Market News: An earthquake of magnitude 6.09 occurred on the border between Argentina and Chile.Kress, the chief financial officer of NVIDIA, sold shares and cashed in $9.03 million.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)
It is reported that Trump will meet with Apple CEO Cook. According to informed sources, Apple CEO Tim Cook will meet with US President-elect Donald Trump at Haihu Manor on Friday local time. This is a new case in a series of meetings between Trump and executives of technology companies. According to people familiar with the matter, Cook and Trump will dine at the President-elect's Magara Song Club in Palm Beach. Last month, Trump had dinner with mark zuckerberg, CEO of Meta, and met with sundar pichai, CEO of Alphabet on Thursday. In addition, Trump also said that he plans to meet with Amazon founder Jeff Bezos next week. (Global Market Broadcast)CITIC Securities: The growth rate of supply is expected to move down rapidly, and there is room for aluminum price increase. According to the research report of CITIC Securities, the growth rate of global electrolytic aluminum production is expected to be 3.6%/2.2%/1.7%/0.9% from 2024 to 2027, showing a rapid downward trend. At the same time, our calculation results show that the incentive price of overseas electrolytic aluminum projects may be as high as 3000 US dollars /24000 yuan. The current aluminum price is difficult to stimulate overseas capacity expansion. We are optimistic about the rising space of aluminum price and the allocation value of aluminum plate under the background of strong supply constraints. Maintain the aluminum plate "stronger than the market" rating.The giant pandas "Xingqiu" and "Yilan" set off for the Adelaide Zoo in Australia. According to china wildlife conservation association news, "Xingqiu" (male, born on September 29th, 2020) and "Yilan" (female, born on August 10th, 2021) set off for the Adelaide Zoo in Australia today (December 14th), continuing the 15-year panda protection cooperation relationship between the two sides for 10 years. China and Australia have arranged various preparations before transportation in an orderly manner, and made every effort to ensure the safe and smooth arrival of the two giant pandas at Adelaide Zoo. The Chinese side carried out quarantine and physical examination on the two giant pandas, and they were in good health. Experts were organized to go to Adelaide National Zoo for technical guidance, and food, water and medicines such as Wowotou, bamboo shoots and carrots were prepared to ensure the needs of giant pandas during the flight. China and Australia sent veterinarians and breeders to escort two giant pandas on the same plane. In order to welcome the arrival of giant pandas, Adelaide Zoo has made full preparations, the venue arrangement is brand-new, the edible bamboo has a long-term and stable guarantee, the feeding management team is experienced, and a complete feeding management system and technical specifications have been formulated.
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)Antaike: The global nickel industry surplus is expected to narrow, and the nickel price may decline. The Antaike report shows that the nickel price will rise and fall in the first half of 2024, because the supporting cost below is still there. After the price reached a staged low in late July, the whole price showed a pattern of bottoming out and falling resistance, and the upward and downward momentum was not strong. Returning to the fundamentals itself, oversupply and the staged improvement of downstream consumption have limited room for price rise. On the whole, the price of nickel basically fluctuated within a narrow range this year. The highest nickel in Shanghai was 160,000, and the lowest was 119,000, mainly in the range of 120,000-140,000. Looking forward to the next year, it is expected that the upward and downward momentum of nickel price is not strong, and the main contradiction is still on the supply side. In 2025, it is expected that the price difference between products and inside and outside will further converge, and the price center of gravity will move down. It is expected that the nickel will be in the range of 14,500-18,500 US dollars/ton; The range of Shanghai nickel is 120,000-170,000 yuan/ton.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.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14