CICC: The CPI of the United States rose as scheduled in November, but it did not hinder the interest rate cut. CICC released a research report saying that the CPI and core CPI of the United States both rose to 0.31% in November, which was basically in line with the market and its expectations. For the post-election policies, if the immigration and tariff policies are too radical, it will bring pressure to inflation at the end of next year, which will have an impact on the market and even the mid-term elections. Therefore, before the mid-term elections, due to the "realistic constraints" of inflation, the inflation policy will be faster, but the scope may be limited, while the growth policy will be faster, and then the overall assets will still be positive. According to the difference between the natural interest rate and the real interest rate, CICC estimates that after the interest rate cut in December, there may still be two or three interest rate cuts in 2025, with the end point of interest rate cut at 3.5-3.75% and the center corresponding to long-term US debt at 3.8-4%.The Central Meteorological Observatory issued a blue gale warning at 18: 00 on December 11. It is estimated that there will be about 5 northerly winds and gusts of 6-8 in eastern Xinjiang, central and western Inner Mongolia, Hexi, Ningxia and northwestern Shaanxi from 20: 00 on December 11 to 20: 00 on December 12. There will be 7-8 northeast winds with gusts of 9 in the southern part of the East China Sea, the Taiwan Province Strait, the east of Taiwan Province, bashi channel and the northern and central parts of the South China Sea.Microsoft expects to accrue about $800 million in impairment charges related to GM Cruise in the second fiscal quarter, and Microsoft expects to accrue about $800 million in impairment charges in the second fiscal quarter, which is related to the company's minority equity investment in GM Cruise. This will have a negative impact of about 9 cents on Microsoft's earnings per share in the second quarter.
In November, LP, a financial institution, injected nearly 30 billion yuan into private equity funds. Judging from the latest capital contribution of private equity funds, the reporter learned from Zhizhong Data Technology (Suzhou) Co., Ltd. that in November, the national private equity funds invested 486 pens, with a total capital contribution of 99.761 billion yuan. Judging from the contribution of LP (Limited Partner) with different identities, in November, government funds LP made a total of 178 contributions, with a total contribution of 39.9 billion yuan, accounting for 40%. LP, the industrial investor, contributed a total of 175 transactions, with a total investment of 13 billion yuan. The financial institution LP contributed a total of 29.948 billion yuan, of which the insurance institution LP contributed 16.488 billion yuan, accounting for 55%; Banking institution LP contributed 12.259 billion yuan, accounting for 41%. (Securities Daily)Economic Daily: "Stabilizing the stock market" strongly guides the stabilization of expectations. The Economic Daily article said that the key to stabilizing the stock market is to stabilize confidence. Recently, the stock market has been active in trading, and investors' confidence in the economic improvement and corporate profits has improved. All parties look forward to leveraging the stock market as the entry point to further stabilize the economy and steady growth. This expectation can only form a continuous positive feedback if it is mutually reinforced with the positive signals on the economic side. In the future, it is necessary to continue to improve the forward-looking, targeted and effective macro-control, urge all localities and departments to implement the defined policies and measures as soon as possible, solidly promote the economic upward, structural improvement and sustained development, and promote confidence boost and a virtuous circle and spiral rise in economic fundamentals.The new format is superimposed with new links, and Zhejiang private enterprises are busy going out to sea, and Zhejiang private enterprises have become the main force of "going out to sea". Data show that from January to October this year, there were 106,000 private enterprises with import and export performance in Zhejiang Province, an increase of 8.3%; The total import and export value is 3.53 trillion yuan, accounting for 80.8% of the total import and export value of the province. Recently, the reporter learned from interviews in Ningbo, Yiwu and other places in Zhejiang that despite the severe macroeconomic situation, the advantages of industrial clusters, technology and manufacturing in China are still obvious. Many private enterprises seize the new opportunities of overseas trade, lay a solid foundation in the direction of R&D, design and brand management, and sketch a new growth curve; At the same time, under the impetus of the government, cross-border e-commerce, overseas warehouses and other new formats go hand in hand and smooth the new link of "going out to sea". (SSE)
Australia's S&P/ASX200 index opened up 17.50 points, or 0.21%, at 8371.1 points on Thursday, December 12th.Korean media: Six members of South Korea's ruling party supported the impeachment of Yin Xiyue. According to the East Asia Daily, six members of South Korea's ruling National Power Party supported the impeachment motion against President Yin Xiyue. The report did not quote the source. The opposition party needs at least eight people in the ruling party to vote in favor of the motion. Five members of the National Power Party publicly expressed their support, and one member who asked not to be named hinted to the newspaper that he supported the motion.Morgan Stanley upgraded Hongyuan Green Energy Co., Ltd. to parity.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide 12-14
Strategy guide