US President Donald Trump added another 100% tariff on Chinese imports, which was expected by CCBI to have limited impact on textiles, home appliances, and IP toys in China, CCBI released a report as saying. Pure domestic consumption stocks have valuation support.

Purely domestic stocks have valuation support, and the newly announced tariff policy is expected to affect recent market sentiment, but to a lesser extent than in April.

Related NewsM Stanley Axes EPS Forecast for MENGNIU DAIRY (02319.HK), Slightly Cuts TP to $18.5
Among the companies covered by the broker, ANTA SPORTS (02020.HK)  -0.500 (-0.580%)    Short selling $340.35M; Ratio 34.423%   , LI NING (02331.HK)  +0.200 (+1.189%)    Short selling $99.70M; Ratio 37.669%   , JNBY (03306.HK)  +0.060 (+0.331%)    Short selling $1.57M; Ratio 10.904%   , NONGFU SPRING (09633.HK)  +0.550 (+1.014%)    Short selling $90.44M; Ratio 25.559%   , TINGYI (00322.HK)  +0.220 (+2.060%)    Short selling $42.07M; Ratio 32.687%   , MIXUE GROUP (02097.HK)  +0.200 (+0.045%)    Short selling $6.57M; Ratio 1.100%   , CHINA RES BEER (00291.HK)  +0.040 (+0.151%)    Short selling $47.08M; Ratio 15.978%   , MENGNIU DAIRY (02319.HK)  -0.120 (-0.825%)    Short selling $46.12M; Ratio 13.300%   , and Yili (600887.SH)  +0.160 (+0.579%)   are potential beneficiaries.

A potential slowdown in the US economy remains the main downside risk, although CCBI viewed the probability is low at this point.
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