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本周操盘攻略:新一轮东升西落交易可能很快来临
Wind万得·2025-05-25 22:46

Group 1: Economic Indicators and Policies - The National Bureau of Statistics will release the PMI data for May on May 31 [1] - President Trump threatens to impose a 50% tariff on EU imports starting June 1, citing difficulties in trade negotiations [1] - The U.S. government has revoked Harvard University's international student enrollment eligibility, affecting approximately 6,800 international students [2] Group 2: Market Developments - Hong Kong Stock Exchange plans to increase position limits for Hang Seng Index futures and options products starting July 2, pending regulatory approval [2] - MSCI announced that CATL's H-shares will be included in the MSCI Global Standard Index and MSCI China All Shares Index starting June 2 [2] - The Central Cyberspace Affairs Commission has initiated a campaign to address malicious online activities targeting enterprises [2] Group 3: Industry Insights - The childcare industry in China faces a significant talent gap, with a projected market size of CNY 162.13 billion by 2025 and CNY 232.31 billion by 2030, growing at an annual rate of approximately 7.5% [4] - The data industry in China is expected to reach CNY 7.5 trillion by 2030, with efforts underway to build a national data infrastructure by 2029 [5] Group 4: Company News - BYD has launched a limited-time promotion offering subsidies of up to CNY 53,000 on 22 models of its smart driving vehicles [7] - Xiaomi is preparing to showcase the YU7 vehicle, with display units expected to arrive at stores soon [8] - Huawei will hold a launch event for the Honor S800 on May 30 [9] Group 5: Stock Market Developments - A total of 46 companies will have their restricted shares released this week, amounting to 524 million shares with a total market value of CNY 16.574 billion [11] - The peak of share unlocks is on May 30, with seven companies releasing shares worth a combined CNY 6.463 billion [11][12]