The belief of high dividend has made a comeback. The dividend-themed ETF "gained weight". Recently, the dividend-themed ETF "gained good news frequently". The fund size of Huatai Bairui Dividend ETF and Huatai Bairui Dividend Low Wave ETF, the two largest dividend theme ETFs in the whole market, exceeded the 20 billion yuan and 10 billion yuan mark respectively. Huatai Berry dividend ETF has become the first dividend-themed ETF with a scale of 20 billion in the whole market. In recent years, dividend assets have attracted market attention, and the scale of dividend-themed ETF funds has doubled this year, and it has now exceeded 84 billion yuan. The institution believes that non-bank finance, real estate chain and domestic demand expansion related sectors are expected to have relative returns in the near future, and the investment sentiment in pro-cyclical sectors at the end of the year may improve, the market style may be more balanced, and dividend assets still have the value of bottom allocation. (china securities journal)Argentine President Millai: Argentina's economy will grow in 2025 and inflation will decline.Ferrari CEO: Ferrari's autonomous driving is meaningless, and our cars don't need autonomous driving. Cryptographic currency is not an investment opportunity for us, and it is expected that there will be no cryptocurrency on our balance sheet.
The turnover of A-shares has exceeded one trillion yuan for 50 consecutive trading days. On December 10th, the A-share market opened higher and went lower. At the close, the Shanghai Composite Index, Shenzhen Component Index and Growth Enterprise Market Index all rose less than 1%. More than 2,800 stocks in the entire A-share market rose, with more than 110 stocks trading daily, and PEEK materials, dairy industry and humanoid robots broke out. The market turnover was 2.23 trillion yuan, which has exceeded 1 trillion yuan for 50 consecutive trading days, setting a new record for the A-share market. Analysts believe that ample liquidity and optimistic policy expectations are expected to support the stock market in the New Year. The policy expectation of "stabilizing the property market and stock market" will help boost investor confidence and protect the long-term healthy development of the A-share market. (CSI)Industry Report: API crude oil inventories in the United States increased by about 500,000 barrels last week. According to american petroleum institute (API) data, API crude oil inventories in the United States increased by+499,000 barrels in the week of December 6, compared with+1.232 million barrels in the previous week. Last week, API Cushing crude oil inventory was-1.517 million barrels, with the previous value of+112,000 barrels. Last week, the inventory of API refined oil gasoline was+2.852 million barrels (previous value+4.623 million barrels) and the inventory of distillate oil was-185,000 barrels (previous value+1.014 million barrels).Chile's national copper company said that copper production reached 127,900 tons in October.
The Deputy Prime Minister of Iraq spoke to the UN Special Envoy for Syria. The two sides stressed that the previous settlement mechanism should be maintained. On December 10, local time, the Deputy Prime Minister and Foreign Minister of Iraq, Fuad Hussein, telephoned the UN Secretary-General's Special Envoy for Syria, Pei Kairu. The two sides reviewed the current developments in Syria and analyzed its scope of influence, and discussed the possible consequences if the international community failed to take concrete actions. The two sides stressed that consultations should continue and the United Nations should play an active role in supporting the Syrian people and stabilizing the situation in the region. The two sides also stressed that the previous mechanism for resolving the Syrian conflict should be maintained and the consensus between the region and Arab countries should be brought into play to reach a plan to end the humanitarian crisis in Syria. (CCTV)The Prime Minister of Qatar and the US Secretary of State discussed the situation in Syria and the conflict in Gaza by telephone. On December 10th, local time, the Prime Minister and Foreign Minister of Qatar talked with the US Secretary of State Blinken by telephone, focusing on the situation in Syria and the conflict in Gaza and other regional issues. The two sides stated that it is necessary to promote an inclusive political process and achieve a peaceful transfer of power in accordance with UN Security Council Resolution 2254. All parties in Syria should also strengthen efforts to protect civilians and fight terrorism. The two sides also exchanged views on the latest situation in the Gaza Strip and the progress of relevant negotiations.CF40 Research: Three Channels to Expand Domestic Demand. An article published by Guan Wei of China Financial Forty Forum (CF40) pointed out that the expansion of total demand, whether it is to expand consumption or investment demand, should be implemented on credit growth. When credit goes up, residents, enterprises and governments have more money in their pockets, so do expenditures and incomes, as well as profits and investments. At present, there are three main ways to expand credit: first, fiscal policy is exerted and the government borrows money; Second, the monetary policy will exert its strength and reduce the policy interest rate; The third is to stabilize the real estate market, and there can be no further sharp decline. In terms of finance, maintain the intensity of fiscal expenditure in a broad sense, and moderately increase the fiscal deficit to 4% in 2025. In terms of monetary policy, we should take reducing the real interest rate as an important goal, continue to implement "strong interest rate reduction", and timely reduce the interest rate of structural monetary policy tools below the policy interest rate level. In terms of the property market, it will ease the current cash flow pressure faced by real estate enterprises and promote the real estate to stop falling and stabilize from both ends of supply and demand.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
Strategy guide 12-14