Wen Ning Ke, former CEO of ASML, will be the chairman of the supervisory board of Heineken in April next year. Heineken Holdings announced on December 13th that Peter Wen Ning Ke, vice chairman of the supervisory board and former CEO of ASML, will be the chairman of the supervisory board in April next year, replacing Jean-Marc Huët. Wen Ning Ke joined the Board of Supervisors of Heineken at this year's annual general meeting of shareholders, and is an important member of the Audit Committee, Remuneration Committee and Selection and Appointment Committee.Yu Donglai: The goal of Fat Donglai is for employees to take 40 to 60 days off every year, and get more than 8,000 yuan a month. On December 13th, Yu Donglai posted on the social platform that the goal that Fat Donglai will pursue in the next few years is to work within 36 hours a week, close the store on Saturday and rest, so that employees can enjoy the wonderful weekend with their families. During the 40-60-day vacation every year, the minimum monthly net income of employees will remain above 8,000 yuan.The head of the region said that the Russian attack on the key infrastructure in the Ivano-Frankov region was the biggest attack on the region so far.
Dutch International: Britain's economic growth momentum has further slowed down, but the budget boost is coming. Dutch International Bank said that Britain's GDP fell again in October, although this may exaggerate the degree of recent economic slowdown. According to the bank's forecast of Britain's annual GDP in 2025, the British economy will surpass most western European countries next year. This may tell more about the economic health of other parts of continental Europe, but it also reflects the impact of the recent fiscal stimulus measures in Britain to a great extent. Compared with the budget of the last Conservative government, public expenditure has increased by about 60 billion pounds, accounting for more than 2% of GDP. Most of the increased expenditure will flow to government departments in the form of daily funds, and most of it will eventually appear in the form of wages. Therefore, the transmission of finance to broader economic growth may be quite high.During the policy landing period, the market may become a structural market, which is expected to further benefit the performance of high-interest stocks. On December 13, the Standard & Poor's dividend ETF(562060) closed down by 1.93%, with a turnover of 35.7287 million yuan. Puyin International pointed out that next year, before the two sessions next year, it will enter the policy landing period, and more detailed policies will be gradually implemented. The superimposed overseas uncertainty may increase with Trump's coming to power, so we expect the market to present a structural market. Based on the profit growth rate, capital stock, liquidity and market sentiment, the overall performance of A shares may be more stable than that of overseas Chinese shares. Investment trading strategy suggests both offensive and defensive. When the market sentiment improves and the stock index rebounds, it is expected that the high beta sector, such as non-bank finance, optional and mandatory consumption, real estate and other sectors and individual stocks may be more elastic. When the market sentiment is low and the stock index fluctuates downward, funds may prefer more defensive sectors, such as telecommunications services. There are many high-quality and high-interest stocks in the defensive sector. There is still room for the Bank of China to cut interest rates further next year, which is expected to further benefit the performance of high-interest stocks.Hailide: PPS filament products have not yet been involved in the field of humanoid robots. Hailide said on the interactive platform on December 13th that the company has been deeply involved in the field of materials for many years, and with the continuous investment in research and development, the commercialization of PPS filament has been realized. At present, the product has not yet been involved in the field of humanoid robots. In the future, the company will strive to gradually realize mass production applications in related emerging fields, and is full of confidence in this.
The Ministry of Industry and Information Technology decided to set up the Ministry of Artificial Intelligence Standardization Technical Committee, and the Ministry of Industry and Information Technology decided to set up the Ministry of Artificial Intelligence Standardization Technical Committee, numbered MIIT/TC1, which is mainly responsible for the compilation and revision of industry standards in the fields of artificial intelligence evaluation and testing, operation and maintenance, data set, basic hardware, software platform, large model, application maturity, application development management and artificial intelligence risk. The first Technical Committee of Artificial Intelligence Standardization of the Ministry of Industry and Information Technology consists of 41 members, and the secretariat is undertaken by China Information and Communication Research Institute.Bank of China Securities Guan Tao: As long as the economy is stable and risks are prevented, the spring of China's capital market can be expected. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. Guan Tao, global chief economist of Bank of China Securities, said that the meeting continued the policy thinking since the end of September and emphasized the need to implement more active and promising macro policies. Among them, implementing a more active fiscal policy is an important point to strengthen unconventional countercyclical adjustment. I believe that as long as the economy is stable and risks are prevented, the spring of China's capital market can be expected.Some short-term inter-bank bonds performed brilliantly. The yield of 2-year active bonds "21 interest-bearing bonds 02" went down 5bp to reach 1.1%, which was 11bp upside down from the current 1-year active bonds "24 discount bonds 67" yield of 1.21%.
Strategy guide
12-14
Strategy guide
Strategy guide
12-14