The annual strategy of brokers in 2025 will present "three major consensuses". At the end of recent years, the annual strategies of major brokers in 2025 will be held intensively, focusing on the interpretation of the new year's market, the market trend next year and the discussion and judgment of the allocation direction. Generally speaking, brokers have shown a "consensus" in three major directions. The first consensus is that it is generally believed that the A-share market is expected to become an important place for global capital allocation. In this direction, Chinese and foreign institutions have reached a consensus. The second consensus is to give optimistic expectations for the A-share market in 2025. The confidence of the organization's optimistic expectations lies in the fact that the market sentiment has obviously recovered under the boost of a series of positive policies this year, and there is still room for boosting in the medium and long term perspective. The third consensus is reflected in the direction of industry allocation. The new quality productivity based on semiconductors and computing power, as well as the policy themes based on mergers and acquisitions and market value management, have become a common optimistic track for many brokers. (Securities Daily)New york police announced the identity of the person detained in the killing of the CEO of the insurance giant. Jessica Tisch, director of the new york Police Department, said at a live news conference that the police regarded Luigi Mangione as a suspect in the killing of Brian Thompson, an executive of UnitedHealth Group Inc New york police said Mangione, 26, was detained in Pennsylvania. The guns involved may be made by 3D printers.Incremental funds can be expected to continue to expand CSI A series products, and CSI A series products are still expanding. Since December, CSI A500 and CSI A500 Index have welcomed many new products to be reported. At present, the number of Public Offering of Fund products around CSI A500 Index and CSI A500 Index is close to 140. Among them, 22 CSI A 500 ETFs have been listed, with tens of billions of ETFs frequently appearing. On December 9, among the third batch of CSI A 500 ETFs, many ETFs have been approved and will be launched soon. (SSE)
The State Council, USA: The US government is stepping up its efforts to rescue American journalist Austin Tess (who was kidnapped while reporting in Syria on August 13th, 2012). American hostage envoy Roger Carstens has arrived in Beirut, and we are urging all parties to support this effort.New york, CEO of United Health Insurance, was arrested in Pennsylvania, and a 26-year-old man was arrested in Altoona, Pennsylvania on Monday, while new york police regarded him as a suspect in the shooting of Brian Thompson, a joint health executive. The man, Luigi Mangione, was recognized by employees when he was eating in a local McDonald's restaurant. The police said that he had a declaration, multiple false identities, an untraceable so-called "ghost gun" and a silencer with him. Jessica Tisch, director of the new york Police Department, told a press conference that the documents found on the man showed his "motivation and mentality".Hang Seng Index futures closed up 3.43% at 21,359 points, with a high water level of 945 points.
The regulatory authorities have made a heavy blow to market manipulation. During the year, there have been nine fines with the amount exceeding 100 million yuan. Since the beginning of this year, the CSRC has made a heavy blow to market manipulation. According to public statistics, as of December 9, the CSRC and the local securities regulatory bureaus issued 28 administrative punishment decisions (including 3 advance notices of administrative punishment disclosed by listed companies) for market manipulation during the year, and 61 persons (families) were punished, with a total amount of fines exceeding 2.352 billion yuan. Among them, 9 tickets were fined more than 100 million yuan. In the punishment of market prohibition, there is also a ticket for both identity prohibition and transaction prohibition. (Securities Daily)The co-founder of OpenAI expressed his hope to provide products in Europe, and Sam Altman, CEO of OpenAI, posted on social media X that he hoped to provide the company's products in Europe. "We want to provide our products in Europe ... we must also abide by the regulations," Altman said on X. Altman also said in the post that the release of European products may be delayed and some services may not be available.Thirty-one A-share companies predict that their performance will increase by 70% in 2024. Near the end of the year, A-share companies have predicted their full-year performance in 2024. The data shows that as of December 9, a total of 31 A-share listed companies have predicted their performance in 2024, of which 22 companies have pre-increased their net profit for the whole year. From the industry point of view, the performance of computer, electronics and other sub-sectors is more eye-catching, and most pre-growth companies are concentrated here. From the perspective of enterprise types, the companies that take the lead in producing transcripts are mainly private enterprises. Many new stock companies not only bring their bright transcripts to the market in the past two years, but also predict the good performance in 2024 in the prospectus.