China is a through train: a moderately loose monetary policy will be implemented in 2025. Recently, both Politburo meeting of the Chinese Communist Party and the Central Economic Work Conference decided that China will implement a moderately loose monetary policy next year. People close to the central bank said that the adjustment of monetary policy expression means that monetary policy will continue to maintain greater support for the real economy next year. In the current situation that the economic recovery is still facing many internal and external uncertainties and prices continue to run at a low level, this is very necessary, and it also reflects the central decision-making deployment of "implementing more active and promising macro policies". Judging from a series of recent policy operations and official statements, China's macro-control ideas are also being dynamically optimized, gradually paying more attention to investment from the past, paying equal attention to investment and consumption, and paying more attention to consumption change. People close to the central bank said that in the future, moderately loose monetary policy will be consistent with the overall macro-control thinking change, and more support will be given to promoting consumption and benefiting people's livelihood. (The country is a through train)Japanese people protested against sexual violence by US troops stationed in Japan. On the evening of 13th, Japanese people held a rally outside the Japanese Foreign Ministry in Tokyo to protest against sexual violence by US troops stationed in Japan. (Xinhua News Agency)Market news: Brazilian President Luiz Inacio Lula da Silva entered the semi-intensive care unit for recovery after surgery.
Dow opened up 0.1%, S&P 500 rose 0.3%, Nasdaq rose 0.5%, Broadcom rose 18.7%, and Q4 AI revenue increased 220% year-on-year. Furniture retailer RH rose 15.8% and raised its performance forecast. EVgo rose by 9.0% and was supported by a loan of $1.25 billion from the US Department of Energy. Xpeng Motors fell 3.8% and was downgraded to "sell" by UBS.Morgan Stanley raised Broadcom target price from $180.00 to $233.00.Market news: Brazilian President Luiz Inacio Lula da Silva entered the semi-intensive care unit for recovery after surgery.
The Ministry of Commerce held a special meeting of the party group to emphasize the need to vigorously boost consumption. On the 13th, Minister of Commerce Wang Wentao presided over a special meeting of the party group to convey the spirit of studying the Central Economic Work Conference and to study, deploy and implement the work. The meeting stressed that it is necessary to vigorously boost consumption. We will intensify efforts to expand the scope, implement the trade-in policy for consumer goods, innovate diversified consumption scenarios, expand service consumption, and actively develop the first-round economy. It is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment. We will expand independent opening and unilateral opening in an orderly manner, steadily expand institutional opening, and promote the free trade pilot zone to improve quality and efficiency and expand the reform mandate. Efforts should be made to stabilize trade in goods and actively develop service trade, green trade and digital trade. We will deepen the reform of foreign investment promotion system and mechanism, steadily push forward the opening of service industry, expand the pilot projects in the fields of telecommunications, medical care and education, and continue to build the brand of "Investing in China". Promote high-quality joint construction of the "Belt and Road", deepen and improve the overseas comprehensive service system.Official of the National Development and Reform Commission: More active and promising, and the Central Economic Work Conference highlights the large space for follow-up policies. Liu Jianxing, deputy director of the Institute of Market and Price of the National Development and Reform Commission, believes that expanding domestic demand in an all-round way is an effective way to cope with external shocks and stabilize economic operation, and it is also a long-term strategy to enhance development initiative. In the current situation of increasing export uncertainty, expanding domestic demand in an all-round way plays a vital role in stabilizing economic growth, promoting economic restructuring and transformation and upgrading. (Xinhua Finance)This week, the Shenzhen Stock Exchange took self-regulatory measures against 171 abnormal securities trading behaviors, and the Shenzhen Stock Exchange released regulatory trends: 1. Regulatory trends of listed companies (December 6-December 12, 2024) From December 6 to December 12, the Exchange took disciplinary action against one violation, involving information disclosure and standardized operation violations; Supervision letters were issued for 9 violations, 3 related to information disclosure and standardized operation violations, and 6 related to securities trading violations. This week, 18 inquiry letters and 5 other letters were sent out. II. Market Trading Supervision Dynamics (December 9-December 13, 2024) From December 9 to December 13, the Exchange took self-regulatory measures against 171 abnormal securities trading behaviors, involving abnormal trading situations such as intraday bidding, false declaration, etc. Focus on monitoring "*ST Tongzhou" with abnormal stock price fluctuation recently; A total of 9 major events of listed companies were verified, and 3 clues of suspected illegal cases were reported to the CSRC. (Issued by Shenzhen Stock Exchange)
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14
Strategy guide
12-14