GMT EIGHT - OPPORTUNITIES IN CHINA

United Parcel Service (UPS.US) invests $1.6 billion to acquire Andlauer Healthcare (ANDHF.US) to strengthen its presence in the healthcare logistics industry.

United Parcel Services announced on Thursday that it has reached an agreement to acquire the Canadian supply chain management company Andlauer Healthcare Group Inc. The deal is expected to be completed in the second half of 2025.

The US residential market outlook for CECEP Solar Energy is under pressure. Morgan Stanley downgrades Enphase (ENPH.US) and SolarEdge (SEDG.US) ratings.

Daiwa downgraded its ratings on Enphase and SolarEdge from "hold" to "sell," with target prices downgraded to $36 and $10, respectively.

Hamaq said: The Federal Reserve should continue to shrink its balance sheet, and monetary policy should remain stable.

Hamrick said on Wednesday that the current situation still supports the Federal Reserve to continue reducing its balance sheet. In the face of great uncertainty, now is not the time to change monetary policy.

Tariffs + US government cost reduction worries are hard to dispel! IBM (IBM.US) Q1 results better than expected, stock price still falls after hours.

IBM (IBM.US) stock price fell in after-hours trading, as the company's performance was not strong enough to ease investors' concerns that tariffs and reduced spending by the US federal government could weaken the company's business.

Federal Reserve Beige Book: Tariffs may curb US economic growth amid uncertainty

The US economy continues to expand steadily, but "widespread uncertainty" may curb growth momentum in the coming months.

F-35 creator Lockheed Martin's (LMT.US) defense industry landscape expands again, spending $360 million to acquire Amentum's (AMTM.US) hardware division.

Lockheed Martin spent $360 million in cash to acquire the hardware department of Amentum.

Hecla Mining Company (HL.US) gains endorsement from the Trump administration's "Critical Minerals Plan, accelerating exploration of the Libby copper-silver project.

Hecla Mining's copper and silver exploration project in Libby, Montana has been approved by the Trump administration's critical minerals initiative, and successfully included in the FAST-41 permitting dashboard of the Federal Permitting Improvement Steering Committee.

US-EU trade war game! The European Union has fined Apple Inc. (AAPL.US) and Meta (META.US) 700 million euros based on the DMA.

The European Commission recently imposed a fine of 5 billion euros on tech giant Apple and fined Meta 2 billion euros, accusing both companies of violating the EU's Digital Markets Act (DMA).

The Trump administration plans to put pressure on the UK to slash car tariffs from 10% to 2.5%.

According to the report cited by the media, a person familiar with the draft document distributed by the Trump administration stated that the United States will require the United Kingdom to reduce car tariffs from 10% to 2.5%.

Which e-commerce stocks have the potential to outperform the market under the "tariff storm"? Key words revealed in the lengthy Goldman Sachs report: service consumption and leading e-commerce companies.

E-commerce breakout battle under the tariff hurricane: Goldman Sachs maintains its "buy" rating on Amazon, Shopify, and Chewy due to their performance and business resilience in the face of increasing tariffs.

There are no highlights outside of the software business? Morgan Stanley gives IBM (IBM.US) a "market perform" rating before its results.

Daiwa Securities has given IBM (IBM.US) a rating of "in sync with the market" and a target price of $237. The bank expects IBM's first quarter financial report and second quarter guidance to meet market expectations.

Tariff clouds loom over US stock earnings season, performance guidance signals the most pessimistic since the financial crisis.

Since the financial crisis, the American business community has never been so pessimistic about the economic situation in their financial earnings conference calls. This is a bad sign for investors trying to figure out how much pain Trump's trade war will bring to the stock market.

According to the Middle Finger Research Institute, the average residential rent in 50 cities in the first quarter of 2025 dropped by 0.44% cumulatively.

According to a document released by the China Index Research Institute, the average rental prices of residential properties in key cities slightly decreased in the first quarter of 2025.

Technology stocks act as "stable ships"! SAP (SAP.US) demonstrates resilience against tariff impact: Q1 profits exceed expectations, maintaining full-year cloud revenue guidance.

SAP's first-quarter profit exceeded analysts' expectations, with little impact from tariffs.

US Treasury Secretary Mnuchin: Trade tensions between China and the US may ease, negotiations could soon begin.

United States Treasury Secretary Scott Bennett said at an event organized by JPMorgan in Washington that he expects the United States and China to begin easing trade hostility towards each other in the near future.

Morgan Stanley's latest survey: Apple Inc.'s (AAPL.US) AI function user penetration rate exceeds expectations, with strong willingness to pay.

Although some industry experts are skeptical of Apple's artificial intelligence feature "Apple Intelligence", a report released by Morgan Stanley on Tuesday indicated that the feature has been highly recognized by American consumers.

Pressure America puts on India demanding the comprehensive opening of the e-commerce market to reach a trade agreement.

According to reports, US officials are urging India to fully open its vast e-commerce market as a condition for trade agreement negotiations to avoid imposing tariffs.

"Tiangong Ultra" wins the half-marathon championship, with the major shareholder UBTECH ROBOTICS (09880) seizing investment opportunities behind the scenes.

On April 19, the world's first humanoid robot half marathon was held in Beijing's Yizhuang area. Tian Gong Ultra, from Beijing Humanoid Robot Innovation Center, crossed the finish line first, winning the title of the first humanoid robot half marathon champion with a time of 2 hours and 40 minutes.

The United States imposes tariffs of up to 3521% on CECEP Solar Energy from Southeast Asia!

The US has imposed new tariffs of up to 3521% on solar products from four Southeast Asian countries, which is a victory for US domestic manufacturers but also poses a greater obstacle to the development of renewable energy in the US.

EVEREST MED-B(01952): "Breaking the game with dual-wheel drive + annual commercial profit", aiming for Biopharma's new benchmark with B in hand.

In recent years, under the opportunity of accelerating reform in the domestic innovative drug market, Aoyuan New-B (01952) relies on its strong research and development capabilities in innovative drugs and AI pharmaceuticals, supplemented by external authorization and introduction of cooperation, to comprehensively accelerate innovation with a "dual-wheel drive" attitude, achieving a leap in high-quality innovation and development.

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Japanese trade negotiations walk on a tightrope: avoiding tariffs, refusing to choose sides, and seeking strategic balance.

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