UBS: Has the market priced in "slow inflation"?What does Germany's historic fiscal stimulus mean? GDP growth is expected to increase by 1.5%, the first step to solving weak exportsThe outlook for copper and gold is optimistic! Although prices are at historical highs, JP Morgan believes Zijin Mining is "not expensive."Nongfu Spring (Minutes): Profits are high, margins are not essentialOpposing Powell's "transitory inflation" theory? Federal Reserve voting member: If market inflation expectations also rise, it will be a "major warning sign."Zhang Yidong: We are currently in a calm period of the main upward wave of the bull market. Short-term fluctuations are "healthier for a wash," which will prolong the duration of the main upward wave. In 2025 and 2026, the U.S. stock market will not perform as well as the Hong Kong stock marketUnderstanding the Market | EVERG VEHICLE soared nearly 170% in the afternoon as the company announced a delay in the release of its 2024 performance and will suspend trading starting April 1POP MART's 2024 profit growth of 188%, Labubu's global popularity, overseas business growth of 375% becomes a new engine | Financial Report InsightsAlibaba has secured another major AI contractHong Kong Stock Market Mid-Review: Hang Seng Index up 0.25%, Hang Seng Tech Index up 0.79%All because of RoboTaxi, "Wooden Sister" insists Tesla will "10 times in 5 years" and buys BaiduOn the eve of "April 2," Goldman Sachs and Morgan Stanley's China strategy teams are both bullishHas the trading of "selling US stocks and buying European stocks" come to an end? JPMorgan Chase provides five reasonsHas the recent decline in US stocks come to an end? American investment banks say "yes," while European investment banks say "not necessarily"!What progress has been made in the "reversal trade" of U.S. stocks, European stocks, Hong Kong stocks, and Chinese bonds since the beginning of the year?Deutsche Bank: Expects the U.S. will not cut Medicaid, recommends bottom-fishing in the U.S. healthcare facilities sectorMorgan Stanley raises its target for the Chinese stock market again, providing three main reasonsDaily Hong Kong Stock Market News Briefing (March 26, Wednesday)Did Amazon Just Say "Checkmate" to Nvidia?CITIC Securities: Uncertainty in Trump's policies may have been fully priced in, and the short-term correction in U.S. stocks may come to an endGoogle's strongest model has arrived late at night! Gemini 2.5 Pro released and has taken the charts by storm, with code reasoning going crazyThe next market focus of "Trump 2.0," is the timeline at the end of May?Trump's policies have a "counterproductive effect"? Moody's warns of deteriorating U.S. fiscal outlookAttention Apple fans! The 2025 Worldwide Developers Conference is coming, see you online from June 9 to 13Breakfast | Trump considers tariffs "two-step approach," U.S. stock indices close higher! Tesla rises over 3%, DJT up nearly 9%Concerns over Trump's tariffs have eased, and expectations for a Federal Reserve interest rate cut have cooledConsumer confidence reignites economic concerns, U.S. stock market gains fade, U.S. Treasury bonds rebound, Chinese concept stocks index declines for six consecutive days, and copper reaches a historical highGoogle executive: Quantum computing may be just five years away from practical applicationNongfu Spring: "The carrier of nature" can not carry?Kuaishou (Minutes): Short-term AI investments are expected to impact margins by 1-2pctPony AI's Q4 revenue decreased by 29.8% year-on-year, and net losses expanded by 7.7 times, with Robotaxi service revenue declining by 61.9% | Financial Report InsightsApple joins the computing power battle, report: Apple orders NVIDIA GB300, order value approximately 1 billion USDAfter Douyin& Wechat Channel's Batter, where is Kuaishou's future?Affected by public opinion, NONGFU SPRING's net profit growth rate in 2024 reached the lowest since its listing, with packaged water revenue plummeting by 21.3% | Financial Report InsightsRetail customer assets increased by 12% year-on-year, China Merchants Bank's 2024 annual report "regains the feeling of growth"U.S. Stock Outlook | The Federal Reserve takes a cautious stance on "transitory inflation," is the S&P 500 rebound hard to sustain?Alibaba's Joseph Tsai warns: The construction of AI data centers by American manufacturers has shown signs of a "bubble," with many projects lacking clearly defined customers during constructionGoldman Sachs Asset Management Global Insurance Asset Survey: Only 17% of insurers increase allocation to U.S. stocks, private equity assets receive the most attentionIn Q4 last year, China Merchants Bank reported a net profit of 35.207 billion yuan, with a quarter-on-quarter decrease of 3 basis points in net interest margin, and plans to distribute a dividend of 2 yuan per share | Financial Report InsightsHong Kong Stock Review: Strong Desire to Bottom-FishBest Stock to Buy Right Now: Costco vs. AmazonCHINAHONGQIAO: Profits + Dividends Hit Record Highs, "Both Offense and Defense" Welcome Valuation CatalystsTariffs continue to dominate the market! In pre-market trading, the three major U.S. stock index futures are down, European stocks are up, and oil prices are rising1 Trillion Reasons Why Nvidia Stock Is a Screaming Buy NowHas Bank Of Communications successfully "survived the winter" as the net interest margin stabilizes first?CHINA TELECOM's revenue in 2024 increased by 3.1% year-on-year, with smart revenue surging twofold, capital expenditure decreased by 5.4% year-on-year, and AI and quantum technology became the focus of strategic layout | Financial Report InsightsDongfang Securities: Continuously focus on investment opportunities in the gold and steel sectorsKUAISHOU's Q4 revenue increased by 8.7% year-on-year, short video e-commerce GMV grew by over 50.0%, and Keling AI's cumulative revenue exceeded 100 million yuan | Financial Report Insights1 Unstoppable Stock That Could Beat Tesla to This $14 Trillion OpportunityCHINA TELECOM: In 2024, the company's operating revenue is expected to be RMB 529.4 billion, a year-on-year increase of 3.1%, with service revenue at RMB 482 billion, a year-on-year increase of 3.7%. EBITDA is expected to be RMB 140.8 billion, a year-on-year increase of 2.9%. Net profit is expected to be RMB 33 billion, a year-on-year increase of 8.4%. Capital expenditure is expected to be RMB 93.5 billion, a year-on-year decrease of 5.4%