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.South Korean police seized and searched the Police Department, Seoul Police Department and National Guard. On December 11th, local time, South Korean police seized and searched the Police Department, Seoul Police Department and National Guard. (CCTV News)
Foreign media explosion: Biden's government is considering imposing new sanctions on Russian oil trade before Trump takes office, and the details have yet to be finalized. Bloomberg reported on the 10th local time that Biden's government is considering imposing new and stricter sanctions on Russian oil trade, trying to further increase pressure on Russia before Trump, the US president-elect, returns to the White House. The report quoted people who are familiar with the situation but do not want to be named as saying that the details of possible new measures are still being worked out, but Biden's team is considering imposing restrictions on some Russian oil exports. (World Wide Web)Chief Cabinet Secretary Lin Fangzheng: We will continue to pay special attention to the developments in South Korea. The importance of Japan-ROK relations in the current strategic environment will not change.The CSI A500ETF paid dividends for the first time. On December 11th, ICBC Credit Suisse announced the dividend, becoming the first CSI A500ETF product to announce the dividend. The dividend plan is to allocate 0.066 yuan for every 10 fund shares, the base date of income distribution is November 29, and the net value of fund shares on the base date is 1.0078 yuan. In addition, ICBC Credit Suisse CSI A500ETF's dividend registration date is December 13th, and the cash dividend payment date is December 18th.
Korean media: Yin Xiyue began to contact defense lawyers and prepare to form a legal team. With the investigation of the alleged "civil strife crime" in the implementation of emergency martial law by the Korean investigation authorities, President Yin Xiyue has been banned from leaving the country. According to Korean media reports, Yin Xiyue has started to contact defense lawyers and prepare to form a legal team. According to South Korea's "National Daily" reported on the 10th, Yin Xiyue was recently discussing with a law firm in Seocho-ku, Seoul to take over the defense of the crime of civil strife. According to the report, officials around Yin Xiyue have handed over the case to a number of law firms, some of which are considering whether to accept the case, while others are said to have rejected it.Byte Toilet started a war against slang. Recently, many netizens posted that ByteDance posted many cartoons against slang in the toilet, encouraging everyone to "speak clearly without slang" by teasing. For example, the phrase "Your cherries are at the price lose level in the current market, and it is suggested to adjust the price strategy appropriately" is changed into the vernacular phrase "Your cherries are more expensive than others, so they are cheaper". Take your test paper and let it dry. Let's review it together and see how to adjust the next stage of play. Auntie, please increase the concentration of braised pork and pay attention to the stability of dish distribution. Coordinate the offline conference venue to ensure the efficient alignment of project information. (Oriental Finance)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.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13