Asian Development Bank: Reduce India's growth forecast from 7.0% to 6.5% in 2024 and from 7.2% to 7.0% in 2025.Guotai Junan: From policy expectation to focusing on performance, the marginal improvement of mass goods, Guotai Junan said, from policy expectation to focusing on performance, the marginal improvement of mass goods, stable drinks, marginal decline of alcohol, configuration: mass goods > beer & drinks > liquor, first grow before value, first choose snacks, certain preferred condiments, drinks and beer, and gradually lay out liquor: under low expectation, the layout is oversold and the valuation target is low, which is steady. Popular products: 1) Snacks and some condiments are preferred. 2) beer and drinks. 3) tobacco.The negotiation between Myriad and United Health Insurance may be extended to the beginning of 2025, and the negotiation between Myriad Genetics and UnitedHealthcare on the genetic test of Myriad may continue until the beginning of 2025. Myriad reiterated its estimate of the financial impact of the United Health Insurance Company's updated medical policy in 2024.
Kathy Hochul, the governor of New York, said that a governor's arrest warrant would be issued to the suspect who murdered the CEO of United Health Insurance.Trump appointed TOM BARRACK as the US ambassador to Turkey.Galaxy Securities: The 5G+ industrial chain will be developed in a large scale, and the sub-sector prosperity margin will be optimized to improve the quality target. china galaxy Securities said that the demand for communication equipment as the base of the computing infrastructure of the digital economy is expected to usher in high growth, and related sectors may usher in greater opportunities, focusing on the empowerment of related industrial chains by emerging industries such as operators, optical communications, quantum communications and 5G applications. It is suggested to pay attention to: network infrastructure upgrade+telecom operators, optical module leaders, quantum communication leaders, Internet of Things and cutting-edge applications led by central enterprises.
Kathy Hochul, the governor of New York, said that a governor's arrest warrant would be issued to the suspect who murdered the CEO of United Health Insurance.Galaxy Securities: Pay attention to investment opportunities in the fields of cement, consumer building materials, glass fiber, etc. The Galaxy Securities Research Report pointed out that 1) Cement: the price continues to push up, and the northern region has entered the winter peak-shifting stage. In November, the weather gradually turned cold, and the downstream market demand dropped slightly. Most provinces in the north have entered the stage of winter peak-shifting and kiln-stopping, and the kiln-stopping rate is above 80%. Under the background of improving supply and demand in the industry, cement enterprises continue to push up cement prices. 2) Consumer building materials: The retail end continued to improve month on month. In October, the retail sales of building and decoration materials decreased by 5.8% year-on-year and increased by 4.9% quarter-on-quarter. Recently, with the stabilization of commercial housing sales, the demand for consumer building materials has improved. 3) Glass fiber: the price of roving rose slightly at the end of the month, and the price of electronic yarn was temporarily stable. In November, the demand for wind power yarn and thermoplastic yarn was stable, but the demand for traditional building materials was still under pressure, which led to the general demand for roving. There are resumption of production and new ignition production lines within the month, and the annual production capacity has increased; Near the end of the month, glass fiber enterprises issued a notice of re-pricing roving and products. It will take some time for the new price to land, but it will have a certain driving effect on demand and price in the short term. 4) Float glass: at the end of the year, work will continue to support the market demand and the inventory of enterprises will be improved. In November, work was rushed to support the demand of float glass terminal, but the middle and lower reaches mainly digested the previous inventory, and the purchasing enthusiasm declined. In the context of the contradiction between supply and demand in the industry, the production capacity has been significantly reduced, and the inventory pressure of float glass enterprises has improved. Suggested attention: Beixin Building Materials, CONCH, China Jushi, etc.NVIDIA's market value evaporated by 660 billion yuan overnight. On December 10th, local time, the three major US stock indexes collectively closed down, with the Dow down 0.35%, the Nasdaq down 0.25% and the S&P 500 index down 0.30%. Among them, NVIDIA fell by 2.69%, and its market value evaporated by 91.593 billion US dollars (about 664.047 billion yuan) overnight.