Group 1 - The core viewpoint is that the Chinese market is attractive to the global economy, with representatives from various countries eager to enter it [1]

Core Viewpoint - In the first four months of the year, China's total goods trade import and export value increased by 2.4% year-on-year, indicating sustained economic vitality and resilience in foreign trade despite external challenges [1] Group 1 - The growth rate of imports and exports in April accelerated by 4.3 percentage points compared to the first quarter, reflecting a positive trend in trade performance [1] - The statement emphasizes that "Chinese manufacturing" remains a global necessity, and the Chinese market continues to be a hotbed for investment [1] - The spokesperson highlighted that unilateralism and protectionism are unsustainable, and barriers cannot hinder China's commitment to open cooperation and shared development with countries around the world [1]

Core Viewpoint - Huang Renxun stated that there will not be another market like China, and the idea of relying on the rise of other markets to replace the Chinese market is illogical, emphasizing that it would be a pity to exit the market [1] Summary by Relevant Categories - Market Perspective - The statement highlights the unique position of the Chinese market in the global landscape, suggesting that no other market can replicate its significance [1] - Strategic Implications - The commentary implies a strategic commitment to maintaining a presence in China, indicating that exiting the market would not be a viable option for companies [1]

中美经贸高层会谈5月10日至11日在瑞士日内瓦举行。中美经贸中方牵头人、国务院副总理何立峰出席 新闻发布会表示，中美达成重要共识，会谈取得实质性进展。贝莱德首席中国经济学家宋宇在接受记者 采访时指出，中美关系取得进展是近期宏观形势改善的一个重要方面，4月数据显示出口韧性比预期强 得多。另一个重要因素是国内经济政策支持加码，上周三部门的一揽子政策发布体现了金融货币政策的 呵护，传递了整体宏观经济政策支持的信号。"这一系列的变化应会提升国内外投资者对中国资产的信 心，利好中国市场。"宋宇说。宋宇提示，黄金价格将受到包括中美经贸谈判的一系列影响，出现调 整。在高度多变的环境中，投资者应避免过度依赖某一策略，否则避险资产或变成"危险资产"。(人民 财讯) ...

Core Viewpoint - The visit of NVIDIA CEO Jensen Huang to China underscores the critical importance of the Chinese market for NVIDIA's growth, especially in light of recent geopolitical tensions and trade policies [3]. Group 1: Importance of the Chinese Market - Huang emphasized that the Chinese market is vital for NVIDIA, stating it is crucial for the company's growth [3]. - In the previous year, NVIDIA's revenue from mainland China and Hong Kong reached $17.108 billion, marking a 66% increase from the previous year [3]. - Huang's visit and statements reflect a broader sentiment among foreign companies regarding the significance of the Chinese market, as evidenced by investments from companies like Bosch and ABB in China [3]. Group 2: Response to U.S. Trade Policies - Huang's remarks can be seen as a critique of the U.S. government's imposition of tariffs and restrictions, suggesting that such measures are counterproductive and alienate foreign businesses [3]. - The ongoing investments by foreign companies in China serve as a testament to their confidence in the Chinese economy, despite the challenges posed by U.S. trade policies [3]. Group 3: Global Economic Context - The article highlights China's role as a participant, beneficiary, contributor, and promoter of globalization, advocating for resistance against unilateral trade practices [3].

近日，华尔街大行高盛和摩根士丹利先后发声，唱多中国市场。高盛预测中国股市有望迎来更多基于基 本面的上涨，大摩再次上调多个主要中国股指目标点位。 3月26日，高盛分析师Kinger Lau在最新报告中表示， 投资者对美国关税威胁反应镇定，同时中国AI叙 事被视为游戏规则改变者，预计将在十年内每年提升中国每股收益2.5%并吸引超2000亿美元资金。 3月25日，大摩分析师Laura Wang等在报告中上调恒生指数、MSCI中国、沪深300指数等多个主要中 国股指的目标点位， 预计到年底有8%-9%的上行空间 。据华尔街见闻此前报道， 大摩再度上调中国股 指目标点位 ， 基于三大坚实理由：三年半来首次业绩超预期、盈利预测上修以及估值可能消除长期折 价。 高盛：中国AI叙事将是真正的"游戏规则改变者" 高盛的调研结果显示，绝大多数投资者已将中国的人工智能发展视为真正的"游戏规则改变者"。 分析师预计，人工智能技术的广泛应用将在未来十年内每年为中国企业的每股收益预期贡献约2.5%的 增长。 这一技术革命不仅会提升企业盈利能力，更有望吸引超过2000亿美元的投资组合资金流入中国市场，为 股市提供持续的资金动力。 另外，高 ...