2024-12-14 01:21:52
Hong Kong's IPO is expected to return to the top three in the world next year, and signs of recovery of Hong Kong's IPO are beginning to appear this year: Hong Kong's capital market has ushered in a strong wave of "listing in Hong Kong", from upstarts such as Horizon to giants such as Midea, SF Express, Hengrui, Haitian and Mao Geping, and many mainland enterprises have turned their attention to Hong Kong. Some institutions predict that Hong Kong is expected to return to the fourth place in global IPO financing this year and the top three in the world in 2025. "When I was in Hong Kong, I might have to see three or five companies a day. This is no exaggeration." Chen Yiting, chief executive of the Hong Kong Stock Exchange, said in an interview recently that "many market participants and investment bankers are quite optimistic about Hong Kong's IPO market in 2025." (Securities Times)Apple is reported to cooperate with Broadcom to develop AI chips, and TSMC's advanced process will welcome big orders again. On December 13, it was reported that Apple intends to invest in self-developed AI chips, jointly develop them with Broadcom, and produce them in TSMC's 3 nm process, and mass-produce them in 2026. The legal person is optimistic that after the development of Apple's self-developed AI chip is completed, the investment is expected, and TSMC's advanced process will usher in another big order. It is understood that Apple's current A-series processors for iPhone and M-series processors for Mac all adopt self-developed strategies, and are exclusively manufactured by TSMC. The legal person believes that once Apple's self-developed chips are extended to AI chips, the cooperation with TSMC will be closer. (Taiwan Province Economic Daily)Saudi institutions are optimistic about investment opportunities in China. Ekta Torani, chief investment officer of KBW Venture Capital Company in Saudi Arabia, recently said in Abu Dhabi, United Arab Emirates that with the increasingly close economic and trade ties between the Gulf region and China, the institution is optimistic about China's "huge investment opportunities" in the fields of health care and biotechnology. (Xinhua News Agency)
Yuanda Jinghua Securities upgraded the rating of Taiwan Optoelectronic Materials to Buy with a target price of 660 yuan NT.The South Korean National Assembly will vote on the impeachment case of Yin Xiyue at 4 pm tomorrow. It is reported that the South Korean National Assembly will hold a plenary meeting at 4 pm on the 14th (3 pm Beijing time) to vote on the motion on impeaching President Yin Xiyue. Opposition parties such as the Common Democratic Party originally planned to vote at 5 pm tomorrow, but the President's Office of the National Assembly moved the voting time forward by one hour. The Office of the Speaker of the National Assembly published news materials in this regard, saying that the impeachment case of Yin Xiyue was reported to the plenary session of the National Assembly this afternoon. According to relevant laws, Congress must vote on the impeachment case 24 hours after it is reported to the plenary session. This vote is a major issue concerning the country, and the President's Office of the National Assembly decided to vote one hour in advance, taking into account the internal discussion time of various parties and other factors.The South Korean National Assembly will vote on the impeachment case of Yin Xiyue at 4 pm tomorrow. It is reported that the South Korean National Assembly will hold a plenary meeting at 4 pm on the 14th (3 pm Beijing time) to vote on the motion on impeaching President Yin Xiyue. Opposition parties such as the Common Democratic Party originally planned to vote at 5 pm tomorrow, but the President's Office of the National Assembly moved the voting time forward by one hour. The Office of the Speaker of the National Assembly published news materials in this regard, saying that the impeachment case of Yin Xiyue was reported to the plenary session of the National Assembly this afternoon. According to relevant laws, Congress must vote on the impeachment case 24 hours after it is reported to the plenary session. This vote is a major issue concerning the country, and the President's Office of the National Assembly decided to vote one hour in advance, taking into account the internal discussion time of various parties and other factors.
Bezos' Amazon plans to donate $1 million to Trump's inauguration ceremony.Fang Yi, Chief Strategy Officer of Guotai Junan: The conditions of "transformation cattle" in China stock market are forming four themes, focusing on mergers and acquisitions and self-control. Fang Yi, Chief Analyst of Guotai Junan Strategy, said at the main forum of Guotai Junan 2025 investment strategy that the bottom of China stock market has appeared, and the conditions of "transformation cattle" are forming; The key driving force of the market comes from the decline of risk-free interest rate and the boost of risk preference, and the economic expectation is expected to be revised up in 2025H2; The mid-line of the stock market is expected to get out of the N-rhythm. Theme recommendation: merger and reorganization/self-control/humanoid robot/self-consumption. 1) M&A and reorganization: the regulatory tolerance of cross-border M&A and acquisition of unprofitable assets has been improved, and we are optimistic about the traditional industry leaders who are the main enterprises of science and technology chain and benefit from the optimization of industry structure; 2) Self-control: global science and technology supply chain reconstruction, optimistic about the improvement of localization rate of advanced semiconductors/basic software; 3) Humanoid robot: mass production and application scenario expansion are accelerated, and key components such as dexterous hands/actuators are optimistic; 4) Self-satisfaction consumption: demographic changes have given birth to new consumption patterns, and we are optimistic about the high growth of secondary consumption/pet consumption.Saudi institutions are optimistic about investment opportunities in China. Ekta Torani, chief investment officer of KBW Venture Capital Company in Saudi Arabia, recently said in Abu Dhabi, United Arab Emirates that with the increasingly close economic and trade ties between the Gulf region and China, the institution is optimistic about China's "huge investment opportunities" in the fields of health care and biotechnology. (Xinhua News Agency)
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14