A shares may have more upside! Core assets can be laid out with one click through the Shanghai and Shenzhen 300ETF South (159925). On December 10th, the Shanghai and Shenzhen 300ETF South (159925) closed up 0.83%, with a turnover of 115 million yuan. Component stocks rose strongly, with China Merchants Bank and Wuliangye rising by over 2%, and Kweichow Moutai, China Ping 'an and Zijin Mining rising by over 1%. China Merchants Securities said that at present, the expected returns of wealth management products and deposit interest rates are declining, the expected returns of various types of assets are declining, residents' deposits and net deposits are soaring, and residents' investment funds are greatly increased. In this state of asset shortage, if the profit-making effect of the follow-up equity market continues to improve and residents' deposits move to the equity market, theoretically, A shares will have greater upside. In terms of configuration, among the industries before and after the two important meetings in December, petroleum and petrochemical, food and beverage, household appliances, social services, medicine and biology, agriculture, forestry, animal husbandry and fishery are more likely to rise. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.Poly Real Estate's 7 billion yuan public bond project was updated to "accepted". On December 10th, according to the information disclosure of Shanghai Stock Exchange, Poly Real Estate Group Co., Ltd. plans to publicly issue corporate bonds with a total amount of 7 billion yuan to professional investors in 2024. At present, the project status has been updated to "accepted". Huatai United Securities is the underwriter of this bond issue, and the bond type is public offering. The Shanghai Stock Exchange has updated the project on December 9, 2024.KBW: Raise the target price of MasterCard from $580 to $618, and maintain the rating of "outperforming the market".
New quality productivity is still the core of policy orientation! Kechuang 100TF (588190) closed up 1.71%. On December 10th, Kechuang 100TF (588190) closed up 1.71%, with a turnover of 667 million yuan. The constituent stocks rose strongly, with Guo Dun Quantum up 6.19%, Siwei up 4.18%, and Hengxuan Technology, Ruichuang Micro-nano and Alice followed suit. Huajin Securities said that developing new quality productivity is still the main policy orientation. The meeting clearly put forward that "scientific and technological innovation should lead the development of new quality productivity", showing that the emerging industries related to the eight new quality productivity are still the main direction of the policy. From a short-term perspective, positive policies are expected to drive A-shares to start the New Year's market. First, from the molecular perspective, the meeting may raise the market's expectation of economic recovery: the meeting can expect to adjust fiscal and monetary easing next year and further economic recovery. In terms of liquidity, further easing of monetary policy is expected to rise.Guangdong: Build and improve the integrated motor vehicle emission monitoring system of "heaven, earth and drivers". By the end of 2025, the coverage rate of remote sensing monitoring of diesel vehicles will reach over 60%. The Guangdong Provincial People's Government issued an action plan for continuous improvement of air quality in Guangdong Province to strictly control motor vehicle emissions. Strengthen the supervision and inspection of the environmental protection standards and information disclosure of new cars, and realize the full coverage of new production trucks. During the periodic inspection of motor vehicle emissions, the evaporative emission control of gasoline vehicles is tested. Strengthen the supervision of motor vehicle emission inspection agencies, and actively explore technologies such as raw data storage and data encryption transmission to prevent motor vehicle emission inspection agencies from cheating. We will build and improve the integrated motor vehicle emission monitoring system of "heaven, earth and drivers", and the coverage rate of remote sensing monitoring of diesel vehicles will reach over 60% by the end of 2025. Strengthen the home inspection of major car users whose remote sensing monitoring rate exceeds 10%, and severely crack down on illegal activities such as dismantling exhaust aftertreatment devices and destroying and tampering with on-board diagnostic systems (OBD). Organize the remote sensing monitoring, supervision and inspection of motor vehicle emissions, strictly implement the system of motor vehicle emission inspection and compulsory maintenance, strengthen the joint supervision and law enforcement of motor vehicles that exceed the standard, and basically eliminate the phenomenon of "black smoke" from motor vehicles.President of China Investment Promotion Association: The digital service and service outsourcing industry will usher in rapid development. The 13th China International Service Outsourcing Fair (hereinafter referred to as Service Expo) was held in Wuhan on the 10th. Ma Xiuhong, president of China Council for the Promotion of International Investment, said at the meeting that with the accelerated innovation of artificial intelligence, big data, cloud services and other technologies, the scale of China's digital economy has greatly increased, and the digital service and service outsourcing industry will usher in a new stage of rapid development.
Official website, Beijing Medical Insurance Bureau, reported that recently, Beijing Medical Insurance Bureau issued the Notice on Expanding the Mutual Aid Scope of Employees' Medical Insurance Personal Accounts, which stipulated that the family mutual aid scope of employees' medical insurance personal accounts in this city should be expanded from immediate relatives (spouse, parents, children) to close relatives (spouse, parents, siblings, grandparents, grandchildren, grandchildren). There are two conditions for close relatives to use the personal account of the employees' medical insurance insured in this city: first, the close relatives of the insured should be the basic medical insurance insured in this city; Second, eligible close relatives must file a record. When using the personal account funds of the insured in the designated medical institutions, you should use your personal account first, and then use other people's personal accounts in the order of filing.Mizuho: Raise GM's target price from $59 to $62, and maintain the rating of "outperforming the market".The commander of the intelligence command of the South Korean Ministry of Defense was suspended. On December 10, local time, the South Korean Ministry of National Defense announced that it would take suspension measures against Wen Xianghu, commander of the intelligence command of the Ministry of National Defense. (CCTV News)
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide
12-13
Strategy guide