No Data
The "Trump Trade" has completely collapsed, and Wall Street is flocking to China and other "non-US stock markets" + safe-haven Assets.
The investment strategy focused on the 'Trump Trade' has suffered a heavy blow, and Wall Street is increasingly convinced that merely betting on USA Assets will result in a complete failure.
Express News | The Deputy Governor of the Central Bank, Xuan Changneng, stated that adjustments to reserve requirements and interest rates will be made depending on domestic and international economic and financial conditions.
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.
Hong Kong Stock Morning Report | Trump swings the tariff stick, JPMorgan raises the target for Chinese Stocks.
① The President of the USA, Trump, announced a 25% tariff on all imported Autos. ② The USA has placed several Chinese entities on the export control "entity list"; the Ministry of Foreign Affairs and the Ministry of Commerce have spoken out. ③ The three major Indexes of the USA stock market closed lower, with most China Concept Stocks declining. ④ As the countdown to Trump's tariff enforcement begins, two Federal Reserve officials issue warnings of impact. ⑤ JPMorgan follows up by raising the target for China Stocks.
The application of AI in China is accelerating, where will the next "super application" be?
With the new wave of AI enthusiasm sparked by large models, combined with the Chinese government's key task deployment for AI. In recent years, 'AI+' has been mentioned multiple times in important meetings and documents at both the central and local levels, making the implementation of large models an important direction. What does this mean for domestically-developed large models?
China is back! Goldman Sachs: The enthusiasm of foreign investment for increasing investments in China has surged to a four-year high.
① Liu Jinjin, Chief China Stocks Strategist at Goldman Sachs, stated that overseas investors' interest and participation in the Chinese stock market has reached a nearly four-year high, and reiterated that the current rally in the Chinese stock market will be more sustainable than in September of last year; ② Liu Jinjin pointed out that the impact of Trump's tariffs on the Chinese stock market has weakened compared to his first term, and that there are structural growth opportunities in the Chinese technology industry, with traditional economic sectors such as real estate showing signs of recovery.