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和讯投顾高璐明:关税重大变化!有多大影响?今天还能涨吗?
Sou Hu Cai Jing·2025-05-30 00:51

Group 1 - The core viewpoint of the news highlights significant fluctuations in tariffs, with the U.S. trade law ruling initially suspending tariffs but later approving their restoration, leading to market volatility [1] - The joint issuance of opinions by the Central Committee and the State Council regarding the market-oriented allocation of resource and environmental factors indicates a focus on green and high-quality development, which may create short-term positive expectations in related sectors [1] Group 2 - The market is expected to experience fluctuations today, but there is a high probability of continued upward movement, supported by initial bullish signals from major indices and increased trading volume [2] - The appreciation of the currency is likely to boost assets priced in RMB, while the recent changes in tariffs and commodity prices, particularly oil, may exert pressure on certain sectors [2] - New hotspots in the market, particularly in the technology sector, are emerging, indicating potential areas for investment focus [2]