Hong Kong stocks ushered in the "structural bull" and the future valuation center is expected to rise. Since late September, the policy combination boxing has exceeded expectations, and the Hang Seng Index has taken advantage of the trend. As of the close of December 13th, the Hang Seng Index has risen by 17.15% this year, which is the first time since 2020. In terms of sectors and individual stocks, it is one after another, constantly deducing "structural cattle". Wind's statistics show that since the beginning of this year, a total of 333 stocks have increased by more than 50%, of which 142 stocks have doubled, and Quanzhi International has increased by more than 10 times this year. Eight stocks including Boya Interactive, Wanshun Ruiqiang Group, Zheli Holdings, Honghao International Holdings and Shanghai Qingpu Fire Protection have also increased by more than 5 times. For the trend of Hong Kong stocks in 2025, Guotai Junan Hong Kong believes that the Federal Reserve will continue to cut interest rates in 2025, and the valuation center of Hong Kong stocks will continue to improve marginally. Looking ahead, Hong Kong stocks will remain volatile and investors need to pay attention to structural industry opportunities. In its view, the Hong Kong stock market is dominated by "N"-shaped upward volatility, and there are many flexible opportunities in the stage, but we should pay attention to actively looking for structural industry opportunities. (Securities Times)Al Barawi, Chairman of the Bid Committee for the World Cup in Saudi Arabia: Welcome China investors to participate in the preparations for the World Cup. The special meeting of the International Football Federation recently announced that Saudi Arabia will host the 2034 World Cup. In an exclusive interview with reporters, Hamad Al Barawi, chairman of Saudi Arabia's bid committee for the 2034 World Cup, said that Saudi Arabia is taking the opportunity of hosting the World Cup to step onto the global stage, constantly showing its firm support for the development of sports industry and its enthusiasm and confidence in football, and welcomes China investors to participate in the preparations for the World Cup. (Xinhua News Agency)Fat Donglai: Measures will be taken to control purchasing behavior. Fat Donglai released the control measures on purchasing behavior, saying that from December 14, Fat Donglai will implement the following series of measures to control, including improving the real-name information of membership cards, implementing dynamic code checkout for membership cards, restricting the purchase of goods, limiting the flow of stores, and quickly processing purchasing mechanisms.
Two-way opening-up continues to deepen, and foreign-funded institutions continue to be optimistic about China's capital market. Near the end of the year, many foreign-funded institutions have issued investment strategies for 2025. Foreign-funded institutions generally believe that a series of incremental policies since the end of September are gradually exerting their effects, providing strong support for China's stable economic growth and high-quality development. At the same time, the interconnection of financial markets continues to deepen, and the system of qualified foreign investors continues to be optimized, which also makes foreign investors' interest in investing in China continue to rise. Many foreign-funded institutions such as Goldman Sachs, UBS and Morgan Asset Management continue to be optimistic about the market outlook of China's capital market. Xing Ziqiang, chief economist of Morgan Stanley in China, said that the regulatory authorities are increasingly friendly to foreign investment, and the attention of overseas long-term capital and foreign investors to China is also developing in a positive direction. With the coordinated efforts of reform, it is believed that China's economy and market confidence will continue to stabilize and rebound. (Securities Times)From now on, the sunny and dry mode will be started in the central and eastern regions, and the temperature in many places in the south will hit a new low. On the whole, from today to the 17th, most of the weather in the northwest to the central and eastern regions will be sunny and dry. December is also one of the driest months in the second half of the year in the central and eastern regions, so the public should pay attention to replenish water in time. Around the 18th, the precipitation in the whole country will increase again, so it is necessary to pay attention to the weather changes in time and take corresponding precautions. This cold air that is affecting China will continue to move eastward and southward, and the areas with the highest temperature and low innovation will be concentrated in Jianghuai to the southeast coastal areas. In big cities, Nanjing, Shanghai, Fuzhou, Guangzhou and Haikou will have the coldest day in the second half of the year. At the same time, the minimum temperature is also obviously downward. It is estimated that the lowest temperature will be below 0℃ in many places from the middle and lower reaches of the Yangtze River to the central and northern Guizhou tomorrow and the day after tomorrow. In the city, tomorrow morning, the lowest temperature in Changsha, Hangzhou and Nanjing will only be around 0℃, and it will feel cold. (Weather in China)American polls show that half of Americans lack confidence in Trump's ability to nominate qualified cabinet members. A recent poll by the Associated Press -NORC Public Affairs Research Center shows that half of Americans lack confidence in President-elect Trump's ability to nominate qualified people for the new cabinet or key administrative positions. According to the survey results, 55% of American respondents have "a little confidence" or "no confidence at all" in Trump's ability to select qualified candidates during his second term, and another 27% have "very confidence". The poll was conducted from December 5 to 9, and the respondents were 1251 American adults, with a margin of error of 3.7 percentage points. (CCTV)
Market News: US President-elect Trump's Middle East envoy met with the Saudi Crown Prince on Wednesday local time.Nasdaq 100 Index announced the annual adjustment results of constituent stocks: Palantir, MicroStrategy and Axon will be added to the index, while Illumina, supercomputer and Moderna will be removed.Payment licenses have been cancelled for a total of 94 times, and 9 payment institutions "left the site" during the year. Recently, Kaidianbao Payment Service Co., Ltd. issued the Notice on Suspension of Payment Business, saying that it would withdraw and clean up the existing stock business in an orderly manner. According to the list of cancelled payment institutions updated by official website, People's Bank of China, as of December 13 this year, 94 payment licenses have been confirmed to be cancelled, and the number of payment licenses cancelled this year is 9. (Securities Daily)
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14