In order to maintain the "three public" order in the capital market, the regulatory authorities continue to strengthen the prevention and control of insider trading in mergers and acquisitions. Recently, the securities regulatory bureaus in Hunan and Zhejiang have issued a number of tickets for insider trading, which fully demonstrates the determination and attitude of the regulatory authorities to "zero tolerance" for securities illegal activities. Judging from the insider trading cases investigated this year, the field of mergers and acquisitions has become the "hardest hit" for insider trading violations. The reporter learned that regulators are continuing to strengthen the prevention and control of insider trading in mergers and acquisitions, and help maintain the normal functioning of market pricing functions.Ukraine plans to hold a contact group meeting to discuss ending the war through diplomatic means. On December 9, local time, Ukrainian Presidential Press Secretary Nichiforov said that Ukraine plans to hold a contact group meeting in December to discuss the common position of ending the war through diplomatic means. Nichiforov said that the list of contact groups is still being worked out. Ukrainian President Zelensky said on the 8th that the members of the Contact Group may include Germany, France, Britain, Italy, Poland, Denmark and other countries.South Korea's ruling party will reveal Yin Xiyue's plan to fade out early on Tuesday. South Korea's ruling party may participate in the next impeachment vote. (Chosun Ilbo)
Seven Sisters | NVIDIA closed down more than 2.5%, Apple rose more than 1% and its market value exceeded 3.7 trillion US dollars. On Monday (December 9), among Magnificent 7, NVIDIA closed down 2.55%, Meta Platforms fell more than 1.6%, Amazon fell more than 0.4%, Tesla closed up more than 0.1%, and Google A and Microsoft rose about 0.5%. AMD closed down 5.57%, Lilly Pharmaceuticals fell 2.8%, TSMC ADR fell 1.9%, and Berkshire Hathaway B shares fell more than 1.4%.The increase of $3,500 per car cost of Detroit car companies is affected by Trump's tariff policy. Bloomberg industry research analysis shows that if US President-elect Trump imposes proposed tariffs on imported goods from Canada and Mexico, the labor cost per car of American car companies may increase by more than $3,500, and if the production of auto parts returns to the United States, this figure may be higher. Considering the production scale of Ford Motor Company, General Motors Company and Stellantis Company in Mexico, they are likely to suffer the most, while Tesla and Gentex are likely to suffer the least.The phenomenal world tour of "Mould Mould" ended, earning over 2 billion dollars in two years. After nearly two years and about 150 performances, the phenomenal world tour of American singer "Mould Mould" Taylor Swift finally ended on December 8. This grand tour extended from the United States to South America, Asia and Europe, and became a global phenomenal event, which was a great commercial success: by the end of 2023, the Swift-era concert tour had become the first tour in the world with a total income of more than 1 billion US dollars. According to the statistics of Pollstar, the industry publication of the concert, the total tour revenue will exceed $2 billion after the series of tours are completed on December 8. (Global Times)
Societe Generale: The S&P 500 index is expected to fluctuate between 6,500 and 7,500 points next year. Strategists at Societe Generale said that the re-inflation policy proposed by President-elect Trump when he takes office next year may push the S&P 500 index to 6,500 points in April and 7,500 points in 2025, and bond yields are expected to fluctuate greatly. The cost performance ratio of dividend asset allocation is once again highlighted, and institutions are optimistic about the current layout window period. On December 9, the three major stock indexes in the A-share market fluctuated and closed down, and the petroleum, petrochemical, steel and public utilities sectors with high dividend characteristics were among the top gainers. According to industry insiders, recently, dividend-related ETFs have been allocated more market funds, and the superimposed long-term interest rate has once again broken through the previous shock center. The price/performance ratio of the high dividend sector, which is not prominent in this round of increase, will once again be highlighted. The end of the year to January next year is the allocation window of high dividend assets. It is recommended to actively seize the opportunities in the direction of banks, coal and other industries. (CSI)
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13