According to statistics, on December 9, as of press time, five A-share listed companies including Jinghua Laser, Wuxi Zhenhua, Mindong Electric Power, Tefa Service and Yandongwei disclosed their holdings.Interpretation of the Political Bureau Meeting in December by CITIC Securities: It is estimated that the reverse repo rate will drop by 40-50bps next year, and the LPR and loan interest rates may drop even more. CITIC Securities Research Report pointed out that a new round of policy starting guns will be fired, and the policy inflection point will be reconfirmed, making it clear that the macro policy will be strengthened and effective in 2025. From the perspective of fiscal policy, the meeting called for the implementation of a "more active fiscal policy" and enriched the policy toolbox, which may indicate that in 2025, both deficit ratio in a narrow sense and deficit ratio in a broad sense will be significantly improved, and the focus of policy development is also expected to be marginal in the field of people's livelihood consumption. From the perspective of monetary policy, this Politburo meeting calls for the implementation of a moderately loose monetary policy. This is the first time that China has implemented a moderately loose monetary policy after 2010. It is estimated that the reverse repo rate will drop by 40-50bps next year, and the LPR and loan interest rates may drop even more. From the perspective of domestic demand policy, the statement of expanding domestic demand in an all-round way, especially "vigorously boosting consumption", exceeds market expectations. With the support of the existing policies coming into effect and the policy of increasing domestic demand, the improvement of domestic demand may have strong certainty and sustainability. In addition, in terms of structural policies, on the one hand, the meeting clearly stated that it is necessary to "stabilize the property market and the stock market", and the importance of the stock market continues to be highlighted, and real estate is still in the policy landing period; On the other hand, the meeting emphasized that "scientific and technological innovation leads the development of new quality productive forces", and new industries and future industries are expected to receive further policy support.Morgan Stanley upgraded the rating of Reddit stock of US Post Bar from "hold" to "overweight", and raised it to a 12-month target price of up to $200, from the lowest target price on Wall Street to the highest target price on Wall Street.
Brent crude oil stood at $72/barrel, up 1.57% in the day.The central bank increased its holdings of gold and released a positive signal. Shanghai Gold ETF received a net purchase of funds for eight consecutive months. According to the data, as of the end of November, 14 commodity gold ETFs listed and traded in A shares all received a net purchase of funds during the year. From April to November, two ETFs received net capital inflows for 8 months, and Shanghai Gold ETF(518600) was the one with the largest net purchase, with an interval net inflow of 370 million yuan, which attracted considerable attention. (China Securities Network)Insiders: It is expected that the second car of Xiaomi, YU7, will mark Tesla Model Y,12 On December 9, the second car of Xiaomi Automobile officially landed in the Ministry of Industry and Information Technology. According to the information of the Ministry of Industry and Information Technology, the second model of Xiaomi Automobile is a pure electric SUV, and the trailer label shows that this model is named "YU7". The new car is 4999mm long, 1996mm wide and 1600mm high, with a wheelbase of 3000mm and a top speed of 253 km/h. Previously, the appearance and interior spy photos of Xiaomi YU7 have been exposed. In appearance, the new car continues many family design elements of Xiaomi SU7 in design, but the semi-hidden door handle has become a hidden door handle. In addition, because the new car body looks similar to Ferrari Purosangue, it has also been dubbed "Farami" by netizens. According to the analysis of insiders, Xiaomi SU7 is against Tesla Model 3, and it is expected that Xiaomi's second car YU7 will be against Tesla Model Y.. (CBN)
USD/CAD of USD/CAD fell by 1.41, with an intraday decrease of 0.39%.Wang Wentao, Minister of Commerce, met with Coleman, Secretary-General of the OECD, and Wang Wentao, Minister of Commerce, met with Coleman, Secretary-General of the Organization for Economic Cooperation and Development, in Beijing on December 9 to have an in-depth exchange of views on the world economic situation and further deepening bilateral cooperation. Wang Wentao pointed out that China is willing to share policy experience, conduct personnel exchanges and promote pragmatic cooperation with the OECD in the fields of trade and investment, digital economy and green development. It is hoped that the OECD can continue to give full play to the advantages of the "incubator" of global high-standard international rules, work with China to promote the construction of an open world economy and oppose protectionism. Coleman spoke highly of China's achievements in realizing economic development and opening wider to the outside world, and said that China's strong economic growth has played an important supporting role in the global economy. He is willing to cooperate more closely with China in the fields of climate change and service trade, oppose protectionism and jointly meet global challenges.Nasdaq China Jinlong Index rose 7%, the biggest increase since September, while Nasdaq China Jinlong Index rose 7%, the biggest increase since September. Popular Chinese stocks rose collectively, with iQiyi, Xpeng Motors, Weilai and JD.COM rising by over 10%, LI and Netease by over 9%, Pinduoduo by over 8%, Alibaba by over 7% and Baidu by over 6%.
Strategy guide
Strategy guide 12-13