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Morgan Asset Management: Trump's economic policy is generally beneficial to the US economy to maintain the "overweight" rating on US stocks and credit. Sheng Nan, global multi-asset strategist of Morgan Asset Management, said that it is expected that the economic policy of US President-elect Trump will be generally beneficial to the local economy, but the implementation order of specific policies will also determine the growth trajectory in the next two years. Sheng Nan mentioned that Trump pays more attention to deregulation and measures to boost finance by extending tax cuts, which will improve business confidence, open capital markets and accelerate growth and return on assets. However, if the focus is on immigration and tariff policies, the interruption of labor supply or trade may have negative consequences, inhibit economic growth and lead to asset market fluctuations. Sheng Nan believes that despite the above uncertainties, the US economy is expected to grow strongly next year, and the local GDP will not slow down to 2% until the fourth quarter of next year, so he maintains the "overweight" rating on US stocks and credit.Spot gold fell nearly $10 in the short term and fell below $2,680 per ounce, down 0.50% in the day.The cement building materials sector rose sharply, Yatai Group had a daily limit in the afternoon, and Honglu Steel Structure, Fujian Cement, Jinyu Group, hangxiao and Tianshan were among the top gainers.

India's stock market raised $17.3 billion in new shares this year, ranking first in the world. According to data compiled by KPMG, as of December 8, the Indian National Stock Exchange raised $17.3 billion in new shares, ranking first in the world this year. Followed by the Nasdaq Stock Exchange, raising $16.5 billion. New york Stock Exchange ranked third, raising 15.9 billion US dollars. Hong Kong ranked fourth, raising $10.4 billion, and Shanghai Stock Exchange ranked fifth, raising $8.8 billion.Can the continuous outbreak of the big consumption sector serve as the main line of the New Year? Can the continuous outbreak of the big consumer sector serve as the main line of the New Year? In this regard, Zhang Cuixia, the chief investment consultant of Jufeng Investment and the chief tutor and general manager of the investment and education division, believes that it is recommended to cash in before the year and operate according to the big-band thinking; Lin Longpeng, chief market analyst of Guotai Junan Securities Research Institute, believes that the big consumer sector is expected to have trading opportunities; Zhu Qi of Galaxy Securities believes that the follow-up policy support of the large consumer sector is expected to be strong, and the segmentation sector is bullish. (CBN)Spot gold fell nearly $10 in the short term and fell below $2,680 per ounce, down 0.50% in the day.

Zhuo Chuang Information: In December, the cost side kept moving down the soybean meal price or followed the seasonal decline law. According to Zhuo Chuang Information, looking back on the whole year of 2024, the center of gravity of soybean meal price showed a downward trend. In December, the price of Brazil's soybean premium was continuously lowered, and the spot price of soybean meal was further lowered under the pressure of the cost side. The problem of soybean customs clearance repeatedly traded in the market has limited impact on domestic supply, while the breeding end has started to slaughter one after another, which has a negative impact on the demand for soybean meal. Therefore, Zhuo Chuang Information predicts that the spot price of soybean meal may follow the seasonal law in December, showing a downward trend.After 112 bids, part of the rights and interests of this 3A hospital in Chongqing were successfully auctioned at a price of 958 million yuan. The buyer was a Liaoning enterprise. On December 10, the auction of part of the rights and interests of the organizer of a 3A hospital in Chongqing, which had received much attention before, was finally sold at a price of 958 million yuan. According to the information of the judicial auction of Ali assets, the rights and interests of the organizer of the Third Affiliated Hospital of Chongqing Medical University (Jier Hospital) held by Chongqing Hanxin Hospital Management Co., Ltd. (hereinafter referred to as "the Third Affiliated Hospital of Chongqing Medical University") accounted for 65% of the rights and interests of the organizer. There were two bidders in the auction. The person in charge of Ali's asset-related business told reporters that many interested parties had consulted the platform before this auction. Although only two people signed up for this auction, the bidding process was fierce. Two bidders bid 112 times, and the bidding range was 3 million yuan each time. "The bidder with the final bid number of H0003 sold at a high price of 958 million yuan, which was 333 million yuan higher than the starting price. The premium rate of this auction reached 53.28%." The person in charge said. The "Confirmation of Successful Online Bidding" issued by Ali Assets shows that the bidder with the bidding number H0003 is named Liaoning Fangda Group Industrial Co., Ltd. In other words, this online auction was finally won by Liaoning Fangda Group Industrial Co., Ltd.. (Red Star News)Huaxi Securities: Maintain the "Buy" rating of Hagrid Communication, and be optimistic about the forward-looking layout of satellite Internet and low-altitude economy. Huaxi Securities Research Report pointed out that Hagrid Communication (002465.SZ) selected China Mobile's "R&D service procurement project for integrated terminal chips in 2024-2025", with an estimated contract amount of 31.06 million yuan. The selection in the development and procurement of Beidou Tongdao Fusion Chip once again proves that the company and China Mobile have carried out business cooperation and strategic coordination in many fields, including Beidou+industry application development, coordinated development of air and space integration, low-altitude infrastructure construction, integrated construction of vehicles and Lu Yun, and comprehensive operation and maintenance business development. It is believed that the strategic cooperation of operators will continue to deepen, which is expected to help Beidou and satellite Internet business upgrade and enhance the company's related resource endowment. As one of the leading Beidou manufacturers, the company is optimistic about the forward-looking layout of satellite Internet and low-altitude economy, and maintains a "buy" rating.