Yuanda Jinghua Securities upgraded the rating of Taiwan Optoelectronic Materials to Buy with a target price of 660 yuan NT.Boeing: I'm afraid the new version of Air Force One will not be in place until 2029 at the earliest.Reminder: Please pay attention to it during the day (the following are all Beijing time). ① At 07: 50, the outlook index of large-scale manufacturing industry in Japan in the fourth quarter is short-sighted; ② At 10: 35, Hunter, Assistant Chairman of Reserve Bank of Australia, made a speech; ③ 15:00 UK merchandise trade account for October; ④ At 16: 00, Villeroy, Governor of the European Central Bank and Governor of the Bank of France, made a speech; ⑤ 17:00 Speech by Robert Holzmann, ECB Management Committee; 6. At 18: 00, the Bundesbank announced the semi-annual forecast report, and the industrial output of the euro zone in October; ⑦ 19:00 Speech by Mario Centeno, ECB Governing Committee and Governor of Portuguese Central Bank; 8: 21: 30 US import price index in November.
The US dollar index rose by 0.3%, the Japanese yen fell to 153, and the Swiss franc fell by over 0.9%. On Thursday (December 12), the ICE dollar index rose by 0.31% to 107.038 points, and the intraday trading range was 106.354-107.041 points. The whole day showed a volatile upward state, but the European Central Bank announced a rate cut, the US PPI data was released, and Beijing. The Bloomberg dollar index rose by 0.28%, reaching a daily high of 1288.41 points, and then fluctuated upward after reaching a daily low of 1281.12 points at 15:17. The dollar rose 0.14% against the yen to 152.67 yen, and the intraday trading range was 151.81-152.77 yen. The euro fell 0.27% to 1.0467, the pound fell 0.62% to 1.2673, and the dollar rose 0.93% to 0.8924 against the Swiss franc. Among the commodity currencies, the Australian dollar was roughly flat after falling back against the US dollar, while the New Zealand dollar fell by 0.29% and the US dollar rose by 0.44% against the Canadian dollar. The Swedish krona fell 0.38% against the US dollar, while the Norwegian krona fell 0.26% against the US dollar.Google successfully attacked OpenAI:ChatGPT Vision was launched in the middle of the night. Yesterday, after Google enlarged its recruitment to release Gemini 2 and provided free services, OpenAI followed closely today (12-day conference Day6) and launched the long-awaited ChatGPT Vision function, bringing users a richer multi-modal interactive experience. In addition to the original advanced voice mode, you can now make video calls with ChatGPT, share the screen, and interact with Santa Claus in real time. The entire conference lasted for 11 minutes.Chip-concentrated stocks clustered in four major industries, and 43 stocks fell for more than three consecutive periods. According to the statistics of Securities Times and DataBao, as of December 12, 300 stocks disclosed the number of shareholders in the latest period, compared with the previous period (November 30), there were 162 stocks with a decrease in the number of shareholders. Specifically, the number of shareholders in 29 stocks decreased by more than 5%, and the number of shareholders in 5 stocks decreased by more than 10%, including Dongfang Huanyu, Zhongshe, Baina Qiancheng, Midland New Materials and Hengshuai. Many chip-concentrated stocks have performed well in the recent market. According to the statistics of DataBao, the average share capital of 126 chips has increased by 4.86% since last month, and the cumulative increase of 18 stocks is above 10%. The top gainers are Guoan Da, Beiwei Technology and Silk Road Vision, which have increased by 42.5%, 26.18% and 21.44% respectively. From the industry point of view, the number of chip concentrated stocks is the largest in the four major industries of mechanical equipment, power equipment, electronics, medicine and biology.
Central Bank of Peru: It is expected that the annual inflation rate and core inflation rate will remain within the expected range.Xie Feng, Ambassador of China to the United States: It is unwise to underestimate China, and it is not true to criticize China, and it will not succeed to contain China. According to the official of the Chinese Embassy in the United States, on December 11, 2024, u.s.-china business council held the 2024 annual celebration dinner in Washington. In his speech, Xie Feng said that China's economic operation is generally stable, progressing steadily, and it is confident to stabilize the market and prevent risks, with high-quality development and vitality, and there is potential for sustained recovery. In the first three quarters of this year, China's GDP increased by 4.8% year-on-year, which not only ranked among the major economies in terms of growth rate, but also increased the "gold content", "new content" and "green content" of economic development, ranking 11th in the global innovation index. As the package of incremental policies continued to show remarkable results, the growth rate of consumption, investment and export in October picked up, the real estate transaction volume rose one after another, the manufacturing purchasing managers' index returned to the boom zone, and the turnover of tens of thousands of brands in the "double 11" shopping festival doubled. Xie Feng emphasized that China's economy has always been growing under the challenges of wind and rain, and it is confident to achieve its economic growth target this year. Next year, it will implement more active macro policies to prevent and resolve risks in key areas and external shocks, and it will remain the biggest engine of world economic growth in the future. The sea can't be stirred, and it always rushes. It is unwise to underestimate China, it is not true to criticize China, and it is even more impossible to contain China.Boeing: I'm afraid the new version of Air Force One will not be in place until 2029 at the earliest.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14