Next year's IPO will grow at a big pace!The six major news in the early hours of this morning are in full fermentation (1212）！
1. Deloitte expects that there will be 260 to 330 new shares in the A-share IPO market in 2024, raising about 260 billion to 310 billion yuan. At the end of 2023, about 310 new A-share shares raised about 355.1 billion yuan, a decrease of 27% from the number in 2022, and the total amount of financing fell by 40%. The huge amount of financing has exerted tremendous pressure on the A** field, hovering at 3,000 points in ten years, reaching out to the market for financing, the investment reform has not been completed, and the growth of India's stock index is more than a star and a halfSeeing this, the old tears flowed and he was speechless.
Second, the multimodal AI concept stock was born, leading the A** field, the first gainer, because the competition group rose more than 19% intraday, Google's multimodal Gemini was suddenly launched, which was regarded by the industry as "Google's strongest counterattack opened". The core of the large model is to expand the modality of information input, and the higher the proportion of image and voice, the higher the application potential. It is difficult to know whether there is performance support, and it is impossible to estimate what the future development prospect will be. But the a**field is a kind of paranoia about emerging things, the newer, unseen, imaginative concept plates and ** will grow well. Investors should still be careful.
3. According to news reports, the Bank of Japan believes that there is little need to rush to end the negative interest rate policy this month, and the yen further expanded its decline under the influence of this news, and the yen **1% against the dollar. The yen is currently in the era of negative interest rates, which are rare in the world, and the advantage of negative interest rates is that they can greatly promote consumption and stimulate economic growth. If China also implements a policy of negative interest rates, you can imagine that people who live on interest can use their money to spendBuying a car is two cars and two cars, and the ice cream is eaten one and thrown away.
4. Guangdong will raise a total of 770,000 units of affordable housing projects from 2023 to 2027, which shows that the era of commercial housing in Guangdong's future housing development has passed, and it will be followed by projects to protect people's livelihood, which will play a positive and promoting role for local real estate companies in Guangdong. To ensure people's livelihood, affordable housing projects are also a major policy of the state. The national policy of housing is for living, not speculation, is expected to remain unchanged for a long time. Good for local real estate listed companies.
5. By 2027, Guangdong will account for more than 85% of children in public kindergartens and inclusive private kindergartens in the province, and more than 50% of children in public kindergartens. The number of children in kindergarten is decreasing dramatically, just like the maternity and child obstetrics, where there used to be two obstetrics, but now neither of them can be accommodated. In large and medium-sized cities, some public kindergartens are not satisfied with the original quota, the original children from other places can not enter the public to go to private kindergartens, and now public kindergartens have begun to take them in, it can be seen that the competition between kindergartens will also be very volatile in the future. This news is good for the two-child policy and the related industrial chain.
Sixth, will the liquor be **?
1. After all, the most bizarre industry in the market is liquor, especially high-end liquor in the past three years, corporate performance can not be seen to be much affected, after a year consumption is very sluggish, the real estate industry has also completely cooled, the performance of liquor companies is still growing beautifully, can the rest of the people's consumption be reduced only liquor still drinks?
2. The strangeness should be the characteristics of Chinese liquor, not afraid of storage, which determines that liquor is not a simple consumer product, with certain financial attributes, as long as the channel middlemen do not have the panic of hoarding, the game of channel pressure may continue, and the performance can continue to grow.
3. Everything has a cycle, and the liquor industry is probably no exception, under what circumstances will the hoarding of liquor be saturated, which actually depends on when people's willingness to hoard liquor will reverse, and this reversal depends on when the market will appear liquor **, will this day come?It may just be a matter of time.