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Watchlist
What is the impact of reciprocal tariffs on our economy? How to respond? The latest interpretation by Institutions.
CITIC SEC believes that within the year, approximately 2 trillion yuan of special government bonds can be issued, primarily to stimulate domestic demand and focus policy efforts on boosting Consumer spending. Additionally, it is necessary to promote investment and support Technology innovation and Global Strategy XINXINGCHANYE industries. Regarding monetary policy, the timing of reserve requirement ratio cuts and interest rate reductions is also expected to be advanced.
Sunyu Optical, Lenovo and other Hong Kong technology stocks rebounded strongly as southern capital made crazy purchases.
The Hang Seng TECH Index ETF (513180) has seen a net inflow of approximately 4.27 billion yuan in the past 5 days.
Hong Kong Stock Morning News | The USA suspends tariffs on certain countries, the Nasdaq rises by 12%, and most China Concept Stocks perform strongly.
① Trump announced that he has authorized a 90-day suspension of tariffs on countries that do not take retaliatory actions. ② The NASDAQ index in the US surged 12% in a single day, with most China Concept Stocks rising. ③ China is imposing an additional 50% tariff on all imported goods originating from the USA. ④ The EU will impose tariffs of up to 25% on a range of American products. ⑤ The offshore RMB regained the 7.35 threshold against the USD, while international oil and Gold prices surged.
JD.com is increasing its focus on cross-border e-commerce.
Expand online retail in Europe.
Express News | JD.com Mother and Baby announced its 2024 performance, expanding online retail recruitment in Europe.
JD.com is trial operating Joybuy in the United Kingdom, continuing to bet on the European market | Insights on going abroad.
① JD.com’s Global Strategy aligns with two major characteristics of the European market: mature consumer awareness and strict quality requirements. ② JD.com Logistics has announced the 2025 Global Integrated Supply Chain Strategy, further clarifying the overseas strategy roadmap. By building a global warehouse network, express delivery network, and Aviation network, it aims to expand the coverage of delivery services and better meet the needs of overseas customers, Chinese brands, and cross-border merchants.