Xiaoyu Zhizao, Xiaomi's first furniture model company, completed a round of financing of 100 million yuan, and Beijing Xiaoyu Zhizao Technology Co., Ltd. (hereinafter referred to as Xiaoyu Zhizao), the first large model robot company invested by Xiaomi, completed a round of financing of 100 million yuan. This round of financing is exclusively invested by Beijing Information Industry Development Investment Fund. This is the second time that Xiaoyu Zhizao has received billion-dollar financing after Angel Wheel received billion-dollar investment from Xiaomi Group, Professor Wang Tianmiao and Beijing Zhiyuan Research Institute. Xiaoyu Zhizao was founded by the core founding team of Xiaomi Group in 2023, focusing on the development of large-scale model robot technology suitable for industrial fields, and has developed the "Xiaoyu Brain" universal robot brain, which enables robots to perform various tasks in the industrial environment. (science and technology innovation board Daily)Japan's M2 money stock increased by 1.2% and M3 by 0.7% in November.Oracle Bone Inscriptions's revenue in the fiscal quarter did not surprise investors. The stock price fell after hours, and the quarterly revenue of database giant Oracle Bone Inscriptions met expectations, which disappointed some investors who hoped that the cloud business would perform better. Oracle Bone Inscriptions shares fell in after-hours trading. Oracle Bone Inscriptions announced after-hours Monday that its second-quarter revenue increased by 9% to $14.1 billion. Cloud business revenue increased by 52% to $2.4 billion, in line with analysts' expectations. Oracle Bone Inscriptions has been trying to find its foothold in the computing and storage leasing market, which is now dominated by larger competitors Amazon and Microsoft. Larry Ellision, chairman of Oracle Bone Inscriptions, paid special attention to the company's ability to provide hardware and integrated software for handling artificial intelligence tasks. Safra Catz, CEO of Oracle Bone Inscriptions, said in the performance conference call that the company expects revenue growth of about 8% in the third quarter, excluding some projects, earnings per share is expected to be between 1.47 and 1.51 dollars, and cloud business revenue is expected to increase by about 24%. These performance prospects are not as good as analysts' estimates. Oracle Bone Inscriptions shares closed at $190.45 on Monday, down about 7% in after-hours trading. The company's share price has soared by 81% this year.
Guotai Junan: Actively grasp the double-low and low-premium convertible bonds with high selective price and good flexibility. Guotai Junan said that the probability of short-term risk events is not high, and the liquidity of the domestic stock market is also supported. Considering the A500 opening of positions, the allocation of insurance and wealth management products and the year-end ranking of funds, we should actively prepare for the new year-end rebound of China stock market from December 2024 to January 2025. Actively grasp the new year's rebound, high selective price and good flexibility of double low and low premium convertible bonds.CICC interprets the meeting of the Politburo in December: the fiscal policy next year is expected to be significantly higher than this year. CICC issued a document saying that the tone of the Politburo in September will be continued, and this Politburo meeting will further inject confidence into the market, and there will be many new formulations in policy. From the perspective of policy objectives, the demand for growth is more clear, and the expression of "property market and stock market" is also very clear. From the policy direction, expanding domestic demand ranks first, and the tendency to boost consumption and improve people's livelihood is further highlighted. From the policy tone, monetary and fiscal policies are more active, and "extraordinary countercyclical adjustment" is put forward for the first time. In terms of specific policy prospects, we believe that the following aspects are worthy of attention: the intensity of fiscal policy next year is expected to be significantly higher than this year; The loose space of monetary policy may be opened through comprehensive policies, and the structural monetary policy may be significantly overweight; Expand domestic demand in an all-round way, and incremental measures may focus more on consumption; Further promote reform and opening up. Generally speaking, the policy mix is in line with what we judge as "tight credit, loose money and wide finance" in the second half of the financial cycle.CICC: The non-agricultural data in November supported the Fed to continue to cut interest rates. The CICC research report pointed out that after being seriously hindered by hurricanes and strikes, the number of new jobs in the United States rose sharply to 227,000 in November, but the unemployment rate also rose to 4.2%, indicating that the labor market is slowing down. On the whole, the labor market is still in a state of "the momentum of employment growth is weakening, but the job market itself is not weak", which will provide reasons for the Federal Reserve to cut interest rates again in December. However, we also predict that the Fed will slow down the pace of interest rate cuts in 2025, because as interest rates approach the neutral level, policymakers will become more cautious. One prediction risk is the impact of Trump's immigration policy on the labor market. At present, we tend to have a moderate impact, but we also need to pay close attention to the possibility of extreme situations. Based on non-agricultural data, we believe that the Fed is expected to cut interest rates by 25 basis points again this month.
Debon Securities: Pay attention to the investment opportunities in the fields of liquor, beer and leisure snacks. Debon Securities Research Report pointed out that 1) Liquor: The dealer conference will set the tone for next year, giving priority to the opportunities of low-value leading layout. Recently, wine companies have intensively held dealer meetings to set the tone for next year's growth. At present, wine enterprises are generally rational and pragmatic, and reasonable speed reduction reduces the burden on channels. With a series of economic policies, the consumption of enterprises and residents is expected to pick up in 2025. The competitiveness of head enterprises has been further enhanced through continuous evolution, so it is suggested to grasp the investment opportunities with low expectations at present. 2) Beer: The overall performance of the third quarterly report is under pressure due to the weak recovery of demand and weather, but it is expected that the ton price of major beer enterprises will maintain a steady and rising trend throughout the year. With the introduction of a series of policies to stimulate consumption, terminal demand is expected to improve, and the recovery of ready-to-drink scenes such as catering is expected to promote the upgrading and continuation of beer structure. 3) Leisure snacks: The performance of leisure snack enterprises is further differentiated, and the performance of high-potential targets is optimistic in the peak season. In the third quarter, the performance of leisure and snack enterprises was divided, and the growth toughness of high-potential enterprises remained the same. The follow-up Spring Festival peak season is expected to bring the possibility of exceeding expectations. At present, the level of income profit rate of head enterprises is expected to remain stable.Japan's M2 money stock increased by 1.2% and M3 by 0.7% in November.Details of the arrest of the person involved in the killing of the CEO of the insurance giant in new york surfaced: Luigi Mangione, who was regarded by the new york police as the person involved in the murder of Brian Thompson, an executive of UnitedHealth Group Inc, was arrested in Pennsylvania on Monday, and now he is accused of possessing illegal firearms and using false identification. According to the criminal indictment issued by the Pennsylvania court system on Monday night, Mangione, 26, made her first appearance in the court in Hollidaysburg. He was charged with five counts, including forgery, holding a gun without a license and showing false documents to law enforcement agencies. Mangione was detained by the police after being recognized and reported by employees in a McDonald's restaurant in Altoona that morning. The police officer asked him to show his identity, and Mangione took out a New Jersey driver's license named "Mark Rosario" and the date of birth was July 1998. The police officer then asked him if he had been to new york recently. "The man fell silent and began to tremble," the indictment said. When more police arrived at the scene, Mangione was told that he was under investigation and would be arrested if he lied about his identity. He later said that his name was Luigi Mangione and that he was born in May 1998. A police officer asked Mangione why he lied, and he replied, "I obviously shouldn't." The police arrested him on charges of forgery and providing false information to law enforcement agencies. He was handcuffed, searched and taken back to the police station. A black pistol and a silencer were found in his backpack, both of which were made of 3D printers. This pistol has a metal sleeve, a metal threaded barrel and a plastic handle, and a Glock magazine with six 9mm bullets. A dropped bullet was also found in the defendant's backpack.
Strategy guide 12-13
Strategy guide
12-13