On December 11th, the top 20 in US stock turnover: Tesla reached a new high, with Musk's net worth exceeding 400 billion US dollars. On Wednesday, Tesla, the first in US stock turnover, closed up 5.93%, and its share price reached a record high, with a turnover of 42.296 billion US dollars. The CEO of the company, Musk, became the first person in the world with a net worth of more than 400 billion US dollars, setting a new milestone for the richest man in the world. It is reported that the latest catalyst is SpaceX's internal stock sale transaction and Tesla's share price hit a new high, which increased Musk's net asset value by about 50 billion US dollars to 439.2 billion US dollars. (Global Market Broadcast)Dozens of people were killed in attacks in Gaza. According to several Palestinian media reports, on the 11th local time, Israeli troops continued to attack many places in Gaza, causing dozens of deaths. Among them, near Kamal Adouan Hospital in the northern part of Gaza, Israeli troops attacked again that day, killing at least 30 people, most of whom were women and children. In addition, on the same day, the Israeli army burned dozens of houses in the Gebali refugee camp in the northern Gaza Strip, and many places such as Deir Balah in the Gaza Strip, Nusailit refugee camp and Khan Younis in the southern Gaza Strip were also attacked by the Israeli army, causing casualties. (CCTV News)Morgan Stanley upgraded Dahua's rating to parity, with a target price of RMB in 19 yuan. Andy Meng, an analyst at Morgan Stanley, had a low rating. The target price is 19 yuan RMB, which is up by 12%.
CICC: The CPI of the United States rose as scheduled in November, but it did not hinder the interest rate cut. CICC released a research report saying that the CPI and core CPI of the United States both rose to 0.31% in November, which was basically in line with the market and its expectations. For the post-election policies, if the immigration and tariff policies are too radical, it will bring pressure to inflation at the end of next year, which will have an impact on the market and even the mid-term elections. Therefore, before the mid-term elections, due to the "realistic constraints" of inflation, the inflation policy will be faster, but the scope may be limited, while the growth policy will be faster, and then the overall assets will still be positive. According to the difference between the natural interest rate and the real interest rate, CICC estimates that after the interest rate cut in December, there may still be two or three interest rate cuts in 2025, with the end point of interest rate cut at 3.5-3.75% and the center corresponding to long-term US debt at 3.8-4%.The pumped storage capacity of State Grid in operation exceeds 40 million kilowatts. Today (12th), with the full commissioning of Zhen 'an Pumped Storage Power Station in Shaanxi Province, the installed capacity of pumped storage in operation of State Grid Corporation exceeded 40 million kilowatts, accounting for about 70% of the pumped storage power stations in operation in China. After 15 days of trial operation, Unit 4 of Shaanxi Zhen 'an Pumped Storage Power Station was successfully put into operation today, marking the full commissioning of the pumped storage power station.Australia's S&P/ASX200 index opened up 17.50 points, or 0.21%, at 8371.1 points on Thursday, December 12th.
Public offerings frequently employ conservative products of fund managers to seek attack. Driven by the positive sentiment in the stock market, many fund companies have recently strengthened the "share" of products and the layout of specific tracks by hiring more aggressive fund managers. The reporter noted that in the announcements of hiring fund managers by many fund companies, the importance of product "stock" and high flexibility track was highlighted. For example, some conservative funds hire fund managers who like high positions, some funds who buy dividend resources stocks hire internet fund managers, and some funds hope to strengthen the layout of hard technology and hire semiconductor fund managers. The insiders believe that Public Offering of Fund's offensive features in hiring more fund managers are related to his judgment on the positive rebound in the stock market. Many fund companies stressed that even if the market outlook index is average, structural opportunities will be highlighted and the profit-making effect will not decrease, which may be a market feature for a long time to come. (Securities Times)Goldman Sachs upgraded Societe Generale to neutral. Chris Hallam, an analyst at Goldman Sachs, had a previous rating of sell. The target price is 29.25 euros, which is 9% higher.The first-line private placement has become the strategic focus of "going to the position" and "adding flexibility". Recently, the A-share market has continued to fluctuate and strengthen, and market trading tends to be active. The private equity industry's judgment on the market outlook is generally positive. A number of first-line private placements said in an interview with reporters this week that the A-share market is expected to start up at the end of the year, and it is an important strategy to focus on "technological growth" and "domestic demand" in terms of structural mainline, maintain a high position and increase portfolio flexibility. (CSI Taurus)
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13