating an issue of sacrificing price for quantity, which also reflects the intense competition in the entire Industry.
Express News | Hong Kong Stock Indexes Tank on Monday. Hang Seng Index Down Over 8%. Tencent Drops 8% and Alibaba Plunge Over 11%
