Foreign investors bought 556.2 billion yen of Japanese stocks and stock index futures last week, the highest level in the past four weeks. According to the weekly trading data released by the Japan Exchange Group, foreign investors bought a total of 556.2 billion yen of Japanese stocks and stock index futures in the week ending December 6, the highest level since November 8.Deputy Prime Minister of Ukraine: We are ready to discuss the deployment of foreign troops in our own territory. On December 12, local time, the reporter of the General Desk learned that Ukrainian Deputy Prime Minister Stefani Hina said that Ukraine is ready to discuss the deployment of foreign troops in its own territory. It is reported that French President Macron and Polish Prime Minister Tusk plan to exchange views on the deployment of about 40,000 peacekeepers in Uzbekistan on the 12th. (CCTV News)China Chengtong and China Yizhong set up an enterprise management center with a capital contribution of 6.25 billion yuan. According to Tianyancha App, Zhongcheng (Beijing) Enterprise Management Center (Limited Partnership) was recently established. The executive partner is Yizhong Group Sunac Technology Development Co., Ltd., with a capital contribution of 6.25 billion yuan. The business scope is enterprise management and enterprise management consulting. It is owned by China Chengtong's Beijing Chengtong Capital Investment Co., Ltd., China Yizhong Group Co., Ltd. and its subsidiary Sunac Technology Development Co., Ltd.
Zelensky's office stated that it was ready to negotiate with Russia. Mikhail Podolyak, adviser to the director of Ukrainian President Zelensky's office, said in an interview with Channel 24 that Kiev was ready to negotiate with Russia. He pointed out that simple solutions should not be expected, and Ukraine needs just peace conditions. Earlier, Kremlin spokesman dmitry Peskov said that Russia was willing to negotiate with Ukraine provided that the conditions proposed by Russian President Vladimir Putin were met. The conditions mentioned include the complete withdrawal of Ukrainian troops from new Russian regions and Ukraine's neutrality.The Polish minister said that Poland hopes that more countries will participate in Baltic policing, the EU must spend at least 100 billion euros on national defense, and the conditions for sending Polish MIG -29 fighters to Ukraine have not been met.Google Cloud officially opened the sixth generation of TPU Trillium to customers, and Google Cloud released a blog post on December 11th announcing the official opening of the sixth generation of TPU Trillium to customers, hoping to better promote the development of AI model with its large computing power, efficient performance and sustainable characteristics. It is reported that Trillium TPU is a key component of Google Cloud AI Hypercomputer, and it is a breakthrough supercomputer architecture, which adopts an integrated system composed of performance-optimized hardware, open software, leading machine learning framework and flexible consumption model.
India imported 841,993 tons of palm oil in November, compared with 845,682 tons in October.China Merchants Securities: Hisense's household appliances are obviously underestimated, and the safety cushion is thick, and it is rated as "strongly recommended". China Merchants Securities Research Report pointed out that the growth rate of Hisense's household appliances (000921.SZ) slowed down, showing the first year-on-year decline in nine quarters since 22Q3, and the market confidence was weak. The company is obviously underestimated, and the safety mat is thick. Looking horizontally, in 2025, the valuations of Hisense, Midea and Haier will be 10/13/13 times; Historically, the company's share price has been deeply adjusted since May this year, and the current valuation is at a lower level since the 22-year reform. Referring to the global valuation system, the steady-state PE hub of johnson controls/Carrier/Trane is 30/25/20 times, which is higher than the valuation of white power enterprises represented by Whirlpool and Electrolux. Hisense household appliances, as the standard of A-share central air conditioning, should enjoy a higher valuation than white power companies. The improvement of the company's bottom management promotes efficiency and cost reduction+the global operation competitiveness is constantly strengthened+the company's leading position is stable under the background of domestic substitution of central air conditioning, and it continues to be firmly optimistic about the company. It is estimated that the company's revenue will increase by +8%, +9% and +10% from 2024 to 2026, and its performance will increase by +15%, +14% and +16% respectively. Give a "strongly recommended" rating.The Israeli army launched several rounds of air strikes on many places in Gaza, resulting in 37 deaths. On December 12, local time, the reporter of the General Station was informed that the Israeli army launched several rounds of air strikes on Gaza City in the north, Nuseilet refugee camp in the middle and Khan Younis in the south of the Gaza since the early morning of that day, which has caused 37 deaths. At present, the Israeli side has not issued a statement on related events. (CCTV News)
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide