2024-12-13 05:46:23
Yardeni, Wall Street Strategist: The Federal Reserve should keep interest rates unchanged at its December meeting. Yardeni Research believes that at the upcoming FOMC meeting, US policymakers should keep interest rates unchanged and assess the economic situation. "Policy committees should take time to see how the economy will evolve in the coming months after Trump wins the election," strategists such as Ed Yardeni said in the report. Jerome Powell, chairman of the Federal Reserve, asserted at the last meeting that policymakers "can't (or won't) model the new government's fiscal policy before it is implemented". Although the impact of tariffs and tax cuts is still uncertain, the basic view is that inflation is still too high, real GDP growth is strong, and the labor market is close to full employment, which is likely to contradict the relaxation of monetary policy.Many countries condemned Israel's control of the Syrian-Israeli military buffer zone in the Golan Heights, and Israeli troops invaded the Syrian-Israeli military buffer zone in the Golan Heights on the 8th. On the 9th, Israeli Defense Minister Katz ordered the Israeli army to fully control the buffer zone between Israel and Syria. The Israeli army's actions have been strongly condemned by Qatar, Iraq and other governments. On the 9th, the Ministry of Foreign Affairs of Qatar issued a statement strongly condemning the control of the Syrian post in the Golan Heights by the Israel Defense Forces. On the same day, the Iraqi Foreign Ministry issued a statement condemning Israel's control of the military buffer zone and the nearby land between it and Syria, and stressed that this act was a flagrant violation of international law and relevant resolutions of international legitimacy. In addition, the foreign ministries of Egypt and Jordan also issued statements on the same day, strongly condemning Israel's aggression, saying that it violated international law. The statement also called on the UN Security Council to take a firm stand against Israel's occupation.Xiaoyu Zhizao, Xiaomi's first furniture model company, completed a round of financing of 100 million yuan, and Beijing Xiaoyu Zhizao Technology Co., Ltd. (hereinafter referred to as Xiaoyu Zhizao), the first large model robot company invested by Xiaomi, completed a round of financing of 100 million yuan. This round of financing is exclusively invested by Beijing Information Industry Development Investment Fund. This is the second time that Xiaoyu Zhizao has received billion-dollar financing after Angel Wheel received billion-dollar investment from Xiaomi Group, Professor Wang Tianmiao and Beijing Zhiyuan Research Institute. Xiaoyu Zhizao was founded by the core founding team of Xiaomi Group in 2023, focusing on the development of large-scale model robot technology suitable for industrial fields, and has developed the "Xiaoyu Brain" universal robot brain, which enables robots to perform various tasks in the industrial environment. (science and technology innovation board Daily)
Wang Sicong's food company was forcibly held for 148,000 yuan. According to the information of legal proceedings, recently, Shanghai Ai Luo Star Food Co., Ltd. added a piece of information about the person to be executed, with the execution target of more than 148,000 yuan. The enforcement court is Xian 'an District People's Court of Xianning City. Founded in October 2016, the legal representative is Cheng Hua, with a registered capital of about RMB 18.83 million. Its business scope includes food circulation, food additives, packaging materials, cosmetics, electronic products, daily necessities, clothing, shoes and hats, knitwear, leather products, bags and toys. Wang Sicong holds about 20% of the company's shares and serves as the company's supervisor. Tianyan risk information shows that the company also has information on restricting consumption orders and freezing stock rights.The overall scale of bonus ETF exceeds 71.1 billion yuan, leading the products to exceed 20 billion yuan. As the largest dividend ETF at present, on December 6, the scale of Huatai Bairui bonus ETF rose to 20.121 billion yuan, becoming the first dividend ETF to exceed 20 billion yuan. According to the data, the product takes the dividend index of Shanghai Stock Exchange as the benchmark for performance comparison and adopts the investment strategy of complete replication method. As of December 9, the product had a floating profit of 18.21% during the year. According to the reporter's incomplete statistics, as of December 9, 13 bonus ETFs have been newly established this year (excluding QDII funds, Hong Kong Stock Connect and other overseas products). On the whole, there are 37 bonus ETF products with a market size of 71.185 billion yuan. In the current market environment, dividend investment strategy has strong appeal. (Securities Daily)The overall scale of bonus ETF exceeds 71.1 billion yuan, leading the products to exceed 20 billion yuan. As the largest dividend ETF at present, on December 6, the scale of Huatai Bairui bonus ETF rose to 20.121 billion yuan, becoming the first dividend ETF to exceed 20 billion yuan. According to the data, the product takes the dividend index of Shanghai Stock Exchange as the benchmark for performance comparison and adopts the investment strategy of complete replication method. As of December 9, the product had a floating profit of 18.21% during the year. According to the reporter's incomplete statistics, as of December 9, 13 bonus ETFs have been newly established this year (excluding QDII funds, Hong Kong Stock Connect and other overseas products). On the whole, there are 37 bonus ETF products with a market size of 71.185 billion yuan. In the current market environment, dividend investment strategy has strong appeal. (Securities Daily)
More than 1,000 A-share companies have issued shareholder return plans, and both the mid-term dividend and the third quarterly dividend reached record highs this year. Since the beginning of this year, more than 1,000 A-share listed companies have issued shareholder return plans, focusing on the company's long-term and sustainable development, and making institutional arrangements for profit distribution in the next three or five years based on the actual business development and shareholders' wishes. Among them, many leading enterprises with large market capitalization have made high dividend commitments. Judging from the dividend situation in 2024, under the guidance of policies, the dividend rhythm of listed companies has been continuously optimized. During the year, the number and amount of A-share listed companies that have announced interim dividends and third quarterly dividends have set a new record, and the awareness of listed companies to repay investors has been continuously enhanced. (Economic Information Daily)Ping An Securities: In 2025, the A-share market will have more flexibility in the slow-release growth style of key pricing risks. Ping An Securities Research Report pointed out that in 2025, the A-share market will have more flexibility in the slow-release growth style of key pricing risks. Specifically, structural investment opportunities are increasing. 1) scientific and technological innovation, that is, technology industries that benefit from the support of domestic new quality productivity policies and can cope with overseas risks, including TMT and artificial intelligence; 2) Manufacturing growth, that is, advanced manufacturing sectors with global competitiveness and expected marginal improvement in industrial structure, including power equipment (photovoltaic, lithium battery, etc.), new energy vehicles, national defense and military industry, etc.; 3) domestic demand consumption, that is, the consumption sector that is expected to be repaired by fundamentals under the support of domestic demand policy, and pay attention to some real estate infrastructure chains that are reversed; 4) Commodity price increase, paying attention to ferrous metals that benefit from the stabilization of real estate, and other commodity price increase sectors with potential disturbances on the supply side.Under the background of global energy structure transformation, methanol-based ethanol-hydrogen electric vehicle technology has gradually emerged in recent years, which not only further enriches the technical route of vehicle electrification, but also provides new ideas for solving the problems of energy security and emission reduction in transportation in China. The reporter learned that at present, Liaoning, Shanxi, Tianjin and other places are actively promoting policies to accelerate the development of the alcohol-hydrogen electric vehicle industry, and some car companies represented by Geely are also stepping up their layout to compete for a new track in this industry. According to industry insiders, alcohol-hydrogen electric vehicles have many advantages and there is huge room for future development. (Economic Information Daily)
Strategy guide
Strategy guide 12-13