In order to maintain the "three public" order in the capital market, the regulatory authorities continue to strengthen the prevention and control of insider trading in mergers and acquisitions. Recently, the securities regulatory bureaus in Hunan and Zhejiang have issued a number of tickets for insider trading, which fully demonstrates the determination and attitude of the regulatory authorities to "zero tolerance" for securities illegal activities. Judging from the insider trading cases investigated this year, the field of mergers and acquisitions has become the "hardest hit" for insider trading violations. The reporter learned that regulators are continuing to strengthen the prevention and control of insider trading in mergers and acquisitions, and help maintain the normal functioning of market pricing functions.On December 9, the top 20 US stock turnover: Apple hit a record high, with a market value exceeding 3.7 trillion US dollars. On Monday, Apple, the fifth US stock turnover, closed up 1.61%, and its share price reached a record high, with a turnover of 10.425 billion US dollars and a market value of about 3.73 trillion US dollars. It is reported that by 2025, a quarter of Apple's iPhone will be produced outside China, and India will become the most likely production base. As a fast-growing market, India has hundreds of millions of potential customers, and Samsung and China brands have launched fierce competition here. According to market research firm IDC, the average price of smartphones in India has risen from $192 in the third quarter of 2020 to $293 in the same period of 2024. Apple's market share increased by nearly 60% from the third quarter of 2023 to 2024, which was partly due to its launch of the old iPhone which was more close to the people. (Global Market Broadcast)The Japanese yen fell by 0.8% and fell below 151, while the Australian dollar, the commodity currency, rose by over 0.8%. On Monday (December 9, the day after non-farming), the ICE dollar index rose by 0.11% to 106.171 points, which fluctuated violently throughout the day. It was as low as 105.798 points when it was refreshed at 00:01 Beijing time, and then it was pumped back and approached the daily high of 106 when it was refreshed at 12:42. The Bloomberg dollar index rose 0.14% to 1280.69 points, with an intraday trading range of 1276.41-1281.07 points. The dollar rose 0.80% against the yen to 151.20 yen, and the intraday trading range was 149.69-151.35 yen. The euro fell by 0.14% to 1.0553, the pound rose by 0.05% to 1.2751, and the dollar was roughly flat at 0.8788 against the Swiss franc, with a V-shaped reversal at 00:04 to 0.8759 throughout the day. Among commodity currencies, the Australian dollar rose 0.83% against the US dollar, the New Zealand dollar rose 0.58% against the US dollar and the US dollar rose 0.10% against the Canadian dollar. The Swedish krona rose 0.21% against the US dollar and the Norwegian krona rose 0.29% against the US dollar.
5 billion square meters of diaphragm has been settled, leading enterprises have accelerated the layout of overseas markets, and the end of the year is approaching, and the lithium battery industry has entered a new round of supply negotiations. The two major battery separator companies, Xingyuan Materials and Enjie, have successively issued announcements recently, and signed large battery separator supply orders with Yiwei Lithium Energy respectively, totaling no less than 5 billion square meters. As one of the upstream materials of lithium battery, in recent years, with the intensive price reduction of the upstream and downstream industrial chains of lithium battery, the diaphragm industry is in a situation of increasing supply and demand, and the pattern of oversupply is difficult to change. Xingyuan Materials has released a new generation of high-safety lithium battery separators, the price of which will be higher than that of conventional coated separators, and Enjie and Xingyuan Materials have also laid out overseas markets with higher gross profit. The industry believes that apart from making profits from technology, it is a general trend for diaphragm enterprises to set up factories close to overseas manufacturers. (Securities Times)Analyst: At present, it is not necessary for the central bank to cut interest rates again. Chen Xi, chief analyst of open source securities, believes that it is not necessary for the central bank to cut interest rates again at present, and the bond market is expected to show a volatile market in the future. On the one hand, the central bank has not substantially lowered the policy interest rate. On the other hand, the policy has turned to finance and real estate, and the current economy is already stabilizing and recovering. The central bank will not cut interest rates again in the short term.Societe Generale: The S&P 500 index is expected to fluctuate between 6,500 and 7,500 points next year. Strategists at Societe Generale said that the re-inflation policy proposed by President-elect Trump when he takes office next year may push the S&P 500 index to 6,500 points in April and 7,500 points in 2025, and bond yields are expected to fluctuate greatly.
Bitcoin rebounded more than $2,000 in the short term and returned to above $96,000.Oracle Bone Inscriptions's cloud infrastructure revenue (IaaS) in the second fiscal quarter was $2.4 billion, with an estimated $2.42 billion.AI application storm eye: change and shuffling coexist, and the CAMBRIAN was transferred to the Shanghai Stock Exchange 50 Index, which caused great concern in the market. Recently, most AI concept stocks sought after by funds in the secondary market are facing the challenge of uncertainty such as low revenue. Is this a bubble or a fetal movement on the eve of industrial change? The reporter interviewed a number of people in the industry. Respondents generally recognized the judgment of "AI is not a bubble". At the same time, they believed that the market, represented by large-scale model technology, was entering a rational period, and turned from the "Hundred Models War" to reflect on how to realize the expansion of technical boundaries and promote the commercialization of AIGC. In this process, represented by the agent, large-scale model, multi-scene and singing will support the unprecedented generate of AI application. However, it is undeniable that under the influx of various participants, the competition is becoming increasingly fierce, which also reflects the sharp increase in the commercialization pressure of some practitioners' AI applications. Looking ahead from the new starting line, the big model track is undergoing a transformation from "atomic bomb" to "tea egg", and the shuffling year may start, and some platforms may fade out of the stage. At the same time, upstream industrial chains such as AI chips will also face mountains with long cycle, high intensity and high cost for a long time. Whether it is technology update or cash flow operation, we must be cautious. (Securities Times)
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide