HSBC: As two-way risks still exist, from the current point of view, gradual progress is the right approach for the Bank of England.Can the continuous outbreak of the big consumption sector serve as the main line of the New Year? Can the continuous outbreak of the big consumer sector serve as the main line of the New Year? In this regard, Zhang Cuixia, the chief investment consultant of Jufeng Investment and the chief tutor and general manager of the investment and education division, believes that it is recommended to cash in before the year and operate according to the big-band thinking; Lin Longpeng, chief market analyst of Guotai Junan Securities Research Institute, believes that the big consumer sector is expected to have trading opportunities; Zhu Qi of Galaxy Securities believes that the follow-up policy support of the large consumer sector is expected to be strong, and the segmentation sector is bullish. (CBN)Can the continuous outbreak of the big consumption sector serve as the main line of the New Year? Can the continuous outbreak of the big consumer sector serve as the main line of the New Year? In this regard, Zhang Cuixia, the chief investment consultant of Jufeng Investment and the chief tutor and general manager of the investment and education division, believes that it is recommended to cash in before the year and operate according to the big-band thinking; Lin Longpeng, chief market analyst of Guotai Junan Securities Research Institute, believes that the big consumer sector is expected to have trading opportunities; Zhu Qi of Galaxy Securities believes that the follow-up policy support of the large consumer sector is expected to be strong, and the segmentation sector is bullish. (CBN)
Goldman Sachs believes that even if the dollar appreciates, the price of gold is expected to rise to a record high next year, and central banks may continue to increase their holdings of gold.The concept of copper cable high-speed connection fluctuated higher, Woer nuclear materials hit the daily limit, Zhaolong interconnection rose by more than 10%, and Shenyu, Quéven Science and Technology, Derun Electronics and Huafeng Technology followed suit.CICC: Xiamen Tungsten Industry will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. According to the research report of CICC, Xiamen Tungsten Industry (600549.SH) will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. It is worth noting that the final issue price of this fundraising is 20.80 yuan/share, which is 28.87% higher than the reserve price, and 3.35% lower than the closing price of 21.52 yuan/share on November 6, the first day of the issuance period. After the completion of the issuance, the company is expected to accelerate the development of tungsten resources and the construction of downstream high-end production capacity, and strengthen profit growth. Considering the impact of stock issuance, the net profit of returning to the mother in 2024 will remain unchanged at 1.92 billion yuan, and the net profit of returning to the mother in 2025 will be raised by 1.7% to 2.25 billion yuan, and CAGR+18.6% from 2023 to 2025. Raise the target price by 17% to 24.1 yuan.
The security department of the President's Office of South Korea confronted the searchers. The special investigation team of emergency martial law of the National Investigation Department of the South Korean police tried to seize and search the President's Office today (December 11), but the confrontation lasted for 2 hours due to the postponement of consultations with the security department of the President's Office. The Special Investigation Team of Emergency Martial Law of the National Investigation Department of the South Korean Police Agency said that the seizure and search personnel arrived at the consulting room of the President's Office at around 11: 45 local time to go through the entry and exit procedures, and then showed the police's seizure and search warrant to the Presidential Guard. It is understood that there are four places for the seizure and search, including the President's Office, the Secretary's Office, the State Council Room and the Presidential Security Office. The special investigation team held a two-hour consultation with the security department of the President's Office, but no results were obtained. (CCTV International News)Morgan Asset Management: Trump's economic policy is generally beneficial to the US economy to maintain the "overweight" rating on US stocks and credit. Sheng Nan, global multi-asset strategist of Morgan Asset Management, said that it is expected that the economic policy of US President-elect Trump will be generally beneficial to the local economy, but the implementation order of specific policies will also determine the growth trajectory in the next two years. Sheng Nan mentioned that Trump pays more attention to deregulation and measures to boost finance by extending tax cuts, which will improve business confidence, open capital markets and accelerate growth and return on assets. However, if the focus is on immigration and tariff policies, the interruption of labor supply or trade may have negative consequences, inhibit economic growth and lead to asset market fluctuations. Sheng Nan believes that despite the above uncertainties, the US economy is expected to grow strongly next year, and the local GDP will not slow down to 2% until the fourth quarter of next year, so he maintains the "overweight" rating on US stocks and credit.Some state-owned banks received a notice from the meeting that the personal pension system is expected to be fully opened. On December 11, the reporter learned from people familiar with the matter that some state-owned banks have received a notice from the Ministry of Human Resources and Social Security that a video conference on the full implementation of the personal pension system will be held in the middle of this month. By then, on the basis of the pilot experience in 36 cities or regions, the individual pension system is expected to be fully implemented throughout the country. "Open the gate after the meeting!" The above-mentioned person said. (21st century business herald)
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14