每日投资策略：关税问题尘埃落定，港股续向好-20250515

Group 1: Market Overview - The Hong Kong stock market showed positive momentum with the Hang Seng Index closing at 23640.65, up 532 points, marking a near two-month high [2][3] - The A-share market experienced fluctuations but ultimately recovered, contributing to the positive performance of the Hong Kong market [2][3] - The trading volume for the day was 2228.41 million, indicating active market participation [3] Group 2: Macroeconomic and Industry Dynamics - The report highlights a significant shift in tariff policies between China and the United States, with China's tariffs on U.S. goods reduced from 34% to 10%, and the U.S. tariffs on Chinese goods reduced from 145% to 30% [8] - The HSBC report on family businesses in Asia reveals that only 44% of Hong Kong entrepreneurs intend to pass their businesses to family members, which is lower than the global average of 78% [6] - The report indicates that a significant portion of entrepreneurs in mainland China, Hong Kong, and Taiwan have not planned for succession, with 52% lacking a clear strategy [6][7] Group 3: Company News - Baidu is preparing to launch its autonomous taxi service "Apollo Go" in Europe, specifically in Switzerland, with plans to establish a local entity and begin testing by the end of the year [10] - MicroPort Scientific Corporation announced a placement of 25.1365 million new H shares at a discount of 13.79% to raise approximately 3.9 billion, aimed at supporting core business development and R&D [11] - CATL's initial public offering (IPO) guidance price is set at 263 HKD per share, with a total fundraising target of up to 31.006 billion [12]