Hua Er Jie Jian Wen·2025-05-13 09:06Group 1 - After the US-China tariff agreement, multiple financial institutions have raised their economic forecasts for China, with a significant reduction in tariffs impacting trade dynamics [1][2] - Morgan Stanley has adjusted its GDP forecast for China, predicting an acceleration in exports due to lower tariffs, with expectations for Q2 GDP to exceed previous estimates [1] - JPMorgan has also revised its GDP growth forecast for 2025, increasing the expected growth rate for Q2 to Q4 of 2025 to 3% [2][3] Group 2 - Optimism regarding growth prospects is improving the outlook for the Chinese stock market, with Nomura upgrading Chinese stocks to "tactical overweight" [4] - Citigroup has raised its year-end target for the Hang Seng Index by 2% to 25,000 points, anticipating it will reach 26,000 by mid-2026 [4] - Some experts caution against excessive optimism, noting that the Chinese stock market's performance still heavily relies on domestic fundamentals [4]