Express News | President Trump In Truth Social Post On Saturday Said "A Very Good Meeting Today With China, in Switzerland. Many Things Discussed, Much Agreed To. A Total Reset Negotiated in a Friendly, but Constructive, Manner..."
U.S. and China Talks in Switzerland Said to Have Lasted at Least Eight Hours, No Deal yet
By comparing Apple, Tesla, and BYD, Morgan Stanley explained the logic behind Xiaomi's valuation potentially doubling within five years.
Morgan Stanley believes that, referencing the historical data of Tesla and BYD, as Xiaomi's electric vehicle sales explode over the next two years (with a CAGR of over 100%), the company's electric vehicle Business P/S is also expected to expand rapidly, reaching 2-3 times by 2026. Furthermore, with the model of "Smart Phone + AIoT + Internet services", Xiaomi is expected to replicate Apple's success, with Morgan Stanley predicting that this Business will reach a PE of 20-25 times by 2025.
Federal Reserve's Barr warns: tariffs raise inflation and slow down the economy, the Federal Reserve may find itself in a dilemma.
1. Federal Reserve Board member Michael Barr warned that the trade policies of the Trump administration could raise inflation, slow economic growth, and increase unemployment, posing challenges for policymakers; 2. Barr believes that tariffs may disrupt global supply chains, creating sustained upward pressure on inflation and potentially exacerbating supply chain chaos.
Express News | President Trump On Truth Social: '80% Tariff on China Seems Right! Up to Scott B.'
Tencent Holdings Ltd Q1 2025 Earnings Conference Call
Alibaba Group Q1 2025 Earnings Conference Call
Express News | Reported Earlier, China Exports (YoY) For April 8.1% Vs. 1.9% Est.; 12.4% Prior
The "dollar hegemony" shows cracks in Asia: "de-dollarization" is accelerating and the renminbi is being embraced!
① With last month's unpredictable tariff policies by Trump triggering a wave of asset sell-offs in the USA, a fresh wave of "de-dollarization" is taking root in Asia... ② Multiple signs indicate that the demand for currency derivatives that bypass the dollar is rising among banks and brokers in the Asia region, as trade tensions have added urgency to the shift towards de-dollarization that has been happening for many years.
China's Exports Jump 8% in April Despite Tariff Tensions
Nvidia Modifies H20 Chip For China After US Restrictions Block Sales, Aims To Deliver New Version By July: Report
The Ministry of Industry and Information Technology is publicly soliciting opinions on the regulation of hidden door handles.
① The Ministry of Industry and Information Technology publicly solicited opinions on May 9 regarding the revision plan for the mandatory national standard "Safety Technical Requirements for Autos Door Handles"; ② This standard will fill the gap in regulations concerning hidden interior door handles and will focus on the potential escape and rescue risks of electric and hidden door handles.
Express News | U.S. Weighs Plan To Slash China Tariffs To As Low As 50% - Down From 145% - As Soon As Next Week" - NY Post
Express News | President Trump Says China Wants To Make Deal And I Wouldn't Be Surprised If Trade Deal Reached With China
Trump Says China Wants to Make a Trade Deal, Is Open to Lowering Tariffs If Talks Go Well
Express News | President Trump Says China 'Very Much' Wants To Make A Deal; We Can All Play Games, Only Matters What Happens During Talks; We Have Numerous Deals In Process
Taobao has set its sights on the traffic of Xiaohongshu.
A "marriage" between e-commerce platforms and content platforms.
Express News | Reuters Reported BYD Aims To Sell Half Its Cars Outside China By 2030
Chinese Tech Earnings Season Kicks Off: Will JD.com, Tencent, or Alibaba Lead the Rally?
The trillion-dollar low-altitude economy has once again been highlighted, and the Banks have quietly entered the game, with some projects completing credit approval within a week.
① It is not only Postal Savings Bank Of China that is actively engaging in the low-altitude economy, many national banks such as China Everbright Bank and China Construction Bank Corporation have already entered the market; ② Participating in the low-altitude economy can open up new loan and investment areas for banks and provide new scenarios for innovation in their financial products and services; ③ The risk control in this field remains relatively complex, and commercial banks need to continually innovate, strengthen collaboration, and effectively enhance their risk management capabilities.