Guotai Junan expects Hong Kong stocks to fluctuate upward in an N-shaped pattern next year to explore domestic demand and improve investment opportunities. Chen Ximiao, chief analyst of Guotai Junan's overseas strategy, said that looking forward to 2025, the disturbance factors in the Hong Kong stock market from the external environment will continue, and the pace of interest rate cuts by the Federal Reserve under overseas inflation, policy restrictions in areas such as strong US dollar and tariffs, and game friction among big countries will continue. However, the domestic policy thinking is clear, economic expectations are expected to stabilize under the financial impetus, and the profitability of molecular enterprises will improve, and the industrial chain will be able to cope with it. She said that in 2025, the sensitivity of the Hong Kong stock market to external shocks is expected to decline, and more attention should be paid to returning to its own logic. For the trend of Hong Kong stocks in 2025, it is expected to be dominated by the upward pattern of N-shaped shocks, and there are many opportunities for flexibility during the stage. In 2025, we should still actively look for the structure, and focus on the barbell strategy to shift the weight of the two ends. We need to pay more attention to the configuration rhythm and pay attention to the repair opportunities of some domestic products.The opening rate of Maotai in 1935 increased, and today's wholesale reference price rose slightly. The latest wholesale reference price disclosed by today's wine price shows that on December 11th, Maotai reported 690 yuan/bottle in 1935, and Han sauce (Pu) reported 295 yuan/bottle, which were higher than the previous day by 5 yuan; In 24 years, the original box and bulk bottle of Feitian Maotai were reported at 2270 yuan/bottle and 2215 yuan/bottle respectively, which was the same as the previous day.Adani Port Company withdrew its loan request of US$ 553 million from the United States. On December 10th, local time, Adani Port Company stated that it would provide funds for its Colombo Port Terminal Project through internal accrual project and capital management plan, and withdrew its request for funds from DFC. DFC said last year that it would provide $553 million in financing for the port terminal project, which is partly owned by Adani Group. Last month, gautam Adani, the chairman of Adani Group, and seven other men were charged in the federal court in new york on suspicion of large-scale bribery and fraudulent schemes.
In response to the US request for TSMC's advanced manufacturing process to be moved to the United States, Taiwan Affairs Office spokeswoman Zhu Fenglian said: TSMC has become a "warlords" for the Democratic Progressive Party authorities to please the United States. As the public opinion on the island has said, it is only a matter of time before the Democratic Progressive Party authorities are determined to "rely on the United States for independence" and TSMC becomes a "United States product". If the Democratic Progressive Party authorities are allowed to "sell Taiwan" without a bottom line, the advantages of related industries in Taiwan Province will be weakened, and the interests of enterprises and people on the island will be harmed. When the use value of Taiwan Province is drained, the "chess pieces" will become "abandoned children", and the enterprises and people on the island will see this more and more clearly. It should be pointed out that many Taiwan Province enterprises have developed rapidly by participating in cross-strait cooperation, which fully proves that the right way is for the two sides to work together to expand the Chinese national economy.Chief Cabinet Secretary Lin Fangzheng: We will continue to pay special attention to the developments in South Korea. The importance of Japan-ROK relations in the current strategic environment will not change.South Korean police raided the National Police and the Congressional Security Bureau.
Li Pengxin, the former deputy secretary of the Party Committee of Xinjiang Uygur Autonomous Region, was prosecuted. It was learned from the Supreme People's Procuratorate today (11th) that the case of Li Pengxin, the former deputy secretary of the Party Committee of Xinjiang Uygur Autonomous Region, was investigated by the National Supervisory Commission (NSC), and was appointed by the Supreme People's Procuratorate to be examined and prosecuted by the People's Procuratorate of Baoji City, Shaanxi Province. Recently, the Baoji Municipal People's Procuratorate has filed a public prosecution with the Baoji Intermediate People's Court. (CCTV News)Beijing's subsidy policy for old vans has been extended to the end of the year. The Beijing Municipal Bureau of Ecology and Environment said yesterday that in order to meet the needs of car owners for trade-in, the city issued the Notice on Adjusting the Implementation Rules for Beijing to Further Promote the Scrapping and Updating of Old Wagons and Large and Medium-sized Buses with Emission Standards of Grade 4 and below, extending the application time of subsidies, expanding the scope of benefits of subsidies, and further stepping up efforts to promote the scrapping and updating of old trucks and large and medium-sized buses with emission standards of Grade 4 and below in the city. The applicable time of subsidy is extended from August 26th, 2024 to December 10th, 2024 to August 26th, 2024 to December 31st, 2024. In addition, this time, subsidies have been added to the owners of micro, light and medium-sized trucks that meet the four emission standards of scrapped countries from August 26 to December 31, 2024. Among them, the scrapped national four emission standards for micro and light trucks are subsidized by 15,000 yuan/vehicle; The subsidy for medium-sized trucks with four emission standards in scrapped countries is 25,000 yuan/vehicle.According to Tesla, from December 2 to December 8, Tesla sold 21,900 units in China, the highest weekly sales since the fourth quarter of this year. Up to now, Model Y has sold more than 556,000 vehicles.
Strategy guide
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Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide
12-13
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13