With the intensive IPO process of domestic semiconductor companies, we can seize new opportunities in the semiconductor chip industry through the semiconductor ETF(512480). On December 11th, the semiconductor ETF(512480) closed up 0.20% with a turnover of 1.29 billion yuan. The constituent stocks are mixed. In terms of rising, the Cambrian led the rise, and Weir shares followed. In terms of decline, Zhongwei Company led the decline, and Haiguang Information followed suit. In the news, in the fourth quarter of 2024, the IPO acceptance review in science and technology innovation board has been accelerated, with 12 companies updating their review status, mostly in the semiconductor industry. According to industry insiders, from the current audit dynamics, materials, parts and components in the upstream of the industry, as well as AI chips in the design process, may be more popular in the future. Guojin Securities pointed out that semiconductor self-control is the general trend, and it is optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. CITIC Securities said that it is expected that the overall localization pace of the domestic semiconductor industry will be further accelerated, and the manufacturing sector is also expected to benefit. Investors can take advantage of the semiconductor ETF(512480) to grasp the new opportunities in the semiconductor chip industry.Nissan Motor Co., Ltd. reorganized its top management: CFO will be transferred to China to take charge of operations, and Nissan Motor Co., Ltd. is reorganizing its top management, hoping to introduce new talents and reverse the company's declining profits, increasing debts and lack of revenue-generating products. Makoto Uchida will continue to be the CEO of Nissan, while Jeremie Papin will be the CFO at the end of next year, and Christian Meunier will succeed Papin as the chairman of Nissan Americas. In addition, Stephen Ma, the company's chief financial officer, will be transferred to China to take charge of local business operations.The Israeli army has launched more than 350 attacks in Syria. According to the news of Syrian Human Rights Watch on December 11th, local time, up to now, Israel has launched more than 352 attacks in Syria, destroying military facilities in 13 provinces in Syria. On the 10th local time, the Israel Defense Forces issued a statement saying that up to now, the Israeli military has cracked down on 320 strategic targets in Syria and destroyed weapons that may fall into the hands of hostile forces. According to Israeli military estimates, more than 70% of Syria's military forces have been destroyed.
On the 11th, LPG rose by 1.39%, and the latest main contract positions changed as follows. According to the exchange data, as of December 11th, the main contract LPG 2501 was closed, up or down by +1.39%, with a turnover of 41,600 lots. The position data showed that the top 20 seats were clear, and the difference position was 2,310 lots. A total of 81,400 lots of LPG futures contracts were sold, a decrease of 4,701 lots from the previous day. The first 20 seats in the contract held 76,600 lots, a decrease of 2,214 lots from the previous day. The first 20 seats in the contract held 88,700 short positions, a decrease of 1,154 lots from the previous day. (Sina Futures)On the 11th, alumina fell by 3.61%, and the latest main contract positions changed as follows. According to the exchange data, as of December 11th, the main contract alumina 2502 closed, with a volume of 174,600 lots. The position data showed that the top 20 seats were net, and the difference position was 10,936 lots. The total turnover of alumina futures contracts was 452,500 lots, an increase of 77,000 lots over the previous day. The first 20 seats in the contract held 264,800 lots, a decrease of 4,558 lots from the previous day. The short positions in the top 20 seats of the contract were 215,500 lots, a decrease of 1,290 lots from the previous day. (Sina Futures)Tucker Carlson, a former Fox News host, is reported to have entered the paid content field. On December 11th, according to informed sources, Tucker Carlson will launch his own subscription streaming service. The former Fox News host officially entered the paid content field several months after he released the video on X. The service, called Tucker Carlson Network, is expected to go live on Monday, with a cost of $9 per month and $72 per year. Initially, it will only be available through Carlson's website. It is reported that Carlson and his team discussed launching Tucker Carlson Network through X, but X didn't act quickly enough to provide the technology they needed to operate the subscription service.
Huize released its Q3 results in 2024, and the number of insured customers exceeded 10 million. On December 10th, HUIZ.US, an insurance e-commerce service platform, released its unaudited Q3 results report in the third quarter of 2024 (hereinafter referred to as "Q3") before the opening of the US stock market. The data shows that during Q3, Huixuan contributed a total premium of 2.06 billion yuan (RMB, the same below), a total revenue of 370 million yuan and a net profit of 18.7 million yuan. After experiencing rapid growth since the reform and opening up, China's economy is entering a new normal of medium-speed development. In 2024, opportunities and challenges coexist in the insurance industry. Q3 financial report data shows that Huixuan's accumulated insured customers have exceeded 10 million.The Israeli army has launched more than 350 attacks in Syria. According to the news of Syrian Human Rights Watch on December 11th, local time, up to now, Israel has launched more than 352 attacks in Syria, destroying military facilities in 13 provinces in Syria. On the 10th local time, the Israel Defense Forces issued a statement saying that up to now, the Israeli military has cracked down on 320 strategic targets in Syria and destroyed weapons that may fall into the hands of hostile forces. According to Israeli military estimates, more than 70% of Syria's military forces have been destroyed.UBS: It is estimated that by 2025, the price of Brent crude oil will rise to $80/barrel and WTI crude oil will rise to $75/barrel. Have a constructive view on the prospect of natural gas price in 2025 (the forecast is $3.50/million British heat in June and $3.60/million British heat in September).
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide