中方落实调整对美关税；外卖平台被约谈……盘前重要消息还有这些

Group 1 - China will adjust tariffs on U.S. imports, reducing the additional tariff rate from 34% to 10% starting May 14, 2025, and suspending a 24% tariff for 90 days [2] - The People's Bank of China has lowered the interest rate on structural monetary policy tools by 0.25 percentage points, bringing the rate down to 1.5% [3] - The Shenzhen Semiconductor and Integrated Circuit Industry Investment Fund has been established with a total scale of 5 billion yuan, focusing on key projects and leading enterprises in the semiconductor industry [4] Group 2 - The U.S. Consumer Price Index (CPI) rose by 2.3% year-on-year in April, with the core CPI increasing by 2.8%, which is above the Federal Reserve's long-term target of 2% [5] - The environmental sector is highlighted as having three main investment themes: water and waste incineration operations, environmental equipment, and recycling [9] - Listed banks are experiencing a continued narrowing of interest margins, with asset yields under pressure but liability costs improving, which is expected to support margin stabilization [10] Group 3 - The Hang Seng Technology sector is anticipated to present structural opportunities similar to the 2021 new energy market, with a focus on leading companies in internet, computing power, and AI [11] - The capital market policies and structural trends in technology are expected to activate the brokerage sector [11] - There is a recommendation to focus on safe assets such as non-ferrous metals, military, and nuclear power, as well as defensive assets like bonds and dividends due to potential profit pressures in 2025 [11]