Group 1 - The US-China trade tensions are ongoing, with the US threatening to delist Chinese companies from US stock exchanges, which could harm the US capital market more than China in the long run [1] - The current state of the A-share market shows that the ChiNext index needs to rise approximately 6% to recover from recent losses, indicating a challenging environment for growth without strong leading stocks [3] - The offshore RMB has seen a significant rebound, with a single-day increase of over 700 points, driven by improved expectations for US-China trade negotiations and increased foreign investment in Chinese assets [5] Group 2 - If the Federal Reserve decides to implement monetary easing, it could lead to a short-term upward movement in major indices, but the likelihood of replicating past market rallies is considered low due to diminishing policy effects [7] - The upcoming Federal Reserve meeting on May 6-7 is a critical point for market expectations regarding interest rate changes, which could influence market movements significantly [7]
中美贸易战再起波澜？5月5日，今日凌晨的三大重要消息全面袭来！
Sou Hu Cai Jing·2025-05-04 18:36