1. The "main artery" of international freight is rarely blocked, and the concept of shipping has exploded
Due to the Houthi attacks on Yemen when many ships were in the Red Sea waters, the four major shipping giants suspended Red Sea transportation, the Suez Canal, the "main artery" of shipping, is facing the risk of closure, and the cost of shipping is facing the risk of jumping in the short term, and the global ** chain is even worse.
2, Oriental selection high open 1162% Dong Yuhui became a senior partner
In the early morning of December 18, Dongfang Selection's official Weibo announced that Yu Minhong and Dong Yuhui would broadcast live together at 20 o'clock on the 18th. According to the promotional poster released, Yu Minhong is the founder of New Oriental and the CEO of Oriental SelectionDong Yuhui became a senior partner of Oriental Selection. Oriental Selection's share price opened 1162% to 293 Hong Kong dollars, with a total market capitalization of 297HK$700 million.
3, "waist chopping" is also difficult to shoot?377 houses in Hangzhou were put on the auction shelves
The 377 houses in this auction are all blue diamond Tiancheng minus 1-4 floors of shops, the auction of the real estate is basically seized, most of them have mortgages and other situations, the funds obtained from this round of auction will give priority to the mortgagee. This asset does not seem to be easy to dispose of, this is the fourth time this year that Blue Diamond Tiancheng has been listed on the auction platform, and the starting price of this time is almost "halved" compared with the valuation of the underlying asset.
4. The four major shipping giants suspended Red Sea shipping, and the cracks in the dollar system collapsed the world**
Both shipping giants, Maersk and Hapag-Lloyd, have confirmed that they have suspended all sailing plans in the Red Sea and the Bab el-Mandeb Strait following the recent escalation of the Red Sea conflict. The shipping industry is calling for immediate action to stop "flagrant violations of international law". With the escalation of the conflict, the four major shipping giants have suspended Red Sea transportation, the Suez Canal, the "main artery" of shipping, is facing the risk of closing, and the cost of shipping is facing the risk of jumping in the short term, and the global ** chain is even worse.
5. The first weekend of the Beijing-Shanghai New Deal: there are second-hand houses to replace customers and buy 20 square meters
Judging from the first weekend after the implementation of the new policy, the number of second-hand housing intermediary stores has also increased. Taking the above-mentioned Tianlin plate stores as an example, the number of single stores on the first day of the implementation of the new policy is 7 groups, and the number of visits on the second day is 6 groups. The number of single-day band views has increased significantly compared with one or two groups before the new deal.
6, GF**Guo Lei: Real estate adjustment is nearing the end of three conditions to achieve 5% GDP growth next year
To achieve the 5% growth target, three conditions need to be met: first, exports need to return to the position of a normal year;Second, the decline in real estate investment needs to be significantly narrowedThird, there is a need for a fiscal policy with relatively expansionary characteristics to meet the assumptions of infrastructure and consumption.
7. Top 10 brokerage strategies: the current A-share cost-effective has increased the allocation of these sectors
CITIC**: Clearing is speeding up, and the inflection point is approaching;CICC: Pay attention to policy responses, and the market outlook is not pessimistic;Guotai Junan**: Low-risk characteristics are still the focus;Haitong**: At present, A-shares are cost-effective, and Baima will grow better next yearFounder**: The downward space has been extremely limited, and we are firmly optimistic about the growth style of science and technology.
8, Banxia Li Bei insisted on singing more: the beginning of next year is a very important change point
Li Bei, founding partner of Banxia Investment, believes that the current policy package is sufficient, but it has not yet been implemented, and it is in the stage of reserving ammunition, and once the policy is in place, the effect will exceed expectations. The market is now basically in the pre-dawn period, and the beginning of next year is expected to be an important change point.
9,**Manager layout New Year's Eve** AI has become an important direction
Towards the end of the year, the technology sector, which has generally maintained a leading momentum throughout the year, continues to be favored by ** managers and has become an important direction of its New Year's Eve layout. In addition, sectors such as pharmaceuticals, advanced manufacturing, and real estate, as well as dividend and low volatility strategies, have also been included in the allocation plan of many ** managers in 2024. Many ** managers believe that the recent progress in the software and hardware of artificial intelligence, and the gradual improvement of the fundamentals of the electronics industry, will bring good expectations for next year's performance.
10, CITIC**: "Data Elements" plan released new kinetic energy opportunities emerged
"Data Elements" is another blockbuster policy after the "20 Data Articles", which provides specific direction and path guidance, and the implementation of scenarios is more feasible, which helps to guide the extensive participation of ** and social forces. The construction of the data element system has been continuously improved and deepened, and the potential has been continuously released, so it is recommended to focus on investment opportunities in data collection, rights confirmation, trading, application and other links, and the Internet, publishing and other sectors are expected to fully benefit.