JPMorgan: The impact of Trump's tariffs on Chinese concept stocks in the Internet sector is limited.
① Analysts at JPMorgan believe that the impact of USA tariffs on Chinese Internet companies (excluding cross-border e-commerce) is limited, with an effect on online consumption potentially less than 0.5%; ② A report by Jinrui Fund points out that the revenue share of Chinese Internet companies in the USA market is less than 2%, primarily serving China's huge consumer market of 1.4 billion people. ③ JPMorgan expects that PDD Holdings will be the most affected by the tariffs, while Tencent and NetEase are more defensive.
The CSI Consumer 360 index is rebounding after hitting the bottom, banks stocks are performing strongly against the trend, and under the continuous shrinking environment, defense may become the main melody for short-term trading.
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Several listed Banks responded to the impact of the tariff war: it may affect loan demand and interest margins, and risk control thresholds will shift forward.
① Fully recognize the pressure that USA tariff policies may bring on loan demand and net interest margins. ② If the tariff disputes escalate further, it is believed that corresponding industrial or financial policies will be implemented to provide support.
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.
Frontline | The "tariff war" has caused fluctuations in imported cars in the USA: multiple brands have pressed the "pause button," and a "price increase wave" is about to arrive?
① "The store has already issued a notice that all imported cars from the USA have had their reservations canceled." On April 15, a sales representative from a certain BMW 4S store located in Peking told the Securities Times reporter. ② The Tesla China official website shows that the Model S/X no longer offers a separate "order new car" option, and the corresponding model pages only display a "view stock" button.
Exchange-Traded Funds, Equity Futures Lower Pre-Bell Tuesday as Tariffs Threat Still Looms
How significant is the foreign trade related Business of major national Banks? The annual report of China Construction Bank mentions this, and the industry says the impact still needs to be observed.
① After the "reciprocal tariff" turmoil, do major Banks have any new countermeasures? Will it affect the Crediting volume in the second quarter? The interviewed Banks all stated that "it is inconvenient to respond". ② Cross-border trade Business and international settlement should be one of the focus areas for medium and large Banks, especially listed Banks, in recent years. The impact of this tariff turmoil still needs to be observed, making it difficult to reach a conclusion.
The first batch of quarterly reports for Hong Kong stock Funds has been released, with significant holdings in Tencent, Xiaomi, Alibaba, etc. What does the future hold?
① Several funds heavily invested in Hong Kong stocks during the first quarter, focusing on TENCENT, Xiaomi Group, Alibaba, POP MART, Meituan, and Semiconductor Manufacturing International Corporation, with TENCENT, Alibaba, and Xiaomi being increased by multiple funds; ② Some fund managers remain Bullish on the future development prospects of the Hong Kong Technology Internet Industry, expecting Internet platforms to drive the domestic AI into an ecological development stage.
Trump Hints at Auto Tariff Reprieve as Companies 'Need Time' to Adjust Supply Chains
Since April, nearly 30 Banks have intensively lowered their fixed deposit interest rates, mainly for medium to long-term periods, with the end of the "New Year good start" being the main reason.
① Statistics by the financial media found that since April, 30 Banks in the country have lowered the interest rates on fixed deposit products, mostly for medium to long-term durations; ② The reasoning for raising interest rates around New Year's Day and lowering them in April is basically the same, "both are to serve the needs of 'good start'"; ③ After the 'good start' ends, the continued reduction of interest rates by Banks throughout the year is a major trend.
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
Exchange-Traded Funds, Equity Futures Rise Pre-Bell as Higher Banks' Earnings Boost Investor Confidence
Behind the Scenes of Alibaba Gr Hldgs's Latest Options Trends
Exchange-Traded Funds, Equity Futures Higher Pre-Bell Friday as Traders' Focus Turns to Quarterly Earnings
Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
Alibaba Bets Big On AI With New Cloud Tools As Jack Ma Reemerges In Company Comeback
A Look Into Alibaba Gr Hldgs Inc's Price Over Earnings
Jack Ma makes another appearance, participating in the Alibaba Cloud new fiscal year launch meeting and placing great emphasis on AI and cloud.
① Jack Ma appeared today at the Alibaba Cloud Valley Park, participated in the Alibaba Cloud KO meeting and gave a speech. ② As the soul of Alibaba, every appearance of Jack Ma seems to herald new changes. Currently, Alibaba is promoting the 'AI transformation' of its existing Business.
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New trends in Real Estate Crediting: Postal Savings Bank, Everbright Bank and others strengthen their support for businesses, while Banks show divided attitudes toward personal housing loans.
① Multiple Banks are increasing their lending in the real estate sector. ② In terms of personal housing mortgages, Banks have differing attitudes: some Banks state they will increase mortgage lending, while others indicate a "cautious approach."