1. China Chengxin International: Maintain China's sovereign credit rating AA+G rating outlook as stable. Naturally, our own rating agency will not be able to downgrade the outlook directly like Moody's. CCX's outlook rating for China is still stable, and the reason given is also our positive point. China's economy still has a growth rate of 5%, in such a poor environment, it is already very good, as for the local debt problem, although it is not explicitly stated, but it has also been dealt with, through the issuance of special treasury bonds to replace local bonds, can only say that the Chinese understand the Chinese better.
Second, artificial intelligence is the general trend of future scientific and technological development, which has been recognized by more and more people, and the market is naturally reluctant to be dominated by openai, so Meta took the lead in establishing the "Artificial Intelligence Alliance", vowing to challenge OpenAI with "open source", and return to the secondary market.
Three and six major banks collectively dispatched!One-on-one visits or convening discussions with real estate companies are expected to systematically increase support for the financing of real estate enterprises. In the past, the treatment of real estate has always been a problematic supplement, which not only does not make the debt problem of real estate enterprises soft, but more serious.
Fourth, a sudden thunderstorm!The chairman of the "big **" computing power was detained!
Hengrun shares: The chairman of the company was criminally detained on suspicion of insider trading, and the general manager of the holding subsidiary assisted in the investigation. The news was rumored in the market in the morning, and it was confirmed, and the rumor is that the truth has been repeatedly verified by the market, which has been confirmed since the cooperation between Changan Automobile and Huawei!
Hengrun shares is one of the leading computing power, from the beginning of the speculation of computing power, the stock price has more than tripled, and now because the chairman of the board of directors was detained on suspicion of insider trading, it seems that there are few of the big ones are clean, everyone thinks for themselves, but this time to clear is conducive to the later development of the market, but it can be the market, why is it always me who is injured?
5. Ministry of Finance: The maximum investment ratio of social security and equity assets can reach 40% and 30% respectively. The pie is very large, and the point is that the current social security ** into the ** fund is less than 20%, because the loss is too ruthless, the previous 28% ceiling has not been used up at all, and now even if it is increased to 100%, do they dare to buy it?
The fundamental reason for this week's ** is to analyze a negative with you at the weekend, that is, the short orders are in Canada, and the northbound funds are continuing to flee, and the northbound funds are net selling more than 7.5 billion todayAnother reason is that this week's reverse repo is more than 2w billion due, and if the hedge cannot be formed in time, it will also have an impact on the liquidity funds, and this is the fundamental reason!At the same time, a number of year-end institutional meetings have been held recently, and it is not excluded that some institutions will withdraw funds in advance and hold annual financial meetings to prepare for next year, which has been analyzed in advance.