Robot concept stocks are active again and again, and Great Wheel Intelligence, Ningbo Jingda, Kelier and Keli Sensing have reached new heights.European bond market: The market remained stable before the US inflation data was released, waiting for the ECB meeting on Thursday. On Wednesday, the European bond market remained stable, waiting for the US consumer price index (CPI) data later that day and the ECB meeting on Thursday. The yield of German 10-year government bonds did not change much, at 2.12%. Traders are waiting for the US CPI inflation data released at 21: 30 Beijing time on Wednesday, which may affect the market expectation that the Fed will cut interest rates next week. The yield of Italian 10-year government bonds also remained basically unchanged at 3.20%, and the spread between Italian government bonds and German government bonds remained at 108 basis points. The market expects the European Central Bank to cut interest rates by 25 basis points on Thursday. The yield of German two-year government bonds is sensitive to the interest rate expectations of the European Central Bank, falling by 1 basis point to 1.96%.On the 11th, LPG rose by 1.39%, and the latest main contract positions changed as follows. According to the exchange data, as of December 11th, the main contract LPG 2501 was closed, up or down by +1.39%, with a turnover of 41,600 lots. The position data showed that the top 20 seats were clear, and the difference position was 2,310 lots. A total of 81,400 lots of LPG futures contracts were sold, a decrease of 4,701 lots from the previous day. The first 20 seats in the contract held 76,600 lots, a decrease of 2,214 lots from the previous day. The first 20 seats in the contract held 88,700 short positions, a decrease of 1,154 lots from the previous day. (Sina Futures)
The interest rate of active bonds of 10-year and 30-year treasury bonds went down by more than 2bp, and the yield of main inter-bank interest bonds went down. The interest rate of 10-year treasury bonds went down by 2.15bp to 1.82%. The interest rate of 30-year national debt 2400006 fell by 2.15bp to 2.3075%; In 10 years, the interest rate of CDB 240215 dropped by 2.65bp to 1.886%.Tucker Carlson, a former Fox News host, is reported to have entered the paid content field. On December 11th, according to informed sources, Tucker Carlson will launch his own subscription streaming service. The former Fox News host officially entered the paid content field several months after he released the video on X. The service, called Tucker Carlson Network, is expected to go live on Monday, with a cost of $9 per month and $72 per year. Initially, it will only be available through Carlson's website. It is reported that Carlson and his team discussed launching Tucker Carlson Network through X, but X didn't act quickly enough to provide the technology they needed to operate the subscription service.Hangzhou supports local enterprises to strive for tax-free licenses. Hangzhou Jiebai responded: The relevant policies have long existed, and there is an opportunity to fight for them. Hangzhou Jiebai has a daily limit in the afternoon. In the news, the "Three-year Action Plan for Hangzhou to Build a City of Games and Stay Night in Hangzhou" (2025-2027) is open for comments. It is mentioned that it is proposed to support tax-free and tax-refund consumption in the city. Encourage qualified duty-free goods operators to set up duty-free shops in Hangzhou, and support Hangzhou enterprises to strive for duty-free licenses. In this regard, the reporter contacted the investor relations department of Hangzhou Jiebai as an investor. Relevant persons said that the relevant policies have existed for a long time, and said that "so far (Hangzhou) has only one (with a tax-free license)" For the tax-free license, the person said that the opportunity will be won. (21 Finance)
Hualu Hengsheng: The adipic acid plant of nylon 66 high-end new material project was put into production. Hualu Hengsheng (600426) announced on the evening of December 11th that the adipic acid plant of the company's nylon 66 high-end new material project had been put through the process, produced qualified products and entered the trial production stage. Production facilities such as nylon 66 are currently under construction. After the adipic acid plant is put into production, 200,000 tons/year of adipic acid can be added, which lays a foundation for the company to further expand the new chemical materials sector and is conducive to improving the comprehensive competitiveness of enterprises.The official notification that the hospital canteen was accused of selling spoiled rice: the report lacked sufficient evidence to support it, and the illegal facts of the canteen were not established. On December 11th, the Jiangnan District Market Supervision Administration of Nanning issued a briefing saying that regarding Hou Moumou's complaint about the "selling spoiled rice" in the canteen of the Second People's Hospital of Nanning (West Hospital) on September 9th, 2024, the Jiangnan District Market Supervision Administration sampled and inspected the rice in the canteen warehouse, and the testing institution did so on September 11th. According to the circular, the investigation of the case ended on December 6, 2024, and the Jiangnan District Market Supervision Administration determined that Hou Moumou's report on "selling rotten rice" in the canteen of Nanning Second People's Hospital (West Hospital) lacked sufficient evidence to support it, and the illegal facts of the canteen were not established.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 12-14