Morgan Asset Management: In 2025, there are sufficient reasons to continue to over-allocate US stocks. Sylvia Sheng, global multi-asset strategist of Morgan Asset Management, said that there are sufficient reasons to continue to over-allocate US stocks and increase exposure to small and medium-sized stocks. She pointed out that although the valuation may look high, it is expected that the profit growth of S&P 500 companies will continue. Sheng wrote that it is estimated that in 2025, the contribution of the six giants in the S&P 500 index to the profit growth of the other 494 stocks will be the same, and the profit growth of these six giants is expected to slow down from 40% in 2024 to 22%. In the international market, Morgan Asset Management continues to over-allocate Japanese stocks, and its quantitative model shows that the yield of Japanese stocks is attractive and the bottom-up profitability is strong.Putin had a phone conversation with Hungarian President Orban on the situation in Ukraine. According to the Tass news agency, Russian President Vladimir Putin and Hungarian Prime Minister Orban discussed the further development of energy projects.Kei Ma quit Xiaomi Home Technology Co., Ltd., and Tianyancha App showed that recently, Xiaomi Home Technology Co., Ltd. underwent industrial and commercial changes, and Kei Ma stepped down as the legal representative and manager. As Peng took over, Lei Jun was changed from an executive director to a director. Xiaomi Home Technology Co., Ltd. was established in January 2017 with a registered capital of RMB 80 million. Its business scope includes communication equipment sales, computer software and hardware and auxiliary equipment wholesale, computer software and hardware and auxiliary equipment retail, shoes and hats wholesale, motorcycles and spare parts wholesale, etc. It is wholly owned by Xiaomi Communication Technology Co., Ltd. According to media reports, recently, Kei Ma, vice president of Xiaomi Group, has left his post, and the news has aroused many concerns.
Henan: Promote the research on new crystalline silicon solar cell technologies such as heterojunction and perovskite/stack. The General Office of the People's Government of Henan Province issued an implementation plan for accelerating the integration of source, grid, load and storage in Henan Province, which proposed to tackle key technical problems. Promote the research on new crystalline silicon solar cell technologies such as heterojunction and perovskite/stack, and improve the efficiency of new energy power generation. Accelerate technological breakthroughs such as core chips of power equipment and coordinated control of source and network, and improve the adaptability of power grid to new energy sources. Carry out research on key technologies of digitalization and intelligence of energy system, improve the matching degree between supply and demand of power supply and load, and solve the intermittent and unstable problems of new energy power generation. Develop a new generation of high-performance energy storage technologies such as solid-state batteries and sodium ion batteries, improve the flexible adjustment ability of the system, and solve the problem of time-space mismatch between power generation and power consumption. Accelerate research on high-precision new energy and flexible load power forecasting technology, economic optimization scheduling technology, and promote the establishment of an integrated laboratory for source, network, load and storage.Today, these stocks changed their main positions to increase electronic stocks and sell computer stocks, with a large amplitude.-Today, there are 22 stocks in A shares with an amplitude of more than 20%; -N Boyuan, Shenhao Technology, Panda Dairy and other stocks are among the top in amplitude; The turnover rate is high-today, there are 58 A-shares with a turnover rate of over 30%; -N Boyuan, Giant Wheel Intelligence, Tianyu Digital and other stocks have the highest turnover rate; Main funds-today, the main funds flowed into electronics, communications, real estate, non-ferrous metals, light industry manufacturing and other sectors, and flowed out of computers, machinery and equipment, non-bank finance, power equipment, automobiles and other sectors; -vision china, Jianghuai Automobile, Woer Nuclear Materials, Xinyisheng and Runxin Technology have the largest net inflows, with net inflows of 749 million yuan, 699 million yuan, 693 million yuan, 626 million yuan and 622 million yuan respectively; -Oriental Fortune, Shanzi Hi-Tech, Leo, Straight Flush, and Tianyue Mathematics have the largest net outflows, with net outflows of 2.295 billion yuan, 1.237 billion yuan, 1.131 billion yuan, 872 million yuan and 871 million yuan respectively.The Bank of Korea increased its liquidity to try to calm the market sentiment, and the Bank of Korea increased its capital injection into the financial market, promising to provide "unlimited liquidity" after the political turmoil intensified. According to the website of the Bank of Korea, the liquidity increased by 14.1 trillion won ($9.8 billion) through repurchase operations last week. The scale of such operations was 18.5 trillion won in November and only 1.5 trillion won in October.
Qujiang Wenlv: It received a warning letter from Shaanxi Supervision Bureau, and Qujiang Wenlv announced that the company received the Decision on Taking Measures to Issue Warning Letters to Xi 'an Qujiang Cultural Tourism Co., Ltd., Xie Xiaoning and Xi 'an Qujiang Tourism Investment Co., Ltd. issued by Shaanxi Supervision Bureau of China Securities Regulatory Commission on December 10, 2024. After investigation, the company delayed the disclosure of the major event that 8.23% of the company's shares held by the controlling shareholder Xi 'an Qujiang Tourism Investment Co., Ltd. were to be disposed of by the judiciary, which violated the relevant provisions of the Measures for the Administration of Information Disclosure of Listed Companies. According to Article 52 of the Measures, Shaanxi Supervision Bureau decided to take administrative supervision measures to issue warning letters to the company, Xie Xiaoning, the relevant responsible person, and Qujiang Travel Investment, the controlling shareholder. The company will seriously rectify, strengthen information disclosure and corporate governance, and improve the operation level and information disclosure quality.Australia's S&P/ASX200 index opened down 12.60 points, or 0.15%, at 8380.4 points on Wednesday, December 11th.The onshore RMB against the US dollar officially closed at 7.2590 at 16:30 Beijing time, down 97 points from the official closing price of the previous trading day and down 99 points from the closing price of the previous day and night.
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
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Strategy guide
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Strategy guide 12-13
Strategy guide
Strategy guide
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