Next week's "Super Week" key highlights summary:



Macroeconomic level: China and the US will release CPI/PPI data intensively in April. US inflation expectations remain above 3%, limiting room for rate cuts; whether China's PPI can narrow is crucial for judging industrial recovery.

Political level: Trump's visit to China is expected to happen; if tariffs or supply chain tensions ease, it will boost RMB assets, but caution is needed for the possibility of expectations falling short. Meanwhile, Powell's resignation and Wirth's confirmation vote may push the Fed's policy further to the hawkish side.

Earnings level: Tencent, Alibaba, JD.com, and SMIC will release their earnings reports collectively. Data such as advertising growth, cloud profits, impacts of price wars, and capacity utilization will influence the pace of valuation recovery for Chinese concept stocks.

Other highlights: Iran situation affecting energy prices; Baidu AI Conference testing the commercialization of large models.

Summary: Next week is a trading week focused on "macro direction and micro structure," where position sizing is more important than directional judgment. #Gate广场五月交易分享
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MasterChuTheOldDemonMasterChu
· 5h ago
Just charge forward 👊
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MasterChuTheOldDemonMasterChu
· 5h ago
Steadfast HODL💎
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