Economic Daily: Strengthening unconventional countercyclical adjustment, the article said, "Experts believe that unconventional countercyclical adjustment pays attention to forward-looking and is ahead of expectations, which is conducive to stabilizing expectations and stabilizing total demand, thus consolidating the foundation for economic recovery. Unconventional countercyclical adjustment, fiscal policy will further exert its strength, which may be reflected in: actively using the deficit space that can be improved, increasing the scale of special bonds, and continuing to issue ultra-long-term special government bonds. On the one hand, the scale may exceed expectations, on the other hand, the pace will be faster, and the economy will be stabilized and rebounded. The formulation of monetary policy is changed from "steady" to "moderately loose", which is intended to convey a positive and promising policy tendency more clearly and better stabilize the expectations of business entities.Goldman Sachs: Given that the moderate oversupply of 400,000 barrels per day and the current normalization of low valuation almost offset each other, the basic expectation is that the average price of Brent crude oil in 2025 will be $76 per barrel.Hong Kong's IPO is expected to return to the top three in the world next year, and signs of recovery of Hong Kong's IPO are beginning to appear this year: Hong Kong's capital market has ushered in a strong wave of "listing in Hong Kong", from upstarts such as Horizon to giants such as Midea, SF Express, Hengrui, Haitian and Mao Geping, and many mainland enterprises have turned their attention to Hong Kong. Some institutions predict that Hong Kong is expected to return to the fourth place in global IPO financing this year and the top three in the world in 2025. "When I was in Hong Kong, I might have to see three or five companies a day. This is no exaggeration." Chen Yiting, chief executive of the Hong Kong Stock Exchange, said in an interview recently that "many market participants and investment bankers are quite optimistic about Hong Kong's IPO market in 2025." (Securities Times)
Shanghai's "trade-in" has driven consumption to exceed 10 billion yuan. According to the statistics of Shanghai Jiaodian Household Appliances Business Association, as of December 11, Shanghai's household appliances consumption subsidy activities have achieved remarkable results, and the number of people participating in the trade-in of household appliances in Shanghai has exceeded 3.57 million. The sales of eight categories of household appliances, including air conditioners, computers and refrigerators, covered by the state subsidy increased by 30%-40% year-on-year. During the implementation of the policy, the cumulative amount of subsidies reached 1.165 billion yuan, and the consumption of household appliances and household products by all platforms exceeded 10 billion yuan. (Liberation Daily)The earnings per share of the opening customers in the first fiscal quarter exceeded the forecast. The earnings per share of the opening customers in the first fiscal quarter were $4.04, compared with $3.58 in the same period of last year, and the forecast was $3.81. Same-store sales in the United States increased by 5.2%, and it is estimated to increase by 5.03%. The total revenue was $62.15 billion, up 7.5% year-on-year, and it was estimated to be $61.98 billion. The net sales amounted to US$ 60.99 billion, up 7.5% year-on-year, and it is estimated to be US$ 60.85 billion.Amco: agreed to buy 2,000 bitcoin mining machines from Canaan Creative Global.
The US dollar index rose by 0.3%, the Japanese yen fell to 153, and the Swiss franc fell by over 0.9%. On Thursday (December 12), the ICE dollar index rose by 0.31% to 107.038 points, and the intraday trading range was 106.354-107.041 points. The whole day showed a volatile upward state, but the European Central Bank announced a rate cut, the US PPI data was released, and Beijing. The Bloomberg dollar index rose by 0.28%, reaching a daily high of 1288.41 points, and then fluctuated upward after reaching a daily low of 1281.12 points at 15:17. The dollar rose 0.14% against the yen to 152.67 yen, and the intraday trading range was 151.81-152.77 yen. The euro fell 0.27% to 1.0467, the pound fell 0.62% to 1.2673, and the dollar rose 0.93% to 0.8924 against the Swiss franc. Among the commodity currencies, the Australian dollar was roughly flat after falling back against the US dollar, while the New Zealand dollar fell by 0.29% and the US dollar rose by 0.44% against the Canadian dollar. The Swedish krona fell 0.38% against the US dollar, while the Norwegian krona fell 0.26% against the US dollar.Chip-concentrated stocks clustered in four major industries, and 43 stocks fell for more than three consecutive periods. According to the statistics of Securities Times and DataBao, as of December 12, 300 stocks disclosed the number of shareholders in the latest period, compared with the previous period (November 30), there were 162 stocks with a decrease in the number of shareholders. Specifically, the number of shareholders in 29 stocks decreased by more than 5%, and the number of shareholders in 5 stocks decreased by more than 10%, including Dongfang Huanyu, Zhongshe, Baina Qiancheng, Midland New Materials and Hengshuai. Many chip-concentrated stocks have performed well in the recent market. According to the statistics of DataBao, the average share capital of 126 chips has increased by 4.86% since last month, and the cumulative increase of 18 stocks is above 10%. The top gainers are Guoan Da, Beiwei Technology and Silk Road Vision, which have increased by 42.5%, 26.18% and 21.44% respectively. From the industry point of view, the number of chip concentrated stocks is the largest in the four major industries of mechanical equipment, power equipment, electronics, medicine and biology.Turkish President meets US Secretary of State, focusing on the situation between Syria and Palestine and Israel. Turkish President Erdogan meets visiting US Secretary of State Blinken at Essenboa International Airport in Ankara, the capital, and the two sides hold closed-door talks. It is reported that the talks focused on bilateral relations, regional and international hot issues, especially the latest development of the situation in Syria. The two sides discussed how to strengthen regional cooperation, jointly support the political transition led by Syria and promote the establishment of a "responsible" and "inclusive" government. Erdogan emphasized that Turkey has always insisted on safeguarding Syria's territorial integrity and sovereign unity. Erdogan pointed out that Turkey will never compromise in the struggle against the extremist organization "Islamic State". As the only NATO country directly at war with the Islamic State, Turkey will continue to take measures to combat threats, including the PKK and its affiliated organizations, ensure national security and prevent any forces from taking advantage of the current situation in Syria. In addition, the two sides also exchanged views on the current Palestinian-Israeli situation. Erdoğ an and Blinken agreed that it is urgent to achieve a ceasefire in Gaza as soon as possible and reach an agreement on the exchange of detainees, and stressed that humanitarian assistance to Palestinians should be strengthened.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14