Sony rose more than 2% and hit a new high. Institutions are optimistic about its unique positioning. SONY.US rose more than 2%, hitting a maximum of $22.67, a record high since February 2022. Sony's Japanese shares rose nearly 3% today, once again hitting a record high. In the news, Sony previously announced that for the current fiscal year that will end at the end of March next year, the expected operating profit will reach 1.31 trillion yen, about six times that of fiscal year 1999. Among them, the entertainment business is expected to contribute 60% of the overall profit, while the electronic business is no longer reported as a department alone. Yasuo Nakane, head of global technology research at Mizuho, explained that Sony has a horizontal axis in film, music, games and animation, and a vertical axis from production to distribution. The company also has electronic technology, including image sensors, cameras and software, which makes it in a unique position compared with Apple, Netflix or Samsung.Russia said it would not make concessions on the Ukrainian issue and hoped to make contact with the US. Russian Foreign Ministry spokesman Zacharova said at a regular press conference on the 11th local time that Russia would not make concessions on the Ukrainian issue in response to the negotiation proposal put forward by US President-elect Trump on the 8th, and hoped to make contact with the US, but so far it has not received any "serious suggestions" from the team of US President-elect Trump. Zacharova also said that the recent statement of Ukrainian President Zelensky showed that "achieving peace is not a priority for Ukraine". Zelensky reiterated a few days ago that Uzbekistan will not sign any kind of peace agreement without security guarantee.Institutional analysis of the European Central Bank's interest rate resolution: the European Central Bank cut interest rates by 0.25 percentage points, aiming to stabilize the economy that was hit by French debt concerns and trade tariffs that were highly exposed to the threat of US President-elect Trump.
Analyst Randow: The change in the wording of the European Central Bank shows that the ECB Committee has discussed the neutral interest rate. Otherwise, how can they decide what is restrictive and what is lenient? I am curious about what Lagarde will say next.Central Economic Work Conference: Keep the RMB exchange rate basically stable at a reasonable and balanced level. The Central Economic Work Conference was held in Beijing from December 11th to 12th. The meeting proposed to implement a moderately loose monetary policy. Give full play to the dual functions of the total amount and structure of monetary policy tools, reduce the RRR and interest rates in a timely manner, maintain sufficient liquidity, and match the scale of social financing and the growth of money supply with the expected goals of economic growth and overall price level. Keep the RMB exchange rate basically stable at a reasonable and balanced level. Explore and expand the macro-prudential and financial stability functions of the central bank, innovate financial instruments, and maintain the stability of the financial market.The forecast of the European Central Bank assumes that the oil price will be $81.8 per barrel in 2024, $71.8 per barrel in 2025, $70.1 per barrel in 2026 and $69.2 per barrel in 2027.
Stellantis: After rejoining ACEA, it will be consistent with its proposal. Jean-Philippe Imparato, head of Europe for Stellantis, said on Thursday that Stellantis decided to rejoin the European automobile lobby group ACEA, which means that the automobile manufacturer will immediately be consistent with the group's proposal. Stellantis said last week that he would rejoin ACEA, and the group withdrew in early 2023. Under the leadership of Carlos Tavares, CEO who resigned earlier this month, the group had previously opposed ACEA's call for reducing the EU's intermediate carbon emission reduction target in 2025, saying that it might bring billions of dollars in losses to the automobile industry.Xue Hongyan, Vice President of Xingtu Financial Research Institute: Stabilizing the stock market means stabilizing expectations and confidence. The Central Economic Work Conference was held in Beijing from December 11th to 12th. Why is the central government proposing to "stabilize the stock market" at this time node? What are the considerations behind it? Xue Hongyan, vice president of Xingtu Finance Research Institute, pointed out that the stock market is a barometer of the economy, and its ups and downs reflect the social expectation of the economic development prospects. In this sense, stabilizing the stock market will help to better form a positive and optimistic situation for development. Since the "924" policy shift, the A-share market has ushered in a round of surge, and the bull market has been widely discussed at the social level, which has effectively boosted market confidence. Therefore, in a sense, stabilizing the stock market means stabilizing expectations and confidence. The meeting proposed to deepen the comprehensive reform of investment and financing in the capital market. What is the internal relationship between this and "stabilizing the stock market", and how should the next step of "deepening the comprehensive reform of investment and financing in the capital market" be exerted? Xue Hongyan said that the value of the capital market is mainly reflected in two aspects: one is to serve the high-quality development of the real economy with financing function, and the other is to let investors share more fruits of economic development with investment function, which are mutually causal and indispensable. Xue Hongyan believes that this round of capital market reform, emphasizing on vigorously guiding medium and long-term funds to enter the market, opening up the blocking points of social security, insurance, wealth management and other funds to enter the market, and emphasizing the protection of the interests of small and medium-sized investors, will help fundamentally improve the capital supply and demand structure and micro-ecology, and lay a solid foundation for the long-term cattle market. (The country is a through train)Trump: For me, the stock market is everything and very important.
Strategy guide
Strategy guide