Zheshang Securities: A-shares may benefit from the rising style of risk appetite, which is more inclined to small-cap growth. Zheshang Securities Research Report pointed out that the current inflation level is in the early stage of bottoming out, and there is a lot of flexibility for the recovery of effective demand. It is expected that monetary policy will still have a total easing space such as RRR cuts and interest rate cuts. In terms of large-scale assets, A-shares may benefit from rising risk appetite, and their styles are more inclined to small-cap growth, and the valuation of technology stocks may be relatively flexible. It is recommended to pay attention to high-elastic sectors such as GEM, Kechuang 50 and Beizheng 50. In the field of fixed income, the current risk-free interest rate level has gradually approached the new equilibrium level. It is expected that the yield of the next 10-year government bonds will generally fluctuate, and the long-term interest rate is less likely to have upward risks. The credit spread is expected to narrow, and the urban investment bonds in the qualified areas will sink in a short period of time or the main allocation direction.59 Hong Kong stocks were repurchased by the company yesterday, with Tencent Holdings, AIA and Aauto Quicker having the largest amount of repurchase. On December 9, a total of 59 Hong Kong stocks were repurchased by the company, and the amount of repurchase of 11 stocks exceeded HK$ 10 million. Among them, Tencent Holdings, AIA and Aauto Quicker -W have the largest repurchase amounts, with the repurchase amounts of HK$ 701 million, HK$ 61.927 million and HK$ 48.4189 million respectively.Aouita 06 was unveiled, with an estimated price of 250,000 yuan. On December 10th, the announcement information of Aouita 06 Ministry of Industry and Information Technology, the fourth model of Aouita, was exposed. Internally, the car is positioned as a young luxury medium-sized car, which will be equipped with two intelligent driving schemes: Huawei Lidar+Gankun Intelligent Driving and Pure Vision. The estimated price is about 250,000 yuan, and it will be listed in the second quarter of 2025.
Australia's business confidence has fallen sharply, and the economic outlook is not optimistic. Australia's business confidence index fell sharply in November, and the current situation index measuring employment, sales and profitability has further weakened, once again indicating that the private sector in the economy is facing heavy pressure. According to a survey released by the National Bank of Australia on Tuesday, the business confidence index dropped by 8 points to -3, reversing the gains in October. The status quo index dropped from 7 to 2. "Overall, the survey shows that growth continued to be weak in the fourth quarter," the bank said in the report. As the capacity utilization rate is still above average, it may take more time for price pressure to fully return to normal. The Reserve Bank of Australia will announce its last interest rate decision this year in a few hours, and it is almost certain that the policy interest rate will remain at a 13-year high of 4.35%. Last week's data showed that Australia's GDP was weak again in the third quarter, prompting traders to advance their expectations of interest rate cuts from May next year to April.The Turkish President and NATO Secretary-General discussed the situation in Syria by telephone. The Information Bureau of the Turkish Presidential Office released a message on December 10 local time, saying that Turkish President Erdogan had a telephone conversation with NATO Secretary-General Rutte on the same day, focusing on the latest development of the situation in Syria. Erdogan said that since the first day of the civil war in Syria, Turkey has always advocated maintaining the territorial integrity and stability of Syria. He stressed that Syria should be managed by the Syrian people, and Turkey will continue to do its best to build a unified and complete Syria free from terrorism.Nippon Steel issued a statement to the employees of American Steel Company to seek understanding about the acquisition case. On December 9, local time, Nippon Steel issued a statement for the employees of the company, saying that "Nippon Steel has been working hard to completely eliminate the concerns of united steelworkers union". According to Nippon Steel, Hong Gao Sen, vice chairman of the company, met with the executive department of USW and introduced the acquisition plan. It is reported that he also listened to the requirements of USW. USW claims that Japan Steel will transfer its production from the existing blast furnace equipment to the electric furnace steel works. Nippon Steel Co., Ltd. said that "the only way to prevent production transfer is to complete the acquisition" and stressed its consistent commitment not to close the factory. In addition, Nippon Steel also revealed the details of the future blast furnace investment plan.
Brent crude oil hit $72/barrel, up 0.34% in the day.Brent crude oil hit $72/barrel, up 0.34% in the day.The onshore RMB against the US dollar officially closed at 7.2493 at 16:30 Beijing time, up 267 points from the official closing price of the previous trading day and up 69 points from the closing price of the previous day and night.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13