South Korea's KOSPI index rose 1% to 2,442.31.Market News: The United States is considering imposing tougher oil sanctions on Russia before Trump takes office.Shandong mining machine opened at a daily limit, and yesterday it staged the "Earth-Sky Board".
German police searched Adidas' office and conducted a tax investigation. As part of the tax investigation that lasted for several years, German police searched Adidas' German headquarters on December 10th. An Adidas spokesperson said that the search operation involved customs and tax clearance regulations for goods imported into Germany from 2019.The decline of treasury bond futures expanded, with the 30-year main contract falling by 0.50%, the 30-year main contract falling by 0.50%, the 10-year main contract falling by 0.18%, the 5-year main contract falling by 0.12% and the 2-year main contract falling by 0.05%.CITIC Securities: As the Spring Festival approaches, consumption is expected to usher in a new round of rebound and repair. CITIC Securities Research Report said that the Politburo meeting held on December 9, 2024 once again made it clear that expanding domestic demand is the key policy direction for the coming year, "expanding domestic demand in all directions" and "vigorously boosting consumption", expressing positive and igniting market expectations. After experiencing a rapid rebound in September, the consumer sector generally pulled back in October-November because the short-term consumption data has not yet reflected the effectiveness of the policy and the policy strength in the coming year is unclear. We believe that as the Spring Festival approaches, the top-down emphasis on domestic demand and policy expectations are heating up, and consumption is expected to usher in a new round of rebound and repair. On the policy side, in addition to the "trade-in policy", we believe that there is still a package of consumption promotion toolboxes available, such as subsidies for first-time car buyers, maternity subsidies, and the issuance of state-subsidized catering and tourism coupons. We suggest that the consumption allocation should be progressive from both offensive and defensive to flexible varieties, with both offensive and defensive features: consumer Internet, dairy products with low valuation and high return, mass catering, etc., and flexibility: catering supply chain, alcohol, human resources services, hotels, etc., with obvious pro-cyclical characteristics, considering the consumption allocation demand driven by expectations first.
It is reported that Blackstone Group may withdraw from its bid for Bausch & Lomb, an eye care company. People familiar with the matter said that Blackstone Group may withdraw from its joint bid for Bausch & Lomb. Earlier, it was reported that Blackstone and TPG (Detai Capital) jointly bid for Bausch & Lomb, an eye care company. At present, negotiations are still in progress. If Bausch & Lomb is willing to accept a lower price, or TPG finds another private equity investment group as a trading partner, the transaction may still be completed.The concept of quantum technology was active at the beginning of Fudan Fuhua 2 board, and the concept of quantum technology was active at the beginning. Starlight, Geer Software and Fudan Fuhua had daily limit, and Guo Dun Quantum, Jida Zhengyuan and Feilixin collectively opened higher.CITIC Securities: As the Spring Festival approaches, consumption is expected to usher in a new round of rebound and repair. CITIC Securities Research Report said that the Politburo meeting held on December 9, 2024 once again made it clear that expanding domestic demand is the key policy direction for the coming year, "expanding domestic demand in all directions" and "vigorously boosting consumption", expressing positive and igniting market expectations. After experiencing a rapid rebound in September, the consumer sector generally pulled back in October-November because the short-term consumption data has not yet reflected the effectiveness of the policy and the policy strength in the coming year is unclear. We believe that as the Spring Festival approaches, the top-down emphasis on domestic demand and policy expectations are heating up, and consumption is expected to usher in a new round of rebound and repair. On the policy side, in addition to the "trade-in policy", we believe that there is still a package of consumption promotion toolboxes available, such as subsidies for first-time car buyers, maternity subsidies, and the issuance of state-subsidized catering and tourism coupons. We suggest that the consumption allocation should be progressive from both offensive and defensive to flexible varieties, with both offensive and defensive features: consumer Internet, dairy products with low valuation and high return, mass catering, etc., and flexibility: catering supply chain, alcohol, human resources services, hotels, etc., with obvious pro-cyclical characteristics, considering the consumption allocation demand driven by expectations first.
Strategy guide 12-14
Strategy guide
Strategy guide 12-14