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2024-12-13 04:36:46

Afternoon comment: the three major indexes rose slightly in half a day, and the concept of Shanghai's state-owned enterprise reform lifted the tide of daily limit. The three major indexes opened lower and went higher in early trading and rose slightly in half a day. In terms of sectors, the concept of Shanghai's state-owned enterprise reform is on the rise, and Shanghai Material Trade, First Medicine and Shibei High-tech are collectively on the rise. The retail sector continued to be strong, with the daily limit of Youa, Zhongbai Group and Maoye Commercial. The concept of AI glasses is higher, and Tianjian shares and Star Technology both have a daily limit of 20cm; Insurance stocks continued to adjust, and Tianmao Group fell to an intraday limit; Sora concept stocks collectively adjusted back, and the word Huayang Lianzhong fell; Bank shares fluctuated lower, with Bank of Ningbo leading the decline. Overall, stocks rose more and fell less, with more than 3,500 stocks rising. On the disk, Shanghai's state-owned enterprise reform, AI glasses and retail sectors were among the top gainers, while insurance, Sora concept and banking sectors were among the top losers.Well-known American experts said that it was useless for Taiwan Province to buy weapons, and the Taiwan Affairs Office responded. Beijing Daily reporter: Bu Ruizhe, former chairman of the Board of Directors of the American Association in, and many other well-known American experts on the Taiwan Strait said that it was "impossible and useless" for the Democratic Progressive Party authorities to plan to increase military spending and buy American armaments in large quantities, which was regarded as "throwing cold water on the Democratic Progressive Party authorities" and "taking a blow". What is the spokesman's comment on this? Zhu Fenglian, spokesperson of the Democratic Progressive Party Affairs Office, said: authorities are trying to "seek independence by force", squandering the hard-earned money of Taiwan Province people to buy weapons, and paying a high "protection fee" to hand in a "warlords", which is just to quench their thirst by drinking poison, and will only make Taiwan Province soldiers in danger. The deeper the "relying on foreign countries for independence", the more "destroying Taiwan", and ultimately it will only be a moth to the fire and bring about its own destruction.JPMorgan Chase: The momentum of Xiaomi's electric vehicle will continue to be rated as "overweight". According to a research report published by JPMorgan Chase, Xiaomi Group announced that it will launch the second electric vehicle named Xiaomi Yuqi in the middle of next year, which is an SUV model. The product portfolio of electric vehicle business continues to expand, reflecting that the Group's ability to enter the electric vehicle market is better than market expectations. The delivery target of Xiaomi SU7, the first electric vehicle, has also been raised twice, and the gross profit margin of electric vehicle business has reached a medium-high level in the first two quarters, far exceeding the initial market expectation and only recorded a slight gross profit margin. Motong said that at present, we are waiting for the Group to announce more details about the new car's life, pricing and battery. We believe that the strong sales momentum of SU7, the profitability of the Group's core business and electric vehicle business, and the expectation that new models will be launched in the second half of next year will continue to promote the stock price in the next 6 to 12 months. The positive catalysts in the future include more details or pricing of YU7, further expansion of electric vehicle production capacity, exceeding expectations in core business performance, and large-scale and national consumption stimulus measures introduced by the country in the future.


Beijing's subsidy policy for old vans has been extended to the end of the year. The Beijing Municipal Bureau of Ecology and Environment said yesterday that in order to meet the needs of car owners for trade-in, the city issued the Notice on Adjusting the Implementation Rules for Beijing to Further Promote the Scrapping and Updating of Old Wagons and Large and Medium-sized Buses with Emission Standards of Grade 4 and below, extending the application time of subsidies, expanding the scope of benefits of subsidies, and further stepping up efforts to promote the scrapping and updating of old trucks and large and medium-sized buses with emission standards of Grade 4 and below in the city. The applicable time of subsidy is extended from August 26th, 2024 to December 10th, 2024 to August 26th, 2024 to December 31st, 2024. In addition, this time, subsidies have been added to the owners of micro, light and medium-sized trucks that meet the four emission standards of scrapped countries from August 26 to December 31, 2024. Among them, the scrapped national four emission standards for micro and light trucks are subsidized by 15,000 yuan/vehicle; The subsidy for medium-sized trucks with four emission standards in scrapped countries is 25,000 yuan/vehicle.In response to the Democratic Progressive Party authorities' deletion of the military academy curriculum on the island, the Taiwan Affairs Office spokeswoman Zhu Fenglian said: The Democratic Progressive Party authorities, out of the "Taiwan independence" nature, made great efforts to "de-China". Previously, they introduced the so-called "educational reform" policy and "Taiwan independence" curriculum, and this time they deleted the military academy curriculum on the island, so that military academy students could not see the history of the Anti-Japanese War and learn the wisdom of ancient China people. They tried to cut off the historical and cultural ties between the two sides of the Taiwan Straits in various ways, so as to deceive the people of Taiwan Province and deceive the young people of Taiwan Province into going to the battlefield for "Taiwan independence" and acting as cannon fodder for "Taiwan independence", which requires high vigilance. Facts have proved, and will continue to prove, that any "de-China" act can not separate the historical ties between the two sides of the strait and the blood ties between compatriots on both sides of the strait, let alone change the fact that Taiwan Province is a part of China. The perverse actions of the Democratic Progressive Party authorities are bound to be resolutely opposed by more and more Taiwan Province compatriots.Baoquan Zhu: The property fee in 2.5 yuan is the watershed of Vanke's property. At the meeting of Wanwuyun, Baoquan Zhu, chairman of Wanwuyun, gave a speech. Baoquan Zhu said that based on the cost system and brand recognition of Vanke Property, 2.5 yuan Property Fee is a watershed. "Vanke Property doesn't seem to be able to do the property services below 2.5 yuan. If it does the property below 2.5 yuan, the original owners don't agree, so Vanke Property encounters the bottleneck of price restriction in the development process. When we really open the market, we will find that if the price goes above 2.5 yuan, the space will become narrower and narrower, and if we go down, the space will become bigger and bigger. " Baoquan Zhu said. (Sina Technology)


In 2024, the rating of brokerage investment banking business is nearing the end, and the results of 96 brokers will be released. The reporter was informed that the quality evaluation of brokerage investment banking business in 2024 is nearing the end, and the evaluation scores of investment banking business quality of 96 participating brokers in 2024 have been distributed to companies. After the brokers confirm, the association will start the formal scoring work. In September this year, the China Securities Association launched the quality evaluation of brokerage investment banking business in 2024, and initially determined the participating brokerage and investment banking projects. According to the preliminary statistics, about 68 brokers are expected to get extra points for supporting high-level science and technology in investment banking. (Cailian)Starbucks China responded to the new Chief Growth Officer: promoting the sustainable development of Starbucks brand in China. Recently, some media reported that the management of Starbucks China continued to adjust and hired CGO to manage the growth from digital marketing companies. In response to the above information, Sina Technology verified Starbucks, and the official response said: China is Starbucks' largest international market and an important engine for the company's future growth. In November, Starbucks China established the Chief Growth Officer (CGO) organization and appointed Tony Yang as the company's Chief Growth Officer (CGO). The establishment of CGO organization will continue to strengthen Starbucks' coffee leadership, accelerate the product innovation with coffee as the core, better refresh customers' Starbucks experience at various contacts through integrated marketing strategies, and promote the sustainable development of Starbucks brand in China. (Sina Technology)On the analysis of the daily limit at noon on December 11th, the three major indexes rose slightly, and consumer electronics concept stocks broke out collectively. Yiming food has 12 boards, Shandong glass fiber has 6 boards, one picture can be understood > >

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