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Hong Kong stock barometer | Trump's aggressive tariffs take effect, causing significant reactions in global markets, with funds fleeing and the Hang Seng Index breaking below the support of 23,000 points.
① The radical tariffs imposed by Trump have led to a severe reaction in the Global market; how significant is the impact? ② With funds fleeing, the Hang Seng Index has fallen below the support of 23,000 points; how strong is the bearish sentiment?
The short selling wave in Hong Kong stocks is experiencing a stark contrast: Alibaba and Tencent's short positions are retreating, while Xiaomi becomes the target for speculation.
① Why has the short selling volume of Technology stocks like BYD, Alibaba, and Tencent generally decreased? ② What is the impact of the collision incident involving the Xiaomi SU7 standard version on investor confidence?
Little K broadcasts the morning news | Contemporary Amperex Technology denies that the accident vehicle of Xiaomi is equipped with its Battery. OpenAI releases AI Agent evaluation benchmarks.
① Four departments: Shanghai and nine other cities included in the first batch of pilot zones for large-scale applications of vehicle-network interaction; ② Hubei: Focused support for the cultivation of trillion-level clusters in fields such as Wuhan Asia Vets connected Autos; ③ ShanDong: Plans to issue three action plans integrating culture and Technology, Brain-computer Interface, and quantum Technology.
Hong Kong Stock Morning Report | Trump announces the implementation of so-called 'reciprocal tariff' measures. Deloitte states that the IPO financing amount in the Hong Kong market in the first quarter has increased nearly three times year-on-year.
① The Shanghai branch of the central bank issued the "2025 Shanghai Crediting Policy Guidelines." ② Trump announced the implementation of what is called "reciprocal tariffs," and several trading partners have indicated they will retaliate. ③ Tesla's delivery volume in the first quarter was 0.337 million vehicles, a decrease of 13% compared to the same period last year. ④ Deloitte: The IPO financing amount in Hong Kong's market in the first quarter increased by 287% year-on-year.
In 2024, Moutai's total revenue is 170.9 billion, with a net income increase of 15.4% year-on-year, and the dividend amount has reached a new high | Earnings Reports insights.
In 2024, Moutai's total revenue reached 170.9 billion, with a year-on-year increase of 15.7%. The revenue from Moutai liquor accounts for over 85%, while revenue from its series of liquors surpassed 20 billion. The annual net income is 86.2 billion, representing a year-on-year growth of 15.4%, with a proposal to distribute a cash dividend of 276.24 yuan (after tax) for every 10 shares.
Deutsche Bank is bullish on Chinese Stocks: Strongly driven by AI confidence and policy support, these Industries particularly benefit.
① The Chief Investment Officer Office (CIO) of Deutsche Bank's Private Banking Division released a research report, pointing out that the rapid development of AI technology and policy support are driving the rise of China Stocks; ② Deutsche Bank believes that the valuation of China Stocks is low, and it expects that long-term overseas capital inflow will support a market rebound, being Bullish on IT, Consumer discretionary goods, and the NENGYUANHANGYE.