祖训不可违

Core Viewpoint - The article discusses the implications of recent trade agreements between China and the U.S., particularly focusing on rare earth elements and their strategic importance in high-tech and military industries. It highlights the market reactions in A-shares and specific sectors like shipping and solar energy, while also addressing the performance of certain stocks and market trends. Group 1: Rare Earth Elements and Trade Agreements - The recent trade agreement includes the lifting of restrictions on seven heavy rare earth elements post-April 2, but earlier restrictions remain in place [1] - Rare earth elements are a collection of scarce metal elements, and China's control over these resources gives it a strategic advantage in negotiations, particularly with the U.S. [1] Group 2: A-Share Market Performance - A-shares opened high but closed lower, with a trading volume of 1.29 trillion, reflecting market digestion of trade agreement news [1] - The best-performing sector was shipping, driven by rising shipping futures and oil prices following the trade agreement [2] Group 3: Solar Energy Sector - The solar energy sector saw strong performance due to rumors of major companies planning to consolidate production by acquiring struggling smaller firms [3] - Analysts predict that the solar industry may hit a bottom by 2025, but current stock prices have significantly declined from previous highs [3] Group 4: Other Market Insights - Some small banks are experiencing interest rate inversion, indicating potential expectations of future interest rate cuts [4] - Citigroup forecasts gold prices to fluctuate between 3000 and 3300 in the coming months [4] - The U.S. CPI growth in April was 2.3%, slightly below expectations, which may influence Federal Reserve decisions on interest rates [4]