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2024-12-14 00:23:00

Nine stowaways' bodies were found in Tunisia, and Tunisia's national news agency reported on the 12th that its coast guard found nine stowaways' bodies in the waters near Mahdiyah province in the east.Fang Yi, Chief Strategy Officer of Guotai Junan: The conditions of "transformation cattle" in China stock market are forming four themes, focusing on mergers and acquisitions and self-control. Fang Yi, Chief Analyst of Guotai Junan Strategy, said at the main forum of Guotai Junan 2025 investment strategy that the bottom of China stock market has appeared, and the conditions of "transformation cattle" are forming; The key driving force of the market comes from the decline of risk-free interest rate and the boost of risk preference, and the economic expectation is expected to be revised up in 2025H2; The mid-line of the stock market is expected to get out of the N-rhythm. Theme recommendation: merger and reorganization/self-control/humanoid robot/self-consumption. 1) M&A and reorganization: the regulatory tolerance of cross-border M&A and acquisition of unprofitable assets has been improved, and we are optimistic about the traditional industry leaders who are the main enterprises of science and technology chain and benefit from the optimization of industry structure; 2) Self-control: global science and technology supply chain reconstruction, optimistic about the improvement of localization rate of advanced semiconductors/basic software; 3) Humanoid robot: mass production and application scenario expansion are accelerated, and key components such as dexterous hands/actuators are optimistic; 4) Self-satisfaction consumption: demographic changes have given birth to new consumption patterns, and we are optimistic about the high growth of secondary consumption/pet consumption.Quobly established a strategic cooperative relationship with stmicroelectronics. On December 13th, Quobly, a start-up company of quantum computing, announced that it would cooperate with stmicroelectronics to provide services for customers in the field of electronic applications, so as to mass-produce quantum processor units (QPU). This cooperation will utilize stmicroelectronics's 28nm FD-SOI commercial semiconductor batch manufacturing process. According to the vision of Quobly and stmicroelectronics, the first generation of commercial products will be available in 2027, and the target application market includes material development and system modeling.


Zhao Dejian, vice president of Shandong Jiaotong University, was examined and investigated. According to the news from the Supervision Committee of Shandong Provincial Commission for Discipline Inspection, Zhao Dejian, member of the Party Committee and vice president of Shandong Jiaotong University, is suspected of serious violation of the law and is currently under disciplinary review and supervision investigation by the Supervision Committee of Shandong Provincial Commission for Discipline Inspection.Tianmao Group: The premium income of Guohua Life Insurance in 2024 was about 32.694 billion yuan. Tianmao Group announced that the accumulated original insurance premium income of Guohua Life Insurance Co., Ltd., a holding subsidiary of the company, was about 32.694 billion yuan from January 1, 2024 to November 30, 2024. The above-mentioned original insurance premium income data has not been audited.According to the medical report, Brazilian President Lula removed the drainage tube from his head at night and is still in the intensive care unit. Lula is still conscious and speaks normally.


Broadcom: Our company and Apple are in a commitment of cooperation for several years.The "construction drawing" of capital market reform in 2025 is clear, "expanding patient capital", "attracting social capital to participate in venture capital more vigorously", "deepening comprehensive reform of capital market investment and financing" and "expanding high-level opening up" ... The Central Economic Work Conference was held in Beijing from December 11 to 12, and the economic work in 2025 was deployed. Many formulations and requirements are closely related to the capital market reform, development and stability in 2025. Experts said that in 2025, the capital market reform will continue to be comprehensively promoted, and it will become the focus to expand patient capital, deepen comprehensive reform of investment and financing, and expand high-level opening up. The "construction drawing" of the capital market reform has become clearer, and it is necessary to do a good job in the future to achieve results and further consolidate the "stable" foundation of the market. (CSI)Futures on the Nikkei Stock Exchange of Singapore opened down 175 points to 39,635.

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