Trump: We will reach an agreement with China and everyone else.

Recently, the USA has been continuously negotiating with various parties regarding tariff issues, but has not yet announced a preliminary trade agreement with any of the countries. In response, Trump stated on the 17th that the US government "is not in a hurry" to announce agreements with specific countries.

CCTV4 "Today Asia"Apr 18 22:51

In "Great Action," China International Capital Corporation: The impact of AI on the Chinese Internet industry is gradually becoming evident. Core recommendation is Tencent (00700.HK), with attention to Kuaishou (01024.HK) and NetEase (09999.HK).

CICC published a report stating that this year, driven by the wave of AI, the Company Valuation of domestic Internet companies has improved compared to the pessimistic model for 2024. However, the recent intensification of external tariff changes has led to a readjustment of valuations. Overall, the bank believes that the domestic Internet Sector is currently still within a reasonably low Range, with a safety margin remaining. In the face of external uncertainties, using fundamentals as an anchor has proven to be a relatively certain investment strategy in recent years. Regarding AI, the existing fundamentals and valuations of domestic Internet companies are relatively aligned, making the potential of AI seem more like an Options value. If subsequent AI applications demonstrate significant market potential, or

AASTOCKSApr 17 15:32

JPMorgan: The impact of Trump's tariffs on Chinese concept stocks in the Internet sector is limited.

① Analysts at JPMorgan believe that the impact of USA tariffs on Chinese Internet companies (excluding cross-border e-commerce) is limited, with an effect on online consumption potentially less than 0.5%; ② A report by Jinrui Fund points out that the revenue share of Chinese Internet companies in the USA market is less than 2%, primarily serving China's huge consumer market of 1.4 billion people. ③ JPMorgan expects that PDD Holdings will be the most affected by the tariffs, while Tencent and NetEase are more defensive.

cls.cnApr 17 13:38

In April, the net inflow exceeded 150 billion Hong Kong dollars! Southbound funds continue to bottom out on Hong Kong stocks, with the Technology sector becoming a key target for inflow.

Despite the Hang Seng TECH Index having corrected more than 20% from its peak on March 7, contrarian investors are accelerating their buying at lower prices. In response, leaders from multiple private equity institutions emphasized that both Hong Kong stocks and A-shares have severely oversold. What is needed now is to maintain patience, as the market always harbors opportunities amidst uncertainties, and the focus should be on the long-term value of companies.

Brokerage ChinaApr 17 07:40

Express News | The Ministry of Foreign Affairs responded to the "USA's tariffs on China increasing to 245%": Specific tariff rate figures can be asked from the USA side.

BreakingsApr 16 15:29

Hong Kong "opens its arms" to welcome back Chinese concept stocks, is there a possibility of inflow for stocks like PDD Holdings?

The Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange are prepared to make Hong Kong the preferred listing location if Chinese companies listed overseas wish to return.

Futu NewsApr 15 19:33