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Today's Pre-Market Movers and Top Ratings | NVDA, TSLA, DPZ, and More
More Investors Are Turning Constructive on China, Hong Kong Equities -- Market Talk
The pattern of the Chinese smartphone market changed in the first quarter: Xiaomi topped the chart for the first time in ten years, while Apple's market share declined.
① The Analyst believes that the main reasons for Xiaomi's rise to the top are the optimization of its channel system and the national subsidy policy for purchasing devices. ② The overall market fundamentals remain relatively weak, and the shipment volume has not yet recovered to the level of the same period before the pandemic.
Morgan Stanley's latest viewpoint! Will the Hong Kong stock market perform better than the A-share market?
If tariffs are reduced, the offshore market may outperform the onshore market, benefiting the Internet/Technology, Consumer (relief from deflation), and Medical (easing of China-US relations) sectors.
China International Capital Corporation: The resilience of China's Assets is highlighted, and the main lines of dividends, domestic substitutes, and consumer demand will be relatively dominant.
Since the beginning of the year, there have been two major variables affecting the market: one is DeepSeek rewriting the Technology narrative, and the other is the frequent changes in tariff policies after Trump's inauguration. The former has become a catalyst for the spring market in A-shares, while the latter has led to fluctuations in the market in April. Recently, stabilizing funds have entered the market, and tariff expectations have fluctuated, leading to market stabilization and recovery.
Hong Kong Stock Morning Report | JD.com announced it will recruit 100,000 riders in the next three months, and Ant Fortune is offering to acquire Hong Kong's Yao Cai Securities.
① JD.com stated that it will recruit 100,000 riders over the next three months. ② Ant Wealth initiated a tender offer for Hong Kong’s Yaocai Securities. ③ The Chief Secretary for Administration of Hong Kong expressed that Global capital reallocation brings opportunities to the region. ④ Regulators stated that CKH HOLDINGS port Trade must not evade antitrust review.
