Foreign 1. Barclays: The court ruled to revoke tariffs, and US companies may welcome a wave of imports, causing the trade deficit to widen. 2. Mitsubishi Japan...
2025-05-30 08:12:10
< b > Abroad < br > < span class = "section-news" > 1. Barclays: The court ruled to revoke tariffs, and the trade deficit widened due to the influx of imports by US companies. < br > < span class = "section-news" > 2. Mitsubishi UFJ: The dollar will benefit from the US-EU agreement. < br > < span class = "section-news" > 3. Mitsubishi UFJ: The recovery of the dollar brought about by the court ruling may be limited. < br > < span class = "section-news" > 4. Societe Generale: The US court has blocked Trump's tariff policy from increasing uncertainty. < br > < span class = "section-news" > 5. Capital Economics: The term premium of US debt may decline, and the yield of developed market sovereign bonds is expected to decline slightly with the trend. < br > < span class = "section-news" > 6. Scotiabank: US court rejects Trump's tariff policy or significantly reduces the probability of a Canadian recession. < br > < span class = "section-news" > 7. Capital Economics: As long as traders still question the effectiveness of tariffs, the possibility of the Federal Reserve cutting interest rates is slim. < br > < b > Domestic < br > < span class = "section-news" > 1. CICC: There may still be structural opportunities for the micro-disk style. < br > < span class = "section-news" > 2. CICC: Leading Chinese chemical companies in R & D innovation are expected to usher in new growth opportunities. < br > < span class = "section-news" > 3. CITIC Construction Investment: Embodied intelligent low-valuation application targets attract attention. < br > < span class = "section-news" > 4. CITIC Securities: Policies to boost domestic demand are expected to gradually strengthen, and consumer allocation performance is expected to usher in a climax. < br > < span class = "section-news" > 5. China Galaxy Securities: It is expected that the class A share market will be volatile and upward in June. < br > < span class = "section-news" > 6. Huatai Securities: Domestic electricity meters are at the peak of replacement, and "four can" bring incremental investment demand.
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