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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.
In the first quarter, a pre-profit of 10 billion, a year-on-year growth of 100%. BYD continues to seek growth in overseas markets.
① BYD, which has achieved exponential growth in overseas New energy Fund sales, is conducting intensive recruitment in multiple countries and gradually expanding its ocean freight fleet to deepen its Global Strategy. ② According to reports from various recruitment platforms, BYD's recent overseas recruitment involves several countries including Indonesia, Hungary, Chile, Thailand, Brazil, and covers multiple job positions.
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US Morning News Call | Trump Administration Plans 20% Tariffs on Most U.S. Imports
