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2024-12-14 05:33:01
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Policy combination boosts confidence, and public offering: China's assets will usher in a further increase in valuation. On December 9, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting to analyze and study the economic work in 2025. A number of public offerings said that the meeting sent a very positive signal. At present, the economy is resilient, the investor structure is constantly optimized, and the market activity continues to increase. China assets may have an opportunity to raise their valuations again. From the perspective of funds, Jing Shun Great Wall Fund analyzed that the current A-share market is in the most active stage since 2015, and there are many potential bulls in the market. Policy expectations are expected to drive incremental funds into the market, forming a resonance between emotions and funds. (SSE)Trump said that individuals or companies that invest more than $1 billion in the United States will get accelerated approval. US President-elect Trump wrote in a post on his social media Truth Social on Tuesday: "Any individual or company that invests more than $1 billion in the United States will get comprehensive and accelerated approval and permission, including but not limited to all environmental approvals." This is the latest sign that Trump intends to relax the supervision of federal agencies and attract more foreign investment during his second term.South Korea's unemployment rate in November was 2.7%, expected to be 2.7%, and the previous value was 2.70%.


Zhongzhou Special Materials: Shareholders have transferred and reduced their shares by more than 1%. Zhongzhou Special Materials announced that shareholders holding more than 5% have transferred their shares internally and reduced their shares by more than 1%. After the shareholder completed the internal transfer among the concerted parties, its shareholding ratio changed accordingly. At the same time, the shareholder reduced his shares through the secondary market, and the reduction ratio exceeded 1%. This share change is mainly for the adjustment of shareholding within the company's shareholders, and will not have a significant impact on the company's governance structure and daily operations.South Korean Finance Minister and US Treasury Secretary Yellen confirmed that they will work closely together.Wells Fargo: Reduce the target price of Dow Chemical from $60 to $55, and maintain the "overweight" rating.


Hengrui Pharma: HRS-4729 injection was approved for clinical trial. Hengrui Pharma announced that the company and its subsidiary Fujian Sheng Di Pharmaceutical Co., Ltd. received the Notice of Approval for Clinical Trial of HRS-4729 injection approved and issued by National Medical Products Administration. The drug is a polypeptide drug independently developed, and it is a GLP-1R/GIPR/GCGR triple agonist, which is suitable for obese or overweight patients. Up to now, HRS-4729 injection has invested about 19.56 million yuan in research and development.Jin Guanping, Economic Daily: Implement more active and promising macro policies. The article points out that the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9 to analyze and study the economic work in 2025, and put forward "implement more active and promising macro policies" and "strengthen unconventional countercyclical adjustment" in view of the macro policy orientation next year, and clearly implement more active fiscal policies and moderately loose monetary policies. This important deployment has released a clear signal of strengthening macro-control and strong and steady growth. Implementing a "more active" fiscal policy means increasing fiscal countercyclical adjustment and improving the effectiveness of fiscal policy while maintaining policy stability and continuity. "Moderately loose" means that monetary policy will better reflect the supportive stance and orientation, maintain a reasonable and sufficient liquidity, and further reduce the comprehensive financing costs of enterprises and residents.Sarah Friar, CFO of OpenAI: Corporate customers will pay (at least) thousands of dollars for using artificial intelligence (AI) tools. In the end, it will be reasonable.

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