The concept of memory chip fluctuated and strengthened. The daily limit of Purran shares was 20CM, and Zhaoyi Innovation approached the daily limit. Hengshuo shares, Netac Technology, Juchen shares and Weiwei Storage all rose by more than 5%.China Merchants Ping 'an Assets established the No.2 Investment Center for Intelligent Calculation. According to the enterprise search APP, recently, Shenzhen Zhaoping Intelligent Calculation No.2 Investment Center (Limited Partnership) was established with a capital contribution of 300 million yuan, and its business scope includes: engaging in investment activities with its own funds. Enterprise equity penetration shows that the enterprise is indirectly wholly-owned by Shenzhen Merchants Ping An Asset Management Co., Ltd."Black Myth: Wukong" won two TGA awards and is competing for the best game of the year. On December 13th, the reporter learned that at the TGA(The Game Awards)2024 award ceremony, the domestic game "Black Myth: Wukong" won the best action game and the player's voice award, and the best game award is in the competition. Jiang Baicun, the director of the planning of Black Myth: Wukong, said in his acceptance speech: "It is a great honor to win this award. First of all, I want to thank every player. It is your support that makes such an oriental myth about courage and wisdom shine on such a stage. I also want to thank the organizers for not setting up an' air wall' during my coming to power." (Dahe Finance Cube)
CICC: Gradually filling the gap between inflation and demand will be the direction of economic work next year. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. The research department of CICC believes that for the economic goal of next year, after "maintaining stable economic growth", the meeting proposed to "maintain overall stability in employment and prices" and put forward "focusing on goal guidance and striving to achieve an optimal combination of stable growth, stable employment and reasonable price recovery". This is the first time in the past 15 years that "stabilizing prices" has been taken as the goal of annual economic work during the period of low prices. The research department of CICC believes that gradually bridging the inflation gap and demand gap will be the direction of economic work next year.Amazon said it would broadcast Trump's inauguration live on Prime Video. A spokesman for the US e-commerce giant Amazon said on Thursday that the company would donate $1 million to the inauguration fund of US President-elect Donald Trump and will broadcast Trump's inauguration live on its Prime Video service. The spokesman said that the live broadcast of Prime Video represented another donation worth $1 million in kind.CMB International: Upgraded the target price of WuXi Bio to HK$ 22.88, optimistic about the company's valuation and performance repair. CMB International published a report, predicting that the US Biosafety Act will fail with high probability, which will help WuXi Bio to achieve continuous performance growth in a relatively stable business environment. With the recovery of global biomedical financing, we are optimistic about the company's valuation and performance repair. According to the report, the NDAA in FY 2025 does not include the Biosafety Act, and the legislation of the Biosafety Act failed with high probability. On December 7, the US Senate and the House Armed Services Committee announced the National Defense Authorization Act (NDAA) for fiscal year 2025, which was finally negotiated by the committees of the two houses. The Biosafety Act was not included in the amendment of NDAA in FY 2025, which means that the Biosafety Act failed to pass the legislative path of joining NDAA. The Biosafety Act can still promote separate legislation, but considering that the window of the current US Congress session is less than two weeks, the Bank believes that the success rate of separate legislation is extremely low. CMB International maintained the "Buy" rating of Yaoming Bio, and its target price rose from HK$ 13.58 to HK$ 22.88. It is estimated that the company's revenue will increase by 7.1%/12.4%/ 13.9% from 2024 to 2026, and its adjusted net profit will increase by 0.8%/11.1%/13.4% respectively.
This year, the domestic game market sales revenue and game users have reached record highs. At the 2024 China Game Industry Annual Conference, Zhang Yijun, the first vice chairman of China Audio-visual and Digital Publishing Association and chairman of the Game Working Committee, released the 2024 China Game Industry Report. According to the report, in 2024, the actual sales revenue of the domestic game market was 325.783 billion yuan, a year-on-year increase of 7.53%, reaching a new high; There are 674 million domestic game users, up 0.94% year-on-year, which is also a new high point in history. In 2024, the actual sales revenue of China's self-developed games in overseas markets was 18.557 billion US dollars, up 13.39% year-on-year, and its scale has exceeded 100 billion yuan for five consecutive years, reaching a new high. (The Paper)The Hang Seng Index fell by 1.6%; Led by industrial and commercial stocks, the Hang Seng Index fell 1.6% to 20,072.69 in Hong Kong. In midday trading, industrial and commercial stocks led the market down, and all kinds of stocks fell; Of the 83 stocks, 75 fell and 7 rose. Meituan dragged down the index the most, falling by 2.8%. Budweiser Asia Pacific suffered the biggest decline, down 6.1%.Wang Tao of UBS: It is estimated that deficit ratio will approach 4% of its financial resources or increase its investment in social security medical care next year. Wang Tao, head of Asian economic research and chief China economist of UBS, said that China's fiscal deficit ratio is expected to approach 4% next year, and the scale of ultra-long-term special government bonds excluding capital injection into state-owned banks may be 2 trillion yuan, and the amount of new local government special bonds may be 4.5 trillion to 5 trillion yuan. In fact, the fiscal expansion next year is relatively mild compared with the fiscal stimulus in 2008-2009. Wang Tao believes that next year, the government will increase investment in social security and medical care, and establish a more perfect social security system while boosting residents' confidence in the short term.
Strategy guide
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14
Strategy guide
12-14
Strategy guide 12-14