Trader: The Indian central bank may support Indian Rupee by selling dollars through state-owned banks.Scientific and technological innovation leads the high-quality development of the economy, and the 100tf (588,190) of Science and Technology Innovation may meet the layout window period. By midday on December 13th, the 100tf (588,190) of Science and Technology Innovation had fallen by 2.08%, with a turnover of 181 million yuan. The constituent stocks are mixed. In terms of rising, Alice led the rise, and Hengxuan Technology followed suit. In terms of decline, Guo Dun Quantum led the decline, while Core Source followed slightly. In the news, from December 11th to 12th, the Central Economic Work Conference was held in Beijing, which made a systematic plan for next year's economic work. Regarding the highlights of the conference, CITIC Jiantou said that "scientific and technological innovation" ranked first in the ranking of key tasks last year, and it was divided into independent segments and listed a number of emerging technologies, industries and tracks in a large space. This year's science and technology-related expressions focus on "artificial intelligence+",and we expect "AI+" to be the core variety of future science and technology themes. In addition, scientific and technological innovation is in the big paragraph of "new quality productivity" this year, ranking second in all key tasks. Wanlian Securities said that scientific and technological innovation is the vanguard to lead the high-quality economic development, and it is also the only way for the transformation and upgrading of traditional industries, emerging industries and future industries to grow and develop.Hong Kong stock black sesame intelligence once rose more than 20%. The company was recently included in the Hong Kong Stock Connect, and its interim net profit turned a profit year-on-year.
Alipay sells cryptocurrency funds? Originally an indirect investment in a product of Huabao Fund, the subscription has been suspended. Recently, some netizens found that Huabao Fund promoted a fund product issued by Huabao Fund in Alipay-QDII-FOF-LOF C (hereinafter referred to as "Huabao Overseas Technology C"), promoting "riding the wind to encrypt the rising market of currency" and "the representative of subversive innovation technology: cryptocurrency". According to the report of Warburg Overseas Technology C in the third quarter of this year, among the top ten funds with the highest fair value at the end of the reporting period, five were only index funds managed by Ark Investment Management under Cathy Wood, the "Mujie", accounting for 73.12% of the total. The reporter logged on to several consignment platforms such as Ant Fortune, Licaitong, Tiantian Fund, China Merchants Bank, Snowball Fund and found that the product was sold on the above platforms, but from December 11th, the large subscription of Class A shares and Class C shares was suspended, and the daily limit for each person was 1000 yuan RMB. However, on December 13th, Huabao Overseas Science and Technology Stock Securities Investment Fund announced that it would suspend subscription and regular fixed investment business. (21 Finance)Turkish regulators blocked access to dozens of cryptocurrency exchanges, and the Turkish Capital Markets Board listed websites that allegedly provided unauthorized cryptoasset services to Turkish customers.Turkish regulators will block access to dozens of cryptocurrency exchanges.
Institution: It is expected that the PC market in China will resume growth in the second half of 2025. IDC, an international data company, issued a document saying that the overall PC market in China is expected to improve in 2025, and the shipment volume will drop slightly by 0.2% compared with that in 2024. Among them, the first half of 2025 will be affected by the early release of demand at the end of 2024, and the expected shipment volume is still negative, down 4.2% year-on-year; In the second half of 2025, it will improve as a whole, with a year-on-year growth rate of 3.0%.Ye Fan, Southwest Securities: In 2025, the upward trend of domestic economy will continue, and it is estimated that the annual RRR will be lowered by about 100bp. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. Ye Fan, chief economist of Southwest Securities, said that in 2025, the domestic economy will continue to stabilize and upward under the policy. From the structural point of view, infrastructure and manufacturing investment are expected to remain the main support items for domestic investment next year, and the decline in real estate investment will gradually narrow; Domestic demand is expected to play a stronger role in stimulating the economy than external demand, and domestic residents' consumption is expected to continue to pick up under the policy. Regarding the direction of fiscal and monetary policies, Ye Fan predicted that the issuance scale of ultra-long-term special government bonds will be around 1.5 trillion -2 trillion yuan in 2025, and it will continue to support the "dual" areas. In the first half of next year or the peak of government bond issuance, there may be a RRR cut for hedging. It is estimated that the RRR cut will be about 100bp for the whole year, and the interest rate cut will be decided by camera. The interest rate cut of 25bp-40bp may be promoted step by step.Market News: Indonesia's central bank has made triple intervention to maintain market confidence in the Indonesian rupiah.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14