The head of the South Korean Police Department was formally detained. According to South Korean media reports, Zhao Zhihao, the head of the South Korean Police Department, and Kim Fung-sik, the head of the Seoul Police Department, were formally detained on the evening of December 13th. The Central District Court of Seoul said that Zhao Zhihao and Jin Fengzhi had the possibility of destroying evidence, so they issued detention orders. (CCTV International News)It is reported that Trump will meet with Apple CEO Cook. According to informed sources, Apple CEO Tim Cook will meet with US President-elect Donald Trump at Haihu Manor on Friday local time. This is a new case in a series of meetings between Trump and executives of technology companies. According to people familiar with the matter, Cook and Trump will dine at the President-elect's Magara Song Club in Palm Beach. Last month, Trump had dinner with mark zuckerberg, CEO of Meta, and met with sundar pichai, CEO of Alphabet on Thursday. In addition, Trump also said that he plans to meet with Amazon founder Jeff Bezos next week. (Global Market Broadcast)Moody's: Downgrading France's sovereign credit rating to Aa3, the outlook is stable.
Challenging the monopoly of Europe and America, Chinese and Indian manufacturers have laid out the track of diet pills. For some time, GLP-1 (glucagon-like peptide -1) diet pills have caught fire in the United States and other western countries, and gradually marched into emerging markets. At present, two major pharmaceutical companies, Novo Nordisk in Denmark and Lilly in the United States, occupy most of the market share in the field of GLP-1 diet pills, but other pharmaceutical companies are also actively deploying the track. In 2026, Novo Nordisk's patent on smeagoutide will expire in China and India, while the patent on liraglutide, the main effective ingredient of the previous generation of GLP-1 diet pills, has expired in China and India. The industry believes that China and India, as two emerging markets, have a strong momentum of innovation and development in the pharmaceutical industry of both countries, and have great potential in the GLP-1 diet pills track. The entry of Chinese and Indian pharmaceutical companies will make the international competition in the field of GLP-1 diet pills more intense. (Global Times)CITIC Securities: The growth rate of supply is expected to move down rapidly, and there is room for aluminum price increase. According to the research report of CITIC Securities, the growth rate of global electrolytic aluminum production is expected to be 3.6%/2.2%/1.7%/0.9% from 2024 to 2027, showing a rapid downward trend. At the same time, our calculation results show that the incentive price of overseas electrolytic aluminum projects may be as high as 3000 US dollars /24000 yuan. The current aluminum price is difficult to stimulate overseas capacity expansion. We are optimistic about the rising space of aluminum price and the allocation value of aluminum plate under the background of strong supply constraints. Maintain the aluminum plate "stronger than the market" rating.Antaike: The global nickel industry surplus is expected to narrow, and the nickel price may decline. The Antaike report shows that the nickel price will rise and fall in the first half of 2024, because the supporting cost below is still there. After the price reached a staged low in late July, the whole price showed a pattern of bottoming out and falling resistance, and the upward and downward momentum was not strong. Returning to the fundamentals itself, oversupply and the staged improvement of downstream consumption have limited room for price rise. On the whole, the price of nickel basically fluctuated within a narrow range this year. The highest nickel in Shanghai was 160,000, and the lowest was 119,000, mainly in the range of 120,000-140,000. Looking forward to the next year, it is expected that the upward and downward momentum of nickel price is not strong, and the main contradiction is still on the supply side. In 2025, it is expected that the price difference between products and inside and outside will further converge, and the price center of gravity will move down. It is expected that the nickel will be in the range of 14,500-18,500 US dollars/ton; The range of Shanghai nickel is 120,000-170,000 yuan/ton.
The offshore RMB (CNH) was quoted at 7.2811 yuan against the US dollar at 05:59 Beijing time, down 52 points from late new york on Thursday, and traded in the range of 7.2746-7.2925 yuan in the whole day.When the yield of 10-year treasury bonds falls below 1.8%, we need to be alert to the risk of callback. In the past two weeks, the yield of 10-year treasury bonds has fallen rapidly, breaking through several key points one after another, and the market sentiment has soared. While the favorable monetary policy promotes the bond bull market, the hidden risks behind the bond market are gradually emerging. In the market environment with high expected consistency and crowded transactions, the recent rectification measures may further aggravate the fluctuation of net value and trigger redemption pressure. In the face of this bond market carnival, market participants should not only enjoy the market, but also be alert to the potential callback risk. (SSE)Meta stepped in to discourage OpenAI from turning into a profit-making enterprise, and Meta urged the Attorney General of California to stop OpenAI from turning into a profit-making enterprise. Meta said that allowing OpenAI to become a for-profit company will set a dangerous precedent, that is, allowing startups to enjoy the advantage of non-profit status before preparing for profit.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14