The decline in the yield of major inter-bank interest rate bonds has expanded, and the decline in the yield of major inter-bank interest rate bonds has expanded. The yield of 10-year treasury bonds "24 interest-bearing treasury bonds 11" has dropped by 2.5bp to 1.88%, continuing to hit a record low; The yield of 30-year active bond "24 Special Bond 06" went down 3.5bp to 2.0750%.Galaxy Securities: Looking ahead, A-shares are expected to fluctuate upward. china galaxy Securities said that since September 24th, domestic policies have been intensively introduced. The convening of the Politburo meeting of the Chinese Communist Party on December 9 pointed out the important direction for economic work in 2025, and at the same time released a more positive and promising policy signal, and then focused on the statement of the Central Economic Work Conference. With the accelerated implementation of the stock policy and the introduction of a package of incremental policies, the economic fundamentals are expected to show a gradual improvement trend. The policy expectation of "stabilizing the property market and stock market" will help boost investors' confidence and protect the long-term healthy development of the A-share market. Looking forward to the market outlook, A shares are expected to fluctuate upwards.Oracle Bone Inscriptions's revenue in the fiscal quarter did not surprise investors. The stock price fell after hours, and the quarterly revenue of database giant Oracle Bone Inscriptions met expectations, which disappointed some investors who hoped that the cloud business would perform better. Oracle Bone Inscriptions shares fell in after-hours trading. Oracle Bone Inscriptions announced after-hours Monday that its second-quarter revenue increased by 9% to $14.1 billion. Cloud business revenue increased by 52% to $2.4 billion, in line with analysts' expectations. Oracle Bone Inscriptions has been trying to find its foothold in the computing and storage leasing market, which is now dominated by larger competitors Amazon and Microsoft. Larry Ellision, chairman of Oracle Bone Inscriptions, paid special attention to the company's ability to provide hardware and integrated software for handling artificial intelligence tasks. Safra Catz, CEO of Oracle Bone Inscriptions, said in the performance conference call that the company expects revenue growth of about 8% in the third quarter, excluding some projects, earnings per share is expected to be between 1.47 and 1.51 dollars, and cloud business revenue is expected to increase by about 24%. These performance prospects are not as good as analysts' estimates. Oracle Bone Inscriptions shares closed at $190.45 on Monday, down about 7% in after-hours trading. The company's share price has soared by 81% this year.
The initial strength of inter-bank spot bonds was obvious. The yield of active bonds of 7-year and 10-year treasury bonds dropped by 3.5bp. The yield of active bonds of 7-year and 10-year treasury bonds fell by 3.5bp, the yield of 7-year "24 interest-bearing treasury bonds 18" reported 1.725%, and the yield of 10-year "24 interest-bearing treasury bonds 11" hit 1.87%, all hitting record lows. The yield of 30-year "24 Special Treasury Bond 06" dropped by 3.1bp to 2.079%, the lowest since the end of February 2005.South Korea's Ministry of Finance: Considering the economic fundamentals, South Korea's exchange rate fluctuates too much.25 shares were rated by brokers, and Ziguang Guowei's target rose by 48.59%. On December 9, a total of 25 stocks were rated by brokers, and 5 of them announced their target prices. According to the highest target price, Ziguang Guowei, Shaanxi Coal Industry and Zhongju High-tech are among the top gainers, with gains of 48.59%, 39.54% and 33.95% respectively. Judging from the direction of rating adjustment, the ratings of 18 stocks remain unchanged and 7 stocks are rated for the first time. In addition, two stocks have attracted the attention of many brokers, among which Zhongju Hi-tech and Shaanxi Coal were ranked in the top number, with three and two brokers giving ratings respectively. Judging from the Wind industry to which the buy-rated stocks belong, the number of buy-rated stocks in technical hardware and equipment, semiconductor and semiconductor production equipment, food, beverage and tobacco is the largest, with 6, 4 and 4 respectively.
CICC: The non-agricultural data in November supported the Fed to continue to cut interest rates. The CICC research report pointed out that after being seriously hindered by hurricanes and strikes, the number of new jobs in the United States rose sharply to 227,000 in November, but the unemployment rate also rose to 4.2%, indicating that the labor market is slowing down. On the whole, the labor market is still in a state of "the momentum of employment growth is weakening, but the job market itself is not weak", which will provide reasons for the Federal Reserve to cut interest rates again in December. However, we also predict that the Fed will slow down the pace of interest rate cuts in 2025, because as interest rates approach the neutral level, policymakers will become more cautious. One prediction risk is the impact of Trump's immigration policy on the labor market. At present, we tend to have a moderate impact, but we also need to pay close attention to the possibility of extreme situations. Based on non-agricultural data, we believe that the Fed is expected to cut interest rates by 25 basis points again this month.The yen fell to its lowest level against the US dollar since November 29th, at 151.55.South Korea's Ministry of Finance: The recent market volatility is a bit excessive, and measures to stabilize the market will be taken to deal with it.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13