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Express News | Trump: Imposing an 80% tariff on China seems reasonable.
【Brokerage Focus】BOCOM INTL: The Consumer market shows resilience, with a good momentum in emerging consumption.
Jinwu Financial News | BOCOM INTL Research Reports indicate that during the 2025 "May Day" holiday, driven by an increase in the number of people taking extended leave and various cultural tourism consumption subsidy policies being implemented, travel enthusiasm has increased. According to data from the Ministry of Culture and Tourism, during the five-day holiday, the number of domestic travelers reached 0.314 billion, an increase of 6.4% year-on-year; overall spending by Chinese tourists amounted to 180.269 billion yuan (the same below), an increase of 8.0% year-on-year; per capita consumption was 574.1 yuan, an increase of 1.5% compared to 603 yuan in 2019. Overall, the data for the "May Day" holiday shows that current external factors such as tariffs have an impact on domestic demand.
Express News | Trump stated that if negotiations go smoothly, the USA is expected to reduce tariffs on China.
Is Trip.com Group (NASDAQ:TCOM) Using Too Much Debt?
A preview in one picture | The earnings report season for Chinese concept stocks has begun! JD.com, Tencent, and Alibaba will announce their results next week. Who is expected to lead the new round of resurgence?
Starting next week, a new round of earnings reports for Chinese Network Technology stocks will officially kick off.
BOCOM INTL: Currently, most Company Valuation are below the average level of 2024. Bullish on Alibaba-W (09988) and others.
The bank is Bullish on companies with stable performance and opportunities for valuation increases driven by AI.