The annual strategy of brokers in 2025 will present "three major consensuses". At the end of recent years, the annual strategies of major brokers in 2025 will be held intensively, focusing on the interpretation of the new year's market, the market trend next year and the discussion and judgment of the allocation direction. Generally speaking, brokers have shown a "consensus" in three major directions. The first consensus is that it is generally believed that the A-share market is expected to become an important place for global capital allocation. In this direction, Chinese and foreign institutions have reached a consensus. The second consensus is to give optimistic expectations for the A-share market in 2025. The confidence of the organization's optimistic expectations lies in the fact that the market sentiment has obviously recovered under the boost of a series of positive policies this year, and there is still room for boosting in the medium and long term perspective. The third consensus is reflected in the direction of industry allocation. The new quality productivity based on semiconductors and computing power, as well as the policy themes based on mergers and acquisitions and market value management, have become a common optimistic track for many brokers. (Securities Daily)At the end of the year, housing enterprises were busy: speeding up the launch of high-quality real estate. Near the end of the year, the property market was still hot, and housing enterprises also started the "grabbing" mode to speed up the launch of high-quality real estate. Under the resonance of policy and market, many high-quality projects in first-and second-tier cities were sought after at the opening, and "Japanese CDs" and thousands of people waved their numbers appeared in some areas. "At the end of the year, developers increased their efforts to push the market, hoping to sprint their performance. As the market picks up, improved demand continues to exert its strength. " Insiders said.Disney CFO said: It is predicted that the price of streaming media service will rise in the future, and cracking down on DISNEY+ password sharing will bring "incremental" benefits every quarter.
According to officials, Qatar began direct communication with the Syrian Sharm el-Liberation Organization on Monday and plans to hold more talks on Tuesday.Chief negotiator of Volkswagen: After today's negotiations, it is obvious that we are still far from the solution.Industrial integration has injected new vitality, and the activity of mergers and acquisitions has increased. The data shows that since the beginning of this year, a total of 132 A-share companies have issued announcements related to mergers and acquisitions, compared with 82 in the same period last year. Among them, since the release of "Six Articles on Mergers and Acquisitions", nearly 50 listed companies have issued relevant announcements on mergers and acquisitions, and the process of mergers and acquisitions of listed companies has accelerated. Experts said that under the impetus of policies, the activity of mergers and acquisitions has been significantly improved, and industrial integration has become the main logic of mergers and acquisitions. Listed companies can seize the favorable opportunity of capital operation to promote mergers and acquisitions, which can quickly broaden their business fields, enrich their product matrix and achieve greater and stronger results.
Maintaining the "three public" order in the capital market, the regulatory authorities continue to strengthen the prevention and control of insider trading in mergers and acquisitions. Recently, the securities regulatory bureaus in Hunan and Zhejiang have issued several tickets for insider trading, which fully demonstrates the determination and attitude of the regulatory authorities to "zero tolerance" for securities illegal activities. Judging from the insider trading cases investigated this year, the field of mergers and acquisitions has become the "hardest hit" for insider trading violations. At present, the support of all parties in the market for mergers and acquisitions continues to increase. At the same time, the behavior of speculating stock prices through mergers and acquisitions also has a tendency to take the lead. The process of planning and implementing major asset restructuring usually takes a long time and involves many people, so the importance of strengthening the prevention and control of insider trading is becoming more and more prominent. The reporter learned that regulators are continuing to strengthen the prevention and control of insider trading in mergers and acquisitions, and help maintain the normal functioning of market pricing functions. (SSE)Disney CFO said: It is predicted that the price of streaming media service will rise in the future, and cracking down on DISNEY+ password sharing will bring "incremental" benefits every quarter.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13