Huatai Securities: 600 million yuan of movie-watching consumption subsidies help the film to pick up. It is suggested to pay attention to the investment opportunities in the sector. Huatai Securities Research Report said that the National Film Bureau launched the "National Film Consumption Season for the benefit of the people" on December 9, and the "consumption season" will be from December 2024 to February 2025. A total of not less than 600 million yuan of movie-watching consumption subsidies will be invested; On the supply side, movies for the Spring Festival in 2025 are scheduled one after another, including Bears, Gods 2 and Legend of the Condor Heroes, etc., and the head players gather, so the box office for the Spring Festival in 2025 is expected to usher in a strong performance. Looking forward to 2025, both ends of supply and demand are expected to improve, and the fundamental inflection point of the cinema line plate will be pushed upward. It is suggested to pay attention to the investment opportunities in the plate.CITIC Securities: In 2025, the performance boom cycle of the US Internet sector is expected to continue. According to CITIC Securities Research Report, looking forward to 2025, the macro resilience will continue, and the superimposed GenAI technology will continue to be introduced. The performance boom cycle of the US Internet sector is expected to continue, which is reflected in online advertising, e-commerce, streaming media, local life, financial technology and other sectors. However, the Trump administration's tariff increase & industry regulatory policies, inflation data, AI technology progress, etc. are expected to be continuous disturbance variables and need to be closely watched. At the level of individual stocks, the first-line Internet giants will still be the basic allocation. At the same time, we suggest that investors appropriately increase the allocation of small and medium-sized stocks in the fields of advertising technology and financial technology to enhance portfolio flexibility.Vanke: It received a loan of 1.05 billion yuan from the Postal Savings Bank. On December 10th, Vanke Enterprise Co., Ltd. (Vanke A, 000002.SZ) issued an announcement on providing guarantee for bank loans. According to the announcement, Vanke recently applied for a loan from Shenzhen Luohu Sub-branch of Postal Savings Bank of China Co., Ltd. (hereinafter referred to as "Postal Savings Bank"), with a total loan principal of RMB 1.05 billion, and subsequent companies will make withdrawals according to business needs. The holding subsidiaries of the Company provide corresponding mortgage and pledge guarantee for the relevant loans respectively, and at the same time, the holding subsidiaries, as co-borrower, undertake repayment obligations together with the Company. After this guarantee, the total external guarantee of the company and its holding subsidiaries will be 118.673 billion yuan, accounting for 4.732% of the company's audited net assets attributable to shareholders of listed companies at the end of 2023.
Argentine President Millai: Argentines can now trade in any currency.CITIC Securities: The logic of "grabbing exports" is expected to support the short-term performance of China's exports. According to the CITIC Securities Research Report, in November, China's exports maintained a certain growth rate, exports to emerging markets maintained a high growth rate, and exports of mechanical and electrical products performed brilliantly. In the short term, both CCFI index and SCFI index are on the rise, and the logic of "grabbing exports" is expected to support the short-term performance of China's exports. In the long run, if the United States imposes tariffs on China, China's export performance may be dragged down. However, based on the analysis of the import share structure of the United States, the European Union, Vietnam, Mexico and other economies, we can see that the current pattern of China's trade diversification has improved compared with the last round of Sino-US trade friction, and the trade between emerging markets and China has become closer and closer. The imposition of tariffs by the United States on China may affect the bilateral trade between China and the United States more, and domestic enterprises going to sea and re-exporting trade may still be effective ways to hedge the impact of US tariffs on China.In 2024, the number of cases of dengue fever in Brazil exceeded 6.76 million. On December 10, local time, according to the latest data from the Brazilian Ministry of Health, this year, the number of suspected and confirmed cases of dengue fever in Brazil rose to 6,763,743, and the number of deaths rose to 5,950, with another 1,091 deaths to be verified. In 2024, the number of cases of dengue fever infection in Brazil reached a record high since the country's epidemic record, which was three times that of 2023. The death toll of dengue fever has also reached a record high, four times that of 2023. The regions with the highest infection rates are federal capital territory, minas gerais, Balana and Sã o Paulo.
Asian Development Bank: Reduce India's growth forecast from 7.0% to 6.5% in 2024 and from 7.2% to 7.0% in 2025.The chief operating officer of BlackRock seeks to improve its technical and artificial intelligence capabilities. The chief operating officer of BlackRock, the world's largest asset management company, said on Tuesday that the company is looking for opportunities to expand its technical capabilities, including in the field of artificial intelligence. Rob Goldstein, chief operating officer of BlackRock, said in an interview at a conference in new york: "There are always some capabilities that can be improved."Caoji Group seeks to raise up to HK$ 138 million through Hong Kong IPO. According to the announcement of the Hong Kong Stock Exchange, Caoji Group will issue about 33.3 million shares at a price range of HK$ 3.75 to HK$ 4.15 per share. The company may raise up to HK$ 138 million (US$ 17.8 million) and is expected to start listing on December 19th.
Strategy guide 12-14
Strategy guide