Market News: The Ukrainian military said that the attack on the Russian oil depot triggered a "fire".KBW upgraded Societe Generale to outperform the broader market with a target price of 32 euros.The change of industrial metal plate increased the daily limit of Liyuan shares, and the change of industrial metal plate increased the daily limit of Liyuan shares. Yun Aluminum shares rose by more than 7%, and Huafeng Aluminum, Shenhuo, Northern Copper and Yiqiu Resources followed suit.
Market News: The Knesset group approved a bill to increase deficit ratio's GDP to 7.7%, which will be submitted to the Knesset plenary session for voting.The wide currency and weak credit logic may continue, and the upward direction of the market volatility will not change. The Shanghai and Shenzhen 300ETF South (159925) is gaining momentum. On December 11, the Shanghai and Shenzhen 300ETF South (159925) closed down by 0.25%, with a turnover of 75,892,100 yuan. The constituent stocks are mixed. In terms of rising, Midea Group led the rise, and Changjiang Power followed suit. In terms of decline, China Ping An led the decline, while Contemporary Amperex Technology Co., Limited followed. In the news, Contemporary Amperex Technology Co., Limited, the power battery giant, once again announced that it will build a power battery factory overseas, which will also become the company's third battery factory in Europe. Bank of China Securities said that the important meeting at the end of the year is about to land, and the market may face fluctuations caused by the expected landing of policies in the short term, but the tone of monetary policy will not change. The logic of "wide money+weak credit" will continue in the short term. Under the expectation of loose monetary policy, the upward direction of market volatility will not change. According to industry insiders, looking forward to 2025, the allocation of A-share industry can be developed around three main lines: first, the direction of domestic macro-circulation, attaching importance to "duality and innovation", "debt conversion" and new growth points in the consumption field; Second, science and technology are self-reliant: pay attention to artificial intelligence industry, self-controllable, new energy technology, aerospace information technology and data elements; The third is to open wider to the outside world: pay attention to cross-border e-commerce, digital trade, tax exemption and inbound tourism. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.It is reported that Walgreens Boots Alliance is negotiating to sell itself to a private equity company, which will delist the drugstore chain. The company's share price has been declining for nearly ten years. According to informed sources, Wobolian and Sycamore Partners have been discussing a deal, which may be completed as early as early next year, provided that the negotiations do not break down. It is reported that the market value of Wobolian peaked at more than 100 billion US dollars in 2015, but it has shrunk to about 7.5 billion US dollars since then.
UBS: It is estimated that by 2025, the price of Brent crude oil will rise to $80/barrel and WTI crude oil will rise to $75/barrel. Have a constructive view on the prospect of natural gas price in 2025 (the forecast is $3.50/million British heat in June and $3.60/million British heat in September).Hailiang shares: 325,700 shares of the company were repurchased for the first time. Hailiang shares announced that on December 10, 2024, the company repurchased 325,700 shares through a special account for stock repurchase, accounting for 0.0163% of the company's total share capital. The highest transaction price was 10.86 yuan/share, the lowest transaction price was 10.52 yuan/share, and the total transaction amount was 3,518,700 yuan. This repurchase conforms to the requirements of the company's repurchase plan and relevant laws and regulations.Guotai Junan expects Hong Kong stocks to fluctuate upward in an N-shaped pattern next year to explore domestic demand and improve investment opportunities. Chen Ximiao, chief analyst of Guotai Junan's overseas strategy, said that looking forward to 2025, the disturbance factors in the Hong Kong stock market from the external environment will continue, and the pace of interest rate cuts by the Federal Reserve under overseas inflation, policy restrictions in areas such as strong US dollar and tariffs, and game friction among big countries will continue. However, the domestic policy thinking is clear, economic expectations are expected to stabilize under the financial impetus, and the profitability of molecular enterprises will improve, and the industrial chain will be able to cope with it. She said that in 2025, the sensitivity of the Hong Kong stock market to external shocks is expected to decline, and more attention should be paid to returning to its own logic. For the trend of Hong Kong stocks in 2025, it is expected to be dominated by the upward pattern of N-shaped shocks, and there are many opportunities for flexibility during the stage. In 2025, we should still actively look for the structure, and focus on the barbell strategy to shift the weight of the two ends. We need to pay more attention to the configuration rhythm and pay attention to the repair opportunities of some domestic products.
Strategy guide 12-14
Strategy guide
Strategy guide 12-14