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Wang Xing takes action again! Zhang Chuan is transferred to an advisory role, accelerating the integration of Meituan's territory.
① Zhang Chuan wrote in his circle of friends, "Due to personal reasons, I will soon say goodbye to my full-time job at Meituan and will fight alongside my colleagues at Meituan in an advisory role. ② Wang Xing stated at the Earnings Conference for the first quarter of 2024 that he hopes to look at how to achieve better systemic efficiency between different Business Sectors from an overall perspective, especially how to achieve better collaborative efficiency between core local commerce and in-store, hotels, and tourism.
Goldman Sachs remains Bullish on the Chinese stock market! It strongly advocates overweighting China (Listed in Hong Kong and A-shares), as these Sectors are highly favored.
In the short term, people may focus again on high dividend/shareholder return assets, domestic demand, and safe-haven Gold assets. Consumer Analysts reaffirm their positive outlook on Kweichow Moutai and BUD APAC.
How do tariffs affect the market? From macro to individual stocks, major banks provide their interpretations!
The announced weighted average tariff rate is 18.3%, and after excluding specific category exemptions, the actual tariff increases by 12.6 percentage points; considering subsequent countermeasures and the potential continued increase in tariffs for certain Industries, the overall tariff increase may be higher than the 15 percentage points previously expected by Goldman Sachs.
Northbound investment crazily buys into Hong Kong stocks! The net buying amount yesterday was the second highest daily total in history; Institutions: The bearish impact of tariffs is significant, but it may have already been fully absorbed.
Southbound funds are crazily buying the dip in Hong Kong stocks!
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?
Express News | Alibaba: On April 2, approximately 9.992 million U.S. dollars was spent to repurchase 612,800 shares.
