Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.

At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.

cls.cnApr 8 08:33

After a continuous reduction in volume, short-term sentiment has reached a freezing point. Can the recovery of AI computing power lead to a market rebound?

Although the market experienced some degree of recovery yesterday afternoon, the rebound strength remains relatively weak, and the short-term trend continues to show a weak adjustment structure.

cls.cnApr 1 09:23

[Market Data] The trading volume of multiple GFNZ100 has surged as leading capital speculates on Hang Zhou Iron & Steel.

① The trading volume of multiple GFNZ100 has surged, among which the Chinaamc NASDAQ 100 ETF(QDII) saw a 387% increase compared to the previous trading day. ② The limit-up computing concept stock Hang Zhou Iron & Steel was purchased by a leading speculative fund seat while also facing sells from two leading speculative fund seats.

cls.cnMar 31 17:51

China National Chemical Engineering and Physical Power Supply Industry Association: From January to February, China's lithium-ion Battery export value reached 9.722 billion USD, an increase of 11.4% year-on-year.

In January and February 2025, the number of lithium-ion Battery exports from China was 0.635 billion units, a year-on-year increase of 12.9%; in the same period, the export value of lithium-ion Batteries was 9.722 billion dollars, a year-on-year increase of 11.4%, indicating a good overall export situation.

Zhitong FinanceMar 27 14:48

Once involved in a problematic private equity and fled, the 10 billion FOF Huaruan New Power Technology faces more troubles: it has been enforced by the Financial Court to pay 4.6 million.

① Recently, Xiong'an New Power Technology was executed for 4.6 million yuan, involving 9 cases; ② At the same time, a lawsuit by Xiong'an New Power Technology against 3 private equity firms and 2 custodian Institutions is about to go to court; ③ Current risk Assets are still being disposed of.

cls.cnMar 24 21:03

The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.

With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.

Guosheng SecuritiesMar 24 11:06