On April 6th, CITIC Securities pointed out that the US tariff measures on April 2nd exceeded expectations, but the overall performance of the A-share market was better than expected, highlighting market resilience. On the contrary, the sharp decline in the US stock market highlights the trend of “rising in the east and falling in the west”. The current market focus is shifting towards the annual report season, and investors will return to fundamentals, paying attention to the actual performance of companies. At the same time, given the escalation of global trade conflicts, China’s countermeasures are also a focus of market attention and one of the main factors affecting market trends. Overall, the market needs to reasonably anticipate the pace of policies, and the current focus is on the implementation and implementation of existing policies. In the future, measures such as accelerating domestic demand and introducing incremental policies can be considered to stabilize market sentiment, enhance market resilience, and hedge against the impact of US tariffs.
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