Has the upward trend in China's stock market not yet finished? What are the main investment lines? The top ten Brokerage strategies are here.
Summary of the latest viewpoints on the top ten brokerages' strategies + overview of bullish sectors.
As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.
① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.
The charm of US stock QDII has faded, with a significant decline this year, while Hong Kong stock QDII still shows positive returns this year.
① Over sixty percent of QDII performance has been negative this year, with US stock QDII experiencing the largest declines; ② Hong Kong stock QDII has overall outperformed US stock QDII this year, with multiple Hong Kong stock QDIIs still yielding over 10% this year; ③ Industry insiders believe that, from a mid-term perspective, Hong Kong stock investments still have cost-effectiveness, and sectors such as Technology and domestic demand still hold investment potential.
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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.
The central bank "endorses" the national team, and the National Financial Investment Company has stated that funds are abundant. Stocks ETF has net purchased 70 billion, and there are still expectations for today.
① Early on the 8th, the central bank and the Financial Regulatory Administration issued statements to support the market; ② Central Huijin stated, "When it's time to take action, we will decisively intervene," and will continue to increase shareholding; ③ Yesterday, the total net inflow of stock ETFs was nearly 70 billion, with the leading 300ETF having a net inflow of over 40 billion yuan.
The "Global stock market shock" surged to the top of the hot search, the 300ETF experienced a trading volume of 27 billion, and public offerings suggest: act more cautiously.
① After the sharp decline in US stocks, Asia-Pacific followed suit, with "the search for stock market turbulence" trending at number one; ② The trading volume of broad-based ETFs expanded, with four 300ETFs surpassing 27 billion in trading volume; ③ QDII-ETFs are showcasing the "disappearance of premiums", as high premiums still carry risks; ④ Long-term government bonds have become a refuge for capital.
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What is the impact of ongoing overseas tariff risks on A-shares? What are the main investment lines? The top ten Brokerage strategies have arrived.
Summary of the latest viewpoints on the top ten brokerages' strategies + overview of bullish sectors.
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.
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After Goldman Sachs and Morgan Stanley, JPMorgan is also optimistic about the Chinese stock market: in the second quarter, "take a step back, take two steps forward"!
JPMorgan is Bullish on A-shares and has identified four major Bullish points: the relative profit growth advantage within Asia, DeepSeek's ability to reduce costs and enhance efficiency, the stabilization of the Real Estate market, and improved liquidity supporting A-share allocation. Although there will be adjustments at the beginning of the second quarter, the market is expected to continue ascending after the adjustments.
The Chinese market is booming! Three bullish factors have led to a fundamental shift in the views of global investors.
① The Chinese market has recently attracted a large number of overseas investors due to DeepSeek and government stimulus measures, driving market activity; ② Data shows that the total issuance amount of stocks by Chinese companies in the first quarter reached 16.8 billion USD, a year-on-year increase of 118%; ③ Investment bankers point out that favorable policies, innovation, and appropriate valuations will continue to attract overseas investors, and the global perspective on the Chinese market has undergone a fundamental change.
Foreign investors are optimistic about China Stocks: there is definitely still room for growth!
On March 24, the Milken Institute Global Investors Conference was held in Hong Kong, where several investors believed that Stocks in China have more room for growth; Oliver Weisberg, CEO of Blue Pool Capital, stated that foreign investors have increased their investments in Hong Kong, and the Hong Kong stock market is expected to return to its rightful position.
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Goldman Sachs: The effective tax rate in the USA may soar to its highest level in decades this year, Bullish on China's A-shares and Listed in Hong Kong.
①Goldman Sachs expects that the effective tax rate in the USA will rise by an average of 10 percentage points this year, the highest level in decades, which could lower the GDP growth forecast for the USA in 2025 to 1.7%; ②Goldman Sachs is Bullish on European stocks and China's A-shares and Listed in Hong Kong, expecting that the European stock market will continue to outperform Large Cap, and has raised the earnings per share growth forecast for Europe.
Express News | Hong Kong Stocks Trade Higher. Hang Seng Index Rises 2%, Hang Seng TECH Index Up 3%. Alibaba Soars Over 5%, Leading the Technology Sector, Tencent Rises 3%, $BIDU Surges Near 9%
Investing heavily in China occupies an important position! Bank of America’s main strategy for 2025: "BIG".
Recently, a wave of asset allocation characterized by "the East rising and the West falling" has been triggered in the Global market; many people in Wall Street institutions have expressed their views on the current decline of the US stock market, as well as the increasing popularity of US Treasury bonds, Gold, and Central European Assets; Michael Hartnett, the Chief Analyst of Bank of America, who was once dubbed the "most accurate Analyst on Wall Street," recently shared his perspective.
Statistics Bureau: From January to February, the total retail sales of consumer goods increased by 4.0%.
According to the announcement from the Statistics Bureau, from January to February, the total retail sales of consumer goods reached 8,373.1 billion yuan, a year-on-year increase of 4.0%. Among them, the retail sales of consumer goods excluding Autos were 7,683.8 billion yuan, with a growth of 4.8%.
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