Analyst: At present, it is not necessary for the central bank to cut interest rates again. Chen Xi, chief analyst of open source securities, believes that it is not necessary for the central bank to cut interest rates again at present, and the bond market is expected to show a volatile market in the future. On the one hand, the central bank has not substantially lowered the policy interest rate. On the other hand, the policy has turned to finance and real estate, and the current economy is already stabilizing and recovering. The central bank will not cut interest rates again in the short term.C3.ai's revenue in the second fiscal quarter exceeded market expectations by $94.3 million, while C3.ai's revenue in the second fiscal quarter was $94.3 million, and analysts expected $91 million. In the second quarter, the loss per share was $0.06, and analysts expected a loss of $0.16. Raise the performance guidance for fiscal year 2025. C3.ai U.S. stocks rose 18% after hours.Oracle Bone Inscriptions said that the total revenue will increase by 7% to 9% in the third quarter, and the cloud business revenue will increase by 23-25% in the third quarter.
The phenomenon of "high-priced over-offering" still occurs from time to time, and the "white list" of offline professional institutional investors will be released. Since the reform of the comprehensive registration system, the pricing function of market-oriented issuance has gradually played a role, but the phenomenon of "high-priced over-offering" has occurred from time to time, causing widespread concern in the market. On December 9, the reporter learned from the brokerage office that China Securities Association (hereinafter referred to as "China Securities Association") summarized the experience of classified management of offline investors in recent years, studied and formulated the "White List Management Guidelines for Offline Professional Institutional Investors (Trial)", and solicited opinions from brokers, aiming at giving full play to the exemplary role of large financial institutions, implementing dynamic adjustment, building a high-quality offline investor team, and promoting the formation of superior and inferior. (Securities Daily)Hungarian Prime Minister Orban met with President-elect Trump and his DOGE Minister-designate Musk at his Haihu Manor.Russia said that it attacked the Ukrainian military airport and repulsed Russia's repeated attacks. The Russian Ministry of National Defense reported on the 9 th local time that the Russian army launched a strike against the Ukrainian military airport infrastructure, railway facilities for transporting military equipment, and drone assembly plants in the past day. Russian air defense forces shot down several rockets and dozens of drones of the Ukrainian army. In addition, the Russian army continued to crack down on Ukrainian personnel and equipment in Kursk region, Russia. On the same day, the General Staff of the Ukrainian Armed Forces issued a war report, saying that as of the afternoon of the 9th, the Ukrainian army had fought with the Russian army for more than 100 times in the directions of Kharkov, Pokrovsk and Kurahovo. The Ukrainian army continued to hold its ground and repelled many Russian attacks.
In recent days, the National Integrated Circuit Industry Investment Fund Phase II Co., Ltd. (hereinafter referred to as the "Big Fund Phase II") has frequently invested as "patient capital". On December 5, the second phase of the Big Fund officially became a shareholder in Zhuzhou CRRC Times Semiconductor Co., Ltd. (hereinafter referred to as "Times Semiconductor"). The day before, the industrial and commercial changes occurred in Hangxin Technology, and the second phase of the new large fund was added as a shareholder. The reporter found out that since the beginning of this year, the National Integrated Circuit Industry Investment Fund Co., Ltd. (hereinafter referred to as "the first phase of the Big Fund") and the second phase of the Big Fund have invested intensively in 13 semiconductor companies, involving EDA (Electronic Design Automation), semiconductor materials and equipment, chip manufacturing and other aspects of the semiconductor industry chain. Among them, the second phase of the big fund is the main force. It is worth noting that the third phase of the National Integrated Circuit Industry Investment Fund Co., Ltd. (hereinafter referred to as "the third phase of the Big Fund") was established in May this year with a registered capital of 344 billion yuan, exceeding the sum of the registered capital of the first and second phases of the Big Fund, and is expected to become a new "patient capital" for the semiconductor industry. (shanghai securities news)What signal does the return of monetary policy to "moderate easing" release? Experts explained that the Politburo meeting on December 9 specifically pointed out that a moderately loose monetary policy should be implemented next year. Experts said that the new tone of monetary policy is a change worthy of attention in this Politburo meeting. Experts said that the tone of China's monetary policy had mainly emphasized "stability" for many years before, and this adjustment was "moderately loose", which was related to the overall domestic and international economic situation. After combing the previous statements, the reporter found that the last time "moderately loose" was used to describe monetary policy, it was around 2008-2010. Since then, from 2011 to the present, monetary policy has been using "steady". This adjustment is the first time in more than a decade. Experts said that this adjustment of the tone of monetary policy is also further strengthening the expected management and sending a clear monetary policy signal to the market. Experts said that it is expected that in the future, monetary policy will continue to strengthen its support for major strategies, key areas and weak links. (CCTV News)The annual demand peak season is coming, and the price of pigs is going down actively. By the end of the year, the two festivals are approaching, and the pig breeding industry is gradually entering the annual demand peak season. Recently, the production and sales data of November disclosed by listed aquaculture companies showed that the market price of live pigs in that month was down from the previous month. Zou Yingji, an analyst at Zhuo Chuang Information, believes that the overall price of live pigs in November showed a trend of first falling and then rising. In the first half of November, the mentality of some operators was relaxed, and the pig sources for secondary fattening in the early stage were released one after another, and the supply of pig sources in the market increased obviously. However, because the temperature did not drop significantly, the downstream receiving efforts were limited, and the terminal delivery speed was slow, and the market was in an oversupply situation, which led to the downward trend of pig prices in the first half of November. In the late stage, the temperature in some areas gradually decreased, and some southern markets started the curing action one after another, and the demand side improved slightly, which supported the price of live pigs to stop falling and rebound. However, because the cured meat is only opened sporadically, the increase of demand side is limited, and there is not much room for the rebound of pig prices. After entering December, the increase in domestic pig prices failed to continue. Zou Yingji believes that at present, in order to ensure the smooth completion of the annual slaughter plan, the enthusiasm for slaughtering pigs is high, and farmers also have large-weight pigs to be slaughtered or released in the pickling season. The supply of pigs may still be abundant in December.
Strategy guide 12-13
Strategy guide 12-13