CITIC Securities: It is estimated that the reverse repo rate will drop by 40-50bps next year, and the LPR and loan interest rates may drop even more. CITIC Securities Research Report believes that the Central Economic Work Conference will be held in Beijing. On the whole, the policy level is fully aware of the grim situation that external pressure may increase significantly within next year, and has put forward a series of requirements such as stable growth, stable prices, stable employment and stable people's livelihood. From the perspective of fiscal policy, the amount of financial instruments supporting the real economy will be comprehensively increased, the government's disposable financial resources will be significantly improved, and the fiscal expenditure structure will be tilted to the marginal consumption of people's livelihood. From the perspective of monetary policy, the meeting called for the implementation of a moderately loose monetary policy, timely lowering the RRR and cutting interest rates. We expect the reverse repo rate to drop by 40-50bps next year, and the LPR and loan interest rates may drop even more.Fitch: The possible trade policy changes after the results of the 2024 election in the United States will bring risks in 2025 and may reduce the demand for shipping companies.The Israeli army said that the Hamas stronghold was not attacked by humanitarian vehicles. On the 12th local time, the Israel Defense Forces issued a statement saying that the Israeli army had "targeted" the two strongholds of Palestinian Islamic Resistance Movement (Hamas) militants in the south of the Gaza Strip the night before. The statement accused Hamas militants of moving along the route of transporting humanitarian aid in the south of the Gaza Strip, saying that the purpose of the Israeli army's actions was to make humanitarian aid safely reach the residents in the Gaza Strip. The statement stressed that the Israeli army did not attack the humanitarian aid truck. The official Palestinian news agency "Wafa" said on the 12th that Israeli forces bombed Rafah in the southern Gaza, killing 13 people. The medical staff in Rafah said that these people were protecting the aid trucks that arrived in the city, but they were attacked by Israeli troops.
Intel executives: Over time, we may sell some of our positions in Mobileye.Intel executives: We need a better return on investment.Bitcoin exceeded $102,000/piece, up 0.87% in the day.
Market News: Volkswagen Audi will stop production in Brussels before February 28th.Fitch Global Shipping predicts that the performance of each sub-industry will grow steadily, but it will be partially offset by the downward trajectory of container shipping in 2025.Fitch Global Shipping predicts that the performance of each sub-industry will grow steadily, but it will be partially offset by the downward trajectory of container shipping in 2025.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14