At the end of the year, housing enterprises were busy: speeding up the launch of high-quality real estate. Near the end of the year, the property market was still hot, and housing enterprises also started the "grabbing" mode to speed up the launch of high-quality real estate. Under the resonance of policy and market, many high-quality projects in first-and second-tier cities were sought after at the opening, and "Japanese CDs" and thousands of people waved their numbers appeared in some areas. "At the end of the year, developers increased their efforts to push the market, hoping to sprint their performance. As the market picks up, improved demand continues to exert its strength. " Insiders said.The Dow Jones Internet Composite Index reported 1160.75 points, down 7.43 points or 0.64%.The annual strategy of brokers in 2025 will present "three major consensuses". At the end of recent years, the annual strategies of major brokers in 2025 will be held intensively, focusing on the interpretation of the new year's market, the market trend next year and the discussion and judgment of the allocation direction. Generally speaking, brokers have shown a "consensus" in three major directions. The first consensus is that it is generally believed that the A-share market is expected to become an important place for global capital allocation. In this direction, Chinese and foreign institutions have reached a consensus. The second consensus is to give optimistic expectations for the A-share market in 2025. The confidence of the organization's optimistic expectations lies in the fact that the market sentiment has obviously recovered under the boost of a series of positive policies this year, and there is still room for boosting in the medium and long term perspective. The third consensus is reflected in the direction of industry allocation. The new quality productivity based on semiconductors and computing power, as well as the policy themes based on mergers and acquisitions and market value management, have become a common optimistic track for many brokers. (Securities Daily)
Disney CFO said: It is predicted that the price of streaming media service will rise in the future, and cracking down on DISNEY+ password sharing will bring "incremental" benefits every quarter.Hang Seng Index futures closed up 3.43% at 21,359 points, with a high water level of 945 points.The monetary policy is moderately loose. Many chief brokers actively interpret "extraordinary countercyclical adjustment". 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. The meeting released many new signals, such as the change of monetary policy from "flexible and moderate" to "moderately loose". In an interview, a number of brokerage chiefs believe that liquidity support may increase in the future to better serve the development of the real economy. (Securities Times)
The regulatory authorities have made a heavy blow to market manipulation. During the year, there have been nine fines with the amount exceeding 100 million yuan. Since the beginning of this year, the CSRC has made a heavy blow to market manipulation. According to public statistics, as of December 9, the CSRC and the local securities regulatory bureaus issued 28 administrative punishment decisions (including 3 advance notices of administrative punishment disclosed by listed companies) for market manipulation during the year, and 61 persons (families) were punished, with a total amount of fines exceeding 2.352 billion yuan. Among them, 9 tickets were fined more than 100 million yuan. In the punishment of market prohibition, there is also a ticket for both identity prohibition and transaction prohibition. "During the year, the number and intensity of fines for manipulating the market increased significantly, which was the result of strengthening supervision, improving supervision technology, improving laws and regulations and enhancing investor protection awareness." Researchers said that with the application of advanced technologies such as big data analysis and artificial intelligence, the ability of regulators to crack down on market manipulation has been improved. In recent years, the laws and regulations related to the capital market have been constantly revised and improved, and the penalties for illegal market manipulation have increased, which is helpful to increase the illegal cost and form an effective deterrent. In addition, the public and investors' awareness of the protection of their own rights and interests has gradually increased, which has also promoted the reporting and exposure of market manipulation. (Securities Daily)Ghana Election Commission announced that Mahama won the presidential election, and Ghana Election Commission announced on the 9th that former President john dramani mahama, the presidential candidate of national democratic congress in Ghana, won the 2024 presidential election. At a news conference that night, Chairman of Ghana Election Commission Mensa said that Mahama won 56.55% of the votes in 267 constituencies where the counting results had been announced, and its main rival, the incumbent Vice President Mahamoudou Bawumia, won 41.61% of the votes, ranking second. Even if Bawumia won all valid votes in the remaining nine constituencies, it would not change the election results, and Mahama won the presidential election.WTI January crude oil futures closed up 1.17 USD, or 1.74% to 68.37 USD/barrel. Nymex January natural gas futures closed up 3.45% at $3.1820/million British heat.
Strategy guide
12-13
Strategy guide
12-13