Datayes·2025-04-21 10:47Group 1 - Chinese state-owned funds are halting new investments in US private equity as a response to the trade war initiated by President Trump [1] - The LPR (Loan Prime Rate) has remained unchanged for six consecutive months, indicating stability in monetary policy [1] - A-shares experienced a median increase of 1.38% with a trading volume of 1.07 trillion yuan, despite the Hong Kong market being closed [2] Group 2 - The US dollar index fell below the 99 mark, reaching a low of 97.96, driven by hedge funds selling the dollar against almost all currencies [3][4] - Gold prices surged, with spot gold nearing $3,400 per ounce, benefiting from the dollar's decline and increased demand for safe-haven assets [4] - Bitcoin saw a significant rise, increasing nearly $2,000 to surpass $87,000, marking its largest single-day gain since the "liberation day" [4] Group 3 - The G2 geopolitical dynamics are characterized as non-stable and non-normal, with a prediction that negotiations will occur soon due to political pressures [4] - Investment opportunities are suggested in core sectors benefiting from global supply chain restructuring, such as semiconductor materials and energy independence [4] - The A-share market saw collective gains across major indices, with the Shanghai Composite Index rising by 0.45% and over 4,300 stocks increasing in value [4] Group 4 - The paper industry experienced a surge due to a significant increase in the price of imported fluff pulp, which has risen nearly 50% since the onset of the tariff war [7] - The consumer sector is showing signs of rotation, but the overall fundamental support for consumption remains weak, limiting the potential for sustained rallies [10][11] - The recent approval of a new AI application for pet language translation indicates growing interest in AI technologies [6] Group 5 - The sodium-ion battery developed by CATL is set to be the world's first mass-produced sodium battery for vehicles, with impressive specifications including a 175 Wh/kg energy density and over 10,000 charge cycles [16] - Major contracts in the computing power sector have been signed, including a 4.41 billion yuan contract for computing services [17]