Nine stowaways' bodies were found in Tunisia, and Tunisia's national news agency reported on the 12th that its coast guard found nine stowaways' bodies in the waters near Mahdiyah province in the east.Fang Yi, Chief Strategy Officer of Guotai Junan: The conditions of "transformation cattle" in China stock market are forming four themes, focusing on mergers and acquisitions and self-control. Fang Yi, Chief Analyst of Guotai Junan Strategy, said at the main forum of Guotai Junan 2025 investment strategy that the bottom of China stock market has appeared, and the conditions of "transformation cattle" are forming; The key driving force of the market comes from the decline of risk-free interest rate and the boost of risk preference, and the economic expectation is expected to be revised up in 2025H2; The mid-line of the stock market is expected to get out of the N-rhythm. Theme recommendation: merger and reorganization/self-control/humanoid robot/self-consumption. 1) M&A and reorganization: the regulatory tolerance of cross-border M&A and acquisition of unprofitable assets has been improved, and we are optimistic about the traditional industry leaders who are the main enterprises of science and technology chain and benefit from the optimization of industry structure; 2) Self-control: global science and technology supply chain reconstruction, optimistic about the improvement of localization rate of advanced semiconductors/basic software; 3) Humanoid robot: mass production and application scenario expansion are accelerated, and key components such as dexterous hands/actuators are optimistic; 4) Self-satisfaction consumption: demographic changes have given birth to new consumption patterns, and we are optimistic about the high growth of secondary consumption/pet consumption.Boeing: I'm afraid the new version of Air Force One will not be in place until 2029 at the earliest.
Adobe(ADBE) closed down 13.69% after the release of the performance report, the worst one-day performance in two years, and the revenue guidance given by the company disappointed investors.Broadcom: The artificial intelligence semiconductor business will surpass other businesses.Broadcom: The artificial intelligence semiconductor business will surpass other businesses.
Bezos' Amazon plans to donate $1 million to Trump's inauguration ceremony.The Federal Reserve's loan balance in the discount window in the week of December 11th was $2.61 billion, compared with $2.43 billion in the previous week. The balance of bank term financing loans in the week of December 11th was 15.6 billion US dollars, compared with 17.1 billion US dollars in the previous week.Broadcom's share price rose to 15% in the US after hours.
Strategy guide
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Strategy guide
12-14
Strategy guide
12-14