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2024-12-14 08:38:58

Futures on the Nikkei Stock Exchange of Singapore opened down 175 points to 39,635.Du Zhaocai, former deputy director of the State Sports General Administration, will be sentenced in the first instance today. Today, Du Zhaocai, former deputy director of the State Sports General Administration, will be sentenced in the Wuhan Intermediate People's Court.Asiana Airlines: It is estimated that the debt ratio will drop from the previous 1847% to 700%.


CITIC Securities: It is expected that the global semiconductor and hardware fundamentals will resume their upward trend from the second quarter of next year. According to the CITIC Securities Research Report, the global semiconductor and hardware fundamentals are expected to remain weak from the fourth quarter of 2024 to the first quarter of 2025, and will resume their upward trend from the second quarter of 2025. Similar to 2024, GenAI is expected to continue to be the core driving force, but industrial opportunities are expected to continue to spread around NVIDIA. At the same time, we should also pay attention to the recovery progress of IT expenditure of European and American enterprises after the US election, the pull of end-side AI and windows10 EOL on consumer electronics and bulk storage chips, and the recovery process of automobile and industrial sectors at the bottom of the cycle. Tariff and trade policies, US macro and inflation data, and GenAI technology progress are expected to continue to be the core influencing variables of the industry. At the sub-sector level, our preference order is: advanced process, AI network (Ethernet equipment and high-speed interface), AI computing chip (ASIC, commercial GPU), AI server, enterprise IT equipment (network equipment, high-end storage, general server), consumer electronics (PC, mobile phone), analog chip, semiconductor equipment, bulk storage chip, mature process and so on.The 22nd meeting of the expert working group of the Shanghai Defense Ministers' Association was held in Beijing. On the morning of December 13th, Senior Colonel Wu Qian, director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, released news on the recent military-related issues. Wu Qian: On December 12th, China's Ministry of National Defense held the 22nd meeting of the expert working group of the meeting of defense ministers of SCO member states in Beijing. More than 30 representatives from SCO member states and the Secretariat attended the meeting, and all parties had an in-depth exchange of views on strengthening pragmatic cooperation in the field of defense and security and promoting the construction of cooperation mechanisms.The dollar rose to 152.91 yen against the yen, the highest since November 27.


According to people familiar with the matter, Trump's advisers and officials from his newly formed government efficiency department asked him if he could abolish the Federal Deposit Insurance Corporation (FDIC).A delegation of Japanese young and middle-aged military officers visited China. Today, Senior Colonel Wu Qian, director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, said that at the invitation of China Institute of International Strategic Studies, a delegation of Japanese young and middle-aged military officers will visit China from November 26th to December 4th. The Sino-Japanese exchange program for young and middle-aged officers began in 2001, which played an important role in enhancing understanding and trust between the defense departments of the two countries. We are willing to work with Japan to continue to promote mutual visits and exchanges and provide positive energy for the improvement and development of bilateral relations."Shanghai housing subsidy is 300,000 yuan" and "down payment is 20,000 yuan to buy 1.8 million hardcover existing houses"? Rumor has come. Recently, there have been a number of housing advertisements on the short video platform. The agent who released the housing claimed that he could receive the "housing subsidy" when buying a house in Shanghai, with the amount ranging from 200,000 yuan to 300,000 yuan. An intermediary declared: "Shanghai Songjiang New Town has a total price of 760,000 yuan and a housing subsidy of 250,000 yuan." "After receiving the subsidy, you can buy a 78-square-meter house with a down payment of 50,000 yuan." There is also an intermediary who claims: "The minimum payment can be only 20,000 yuan, and you can buy a finely decorated existing house with a total price of 1.8 million yuan." The reporter consulted a number of intermediaries and learned that the so-called "purchase subsidies" appearing in short videos are not government subsidies, but gimmicks. When the house-watchers consult subsidies on the spot, different intermediaries will have different calibers. Usually, there are three routines-one is to raise the price first and then lower the price. Second, the so-called "subsidy" is actually that developers lend money to buyers to pay down payment, and buyers have to pay interest. Third, the commission returned by the intermediary to the buyers is packaged as a "subsidy". (Shanghai rumor platform)

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