The yield of China's 10-year treasury bonds dropped to 1.87% at the beginning of the session, and the betting easing policy was accelerated. The yield of 10-year treasury bonds "24 Treasury bonds with interest 11" dropped by 3.5bp to 1.87%, hitting a record low.Huichuan Technology: At present, the layout of humanoid robot industry is still in the early stage of insight and research and development. Huichuan Technology recently said that the company itself is engaged in industrial robot business and is constantly following up and exploring in the field of humanoid robots. At present, the company's layout of humanoid robot industry is still in the early stage of insight and research and development, and the parts and components under development include motors, drives and actuator modules.Foreign media: Hungarian Prime Minister Orban posted that he met with Trump and Musk at Haihu Manor. According to CNN and Russian Tass News Agency on the 9th, Hungarian Prime Minister Orban went to the United States at the invitation of President-elect Trump, and met with Trump at Haihu Manor in Florida. American billionaire Musk also attended the talks. According to the report, Orban posted on social media X on the 9th: "America today. The future has begun! One afternoon at Haihu Manor with Trump, Musk and Mike Valcz (appointed by Trump as US National Security Adviser-Editor's Note). " (World Wide Web)
Twenty-four companies disclosed the progress of repurchase. Hikvision, 800 million Time and Space, and Jade Bird had the highest amount of fire repurchase plans. On December 10th, a total of 24 companies issued stock repurchase announcements. Among them, seven companies disclosed the stock repurchase plan for the first time, one company's repurchase plan was approved by the shareholders' meeting, four companies disclosed the implementation progress of stock repurchase, and 12 companies' repurchase plans have been implemented. Judging from the initial disclosure of the repurchase plan, the amount of stock repurchase plans of four companies on that day exceeded 10 million. Hikvision, 800 million Time and Space, and Jade Bird have the highest repurchase plans, and they are planned to repurchase no more than 2.5 billion yuan, 100 million yuan and 86.1216 million yuan respectively. Judging from the repurchase plan passed by the shareholders' meeting, a total of one company's repurchase plan exceeded 10 million on that day. Henghui Security has the highest repurchase amount, and it is planned to repurchase no more than 60 million yuan.A 26-year-old man who was involved in the murder of insurance giant CEO new york was charged with five counts in a Pennsylvania court. Luigi Mangione, who was regarded by the police as a person involved in the murder of Brian Thompson, an executive of UnitedHealth Group Inc, was arrested in Pennsylvania on Monday, and now he is accused of possessing illegal firearms and using false identification. According to the criminal indictment issued by the Pennsylvania court system on Monday night, Mangione, 26, appeared in court for the first time in Hollidaysburg. He was charged with five counts, including forgery, holding a gun without a license and showing false documents to law enforcement agencies. Mangione was detained by the police after being recognized by employees in a McDonald's restaurant in Altoona on Monday morning.Everbright Securities: Support the innovative development of new business entities in the power sector. Everbright Securities Research Report stated that the National Energy Administration issued the Guiding Opinions on Supporting the Innovative Development of New Business Entities in the Power Sector to guide the innovative development of new technologies, new models and new formats in the power sector: encourage virtual power plants to aggregate distributed photovoltaic, decentralized wind power, new energy storage, adjustable load and other resources to provide flexible adjustment capabilities for the power system; Support qualified industrial enterprises and industrial parks to carry out smart microgrid construction; Support to participate in the electricity market, in order to release more accurate node price signals; In principle, new business entities can be exempted from applying for power business licenses.
South Korea's Seoul composite index rose to 2%, and South Korea's KOSDAQ index rose by nearly 4%.CITIC Securities' Outlook for OpenAI Release: The commercialization of AI will accelerate again. According to CITIC Securities Research Report, according to its official website, OpenAI announced that it will announce new products and functions for 12 consecutive working days from December 5th. At present, the official version of o1, ChatGPT Pro, enhanced fine-tuning and other functions have been released. We expect that the main directions of subsequent release will include multimodal, Agent and platform tools, AI applications, etc. The main products will include the foresight of important products such as Sora and Operator. At present, the rapid prosperity of model ecology, considering the upgrading of model capabilities and the lowering of industrialization threshold, combined with the application landing forms such as Agent, we expect that the landing of AI applications will continue to accelerate in 2025.CICC: The non-agricultural data in November supported the Fed to continue to cut interest rates. The CICC research report pointed out that after being seriously hindered by hurricanes and strikes, the number of new jobs in the United States rose sharply to 227,000 in November, but the unemployment rate also rose to 4.2%, indicating that the labor market is slowing down. On the whole, the labor market is still in a state of "the momentum of employment growth is weakening, but the job market itself is not weak", which will provide reasons for the Federal Reserve to cut interest rates again in December. However, we also predict that the Fed will slow down the pace of interest rate cuts in 2025, because as interest rates approach the neutral level, policymakers will become more cautious. One prediction risk is the impact of Trump's immigration policy on the labor market. At present, we tend to have a moderate impact, but we also need to pay close attention to the possibility of extreme situations. Based on non-agricultural data, we believe that the Fed is expected to cut interest rates by 25 basis points again this month.
Strategy guide 12-13
Strategy guide 12-13