The shipping Sector surged again: leading stocks doubled in four days. How long will the transportation window period last?

Some Institutions indicated that the recent China-US negotiations on tariff reductions exceeded expectations, and with certain tariffs being postponed for 90 days, it is expected to create a window for urgent shipments.

cls.cn02:34 ET

The first interest rate cut of the year has been implemented! This releases approximately 1 trillion yuan in long-term liquidity.

① The People's Bank of China lowered the reserve requirement ratio of Financial Institutions by 0.5 percentage points starting from May 15, providing approximately 1 trillion yuan in long-term liquidity to the market; ② This adjustment aims to encourage Financial Institutions to support the real economy, especially in the fields of Autos finance and leasing.

cls.cn20:51 ET

Bank stocks are at a new high again! How does the public fund performance benchmark assessment affect the allocation of bank stocks?

Industrial Securities stated that the performance benchmarks focus on actively managed equity funds, including the CSI 300 Index. By the end of 2024, the proportion of bank Hold Positions in actively managed funds is expected to be 3.81%, while the weight of the bank Sector in the CSI 300 Index is as high as 13.67%, resulting in a deviation of nearly 10 percentage points. Among these, stocks such as CM BANK, Industrial Bank, Industrial And Commercial Bank Of China, Bank Of Communications, and Shanghai Pudong Development Bank have an even greater under-allocation ratio.

wallstreetcnMay 14 02:13 ET

The large-scale deployment of 5G-A is accelerating! The low-altitude economy, smart parks, and others are ushering in a period of Gold development.

① In terms of B-end applications, AI parks, smart factories, low-altitude economy, and smart ports have become the first to be implemented scenarios. For C-end Consumer scenarios, operators focus on differentiated experiences in business travel, live streaming, and gaming. ② Currently, ultra-large uplink and downlink, Lightweight are the main focuses of the current 5G-A promotion, while low latency with determinism and integrated sensing will be the direction for further efforts.

cls.cnMay 13 19:56 ET

Jianzhi Education Technology Announces It Had Partnered With China Telecom, Collaboration Aims To Reshape The Future Of Education By Embedding Cutting-Edge AI-Generated Content And Digital Human Technologies Into The Learning Experience

BenzingaMay 12 09:32 ET

Is it meaningful for Shell to acquire BP?

UBS Group predicts that after the merger, the company will become the largest Oil and gas producers in the Global, with daily Crude Oil Product and Henry Hub Natural Gas production reaching nearly 5 million barrels of oil equivalent, an 85% increase compared to Shell's current daily production of about 2.7 million barrels. However, Bank of America believes that, given the historical dilution of cash flow per share from Shell's acquisition of BG, under the current backdrop of declining oil prices, stock buybacks by Shell may be a 'wiser choice.'

wallstreetcnMay 12 02:48 ET