China's one-year interest rate swap hit a four-year low, and China's one-year interest rate swap (IRS) fell sharply this week, falling below the 1.50% mark for the first time since 2020. The data shows that the one-year interest rate swap was still around 1.50% at the beginning of Wednesday, and once fell to 1.4825% in the previous session, setting a new low since May 2020.Liquor stocks fluctuated and rebounded at the daily limit of Huangtai liquor industry, while liquor stocks fluctuated and rebounded at the daily limit of Huangtai liquor industry. Rock shares, gold seed wine, Yingjia tribute wine, Laobaigan wine, Jinhui wine, Shede wine industry and so on followed up.Foreign media: The Israeli army said that Israel launched about 480 attacks on Syria in the past 48 hours. According to Agence France-Presse, the Israel Defense Forces issued a statement on the 10th local time, saying that in the past 48 hours, the Israeli army launched about 480 attacks on Syria's strategic targets.
Guojin Securities: There is a certain room for the valuation of brokers to rise, focusing on two main lines. Guojin Securities said that looking forward to 2025, liquidity is expected to be further relaxed, market stability will be improved, and a solid market bottom will be built. The improvement of economic fundamentals will be confirmed, and the stock market is expected to go further, which will benefit the valuation and performance of brokerage sectors. Under the background of previous liquidity easing, the valuation of securities firms has expanded to above 1.9X, and the current valuation of securities firms is 1.6X, which has a certain room for growth on the whole. Pay attention to the main line of strong beta business and the main line of mergers and acquisitions.50 Hong Kong stocks were repurchased by the company yesterday, with Tencent Holdings, Guangzhou Automobile Group and AIA having the largest amount of repurchase. On December 10th, a total of 50 Hong Kong stocks were repurchased by the company, and the amount of repurchase of 8 stocks exceeded HK$ 10 million. Among them, Tencent Holdings, Guangzhou Automobile Group and AIA have the largest repurchase amounts, with the repurchase amounts of HK$ 703 million, HK$ 64,988,500 and HK$ 62,310,000 respectively.Wei Shaojun, China Semiconductor Industry Association: The domestic chip design industry has returned to the double-digit high-speed development track. At the Shanghai IC Industry Development Forum 2024, Wei Shaojun, chairman of the IC Design Branch of China Semiconductor Industry Association, said that it is estimated that the domestic chip design industry sales in 2024 will be 646.04 billion yuan, an increase of 11.9% compared with 2023, returning to the double-digit high-speed development track, and the proportion of the global IC product market will be basically the same as last year. In terms of the distribution of industrial cities, Shanghai, Shenzhen and Beijing continue to occupy the top three cities in the scale of design industry this year. Among them, the scale of chip design industry in Shanghai has reached 179.5 billion yuan, which is further widened compared with that in Shenzhen. The scale of design industry in Wuxi has reached 67.82 billion yuan, surpassing Hangzhou and ranking fourth. In 2024, the number of chip design enterprises with sales exceeding 100 million reached 737.
The yield of Australian 10-year government bonds continued to rise, rising by 5 basis points to 4.19%.Foreign media: The Israeli army said that Israel launched about 480 attacks on Syria in the past 48 hours. According to Agence France-Presse, the Israel Defense Forces issued a statement on the 10th local time, saying that in the past 48 hours, the Israeli army launched about 480 attacks on Syria's strategic targets.The Ministry of Finance issued 6 billion yuan RMB bonds in Hong Kong. Today (11th), the Ministry of Finance issued the sixth issue of RMB bonds in 2024 to professional investors in the Hong Kong Special Administrative Region, with a scale of 6 billion yuan. This year, the Ministry of Finance issued a total of 55 billion RMB bonds in Hong Kong to further improve the normal issuance mechanism of RMB bonds in Hong Kong.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
Strategy guide