Category: Flash News

On April 24th, there have been significant differences in asset performance among major global markets since the beginning of this year. In this context, the performance differentiation of QDII funds with different investment directions has intensified. According to the first quarter report of the fund, many actively managed QDII products adjusted their regional allocation in the first quarter. Products with leading performance generally heavily invested in Chinese assets such as A-shares or Hong Kong stocks, while products with high US stock content were generally under pressure, and some products even ranked at the bottom of the performance list.

On April 24th, according to the latest disclosed Q1 2025 report of public funds, Central Huijin significantly increased its holdings of multiple Shanghai and Shenzhen 300 ETFs (exchange traded open-end index funds) in the first quarter of this year. Central Huijin is an important strategic force in maintaining the stability of the capital market, and has made multiple moves to stabilize the market at critical moments. In April of this year, Central Huijin Investment Co., Ltd. (hereinafter referred to as “Central Huijin Company”) clarified its positioning as a “balanced fund” for the first time, and significantly increased its holdings of ETFs, greatly boosting market confidence. In the eyes of industry insiders, this is of great significance for stabilizing market order, increasing investor confidence, and leading the concept of value investing.

On April 24th, over 400 listed companies have received research from securities firms since April. In terms of industry distribution, a total of 60 companies in the electronics industry have received research from securities firms, ranking first in the number of companies in various industries; The pharmaceutical and biological industry also receives high attention, with a total of 46 listed companies surveyed by securities firms. The institution stated that from an investment perspective, under the resonance of multiple factors, the valuation expansion of the electronic sector is worth looking forward to. It is recommended to pay attention to the sector allocation window under external uncertainty environment; It is recommended to focus on the investment value of innovative drugs in the pharmaceutical and biological sector.

On April 24th, the first quarter report of the 2025 fund was recently disclosed, and the latest public fund management scale and fund manager’s views under the securities asset management were released. From the perspective of institutional management scale, as of the end of the first quarter of 2025, there are four securities firms with public fund management scale exceeding 100 billion yuan, with Dongfanghong Asset Management (also known as Dongzheng Asset Management), Huatai Securities Asset Management, and Zhongyin Securities ranking among the top three. Overall, many equity fund managers of securities firms’ asset management achieved positive growth in product net value in the first quarter, and fund managers’ stock positions generally increased. Looking ahead to the future, fund managers generally remain optimistic. A fund manager has stated that this year is likely to be the first year of the rise of AI (artificial intelligence) applications, and people often worry about macro issues while ignoring the impact of technological progress.

On April 24th, the first quarter report of the 2025 fund came to an end, and the popularity of artificial intelligence investment continued to rise. According to the latest disclosed first quarter report of the fund, several well-known fund managers such as Zhou Weiwen, Zhao Yi, and Liu Yuanhai have continued to increase their investment in the artificial intelligence related industry chain. Some funds explicitly bet on such subdivided tracks as humanoid robots and intelligent driving, while others focus on leading Internet and computer enterprises in AI related fields. Overall, with the acceleration of artificial intelligence models driving industrial intelligence transformation, related industries are continuously expanding their investment boundaries from manufacturing to application, and AI themes are expected to continue to play a structural advantage in the volatile market.

① 16:00 Germany April IFO Business Sentiment Index ② 18:00 UK April CBI Industrial Order Difference ③ 20:30 US to April 19th Weekly Initial Unemployment Claims ④ 20:30 US March Durable Goods Order Monthly Rate ⑤ 22:00 US March Existing Home Sales Annualized ⑥ 22:30 US to April 18th Weekly EIA Natural Gas Inventory

On April 24th, the European Commission released a report stating that there were 240000 illegal border crossings in the Schengen area in 2024, a decrease of 38% from 2023 and the lowest level since 2021. The EU stated in the report that it will continue to strengthen the political and operational governance of the Schengen area, accelerate the implementation of digitization to prevent security risks, enhance cooperation between law enforcement agencies, deepen relations with neighboring and other partner countries to strengthen border protection, and further improve the effectiveness of measures to repatriate individuals without legal residency. The report states that in 2024, the Schengen area will once again become the world’s most popular tourist destination, receiving over 500 million visitors and injecting strong momentum into the EU’s economic growth.

On April 24th, the 163rd Arab League Council Foreign Ministers’ Meeting was held at its headquarters in Cairo, the capital of Egypt. The meeting was chaired by Jordanian Foreign Minister Safadi to discuss current regional and international hot topics, especially the Palestinian issue. The meeting will also review a series of political, economic, and social issues in Arab countries, particularly the Arab Joint Action and the draft agenda for the next Arab League summit.

On April 24th, Hungarian Foreign Minister Szijjardo stated on the 23rd local time that the European Union is heading towards failure due to three reasons: war, illegal immigration, and Ukraine’s accelerated accession to the EU. To avoid Europe falling into trouble, we must say ‘no’ to the above three dangers. No rational person in Europe would think that Ukraine’s situation is better than any Western Balkan country that has been waiting for 15 years to join the European Union. Hungarian Prime Minister Orban also stated on the same day that Hungary’s future is highly likely to be determined by whether Ukraine becomes a member of the European Union within 15 to 20 years. For the government, the results of public opinion polls are crucial. If there is no decisive and clear majority vote against Ukraine’s accession to the European Union, it will become uncertain whether the government can safeguard Hungary’s interests in the EU.

On April 24th, the website of the Russian Ministry of Foreign Affairs announced on the 23rd that the Russian side had informed the Afghan side on the same day that it had decided to upgrade the level of the Afghan diplomatic representative office in Russia to ambassador level. According to reports, Russian President’s Special Representative for Afghanistan, Kabulov, and Russian Ambassador to Afghanistan, Jirov, held working talks with Acting Foreign Minister Mutaki and Acting Interior Minister Haqqani of the Afghan Interim Government on the same day. Russia has informed the Afghan side that, in accordance with the decision of the Supreme Court of the Russian Federation to suspend the ban on the activities of the Taliban movement, Russia has decided to elevate the level of the Afghan diplomatic representative office in Moscow to ambassador level. Alfonso expresses deep gratitude for this.