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2024-12-14 04:27:19

Can the continuous outbreak of the big consumption sector serve as the main line of the New Year? Can the continuous outbreak of the big consumer sector serve as the main line of the New Year? In this regard, Zhang Cuixia, the chief investment consultant of Jufeng Investment and the chief tutor and general manager of the investment and education division, believes that it is recommended to cash in before the year and operate according to the big-band thinking; Lin Longpeng, chief market analyst of Guotai Junan Securities Research Institute, believes that the big consumer sector is expected to have trading opportunities; Zhu Qi of Galaxy Securities believes that the follow-up policy support of the large consumer sector is expected to be strong, and the segmentation sector is bullish. (CBN)South Korea's Minister of Planning and Finance, Choe Sang-mu, told Congress that the downside risks facing the economy are increasing.Can the continuous outbreak of the big consumption sector serve as the main line of the New Year? Can the continuous outbreak of the big consumer sector serve as the main line of the New Year? In this regard, Zhang Cuixia, the chief investment consultant of Jufeng Investment and the chief tutor and general manager of the investment and education division, believes that it is recommended to cash in before the year and operate according to the big-band thinking; Lin Longpeng, chief market analyst of Guotai Junan Securities Research Institute, believes that the big consumer sector is expected to have trading opportunities; Zhu Qi of Galaxy Securities believes that the follow-up policy support of the large consumer sector is expected to be strong, and the segmentation sector is bullish. (CBN)


Airbnb announced the top ten outbound destinations for China users during the Spring Festival holiday. According to Airbnb's data from China, compared with the year-end holidays such as New Year's Day, the search enthusiasm of China users for outbound travel during the Spring Festival holiday has nearly tripled. The top ten outbound destinations are Japan, Thailand, New Zealand, Norway, Australia, South Korea, Malaysia, the United States, Italy and Indonesia, and Asia-Pacific destinations account for seven seats.Morgan Asset Management: Trump's economic policy is generally beneficial to the US economy to maintain the "overweight" rating on US stocks and credit. Sheng Nan, global multi-asset strategist of Morgan Asset Management, said that it is expected that the economic policy of US President-elect Trump will be generally beneficial to the local economy, but the implementation order of specific policies will also determine the growth trajectory in the next two years. Sheng Nan mentioned that Trump pays more attention to deregulation and measures to boost finance by extending tax cuts, which will improve business confidence, open capital markets and accelerate growth and return on assets. However, if the focus is on immigration and tariff policies, the interruption of labor supply or trade may have negative consequences, inhibit economic growth and lead to asset market fluctuations. Sheng Nan believes that despite the above uncertainties, the US economy is expected to grow strongly next year, and the local GDP will not slow down to 2% until the fourth quarter of next year, so he maintains the "overweight" rating on US stocks and credit.Open source securities: AI video model is accelerating the competition and continuing to lay out "AI+ movies". According to the open source securities research report, 1)AI video model is accelerating the competition, and its multi-modal capability is continuously upgraded, helping to open up the commercialization space. 2) Film and television content, copyright and marketing companies actively embrace AI video and continue to lay out "AI+ Film and Television". We are optimistic about the continuous iteration of the AI ​ ​ video model, the accelerated application, the superposition of policy assistance such as the release of new film supply and consumption subsidies, and further promote the opening of the commercialization space of "AI+ film and television".


Computing hardware rebounded after the Dragon Boat Festival, Woer nuclear materials hit the daily limit, computing hardware rebounded after the Dragon Boat Festival, Woer nuclear materials hit the daily limit, Zhaolong Interconnect rose by over 10%, and Xinyisheng, Shenyu, Chuangyitong and Quéven Technology all rose by over 5%.Hang Seng Index fell 0.2%, led by Meituan. The Hang Seng Index fell 0.2% to 20,278.66 in Hong Kong for two consecutive days. Meituan dragged down the index the most, falling by 1.7%. Chuangke Industrial Co., Ltd. suffered the biggest decline, falling by 4.1%. In midday trading, 33 of the 83 stocks fell and 46 rose; Three of the four stocks fell, led by industrial and commercial stocks.In the afternoon, the cultural media sector strengthened. Guangdong Media, vision china, Gravitation Media and Jishi Media strengthened. Tianlong Group rose by over 15%, while Palm Reading Technology and Xinhua Media rose rapidly.

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