National Development and Reform Commission (NDRC): Nearly 6 trillion yuan of government investment funds have been put into specific projects and are accelerating construction and implementation. Chengfeng Zhao, deputy director of the Investment Department of the NDRC, said that since the beginning of this year, the NDRC has made great efforts to increase government investment support, pay more attention to the accuracy and effectiveness of investment, and give full play to the driving amplification effect of government investment. This year, about 6 trillion yuan of government investment funds have been arranged, including 700 billion yuan of investment in the central budget, 1 trillion yuan of ultra-long-term special government bonds, 3.12 trillion yuan of local government special bonds for project construction, and 1 trillion yuan of additional government bonds in 2023, which are mainly used this year. At present, nearly 6 trillion yuan of government investment funds have been put into concrete projects, and the construction and implementation are being accelerated.U.S. stock ETFs generally closed down, with regional bank ETFs falling by more than 1.6%. On Monday (December 9), regional bank ETFs closed down by 1.62%, while banking ETFs, financial ETFs, internet stock index ETFs and semiconductor ETFs fell by at least 1%, technology ETFs fell by more than 0.6%, energy ETFs fell by more than 0.1%, and medical ETFs and biotechnology index ETFs rose by about 0.3%.The cost performance ratio of dividend asset allocation is once again highlighted, and institutions are optimistic about the current layout window period. On December 9, the three major stock indexes in the A-share market fluctuated and closed down, and the petroleum, petrochemical, steel and public utilities sectors with high dividend characteristics were among the top gainers. According to industry insiders, recently, dividend-related ETFs have been allocated more market funds, and the superimposed long-term interest rate has once again broken through the previous shock center. The price/performance ratio of the high dividend sector, which is not prominent in this round of increase, will once again be highlighted. The end of the year to January next year is the allocation window of high dividend assets. It is recommended to actively seize the opportunities in the direction of banks, coal and other industries. (CSI)
The application of AI continues to deepen, and the prosperity of the sector continues to improve. Recently, a number of artificial intelligence companies have intensively released their latest products, and the related concept sectors in the A-share market are active. Wind data shows that Wande's artificial intelligence concept index has risen in six of the nine trading days since November 27, with an interval increase of 12.64%. Analysts believe that overseas AI applications are growing strongly, and the growth potential of domestic AI applications is expected to explode. On the one hand, the performance of the core AI application companies in US stocks has grown rapidly, further strengthening the AI narrative logic; On the other hand, domestic AI application scenarios are more extensive and have achieved good application results in many fields such as education and office. It is suggested to focus on the growth and liquidity of domestic AI applications. (CSI)National Development and Reform Commission: China's investment has considerable potential space. Chengfeng Zhao, deputy director of the Investment Department of the National Development and Reform Commission, said on the large-scale all-media talk show of "China Economic Roundtable" that China's investment has considerable potential space from the perspective of promoting the development of new quality productive forces, building a modern industrial system, and improving China's infrastructure and public services to meet people's needs for a better life. First, there is great potential for investment demand in scientific and technological innovation and industrial upgrading. On the one hand, driven by the goal of "double carbon", China's green infrastructure, green energy, green life and other green transformation areas have broad investment space. On the other hand, in line with the new round of scientific and technological revolution and industrial transformation, the investment scale of emerging and future industries such as quantum technology, artificial intelligence, low-altitude economy and aerospace in China is expected to maintain rapid growth. Second, there are still many shortcomings and weaknesses in the infrastructure field that need to be filled. To strengthen and expand the digital economy, it is urgent to appropriately advance the layout of new infrastructure such as cloud computing and data centers. Third, there is broad investment space in social and people's livelihood. (china securities journal)Overnight trend of China assets: A50 rose by 5.7%, ETF rose by nearly 24%, and China assets continued to rise overnight. During the closing of A shares at 3:00 pm yesterday (9th) and this morning, Hang Seng Index futures rose by 7.66%, offshore RMB rose by 0.29% or about 200 points against the US dollar, and FTSE China A50 index rose by 5.77%, hitting a two-month high in intraday trading. In the US stock market, Nasdaq China Jinlong Index closed up 8.5%, hitting a two-month high, and China ETF(YINN) rose 23.7% when it tripled its wealth.
The suspect involved in the murder of new york, CEO of American insurance giant, was arrested in Pennsylvania. According to foreign media reports, a 26-year-old man was arrested in Altoona, Pennsylvania on Monday, and the new york police regarded him as the person involved in the shooting of Brian Thompson, a joint health insurance executive, in Manhattan. Thompson, 50, died after being shot in the back and legs outside the Hilton Hotel in downtown new york. Police said it was a targeted murder. The man named Luigi Mangione was recognized by employees while eating at a local McDonald's restaurant. The police said that he had a declaration, multiple false identities, an untraceable so-called "ghost gun" and a silencer with him. A person familiar with the matter said that the man carried with him a declaration against capitalism and criticizing medical enterprises for seeking profits.The achievements of China's international cooperation in desertification control were unveiled at COP16. On the 9th, the China Pavilion of the 16th Conference of the Parties to the United Nations Convention to Combat Desertification (COP16) held a side event with the theme of "Green Technology, Green Future" to share the successful experience of China's international cooperation in desertification control.Industrial integration has injected new vitality, and the activity of mergers and acquisitions has increased. The data shows that since the beginning of this year, a total of 132 A-share companies have issued announcements related to mergers and acquisitions, compared with 82 in the same period last year. Among them, since the release of "Six Articles on Mergers and Acquisitions", nearly 50 listed companies have issued relevant announcements on mergers and acquisitions, and the process of mergers and acquisitions of listed companies has accelerated. Experts said that under the impetus of policies, the activity of mergers and acquisitions has been significantly improved, and industrial integration has become the main logic of mergers and acquisitions. Listed companies can seize the favorable opportunity of capital operation to promote mergers and acquisitions, which can quickly broaden their business fields, enrich their product matrix and achieve greater and stronger results. (china securities journal)
Strategy guide 12-13
Strategy guide
12-13