The annual strategy of brokers in 2025 will present "three major consensuses". At the end of recent years, the annual strategies of major brokers in 2025 will be held intensively, focusing on the interpretation of the new year's market, the market trend next year and the discussion and judgment of the allocation direction. Generally speaking, brokers have shown a "consensus" in three major directions. The first consensus is that it is generally believed that the A-share market is expected to become an important place for global capital allocation. In this direction, Chinese and foreign institutions have reached a consensus. The second consensus is to give optimistic expectations for the A-share market in 2025. The confidence of the organization's optimistic expectations lies in the fact that the market sentiment has obviously recovered under the boost of a series of positive policies this year, and there is still room for boosting in the medium and long term perspective. The third consensus is reflected in the direction of industry allocation. The new quality productivity based on semiconductors and computing power, as well as the policy themes based on mergers and acquisitions and market value management, have become a common optimistic track for many brokers. (Securities Daily)The yield of 10-year US Treasury bonds rose by more than 4 basis points. Investors were concerned about the rising oil price and the US Treasury's supply this week. At the end of new york on Monday (December 9), the yield of 10-year US benchmark treasury bonds rose by 4.44 basis points to 4.1973%, and the intraday trading was in the range of 4.1336%-4.1973%. The yield of two-year US bonds rose by 2.26 basis points to 4.1265%, and intraday trading was in the range of 4.0933%-4.1307%. The yield spread of three-month Treasury bonds /10-year US bonds rose by 4.684 basis points to -21.027 basis points. The yield spread of 02/10-year US bonds rose by 2.147 basis points to +6.867 basis points. The yield of US 10-year inflation-protected treasury bonds (TIPS) rose by 2.51 basis points to 1.9215%.The State Council, USA: American hostage envoy Roger Carstens has arrived in Beirut, and we are urging all parties to support this effort.
Make a good investment and actively plan and reserve major projects. As a "ballast stone" to stabilize economic growth and a "strong engine" to promote high-quality economic development, the construction of major projects plays a vital role in the economic development of various places. The reporter noted that near the end of the year, many places continued to exert their efforts in the construction of major projects, both to accelerate the construction and to actively plan reserve projects for next year. Statistics from the National Bureau of Statistics show that from January to October this year, the investment in projects with a planned total investment of 100 million yuan or more increased by 7.1% year-on-year, and the growth rate was 3.7 percentage points higher than the total investment; It has boosted the total investment by 3.8 percentage points, showing that the investment in large projects plays an obvious supporting role. While the construction of major local projects has been accelerated, some places have started planning and preparation in advance to make a good investment in 2025. (Securities Daily)The co-founder of OpenAI expressed his hope to provide products in Europe, and Sam Altman, CEO of OpenAI, posted on social media X that he hoped to provide the company's products in Europe. "We want to provide our products in Europe ... we must also abide by the regulations," Altman said on X. Altman also said in the post that the release of European products may be delayed and some services may not be available.Regulator: Anglo American faces environmental fines in Chile.
The State Council, USA: The US government is stepping up its efforts to rescue American journalist Austin Tess (who was kidnapped while reporting in Syria on August 13th, 2012). American hostage envoy Roger Carstens has arrived in Beirut, and we are urging all parties to support this effort.US Secretary of State Blinken: Overthrowing the Assad regime is a good opportunity, but it also involves considerable risks. The extremist organization "Islamic State" will try to use this time to rebuild its power in Syria, and the United States will not let this happen. The Syrian people must choose their own future.Altman, CEO of OpenAI: It is expected that new products in Europe will be delayed.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13