Japan's Nikkei average index futures rose 0.23%.Japan's Minister of Economic Regeneration Ryosuka Akazawa: Steady progress is being made in overcoming deflation.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.
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.Huichuan Technology: At present, the layout of humanoid robot industry is still in the early stage of insight and research and development. Huichuan Technology recently said that the company itself is engaged in industrial robot business and is constantly following up and exploring in the field of humanoid robots. At present, the company's layout of humanoid robot industry is still in the early stage of insight and research and development, and the parts and components under development include motors, drives and actuator modules.Qingdao Yurun International Plaza failed again, and the starting price dropped from 1.2 billion yuan to 219 million yuan. On December 9, according to the information disclosed by Ali Assets Auction Network, the "Yurun International Plaza" project (HD0606-003 plot) in the core area of Qingdao High-tech Zone failed again, and the starting price dropped to 219 million yuan, and no one signed up. On July 4, 2022, the project was put on the market for the first time. At that time, the reserve price was 1.2 billion yuan. The project was developed by Qingdao Dihua Real Estate Development Co., Ltd., located in the core area of Central Intelligence Island. It was originally planned to invest 6 billion yuan to build a commercial complex integrating technology and finance Center and five-star hotels.
Details of the arrest of the person involved in the killing of the CEO of the insurance giant in new york surfaced: Luigi Mangione, who was regarded by the new york police as the person involved in the murder of Brian Thompson, an executive of UnitedHealth Group Inc, was arrested in Pennsylvania on Monday, and now he is accused of possessing illegal firearms and using false identification. According to the criminal indictment issued by the Pennsylvania court system on Monday night, Mangione, 26, made her first appearance in the court in Hollidaysburg. He was charged with five counts, including forgery, holding a gun without a license and showing false documents to law enforcement agencies. Mangione was detained by the police after being recognized and reported by employees in a McDonald's restaurant in Altoona that morning. The police officer asked him to show his identity, and Mangione took out a New Jersey driver's license named "Mark Rosario" and the date of birth was July 1998. The police officer then asked him if he had been to new york recently. "The man fell silent and began to tremble," the indictment said. When more police arrived at the scene, Mangione was told that he was under investigation and would be arrested if he lied about his identity. He later said that his name was Luigi Mangione and that he was born in May 1998. A police officer asked Mangione why he lied, and he replied, "I obviously shouldn't." The police arrested him on charges of forgery and providing false information to law enforcement agencies. He was handcuffed, searched and taken back to the police station. A black pistol and a silencer were found in his backpack, both of which were made of 3D printers. This pistol has a metal sleeve, a metal threaded barrel and a plastic handle, and a Glock magazine with six 9mm bullets. A dropped bullet was also found in the defendant's backpack.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)CITIC Securities: Scientific and Technological Progress+Policy Expectation The Internet sector is both offensive and defensive. According to CITIC Securities Research Report, the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting on December 9, 2024 pointed out that a more active fiscal policy and a moderately loose monetary policy should be implemented next year, and consumption should be greatly boosted, investment efficiency should be improved, and domestic demand should be expanded in all directions. We believe that the valuation of the Internet sector has reflected the current conservative expectations, and the strong shareholder returns provide sufficient margin of safety, while the performance of the sector is expected to benefit significantly from the macro improvement, which will bring about a double-click on performance and valuation, with emphasis on recommending pro-cyclical sectors, such as e-commerce, local life, travel, freight, online recruitment, real estate service platforms, etc. Content-based companies focus on the pace of quality content supply and valuation improvement. In the long run, Internet companies lead domestic technological innovation, and artificial intelligence and autonomous driving are expected to contribute to the increase. We suggest focusing on leading Internet companies with pro-cyclical, stable competitive advantage, low valuation and stable shareholder returns.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13