Economic Daily: "Stabilizing the stock market" strongly guides stabilizing expectations. The 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 two-wheel drive robot industry in the policy market is welcoming the expansion period. The reporter was informed that many places have successively issued relevant policies for the development of the robot industry, planned development goals, and refined measures around improving basic innovation capabilities, accelerating the demonstration application of "robot+"innovation, and promoting the accelerated agglomeration of business entities to accelerate the innovation and development of the robot industry. Recently, Hangzhou released the Development Plan of Humanoid Robot Industry in Hangzhou (2024-2029). Chongqing, Nanjing, Sichuan Tianfu New District and other places have also issued relevant policies to promote the development of the robot industry, and based on the current situation and advantages of industrial development in various regions, promote the further development of the robot industry. Gao Chao, deputy general manager of CCID Consulting Advanced Manufacturing Research Center, said that the scale of China's robot industry is expected to grow to about 400 billion yuan during the Tenth Five-Year Plan period. While accelerating the overall development level of the robot industry, building an industrial innovation system and strengthening product application and promotion have also become the focus of multi-party efforts. Policy and market two-wheel drive have further opened up the development space for robot-related enterprises. (Economic Information Daily)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%.
Syrian caretaker Prime Minister said that the current government will manage the transitional period of the country. On the 11th local time, Syrian caretaker Prime Minister Mohamed Bashir said that the current government will manage the transitional period and take over the archives of various ministries and agencies of the Assad government. He mentioned that he had met with the relevant personnel of the former government and made relevant handover, and the "Syrian National Salvation Government" would assume the responsibilities of the existing ministries and commissions.The position ETF--iShares Silver Trust, the world's largest silver ETF, decreased by 179.98 tons compared with the previous day, and the current position is 14,414.25 tons.Medical staff: At least seven Palestinians were killed in Israeli air strikes. They were responsible for protecting aid trucks in the south of the Gaza Strip.
Morgan Stanley upgraded the rating of Shandong Gold H shares to over-allocation, with a target price of HK$ 22.20.The rhythm of "Shangxin" accelerates the issuance of public offering REITs exceeding 50 billion yuan during the year. This year, the pace of initial projects in the public offering REITs market has obviously accelerated. Up to now, the cumulative issuance scale during the year has exceeded 50 billion yuan. At the same time, the number of REITs fund managers in the whole market has increased to 25 fund institutions, and the breadth and depth of participation of relevant parties have continued to expand. Looking forward to 2025, institutional sources said that the construction of domestic REITs primary and secondary markets is expected to continue to advance. With the entry of more diversified assets and investor types, the market scale and activity are expected to further increase. (Economic Information Daily)Front page of China Securities Journal: Give better play to the role of "stabilizer". The reform of the investment side of the capital market has been solidly promoted. The front page of China Securities Journal stated that efforts should be made to break through the blocking points of social security, insurance, wealth management and other funds entering the market, steadily promote the reform of industry rates in Public Offering of Fund, and vigorously develop equity funds, especially indexed investment ... Recently, the reform of the investment side has been accelerated, helping to improve the function of the capital market in which investment and financing are coordinated. Market participants expect that in the next stage, around the key directions such as guiding "long money" to enter the market, enriching the product system, and promoting the development of indexed investment, the reform of the investment side will continue to be solidly promoted, and more new measures are expected to be researched and introduced, which will introduce more incremental funds to the market and better play its role as a "stabilizer" of the market. The market expects that the acceleration of investment-side reform will significantly increase the scale and proportion of medium and long-term capital investment, promote the long-term investment behavior and enhance the inherent stability of the capital market.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13