Faba Bank: Some people think that Trump's policies (especially tariffs) will not cause inflation. However, market analysts have been misled and need to take Trump's tariff policy seriously.Afternoon comment: index adjustment The Shanghai Composite Index fell by 1.49% in half a day. Bean bag concept stocks were strong in early trading, and the index was collectively adjusted in early trading. The three major stock indexes all fell by more than 1%. In terms of sectors, the concept stocks of bean bags were strong in early trading, and the collective daily limit of three-dimensional communication, Beiwei Technology, Global Printing, and Zhewen Internet; The concept of ice and snow industry continued its upward trend. Jingxue energy-saving 20cm daily limit, iceberg cold and hot, snowman shares and other daily limit closures; The game e-sports sector is active, and the daily limit of Zhewen Internet and Electric Soul Network is up; Real estate stocks continued to adjust, and Hefei Urban Construction and Gorgeous Family were among the top losers. Food, liquor and other consumer sectors fell into a callback, and Yiming food fell to a limit; Insurance stocks weakened collectively, led by China Life Insurance. Overall, individual stocks showed a general decline trend, with more than 4,100 stocks falling. On the disk, the Aauto Quicker concept, short play games and cultural media sectors were among the top gainers, while the insurance, liquor and real estate sectors were among the top losers.State Power Investment Corporation set up an economic and technological research and consulting company with AI software development business. According to the enterprise search APP, recently, State Power Investment Corporation Economic and Technological Research and Consulting Co., Ltd. was established, with the legal representative of He Yongjian and the registered capital of 10 million yuan. Its business scope includes: artificial intelligence application software development; Information system integration service; Industrial Internet data service; Social and economic consulting services, etc. Enterprise survey shows that the company is wholly owned by State Power Investment Group Co., Ltd.
Ministry of Finance of Thailand: It is estimated that the global minimum corporate tax of 15% will be implemented from January 2025.SHIBOR reported 1.4040% overnight, down by 7.80 basis points. In 7 days, SHIBOR reported 1.7580%, up 12.30 basis points. SHIBOR reported 1.7350% in three months, down by 0.50 basis point.Lingang Group and Cisco signed a memorandum of cooperation to build an intelligent AI+ ecosystem. According to Shanghai Lingang News, Lingang Group and Cisco China signed a memorandum of cooperation on December 11th, and both parties will work together to build an intelligent AI+ ecosystem. Lingang Group will empower Cisco to enhance the core competitiveness and market-oriented application of its core AI products through projects in the fields of AI+ intelligent computing scenarios, vehicle network collaboration and smart travel in industrial zones, and will support Cisco to promote the digital transformation and continuous iteration of industrial zones. Cisco will fully participate in the construction of the AI innovation platform in the industrial zone, help the industrial zone to cultivate and build a digital industry team, and provide all-round assistance for the digital development of the industrial zone.
China, Shimao Group, Sunac China, Longhu Group, R&F Property, Longguang Group, China Jinmao, Greentown China, Vanke, China Overseas Development, Ocean Shipping Group, Agile, Yuexiu Property and Xincheng Development all fell by over 9%, 6% and 5% respectively.Zhejiang: By 2027, the output value of the province's industrial machine tool industry will exceed 150 billion yuan. The Office of the Leading Group for High-quality Development of Manufacturing Industry in Zhejiang Province recently issued the Implementation Plan for High-quality Development of Industrial Machine Tool Industry in Zhejiang Province (2025-2027). The "Implementation Plan" proposes that by 2025, the output value of the province's industrial machine tool industry will exceed 120 billion yuan, making it the highland of the national high-end industrial machine tool industry. Positive results have been achieved in the construction of the national advanced manufacturing cluster of East Zhejiang industrial machine tools, with 30 new "little giant" enterprises specializing in manufacturing and 50 new products. Form a number of application scenarios with national promotion value. By 2027, the output value of the province's industrial machine tool industry will exceed 150 billion yuan, the supporting level of key core technologies and key functional components will be greatly improved, and the level of integrated application will be at the forefront of the country.Malaysia Airlines and Uzbekistan Airlines resumed code sharing agreement.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14