Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.
Shenzhen Transsion Holdings Co., Ltd.: Currently negotiating patents with rights holders. Emerging markets are still in the trend of "switching from feature phones to asia vets." | Direct coverage of the earnings conference.
① Zhu Zhaojiang stated that overall, the penetration rate of asia vets in emerging markets is lower compared to North America, Western Europe, and developed economies in the mature Asia-Pacific and china market. The transition from feature phones to asia vets remains an important factor driving the growth of the asia vets market in emerging markets; ② He mentioned that Transsion is currently in patent negotiations with patent holders to determine reasonable licensing fees under the framework of fair, reasonable, and non-discriminatory principles.
Xiaopeng Huitian flying autos will start pre-sale this month, and the low-altitude economy is expected to take off.
① At the Xiaopeng AI Technology Day, Xiaopeng Motors Chairman He Xiaopeng revealed that the global first mass-produced split-type flying car from Xiaopeng Huitian will have its global debut flight at the Zhuhai Airshow in November, with official pre-sales starting in December. ② Galaxy Securities pointed out that looking ahead, the trillion-level low-altitude economy market is approaching, with infrastructure leading the way and manufacturing and operation advancing together.
November electric vehicle delivery report: BYD's electric vehicle sales exceeded 0.5 million, Xiaopeng broke through 0.03 million for the first time, and Chongqing Sokon Industry Group Stock saw a year-on-year sales growth of 54.58%.
Last month, the delivery volume of the Xiaomi SU7 continued to exceed 20,000 units, and Xiaomi expressed confidence in achieving the new delivery target of over 130,000 units for the year.
Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
1. The proportion of the top ten private equity funds in the private equity research list with assets under management exceeding 10 billion yuan has decreased. CFMCC Wealth Management, the top-ranked firm, is the only one that has been researched more than a thousand times this year. 2. Private equity funds are generally more focused on stocks listed on the STAR Market. 3. Many top private equity funds with assets under management exceeding 10 billion yuan are still focusing on researching Hangzhou Hikvision Digital Technology and luxshare precision industry. 4. So far this year, Feng Liu has conducted research on Hangzhou Hikvision Digital Technology three times, while Deng Xiaofeng has conducted research on luxshare precision industry four times.
Market cap management is making significant progress! The list of A-shares with over 100 million buybacks and high dividends that are trading below par is here.
① Industry insiders believe that under the catalyst of relevant policies, undervalued stocks are expected to achieve valuation recovery. As of the market close on November 29, there are a total of 364 undervalued stocks. Among these, only 10 stocks have repurchase amounts exceeding 0.1 billion yuan this year and a dividend yield of over 3% in the 2023 report; ② Attached is the list of A-shares that are undervalued stocks with over 100 million repurchases and high dividends.