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2024-12-14 03:57:32

CITIC Securities: Short-term white horse style may be dominated by stages due to compensatory growth and repair. CITIC Securities Research Report pointed out that looking forward to 2025, we expect that the market style will gradually switch from individual investors to institutional investors, and ETF will become an important configuration tool. We believe that the construction of ETF portfolio should mainly depend on the judgment of style rotation and timing. We believe that in the short term, Politburo meeting of the Chinese Communist Party and the Central Economic Work Conference will once again confirm the policy inflection point, which is expected to boost institutional investors' risk appetite, and the white horse style may prevail in stages due to compensatory growth and repair. However, in the large-cycle environment, it is still unable to meet the conditions for the continued dominance of white horse stocks, and it is necessary to continue to observe the price signals and policies.Bank of Japan: Japanese companies expect consumer prices to rise by 2.3% in three years, compared with 2.3% in the previous survey; Japanese companies expect consumer prices to rise by 2.2% in five years, compared with 2.2% in the last survey.Xiaomi Automobile is speeding up its voyage to sea, and will carry out automobile sales business in many regions. According to 36Kr, it is learned from many sources that Xiaomi is preparing to build automobile voyage business. Under the international department of the Group, Xiaomi has added a preparatory group for overseas sales business, and positions such as market research, project management and after-sales engineer of electric vehicles are being recruited. Under the Ministry of Automobile, Xiaomi's autonomous driving department has added a number of jobs for overseas markets to solve the problem of overseas legal verification and function landing of autonomous driving function. It is foreseeable that autonomous driving will be one of the key points of Xiaomi Automobile's betting on the sea. According to people familiar with the matter, after the formation of the team, Xiaomi will carry out small-batch car sales in many overseas regions, test the market reaction, and prepare for the large-scale development of sea business.


Onlikon: The cooperative product Aidit calcitonin soft capsules is planned to be selected for the tenth batch of national centralized drug procurement. Onlikon announced on December 13th, and on December 12th, the company received a notice from its partner Beijing Meifurun Pharmaceutical Technology Co., Ltd. (hereinafter referred to as "Meifurun") that the Aidit calcitonin soft capsules jointly developed by the company and its wholly-owned subsidiary Wenzhou Haihe Pharmaceutical Co., Ltd. are planned to be selected for the tenth batch of national centralized drug procurement. According to the Pharmaceutical Cooperation Agreement signed by the company and its partner Mei Furun, the company owns 50% of the cooperative products.Bank of Japan: Japanese companies expect consumer prices to rise by 2.3% in three years, compared with 2.3% in the previous survey; Japanese companies expect consumer prices to rise by 2.2% in five years, compared with 2.2% in the last survey.Japan's short-term survey index of large-scale manufacturing industry in December reported 14, with an estimated 13.


Google released the Android XR operating system, and Samsung's first launch will be launched next year. On December 12, local time, Google launched a new operating system Android XR developed in cooperation with Samsung, which combines years of investment in AI, AR and VR, aiming at wearing devices and smart glasses. Bring a practical experience. This release is a preview for developers, who can start to develop applications and games for the upcoming Android XR device. The first head-mounted display device developed based on Android XR is code-named "Project Moohan", which is made by Samsung and will go on sale next year.Japanese and Korean stock markets opened lower, with the Nikkei 225 index down 0.56% at 39,624.05. South Korea's KOSPI index opened down 0.3% to 2,473.75 points.The dollar rose to 152.91 yen against the yen, the highest since November 27.

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