中美贸易代表会谈后是否已确定下一次会谈？外交部回应……盘前重要消息一览

Group 1 - The core viewpoint of the article emphasizes the increasing inflow of long-term funds into the A-share market, with over 200 billion yuan net purchases this year, indicating a positive cycle of market stability and growth [2] - The consensus on the upward revaluation of Chinese assets is expanding among global investors, supported by China's GDP growth outperforming other major economies [3] - The Ministry of Industry and Information Technology stresses the importance of maintaining stable growth in the manufacturing sector and expanding employment capacity through targeted policies and technological upgrades [4] Group 2 - In April, foreign investment in domestic stocks turned into net purchases, with a total net inflow of 17.3 billion USD from non-bank sectors, reflecting a strong willingness to invest in RMB assets [5] - As of the end of April, foreign institutions held 4.44 trillion yuan in the interbank bond market, accounting for 2.7% of the total custody volume, with a significant portion in government bonds [8] - The article highlights the release of Huawei's first Harmony OS laptop, priced from 7,999 yuan, showcasing advancements in technology and product offerings [9] Group 3 - The article discusses the implications of a weak dollar environment, suggesting that A-shares and euro assets present attractive value propositions, while gold remains a strong hedge against dollar depreciation [12] - The communication sector is noted to be at historically low valuation levels, with recommendations to focus on high-growth, low-valuation stocks, and sectors like military communication and IoT that are expected to recover [13]