Allianz's investment in the national pension was approved. It was learned from the national pension that the State Financial Supervision and Administration recently officially approved the change of the registered capital of the National Pension Insurance Co., Ltd. and added Allianz Investment Co., Ltd. as a shareholder of the company. (CSI Taurus)India's SENSEX30 index opened 0.08% higher at 81,575.96 points. Among the constituent stocks, MAHINDRA & MAHINDRA opened 1.15% higher, ADANI PORTS rose 1%, and Indian State Grid rose 0.88%; In terms of decline, Maruti Suzuki opened 0.46% lower, Reliance Industries fell 0.4%, and TITAN fell 0.39%.Heavy meeting set the tone! The turnover of A-shares exceeded one trillion yuan for 50 consecutive trading days, focusing on the opportunities of core assets of A50ETF Huabao (159596). On December 10th, the A-share market rose across the board, and the turnover of Shanghai and Shenzhen stock markets exceeded one trillion yuan for the 50th consecutive trading day, setting a new record. By midday, A50ETF Huabao (159596) had increased by 1.98%, with a turnover of 101 million yuan. In terms of constituent stocks, the top ten awkward stocks rose more and fell less. CITIC Securities led the gains, and China Ping An, China Merchants Bank and other stocks followed suit. According to changjiang securities's analysis, "moderately loose monetary policy" indicates abundant liquidity and broad-spectrum interest rate is still in the downward channel, which is expected to benefit bonds and stocks from the denominator. The "more active fiscal policy" and "all-round expansion of domestic demand" indicate that the broad credit policy is expected to continue to increase, and it is expected to support the price of equity assets from the molecular side.
World Bank: Kenya's growth forecast for 2024 is lowered to 4.7% due to financial challenges.Malaysia's palm oil output in November was 1.62 million tons, down 9.80% from October.The turnover of Shanghai and Shenzhen stock markets exceeded 1.5 trillion yuan for the third consecutive trading day.
Australia's 3-year bond yields fell by 3 basis points after the RBA commented on inflation.Afternoon comment: The Shanghai Composite Index rose more than 1% in half a day, and consumer concept stocks broke out collectively. The index was active in early trading. The Shanghai Composite Index rose more than 1% in half a day, and the Shanghai Composite Index rose more than 2%. In terms of sectors, robot concept stocks continued to break out, and the concept of PEEK materials led the rise. Both China Research Institute and Xinyi New Materials had a daily limit of 20cm, while Zhongxin Fluorescent Materials and Walter shares touched the daily limit; The large consumer sector collectively rose, with dairy stocks leading the gains, and Panda Dairy, Western Animal Husbandry and Li Ziyuan were trading daily; AI concept stocks fluctuated higher, and it is worth buying 20cm daily limit, Hanwang Technology, Xinhua Media and other daily limit; Insurance stocks strengthened, and Tianli Technology, Astar, Focus Technology and other daily limit. Overall, individual stocks showed a general upward trend, with more than 4,600 stocks rising. On the disk, all sectors in the two cities generally rose, with PEEK materials, film and television theaters and dairy sectors among the top gainers.The fund sentiment continues to pick up, and the rebound of A shares is expected to continue! Half-day turnover of Shanghai and Shenzhen 300ETF South (159925) exceeded 90 million yuan. By midday on December 10th, Shanghai and Shenzhen 300ETF South (159925) had increased by 1.83%, with a turnover of 90299400 yuan. Component stocks rose strongly, with China Ping An, China Merchants Bank and Wuliangye rising by over 3%, while Kweichow Moutai, Midea Group and Contemporary Amperex Technology Co., Limited rising by over 2%. In the news, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9th to analyze and study the economic work in 2025. The meeting stressed that it is necessary to "implement more active and promising macro policies." Galaxy Securities said that looking forward to the market outlook, from the macro event point of view, the US interest rate cut is expected to heat up in December, and the superimposed domestic PMI data performed well. The follow-up policy stimulus and financial data are expected to support the continuous recovery of capital sentiment, which can be appropriately optimistic. In addition, there have been many discussions on the upcoming meeting recently, and there are still strong expectations for stimulus policies. Next, the policy landing will be an important factor affecting whether the market style can be changed. If the fundamentals are expected to improve, the large and medium-sized stocks are expected to change their trend. We can pay attention to the opportunities of medium-term investment, that is, look for the turning point of the industry boom in 2025, such as new energy, medicine, advanced manufacturing, Hong Kong stock Internet and so on.
Strategy guide 12-13
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13