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The market's long and short game has entered a phase of intense competition, and in the short term, it may continue to rotate around the three hot directions of chemicals, Siasun Robot&Automation, and AI.
Track the entire lifecycle of the main Sector.
Hong Kong stock morning report | The Federal Reserve maintained interest rates, and the three major U.S. indexes closed higher. China Concept Stocks broadly declined.
① The Federal Reserve maintained the benchmark interest rate, which met market expectations. ② Federal Reserve Chairman Powell stated that the impact of tariffs is greater than expected and there is no rush to cut interest rates. ③ The three major indexes of the U.S. stock market closed higher, while China Concept Stocks generally fell. ④ The central bank stated that it will make every effort to promote the implementation of a package of financial policies. ⑤ International crude oil and Gold Futures prices fell more than 1%.
Carlsberg Is Downgraded by HSBC After Soft Q1 Results
Direct coverage of the Earnings Conference for the Siasun Robot&Automation Industry: The localization rate of the supply chain is accelerating, while the industrial sector still faces fierce competition.
① Many companies participating in the performance briefing stated that currently, the core or most supply chain links have been localized, while a small number of links that require imports are actively planning localization solutions; ② From the perspective of the overall Siasun Robot&Automation Industry, the competition in the industrial robot industry is fierce, and in 2024, a situation of "growth in quantity without growth in revenue, and growth in revenue without growth in profit" may occur.
Trump wants to impose tariffs on Pharmaceuticals: Pharmaceutical companies are busy stockpiling, and the import volume in the USA surged in March.
① The volume of Pharmaceutical imports in the USA surged in March, as pharmaceutical companies stockpiled products in anticipation of potential tariffs; ② A report released by the US Department of Commerce on Tuesday showed that the total value of Pharmaceutical imports in March exceeded 50 billion USD, equivalent to 20% of the total Pharmaceutical imports for the entire year of 2024.
Hong Kong stock morning report｜A press conference on financial policies to stabilize the market will be held. The three major US stock indices closed lower while Chinese concept stocks strengthened against the trend.
① The USA's trade deficit reached an all-time high in March. The trade negotiations between the USA and Europe have encountered obstacles. Trump said that the USA does not need to sign a trade agreement. ② The State Council Information Office will hold a press conference to introduce financial policies to stabilize the market. ③ Treasury Secretary Lan Foan expressed confidence in achieving the growth target of around 5% by 2025. ④ The three major US stock indexes collectively closed lower, while many China Concept Stocks rose against the trend. ⑤ International Gold and Crude Oil Product futures rose by more than 3%.
