It is reported that the price of iPhone 18 Pro's further use of TSMC's 2nm chip will increase by 70%. It is reported that in 2026, the A20 Pro processor of iPhone 18 Pro will be produced by TSMC's 2 nm process for the first time, and the chip price will rise from the current 50 US dollars to 85 US dollars, with an increase of 70%. With the high cost, the price of iPhone 18 Pro may increase. (Taiwan Province Business Times)Xinxuan Group: The sales volume of the "Xin Huo Plan" is nearly 2 billion yuan, and Xinxuan Group disclosed the sales data of the live broadcast of the "Xin Huo Plan" in Shanxi Station. Statistics show that the two live broadcasts brought a total of 3.67 million orders, helping Shanxi specialty products with sales exceeding 180 million yuan to go nationwide. It is understood that this activity is guided by the Shanxi Provincial Department of Commerce. According to the disclosure, Xinxuan Group's "Xin Huo Plan" went to the whole country to carry out a number of live broadcast activities to help farmers, with sales of nearly 2 billion yuan. In addition, Xinxuan Group has donated a total of nearly 400 million yuan to the society. (Sina Technology)ECB: Most indicators show that the inflation rate will stabilize at 2%.
Guan Qingyou: I am optimistic about the stock market by cutting interest rates and lowering the RRR. For example, Guan Qingyou, president and chief economist of the Financial Research Institute, said that lowering the RRR and raising interest rates will definitely happen, and from the downward trend of previous interest rates, it should be faster. Regarding the current market conditions, Guan Qingyou said that different subjects have different judgments on the market trend in one or two trading days, but he is still optimistic, and said that the positive impact of the current policy change on the capital market cannot be underestimated. Combining industrial structure and policy orientation, Guan Qingyou said that consumer companies, technology companies, and mergers and acquisitions involving the transformation and upgrading of traditional industries to emerging formats are all his optimistic directions. In addition, for the economic growth target in 2025, Guan Qingyou believes that "the target of 5% can still be contested". He also said that 2025 will be better than 2024. "In 2025, the adjustment of policies will bring more increments to the market and industry." (sohu finance)German two-year bonds recovered their decline and the yield was flat at 1.95%.Indian government sources: negotiations on a free trade agreement between India and Britain will begin at the end of January next year.
Huachuang Securities: It was first rated as "recommended" by Zangge Mining, with a target price of 33.3 yuan. Huachuang Securities Research Report pointed out that Zangge Mining (000408.SZ) is an important producer of potassium lithium salt and copper in China, with a high dividend return to shareholders. The company actively arranges high-quality potash resources at home and abroad: three major projects, namely, Heibei potash mine in Dalangtan, Alkali-Shishan potash mine and the eastern part of deep brine potash mine in Xiaoliangshan-Dafengshan area, are steadily promoted in China, with a total exploration right of 1,400 square kilometers; Overseas has signed a potash exploration agreement with Laos. At present, the exploration report and potash mine reserve certificate have been obtained. It is estimated that the total amount of potassium chloride resources in Setani County and Ba 'e County is 984 million tons. It is estimated that the output of the first phase of potassium chloride project will be 1 million tons/year, and the scale of potassium chloride production is expected to double in the future. The company is an important manufacturer of potassium and lithium in China, and Julong Copper is expected to inject strong kinetic energy into the company's growth. Considering that Mamicho Mining has not been consolidated at present, it is estimated that the company will realize a net profit of 25.0/27.7/4.29 billion yuan in 24-26 years, which is -27%, +11% and +54.9% respectively. In 2025, it can be compared with the company's average valuation of 19 times, giving the company a valuation of 19 times in 2025, corresponding to the target price of 33.3 yuan, covering for the first time and giving a "recommended" rating.The European Central Bank opened the door for further interest rate cuts. On Thursday, the European Central Bank cut interest rates for the fourth time this year and opened the door for further interest rate cuts in the future, because inflation is close to its target and the economy is still weak. The European Central Bank lowered the deposit interest rate from 3.25% to 3.0%, and cancelled the statement that the interest rate remained "sufficiently restrictive", suggesting that it was possible to cut interest rates further. The European Central Bank said: "The financial environment is easing, because the recent interest rate cuts by the European Central Bank have gradually reduced the new borrowing costs of enterprises and households." "But the financial environment is still very tight, because monetary policy is still restrictive, and past interest rate hikes are still being transmitted to outstanding stock credit."The main fuel contract rose by 6.00% in the day and is now reported at 3249.00 yuan/ton.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14