A number of A-share companies "lead wars for their children" and state-owned institutions have become important buyers. Recently, subsidiaries of a number of listed companies in the A-share market have launched capital increase and share expansion in order to obtain more financial support. According to the incomplete statistics of the Securities Times reporter, since November alone, more than 10 listed companies have issued relevant announcements on the introduction of strategic investors by subsidiaries, most of which are distributed in power equipment, pharmaceutical biology, basic chemical industry and other industries. It is worth noting that many of the strategic investors introduced by the subsidiaries of the above-mentioned enterprises are state-owned investment institutions. For this wave of "war-inducing" trend, people in the industry interviewed by reporters believe that due to the influence of relevant policies, listed companies have great resistance to spin-off and listing, which is an important reason for their subsidiaries to increase their capital and shares. Most of the targets that state-owned investment institutions choose to buy shares are new businesses or core businesses of hard-tech enterprises, which can not only ensure the safety of state-owned funds, but also obtain high premium returns in future IPO opportunities. (Securities Times)Analysis of the influence of the interest rate of 10-year treasury bonds falling below 2% on the stock market. After the interest rate of 10-year treasury bonds fell below 2%, although there were many discussions from all sides, it basically had no influence on the stock market trend, and the stocks with high dividends remained flat and there was no obvious capital inflow. Some analysts believe that there are two reasons here. First, the funds invested in fixed-income products and the funds invested in the stock market generally belong to two types of funds, and they rarely operate across varieties. Even if the internal and external factors have changed, resulting in the need for mobility, but the specific implementation also needs a process, can not be immediate. Second, the interest rate of 10-year treasury bonds fell below 2%, which also reflected some judgment of investors on the trend of interest rate in the market outlook, and this actually reflected the market's expectation of the growth rate of the real economy, which required greater countercyclical adjustment. (Securities Times)The yield of 10-year US Treasury bonds rose by more than 24 basis points this week. At the end of new york on Friday (December 13th), the yield of 10-year US benchmark treasury bonds rose by about 7.00 basis points, reaching a fresh high of 4.4046%. This week, the cumulative increase was 24.38 basis points, and the overall upward trend was sustained and smooth. The yield of two-year US bonds rose by more than 5.00 basis points, reaching a new high of 4.2448%. This week, it rose by 14.08 basis points, and the overall volatility went up. There was a small but prominent V-shaped fluctuation around 21:30 Beijing time on December 11th.
Sources: Databricks, an artificial intelligence and data company, has raised nearly $9.5 billion and is negotiating to raise an additional $4.5 billion in debt. The company's valuation will exceed $60 billion.Coca-Cola invested about US$ 90 million to expand the production scale in Brazil's Amazon region. In a statement, Coca-Cola Brazil said that it invested R $550 million (US$ 90 million) to expand an concentrated beverage factory in Brazilian Amazon. Coca-Cola said that the new factory was inaugurated on Friday, attended by Brazilian Vice President Geraldo Alckmin and other officials.CFTC: Chicago corn bullish sentiment hit a 21-month high, CFTC: In the week of December 10th, the net long position of CBOT corn held by speculators increased to 165,890 contracts, a 21-month high. Net short position of CBOT wheat decreased. CBOT soybean net short position hit a four-week low, and soybean meal net short position hit a three-week low. Arabica coffee net bulls hit a four-week low. Turn bullish on raw sugar. ICE cotton net short position hit a three-week high. The net long position of fattening cows increased to 19,866 contracts, a record high in recent 13 years. The net long position of live cattle hit a five-year high. The net long position of orange juice hit a 21-month high.
Canadian Finance Minister: In the face of possible tariffs imposed by the United States, Canada will not escalate the dispute and will not back down.Trump is considering abolishing some banking regulators. It is reported that Trump's transition team began to explore the possibility of significantly reducing, integrating or abolishing the top banking regulator. According to people familiar with the matter, in a recent meeting with the heads of potential banking supervision departments, Trump consultants and officials of the newly established government efficiency department raised a question, that is, whether Trump can withdraw the Federal Deposit Insurance Corporation (FDIC). The aides also asked the potential chairman of the FDIC and the nominee for the director of the Office of Monetary Supervision (OCC) whether deposit insurance can be deposited in the Ministry of Finance if the FDIC is cut.A sustained attack on a refugee camp in western Sudan has killed 57 people. On December 13th, local time, Ibrahim Khater, Minister of Health of Northern Darfur in western Sudan, said that since December 1st, Zazam refugee camp south of El Fasher, the capital of Northern Darfur, has been continuously shelled, which has so far killed 57 civilians and injured 376 others.
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