​明天，开盘必读！

Group 1 - The article discusses the recent performance of the Hong Kong stock market, highlighting its resilience despite global market pressures, particularly from U.S. tariff announcements [1][3] - The trading volume in the Hong Kong market has decreased significantly, with a drop from 270 billion to under 150 billion, indicating a lack of liquidity [2][3] - The article suggests that the Chinese assets are not experiencing significant declines, indicating a potential stabilization in the market [3] Group 2 - The article outlines the latest developments in the Russia-Ukraine conflict, particularly Ukraine's strategic retreat in negotiations, which may influence geopolitical dynamics [4][9] - A significant drone attack by Ukraine on Russian military targets is noted, marking a new phase in warfare tactics [5][7] - The article anticipates that developments in drone technology and counter-drone measures may impact A-share market themes [8] Group 3 - The article reports on Trump's announcement to increase U.S. steel import tariffs from 25% to 50%, effective June 4, as part of his strategy to bolster domestic steel production [9][14] - It highlights that the majority of steel exports to the U.S. come from Canada, Brazil, and the EU, with only a small fraction from China [13] - The article discusses the political motivations behind Trump's tariff actions, linking them to his declining approval ratings and the upcoming midterm elections [14][20] Group 4 - The article mentions a trading strategy known as TACO (Trump Always Chickens Out), which suggests that investors can capitalize on market dips caused by Trump's tariff threats [15][16] - It emphasizes that similar strategies can be applied in the A-share market, where rebounds often follow initial declines due to external pressures [20] Group 5 - The article provides an overview of market conditions in May, indicating increased trading difficulty compared to April, with a focus on technology stocks as a promising sector [21][25] - It notes that technology stocks have reached a favorable valuation range after adjustments, while other sectors like dividends and new consumption have become overcrowded [26][30] - The article outlines upcoming events in June that could catalyze movements in the technology sector, including major product launches and conferences [29][30]