Morgan Asset Management: Trump's economic policy is generally beneficial to the US economy to maintain the "overweight" rating on US stocks and credit. Sheng Nan, global multi-asset strategist of Morgan Asset Management, said that it is expected that the economic policy of US President-elect Trump will be generally beneficial to the local economy, but the implementation order of specific policies will also determine the growth trajectory in the next two years. Sheng Nan mentioned that Trump pays more attention to deregulation and measures to boost finance by extending tax cuts, which will improve business confidence, open capital markets and accelerate growth and return on assets. However, if the focus is on immigration and tariff policies, the interruption of labor supply or trade may have negative consequences, inhibit economic growth and lead to asset market fluctuations. Sheng Nan believes that despite the above uncertainties, the US economy is expected to grow strongly next year, and the local GDP will not slow down to 2% until the fourth quarter of next year, so he maintains the "overweight" rating on US stocks and credit.On the 10th, the continuous beam of Banzhuyuan Bridge of Xiyu High-speed Railway across Chongqing-Guangzhou Expressway was successfully closed, which is the first closed cantilever cast-in-place beam across expressway in Chongqing of Kangyu section of Xiyu High-speed Railway, laying a solid foundation for the construction of girder erection as scheduled. The Banzhuyuan Extra Large Bridge of Xi-Yu High-speed Railway, which was built by China Railway 14th Bureau, has a total length of 1,137.181 meters. The bridge spans the Chongqing-Guangzhou Expressway, with a continuous beam of (48+80+48) meters and cantilever casting with hanging baskets. It is understood that the Xiqiao High-speed Railway connects Shaanxi, Chongqing and Sichuan. After its completion and opening to traffic, it will be connected with Chengdu-Chongqing High-speed Railway, Zhengzhou-Chongqing High-speed Railway and Chongqing-Kunming High-speed Railway under construction, Xi 'an-Yan 'an High-speed Railway and Xi 'an-Shiyan High-speed Railway, which will greatly facilitate people's travel along the route, consolidate and expand the achievements of poverty alleviation, comprehensively promote rural revitalization, help urban-rural integration and regional coordinated development, and form a new pattern of western development. (CCTV News)The security department of the President's Office of South Korea confronted the searchers. The special investigation team of emergency martial law of the National Investigation Department of the South Korean police tried to seize and search the President's Office today (December 11), but the confrontation lasted for 2 hours due to the postponement of consultations with the security department of the President's Office. The Special Investigation Team of Emergency Martial Law of the National Investigation Department of the South Korean Police Agency said that the seizure and search personnel arrived at the consulting room of the President's Office at around 11: 45 local time to go through the entry and exit procedures, and then showed the police's seizure and search warrant to the Presidential Guard. It is understood that there are four places for the seizure and search, including the President's Office, the Secretary's Office, the State Council Room and the Presidential Security Office. The special investigation team held a two-hour consultation with the security department of the President's Office, but no results were obtained. (CCTV International News)
The price of gold jewelry has risen by 10 yuan/gram every day, and the price of gold jewelry has exceeded 810 yuan/gram. Chow Tai Fook's gold jewelry price is 812 yuan/gram today, compared with 802 yuan/gram yesterday, and it has risen by 10 yuan/gram every day. Today, the prices of gold jewelry in Zhou Shengsheng and Laomiao Gold also rose to 814 yuan/gram and 813 yuan/gram respectively.Villagers: I am very assured that the income is also very good. The reporter learned from China Grain Storage Group that this year, China Grain Storage and its related enterprises increased the scale of domestic corn storage and storage in 2024 in major corn producing areas such as Northeast China. Up to now, China Grain Storage has set up more than 340 purchasing warehouses in major corn producing areas, which has actively played a role in stabilizing the market and stabilizing expectations. Guo Shiliang, a villager from Liufenzi Village, Ming 'an Town, Urad Qianqi, Bayannur City: I am very relieved, and my income is also very good. It provides us with a lot of convenience services. It is very convenient to unload grain on the same day and settle accounts on the same day without queuing. (CCTV News)After 112 bids, part of the rights and interests of this 3A hospital in Chongqing were successfully auctioned at a price of 958 million yuan. The buyer was a Liaoning enterprise. On December 10, the auction of part of the rights and interests of the organizer of a 3A hospital in Chongqing, which had received much attention before, was finally sold at a price of 958 million yuan. According to the information of the judicial auction of Ali assets, the rights and interests of the organizer of the Third Affiliated Hospital of Chongqing Medical University (Jier Hospital) held by Chongqing Hanxin Hospital Management Co., Ltd. (hereinafter referred to as "the Third Affiliated Hospital of Chongqing Medical University") accounted for 65% of the rights and interests of the organizer. There were two bidders in the auction. The person in charge of Ali's asset-related business told reporters that many interested parties had consulted the platform before this auction. Although only two people signed up for this auction, the bidding process was fierce. Two bidders bid 112 times, and the bidding range was 3 million yuan each time. "The bidder with the final bid number of H0003 sold at a high price of 958 million yuan, which was 333 million yuan higher than the starting price. The premium rate of this auction reached 53.28%." The person in charge said. The "Confirmation of Successful Online Bidding" issued by Ali Assets shows that the bidder with the bidding number H0003 is named Liaoning Fangda Group Industrial Co., Ltd. In other words, this online auction was finally won by Liaoning Fangda Group Industrial Co., Ltd.. (Red Star News)
Hanyu Pharmaceutical Co., Ltd. signed a strategic cooperation agreement with Longma Technology. Recently, Hanyu Biotechnology (Dali) Co., Ltd., a subsidiary of Hanyu Pharmaceutical Co., Ltd., signed a strategic cooperation agreement with Longma Technology Group. The two sides will cooperate in the medical application of industrial cannabis and drug research and development around drugs and cannabinoids.Wang Tao, UBS: It is expected that the Central Economic Work Conference will focus on the short-term policy package. Recently, the market highly expects the Central Economic Work Conference to guide the high-quality economic development of China next year. Wang Tao, head of Asian economic research at UBS and chief China economist, said: "I expect that the Central Economic Work Conference may focus on the short-term policy package in 2025 and 2026, but it will also emphasize accelerating some reform measures already outlined at the Third Plenary Session." Wang Tao believes that the next important reform measures may include providing better protection and access for the private economy, deepening the reform of state-owned enterprises to improve efficiency and governance, promoting household registration reform to improve the welfare of migrant workers, strengthening the social security network, and carrying out fiscal and taxation reforms to solve local fiscal revenue problems. "I think structural, deeper and faster reforms will be very important, not only to attract foreign investment, but also to boost domestic confidence." (China Daily)KPMG: It is expected that the amount of IPO funds raised in Hong Kong will remain in the top five next year. After the second half of this year, Hong Kong's new stock market welcomed Midea Group and other leading enterprises to come to Hong Kong for listing, KPMG said that the annual amount of IPO funds raised in Hong Kong is expected to reach HK$ 82.9 billion, ranking fourth. KPMG estimates that the new stock market in Hong Kong will continue to improve next year. It is estimated that 80 companies will come to Hong Kong to list, raising 100 billion to 120 billion Hong Kong dollars, and it is expected to remain in the top five.
Strategy guide
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide
12-14