Does Trump also have "weaknesses"? U.S. stocks may be an important constraint factor!

If Trump ultimately hopes to see the U.S. stock market rise during his presidency, his campaign promises of massive tariffs and deporting immigrants may need to be toned down.

Golden10 Data11:54

"Not too worried about Trump 2.0 impact"! Foreign giants are optimistic about the Chinese stock market and look forward to more stimulus measures.

① After Trump won the usa presidential election, his threat of high tariffs on china brought uncertainty to the outlook of the chinese stock market, but foreign giants such as Nov Inc and united kingdom's abrdn still maintain an optimistic attitude, believing that china is better equipped to withstand tariff risks than in 2017; ② Foreign giants anticipate that the chinese government will introduce larger stimulus measures to promote consumer spending and open up investment opportunities.

cls.cn11:27

Daily Bull and Bear | Hang Seng Index night session closed at 19204 points, with a net inflow of 54 million Hong Kong dollars in good warehouses; Baidu fell more than 8%, hitting a new low for the year, with a warrant for over 230% increase.

As of last Friday's market close, the total market turnover was 157.9 billion HKD; the total turnover of all warrant bull and bear certificates was 14.9 billion HKD, accounting for 9.5% of the total market turnover, among which good positions accounted for 6.4% and bearish positions accounted for 3.1%.

Futu News08:52

The Hang Seng Index quarterly review is finalized! The csi consumer 360 index share has increased. Who is likely to be included in the Hong Kong Stock Connect in the future?

New Oriental and Kuaishou are included in the Hang Seng Index, new world dev is excluded; PICC P&C is included in the Hang Seng SOE, Longfor Group is excluded; Midea is included in the Hang Seng technology, Weibo is excluded.

CITIC Securities Insight.08:16

Futu Morning News | Official announcement! Trump nominates Benset to serve as usa Secretary of the Treasury; Goldman Sachs is bullish on US stocks: the s&p 500 will rise to 7000 points.

Goldman Sachs 2025 csi commodity equity index outlook: Long gold is the "Top Trade", oil & gas prices may see a "temporary uptrend"; USA PMI in November hit the fastest level since April 2022, factories increase purchases of imported inputs; USA election settled, consumer confidence lower than expected, long-term inflation expectations breaking through the range top.

Futu News08:15

Hong Kong stocks are experiencing increased short-term disturbances! Institutions: There are currently three "expectation gaps" in the market.

The china international capital corporation stated that the "expectation gap" refers to three points: first, the market's previous positive expectations for domestic stimulus; second, the simple borrowing of experiences from the previous tariff response; and third, the expectation of a loosening of the "alliance strategy" of the Biden administration after Trump's tenure.

Kevin's strategy research07:04