Goldman Sachs: I don't agree that gold can't reach $3,000 under a strong dollar. Goldman Sachs said that we don't agree with the view that the price of gold can't rise to $3,000 per ounce by the end of 2025 when the dollar remains strong for a long time. We predict that gold will reach $3,000 per ounce by the end of 2025, and the reduction of interest rate cuts by the Federal Reserve (rather than the strengthening of the US dollar) is the downside risk of this prediction.Analyst: There may be a RRR cut of 50 basis points to 100 basis points next year. Tan Yiming, chief fixed income analyst of Minsheng Securities, said that there may be a RRR cut of 50 basis points to 100 basis points next year, considering the supply pressure of government bonds, the restoration of credit supply and the provision of long-term stable low-cost funds for financial institutions.CITIC Securities: The supply and demand pattern may meet the turning point, paying attention to the strategic allocation value of the magnesium industry. CITIC Securities Research Report said that magnesium prices have stopped falling and stabilized recently, and magnesium as a strategic attribute of China's superior resources is expected to continue to improve. At present, there is a widespread cost inversion in factories, and the willingness to support the price by cost is enhanced, and the purchasing and storage measures are superimposed. We believe that the magnesium price is expected to open an upward channel. At present, the ratio of magnesium to aluminum is reduced to about 0.9 at the bottom, which is conducive to the accelerated promotion of magnesium alloys, and the downstream fields such as new energy vehicles, low-altitude economy, humanoid robots and solid hydrogen storage have broad prospects.
OpenAI released the ChatGPT built-in tool Canvas. On December 11th, OpenAI launched the fourth day of technical live broadcast and released the latest function Canvas. According to reports, Canvas is directly built into ChatGPT, providing a separate window, which is mainly used for programming and writing tasks, providing opinions, reviewing and executing specific functions, and providing more detailed services. Simply put, Canvas is equivalent to a built-in Agent to help and guide ChatGPT to make better content generation and modification, and it is automatically triggered.Syrian opposition forces claimed to have taken control of the eastern Syrian city of Deir ez-Zor. According to Al Jazeera and Arabiya TV, on the 10th local time, Hassan Abdel Ghani, commander of Syrian opposition forces, said that "the eastern Syrian city of Deir ez-Zor has been completely controlled".Galaxy Securities: Pay attention to investment opportunities in the fields of cement, consumer building materials, glass fiber, etc. The Galaxy Securities Research Report pointed out that 1) Cement: the price continues to push up, and the northern region has entered the winter peak-shifting stage. In November, the weather gradually turned cold, and the downstream market demand dropped slightly. Most provinces in the north have entered the stage of winter peak-shifting and kiln-stopping, and the kiln-stopping rate is above 80%. Under the background of improving supply and demand in the industry, cement enterprises continue to push up cement prices. 2) Consumer building materials: The retail end continued to improve month on month. In October, the retail sales of building and decoration materials decreased by 5.8% year-on-year and increased by 4.9% quarter-on-quarter. Recently, with the stabilization of commercial housing sales, the demand for consumer building materials has improved. 3) Glass fiber: the price of roving rose slightly at the end of the month, and the price of electronic yarn was temporarily stable. In November, the demand for wind power yarn and thermoplastic yarn was stable, but the demand for traditional building materials was still under pressure, which led to the general demand for roving. There are resumption of production and new ignition production lines within the month, and the annual production capacity has increased; Near the end of the month, glass fiber enterprises issued a notice of re-pricing roving and products. It will take some time for the new price to land, but it will have a certain driving effect on demand and price in the short term. 4) Float glass: at the end of the year, work will continue to support the market demand and the inventory of enterprises will be improved. In November, work was rushed to support the demand of float glass terminal, but the middle and lower reaches mainly digested the previous inventory, and the purchasing enthusiasm declined. In the context of the contradiction between supply and demand in the industry, the production capacity has been significantly reduced, and the inventory pressure of float glass enterprises has improved. Suggested attention: Beixin Building Materials, CONCH, China Jushi, etc.
During the year, there were 461 new indices, and the index investment fever continued to climb. On December 10th, in order to meet the investment demand of diversified indices, CSI Index Co., Ltd. officially released five new indices, including CSI 1000 Growth Index, CSI 1000 Value Index, CSI 2000 Growth Index, CSI 2000 Value Index and CSI 1000 Quality Balance Strategy Index. With the "listing" of the above five indexes, the number of newly-issued indexes reached 461 during the year, covering categories such as strategy, style, scale, industry, theme and other fixed-income indexes; Related index asset classes include stocks, fixed income, funds and futures. At the same time, the secondary market, this year, the heat of indexed investment is also high. Looking forward to the future, with the continuous vigorous growth of market demand and unabated heat, and the precise guidance and strong support from the supervisory level, the indexed investment ecology will become more and more perfect. (Securities Daily)Galaxy Securities: Macro-policies have increased the accumulation of positive factors in bank fundamentals. The china galaxy Securities Research Report said that the macro-policy upgrade has exceeded expectations and supported the growth of bank credit. Bank spreads are still under pressure, but the release of debt cost optimization results is expected to form support. Preventing and resolving the risk orientation in key areas remains unchanged, and the asset quality and risk expectation of banks are expected to benefit. The positive factors in the fundamentals of banking operations have accumulated, and we will continue to be optimistic about the allocation value of the banking sector and maintain the recommended rating. For individual stocks, ICBC, China Construction Bank, Postal Savings Bank, Jiangsu Bank and Changshu Bank are recommended.On December 10th, 36 stocks hit record highs mainly in transportation equipment, mechanical equipment and other industries. According to statistics, on December 10th, a total of 36 stocks hit record highs, mainly in transportation equipment, mechanical equipment and other industries, including Cyrus, Tuosida, Keli Sensing, Straight Flush, Focus Technology and so on.
Strategy guide
12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide