5月7日早盘，或受重磅利好刺激，港股三大指数集体高开，恒指高开2.24%，恒生科技指数高开 2.72%。主流ETF方面，恒生科技指数ETF（513180）盘中跟随指数上扬，持仓股中，腾讯音乐、携程 集团、比亚迪（002594）电子、理想汽车、美团等涨幅居前；港股通汽车ETF（159323）一度涨超 2%，浙江世宝（002703）、京城机电股份、知行科技、耐世特、汽车街等持仓股领涨。消息面上，中 国人民银行行长潘功胜5月7日在国新办举行的新闻发布会上宣布，降准0.5个百分点，向市场提供长期 流动性约1万亿元，并降低政策利率0.1个百分点。 关于港股5月市场展望及配置策略，浙商国际在研报中指出，港股市场基本面和资金面短期皆有隐忧， 政策面仍在加码，而情绪面则偏观望。但鉴于当下港股市场周月线级别趋势已进入右侧区间，对于后续 走势不建议过度悲观，因此对于中短期市场走势继续保持谨慎乐观的态度。板块配置方面，看好行业相 对景气且受益于政策利好的汽车、消费、电子、科技等；业绩和股价走势稳健且受益于政策利好的低估 值国央企红利板块；基本面相对独立且受益于降息周期的本地银行、电信及公用事业红利股。 支持T+0交易的相关ETF： ...

New Energy - JunDa Co., Ltd. reported a significant reduction in losses in Q1 and has submitted a new listing application to the Hong Kong Stock Exchange [1] - Waning floating offshore wind power trial project has signed a contract for a 100,000 kW prototype project [1] Power Grid - The State Grid is accelerating the construction of UHV projects and regional grid planning [14] - Southern Power Grid has announced a total of 30 procurement batches for 2025, highlighting its focus on energy digitalization [16] - China Western Electric's Q1 performance exceeded expectations, with strong growth in new orders for Siyi Electric [17] New Energy Vehicles & Lithium Batteries - The market for new energy vehicles remains stable with several new models launched, including Huawei's AITO M8 and Geely's Zeekr 007 GT [31][27] - In April, the penetration rate of electric vehicles reached 53%, with total sales of 18.6 million electric vehicles [24][25] Hydrogen Energy and Fuel Cells - The International Maritime Organization's net-zero framework will take effect in 2028, pushing the shipping industry into a new regulatory phase [41] - Methanol is expected to become a key fuel for shipping companies, with significant new ship orders already placed [42]

我明确给了大家一则箴言：保持定力，坚守能力圈，放眼长期。什么意思呢？就是希望大家不要在这种 行情中迷失了自我，忘记了自己的初心。这是非常可悲的。 换算过来，就是不要频繁交易，这山望着那山高。否则，你铁定挨打，而且受伤程度还不轻。 上周，因为贸易摩擦等因素的影响，A股出现了大落小起的走势，很多人倒霉，也有人开心。 上周二、三慢慢进场之后，我的内心十分平静，并且告诉大家，耐心等待种子变大即可，不要慌里慌张 的。 连续几天都是笑哈哈！ 板块上： 第一：内循环板块持续上涨 今天打开软件，整车、家具、零售、自贸区等内循环板块持续上攻，对于国际贸易摩擦开始免疫了。 指数虽然大涨，但银行、证券涨了个寂寞，尤其是证券，明明是风向标板块，却搞成了反面教材。 人只有坚守自己的能力圈，赚自己看得懂的钱才能够持久。但上周的大幅波动，对于绝大多数散户来 说，就是致命的诱惑。 倘若你无法坚守自己的能力圈，那么被揍只是早晚的事情。 周末多个巨头也发布了协助外贸企业转内销的重大利好消息，助力经济转型。这都是前所有为的动作， 也是对经济的利好。 不过，我认为本质还是提高大家的收入，让大家有足够的实力消费。 第二：银行证券不是很给力 最后再重复 ...

Core Viewpoint - The Chinese government is initiating strategic restructuring of state-owned automobile enterprises to create a world-class automotive group with global competitiveness and independent core technologies, leading the smart connected transformation [1][2] Group 1: Industry Trends - The automotive sector is experiencing a surge in demand due to the ongoing vehicle replacement policy and the upcoming Shanghai Auto Show in 2025, leading to a period of intensive new car releases by major manufacturers [1][2] - The stock market for the automotive sector has recently entered a correction phase, with significant fluctuations observed in the past two weeks, particularly among high-performing stocks that have seen declines of approximately 20%-30% from their peaks [3] Group 2: Company Developments - Xiaomi announced a placement of 800 million shares at HKD 53.25 per share, raising HKD 42.5 billion, while the automotive sector is facing a pullback [2] - Huawei's new car models, including the AITO M8 and the AITO S9 range extender, have received strong market interest, with pre-orders for the M8 surpassing 80,000 units [2] - The company expects continued strong performance from the automotive sector throughout the year, with a focus on identifying investment opportunities in companies with solid earnings support and new technology [3]