The fund sentiment continues to pick up, and the rebound of A shares is expected to continue! Half-day turnover of Shanghai and Shenzhen 300ETF South (159925) exceeded 90 million yuan. By midday on December 10th, Shanghai and Shenzhen 300ETF South (159925) had increased by 1.83%, with a turnover of 90299400 yuan. Component stocks rose strongly, with China Ping An, China Merchants Bank and Wuliangye rising by over 3%, while Kweichow Moutai, Midea Group and Contemporary Amperex Technology Co., Limited rising by over 2%. In the news, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9th to analyze and study the economic work in 2025. The meeting stressed that it is necessary to "implement more active and promising macro policies." Galaxy Securities said that looking forward to the market outlook, from the macro event point of view, the US interest rate cut is expected to heat up in December, and the superimposed domestic PMI data performed well. The follow-up policy stimulus and financial data are expected to support the continuous recovery of capital sentiment, which can be appropriately optimistic. In addition, there have been many discussions on the upcoming meeting recently, and there are still strong expectations for stimulus policies. Next, the policy landing will be an important factor affecting whether the market style can be changed. If the fundamentals are expected to improve, the large and medium-sized stocks are expected to change their trend. We can pay attention to the opportunities of medium-term investment, that is, look for the turning point of the industry boom in 2025, such as new energy, medicine, advanced manufacturing, Hong Kong stock Internet and so on.Malaysia exported 1.49 million tons of palm oil in November, down 15%.Reserve Bank of Australia: It will take some time for inflation to continue to reach its target. The job market is still tight. The economic situation has affected the family's discretionary expenditure. The gap between total demand and supply continues to narrow, and output growth is weak.
Israel once again launched an attack on Damascus and its surrounding areas in Syria. On the 10th local time, it was learned from the Syrian media that Israel once again launched an attack on Damascus, the capital of Syria, and its surrounding areas. At present, the Israeli side has no response to this. (CCTV)China's 10-year government bond yield fell by 5 basis points to 1.855%, a record low.Chaojie Co., Ltd.: In the field of humanoid robots, there are small batches of samples made of metal materials. Chaojie Co., Ltd. responded to investors' questions on the interactive platform, saying that the company already has PEEK auto parts for customers. At present, in the field of humanoid robots, the company has supplied customers with small batches of metal samples. Because humanoid robots have not yet reached the stage of industrial scale, they have not yet obtained batch orders. At present, this business accounts for a relatively low proportion of the company's revenue, which has not had a significant impact on the company's performance.
China Heihe-Russia Kanikurgan Highway Port Passenger Transport was officially opened. On December 10th, with the first passenger completing the exit formalities, China Heihe Highway Port-Russia Kanikurgan Highway Port Passenger Transport was officially opened. Passengers take buses from Heihe International Highway Passenger Station in China and Amoula Suo International Bus Station in Blagoveshchensk, Russia, respectively, and cross the Sino-Russian cross-border highway bridge, with four buses entering and leaving each country every day. After the official opening of passenger transportation at Heihe Highway Port, the functions of Sino-Russian highway ports have been further improved, providing a more convenient channel for cross-border communication. (CCTV News)Violation of equity incentive plan? Tesla was fined 70,000 yuan. Recently, Tesla Motors (Beijing) Co., Ltd. was fined 70,000 yuan by the Beijing Branch of the State Administration of Foreign Exchange for violating foreign exchange registration regulations. The types of illegal acts involve Articles 2 and 8 of the Notice of the State Administration of Foreign Exchange on Relevant Issues Concerning Domestic Individuals Participating in Foreign Exchange Management of Equity Incentive Plans of Overseas Listed Companies. According to the above law, the equity incentive plan of Tesla Motors (Beijing) Co., Ltd. may be illegal. (21 Finance)Minister of Malaysia: ZTE will invest 200 million ringgit in Malaysia.
Strategy guide
12-13
Strategy guide 12-13