The main contract of coking coal rose 4% in the day and is now reported at 1198 yuan/ton. The main contract of coke rose by nearly 4% in a day, and is now reported at 1875 yuan/ton.Dow opened up 0.04%, Standard & Poor's 500 fell 0.1%, Nasdaq fell 0.3%, China Stock Exchange rose sharply, bilibili rose 12.0%, Shell rose 11.9%, Netease rose 9.3%, Pinduoduo rose 8.5%, Ctrip rose 7.2% and Weilai rose 6.9%. NVIDIA fell by 2.4%, and the State Administration of Market Supervision decided to file an investigation according to law. Palantir rose by 6.5% and reached a new contract with the US military.Deutsche Bahn Freight Company announced that it will lay off 5,000 people. On December 8, local time, Deutsche Bahn Freight Company announced that it will lay off 5,000 people by 2029, of which 1,000 will be laid off first in 2025. Deutsche Bahn's freight business has been losing money for many years, and the company hopes to turn losses into profits before 2026. In October this year, the company decided to implement a restructuring plan. This plan was originally scheduled to lay off 2,300 people from 2025, and the scale of layoffs has expanded. (CCTV Finance)
Spot gold broke through the $2,670.00/oz mark, and the latest price was $2,670.07/oz, up 1.41% in the day; COMEX gold futures main force recently reported $2,693.30 per ounce, up 1.27% in the day.Brent crude oil stood at $72/barrel, up 1.57% in the day.COMEX gold futures rose more than 1.00% in the day and are now reported at $2,686.20 per ounce.
Interpretation of Guangfa Strategy December Politburo Meeting: The change of policy tone "not seen for several years" is more direct to the determination to support the stability of the equity market and the real estate market. Guangfa Strategy Review December Politburo Meeting said that although the draft of the meeting did not involve specific economic target figures, the change of policy tone was "not seen for several years": (1) "Strengthening unconventional countercyclical adjustment" appeared for the first time in the draft of the conference, and we understand that this may well mean that the official target of deficit ratio will be unconventional. (2) "Moderately loose monetary policy" has reappeared since July 2010, and it has been "steady" during the period. Even in the 14-15 monetary easing cycle, there was no adjustment of this wording, which paved the way for the expectation of monetary easing in 25 years; (3) The "more active fiscal policy" has reappeared since July 2020. Under the special background of the 20-year epidemic, the official target of deficit ratio in that year was set at 3.6%, which was the highest since 2010. The change of tone after four years also indicates that the deficit space in 25 years is expected to be further opened. Specific to economic work, the first priority is to "expand domestic demand", and the expression of "stabilize the property market and stock market" is more straightforward: the importance of expanding domestic demand is unquestionable, which alleviates the concern of "whether to only resolve risks and lack demand stimulation" in the early stage of the market; In September, the Politburo meeting stated that the stock market should strive to boost the capital market and the property market should "promote the real estate market to stop falling and stabilize". This meeting was more direct in its determination to support the stability of the equity market and the real estate market.British Prime Minister Stamer: Stability in the Middle East is crucial to ensuring domestic security, and promised to strengthen Britain's participation in the Middle East to support long-term stability.Market information: Tim Kuniskis, the boss of Dodge and Ram, has returned to Stratlandis Stratlandis. Earlier in 2024, Tim Kuniskis resigned as an executive in Stellantis.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13