Futu Morning Report | Non-farm data is arriving tonight! Goldman Sachs: This could determine whether there will be another rate cut in December; another major bank is optimistic! Wells Fargo raises its outlook for the S&P to 7007 points.
After hours, it surged over 8%! Lululemon's Q3 performance exceeded expectations; after accurately predicting that bitcoin would reach $100,000 this year, Standard Chartered's analyst is bullish again: predicting it will reach the significant milestone of $200,000 by the end of next year; OPEC+ has continued its three sets of production cut measures, extending the additional voluntary reduction of 2.2 million barrels per day for three months.
The Huawei Mate 70 represents a series of new product launches, as the consumer electronics industry welcomes the traditional Q4 peak season.
According to media reports, He Gang, the CEO of Huawei's terminal BG, stated during an interview on the evening of December 4 that reservations for the Huawei Mate70 series have exceeded 6.7 million, and due to overwhelming demand, there will be a slight initial shortage in supply. Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will witness a wave of replacements and drive relevant supply chain stocking.
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.
The State-owned Assets Supervision and Administration Commission, together with the National Development and Reform Commission, jointly introduced a significant venture capital policy, and the equity market is expected to usher in a period of development
1. The State-owned Assets Supervision and Administration Commission of the State Council and the National Development and Reform Commission jointly introduced policy measures to promote the high-quality development of central enterprises' venture capital funds, support central enterprises in initiating the establishment of venture capital funds, focusing on early-stage, small-scale, long-term, and hard technology investments. 2. Citic Sec research reports pointed out that, against the backdrop of entering a valuation expansion cycle in the secondary market, as the linkage effects between the primary and secondary markets become increasingly close, the equity market will also move towards a period of high-quality development and prosperity.
Geely sent knives to suppliers to bargain? The latest response from both parties!
Source: Securities Times Author: An YuFei Che Auto Enterprises not only send letters to suppliers to negotiate prices, but also "give knives"? Geely has clarified! Recently, the news that "BYD (01211.HK) and SAIC Datong are asking suppliers to reduce prices by 10%" has been fermenting. The incident of the general manager of Geely Automotive (00175.HK) parts purchasing company giving a knife to Chen Yudong, former president of Bosch China in 2023, has also been dug out, interpreted as Geely "sending a knife to negotiate prices." On November 29, Chen Yudong responded on his social media saying: "The knife is real, and the person who gave the knife is a good brother, not for price reduction."
Hefei issued 44 million yuan in consumer vouchers and Ideal launched a zero-interest financial plan. Local governments and car companies are competing for the year-end "consumption wave".
① On November 29, according to the Hefei Municipal Bureau of Commerce, from November 29 to December 8, 2024, new consumer vouchers for autos will be issued in Hefei, totaling 44 million yuan. ② On the same day, Li Auto announced a limited-time 0% interest policy until the end of the year. From now until December 31, users purchasing the Li L-series and Li MEGA can enjoy a minimum down payment financing plan with 0% interest for 3 years.