Tariffs swing wildly, Hong Kong and A-shares collectively close higher｜Today's important news recap

0414 | Dolphin Research Focus:

🐬 Macro/Industry

1、Last Friday, U.S. Customs and Border Protection, which is responsible for collecting tariffs, announced that a series of products would be excluded from the previously announced "reciprocal tariffs," including communications equipment (smartphones), computers, semiconductor equipment, and integrated circuit devices. However, there was a reversal later when Trump claimed that semiconductor tariff rates would be announced soon. Despite the uncertainty around tariff news, Asian-Pacific stocks generally rose today.

2、Q1 foreign trade data released: According to data from the General Administration of Customs, China's exports in March increased by 12.4% YoY in USD terms, while imports fell by 4.3%. In RMB terms, exports rose by 13.5% YoY, and imports declined by 3.5% YoY. Despite increasing external pressures, foreign trade as a whole remains resilient.

🐬 Stocks

1、$EAST BUY(01797.HK)

Amid the heated trade war, export-oriented companies are seeking ways to mitigate the negative impact through diversification and shifting to domestic demand. Against this backdrop, 东方甄选 announced the launch of a special initiative, "Foreign Trade Quality Products Entry," to help outstanding foreign trade companies quickly expand into the domestic market and inject new momentum into the domestic demand strategy. Following the announcement, 东方甄选's stock surged, closing up 12.32% today.

2、Tonight, CATL will release its financial report, and Dolphin Research will track and provide analysis.

🐬 Top Gainers

Shanghai/Shenzhen: Diversified capital markets, tobacco, computer and electronics retailers;

Hong Kong: Food retailers, furniture/home/decoration materials retailers, financial exchanges and data;

U.S.: Precious metals and minerals, tires and rubber, gold.

🐬 Monday Watchlist

1、New York Fed Manufacturing Index, U.S. Import Price Index MoM.

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