Category: Flash News

On April 22nd, the first quarter reports of public funds were gradually disclosed. According to the latest disclosed holdings of QDII funds, some fund managers have significantly reduced their holdings in US stocks and instead increased their holdings in A-shares and Hong Kong stocks. Several industry insiders have stated that considering the current uncertainties, global funds hold a cautious attitude towards US stocks. At the same time, new breakthroughs in China’s technology sector have made Chinese assets significantly attractive on a global scale. Despite recent adjustments in some individual stocks, the logic of China’s asset revaluation has not changed.

On April 22, under the influence of the US “reciprocal tariff” policy, overseas institutions have kicked off the global asset reallocation, and Chinese assets have become an important option. Recently, reporters interviewed several top private equity firms and learned that foreign institutions have increased their communication frequency with Chinese private equity firms, but there has been no net redemption situation. Foreign investors choose to firmly hold or slightly increase their holdings of Chinese assets. In the eyes of industry insiders, as the volatility of the US Treasury market intensifies and global market uncertainty increases, foreign institutions are seeking alternative investment targets, and the Chinese market is expected to become one of the “main strongholds” for global capital to restructure. From the perspective of investment opportunities that funds are concerned about, the technology sector attracts the attention of global investors, and multiple technology stocks are subject to group research by foreign and private equity. (Shanghai Stock News)

On April 22nd, the current popularity of energy storage batteries may soon fade away. According to a recent interview with reporters, under the structural contradiction of lithium battery production capacity, there was a “rush to purchase” of energy storage cells in early April. However, according to industry predictions, this round of rush to install energy storage cells is likely to reach its peak at the end of May to June and gradually subside thereafter. At the same time, a massive “anti internal competition” swept across, and some companies began to adjust their strategies, no longer blindly pursuing scale to dilute costs, but paying more attention to profitability and technological differentiation. (Shanghai Stock News)

On April 22, with the gradual disclosure of the 2024 annual report and 2025 first quarter report of listed companies, the trend of insurance fund adjustment and share swap has also emerged. Reporters have found that high dividend sectors such as finance, infrastructure, and electricity are still favored by insurance institutions. Many industry insiders believe that the current market interest rates are hovering at a low level, and the pursuit of stable investment in insurance funds has increased the allocation of high dividend targets: on the one hand, it can obtain stable dividend returns, buffer the impact of bond yield decline with high dividend yields, and play a role as a “ballast” for returns; On the other hand, high dividend assets are mostly large cap blue chip stocks with relatively low volatility. (Shanghai Stock News)

① 21:00 Federal Reserve Vice Chairman Jefferson delivers speech ② 21:00 IMF releases World Economic Outlook report ③ 22:00 Eurozone April Consumer Confidence Index preliminary value ④ 22:00 US Richmond Fed Manufacturing Index in April ⑤ 22:00 European Central Bank President Lagarde accepts media interview ⑥ The next day at 01:40 Federal Reserve Kashkari delivers speech ⑦ The next day at 04:30 US to April 18th weekly API crude oil inventory ⑧ The next day at 06:00 Federal Reserve Governor Kugler delivers speech

On April 22nd, since the United States announced the imposition of so-called “equivalent tariffs”, the US economy and financial markets have been the first to bear the brunt, and global financial markets have also experienced significant fluctuations. Experts say that thanks to strong and effective comprehensive measures, China’s financial market has stabilized after experiencing brief fluctuations and demonstrated strong resilience. (China Securities Journal)

On April 22, the Market Supervision, Clearing and Risk, and Market Participants Division of the US Commodity Futures Trading Commission (CFTC) jointly issued a “Notice for Soliciting Opinions” aimed at comprehensively evaluating the potential application scenarios, advantages, and risks of implementing a 24/7 (24/7) trading model in the derivatives market under its supervision. Caroline D. Fan, acting chairman of the CFTC, said: ‘The CFTC must respond to market structural changes with a forward-looking perspective, ensuring market vitality and resilience while safeguarding the rights of all participants.’. The current market is showing a trend of expanding towards 24/7, 24/6, or 24/5 trading hours, and we look forward to receiving opinions or suggestions from all sectors regarding this innovation. The key points of this opinion solicitation include: the differentiated impact of the extension of the CFTC regulated derivatives market to 24/7 trading on trading clearing and risk management systems, the challenges that the 24/7 trading model may pose to market integrity, customer protection, and retail trading risk matching clearing systems in a continuous operating environment.

On April 22nd, analysts from Wells Fargo Bank in the United States stated on Monday that according to industry news they have gathered, cloud computing giant Amazon has also begun to postpone its commitment to partially lease data centers, which is seen as the latest sign of economic uncertainty affecting tech company spending.

On April 22, Iranian President Pezehezhian stated on the 21st that Iran is open to reaching an agreement in indirect talks with the United States as long as its national interests are protected. According to a statement released by the Iranian Presidential Office, Pezehiziyan commented on Iran’s position during indirect talks with the United States during a meeting with provincial governors in the capital Tehran, stating that Iran is willing to reach an agreement within a defined framework and ensure national interests. Iran does not want to fight with anyone, but will not accept force and bullying. If they don’t negotiate with us from an equal standpoint, we will continue on our path

On April 22nd, Patrushev, Assistant to the Russian President and Chairman of the Russian Maritime Council, stated in an interview that the challenges and threats Russia faces in the ocean are significantly increasing. Patrushev said that the challenges and threats Russia faces in the ocean not only exist, but are also significantly increasing. The Western group is attempting to expel Russian ships from the relevant waters, and Russia will take appropriate and reciprocal countermeasures against these actions. The Russian Navy will always ensure the safety of its own ships. In addition, Patrushev also stated that the atmosphere of mutual trust between Russia and the United States can and needs to be restored.