Saudi institutions are optimistic about China's "huge investment opportunities" in the fields of health care and biotechnology. Ekta Torani, chief investment officer of Saudi KBW Venture Capital Company, recently said in Abu Dhabi, United Arab Emirates that with the increasingly close economic and trade ties between the Gulf region and China, the institution is optimistic about China's "huge investment opportunities" in the fields of health care and biotechnology.The "hot" power of the ice and snow economy is infinite. The sales of ice and snow products in Yiwu are hot. With the new round of cold air coming, the cooling mode has been started again in many places across the country. The low temperature weather promotes the warming of ice and snow movement in many places, and the "heat" of ice and snow economy is booming. In Yiwu, Zhejiang, the sales of ice and snow products are hot. (Xinhua News Agency)Extreme Yue will start two rounds of communication with Baidu and Geely, and the final employee compensation plan will be determined on December 17th. At 4: 30am on December 13th, Extreme Yue Xia Yiping said in the company's entire staff that after communicating with employee representatives, he agreed to the reasonable demands put forward by employees, and made a communication and promotion plan with Baidu and Geely, which will be completed from 13th to 17th. It is understood that the employees of Extreme Vietnam have listed a list of demands, including the requirement to pay five insurances, one gold and one tax for all employees from November to December, the N+1 compensation to be paid before December 31 this year, the settlement of on-the-job wages in December, etc. At the same time, it also involves pregnant women, after-care employees, employees with work-related injuries, employees who have settled down, front-line employees, employee owners, etc. (36Kr)
JPMorgan Chase: The target price of Netflix was raised from $850 to $1,010, and the "overweight" rating was maintained.CITIC Jiantou: It maintains the "Buy" rating of Orrit, and its product line continues to expand and enrich. According to the research report of CITIC Jiantou Securities, Orrit (605116.SH) is one of the leading companies in the field of characteristic APIs in China. In recent years, the company's product line has been continuously expanded and enriched, which has promoted the continuous growth of revenue. At the same time, the company actively laid out potential areas, and at the current point of time, we think that we can see the company's follow-up multiple catalysis: 1) The preparation business continues to be heavy: the market development of diqu progesterone tablets continues to advance, and the estradiol/estradiol-diqu progesterone composite packaging tablets have been declared for listing. It is expected that the continuous enrichment of new pipelines for the follow-up preparation business will promote the company's performance growth. 2) Smegrutide API: The construction of fermentation workshop and synthesis workshop has been completed, and the expansion and release of new capacity will promote the good growth of API business. 3) Small nucleic acid business: The 100 kg commercial production line landed in September, 2004, opening up the space for subsequent growth. Maintain the "buy" rating.Wang Honghai, former chairman of the Financial and Economic Committee of Tianjin Municipal People's Congress, was "double-opened" for illegal intervention and intervention in judicial activities. Recently, with the approval of the Tianjin Municipal Committee of the Communist Party of China, the Supervision Committee of Tianjin Municipal Commission for Discipline Inspection filed a case review and investigation on Wang Honghai, former member of the Standing Committee of the Municipal People's Congress, former chairman of the Financial and Economic Committee of the Municipal People's Congress and former director of the Budget Working Committee of the Standing Committee of the Municipal People's Congress. After investigation, Wang Honghai lost his ideals and beliefs, abandoned his initial mission, resisted organizational censorship, and personally engaged in superstitious activities; Ignoring the spirit of the eight central regulations, repeatedly accepting gifts and gifts in violation of regulations, arranging family members to accept tourism activities that may affect the fair execution of official duties, and borrowing vehicles for management services for a long time without compensation; Violation of organizational principles, using authority to seek benefits for others in the promotion and adjustment of cadres' positions; Violation of regulations and intervention in judicial activities, improper performance of duties in the work, resulting in adverse effects; Taking public power as a tool for personal gain, taking advantage of his position to make profits for others in project contracting and job transfer, and illegally accepting huge amounts of property.
Zhouming Technology: cooperated with Byte Volcano and Bean Bag to access TTS and big model question-and-answer ability. Zhouming Technology said on the interactive platform that Zhouming Technology cooperated with Microsoft, Tencent, Baidu, Iflytek, Byte Volcano and Bean Bag on the self-developed UniAvatar digital human system. Among them, in May 2024, Zhouming Digital Man was able to access Volcano Engine's TTS capability and bean bag's big model question-and-answer capability, which was suitable for digital man dialogue system and other application scenarios.During the policy landing period, the market may become a structural market, which is expected to further benefit the performance of high-interest stocks. On December 13, the Standard & Poor's dividend ETF(562060) closed down by 1.93%, with a turnover of 35.7287 million yuan. Puyin International pointed out that next year, before the two sessions next year, it will enter the policy landing period, and more detailed policies will be gradually implemented. The superimposed overseas uncertainty may increase with Trump's coming to power, so we expect the market to present a structural market. Based on the profit growth rate, capital stock, liquidity and market sentiment, the overall performance of A shares may be more stable than that of overseas Chinese shares. Investment trading strategy suggests both offensive and defensive. When the market sentiment improves and the stock index rebounds, it is expected that the high beta sector, such as non-bank finance, optional and mandatory consumption, real estate and other sectors and individual stocks may be more elastic. When the market sentiment is low and the stock index fluctuates downward, funds may prefer more defensive sectors, such as telecommunications services. There are many high-quality and high-interest stocks in the defensive sector. There is still room for the Bank of China to cut interest rates further next year, which is expected to further benefit the performance of high-interest stocks.The organization looks forward to the semiconductor industry in 2025: the AI replacement tide leads the growth, and the semiconductor ETF(512480) may usher in new development opportunities. On December 13, the semiconductor ETF(512480) closed down by 1.38%, with a turnover of 1.671 billion yuan. The constituent stocks are mixed, and Zhaoyi Innovation leads the rise. In terms of decline, SMIC led the decline. CICC said that after the boom in 2024, it is expected that the inventory of the semiconductor industry will stabilize and the relationship between supply and demand will be more balanced in 2025. With the gradual landing of AI cloud and end demand, domestic semiconductor elements will usher in new development opportunities. In addition, the AI-changing tide has a pulling effect on the downstream demand of the semiconductor design sector, which is expected to accelerate the growth of the semiconductor design sector in 2025 and inject new vitality into the industry.
Strategy guide 12-14
Strategy guide
12-14