coins network Featured snippets

Galaxy Securities: The 5G+ industrial chain will be developed in a large scale, and the sub-sector prosperity margin will be optimized to improve the quality target. china galaxy Securities said that the demand for communication equipment as the base of the computing infrastructure of the digital economy is expected to usher in high growth, and related sectors may usher in greater opportunities, focusing on the empowerment of related industrial chains by emerging industries such as operators, optical communications, quantum communications and 5G applications. It is suggested to pay attention to: network infrastructure upgrade+telecom operators, optical module leaders, quantum communication leaders, Internet of Things and cutting-edge applications led by central enterprises.Nikkei futures opened down 95 points at 39,290 on the Singapore Stock Exchange.Vanke: It received a loan of 1.05 billion yuan from the Postal Savings Bank. On December 10th, Vanke Enterprise Co., Ltd. (Vanke A, 000002.SZ) issued an announcement on providing guarantee for bank loans. According to the announcement, Vanke recently applied for a loan from Shenzhen Luohu Sub-branch of Postal Savings Bank of China Co., Ltd. (hereinafter referred to as "Postal Savings Bank"), with a total loan principal of RMB 1.05 billion, and subsequent companies will make withdrawals according to business needs. The holding subsidiaries of the Company provide corresponding mortgage and pledge guarantee for the relevant loans respectively, and at the same time, the holding subsidiaries, as co-borrower, undertake repayment obligations together with the Company. After this guarantee, the total external guarantee of the company and its holding subsidiaries will be 118.673 billion yuan, accounting for 4.732% of the company's audited net assets attributable to shareholders of listed companies at the end of 2023.

Galaxy Securities: Macro-policies have increased the accumulation of positive factors in bank fundamentals. The china galaxy Securities Research Report said that the macro-policy upgrade has exceeded expectations and supported the growth of bank credit. Bank spreads are still under pressure, but the release of debt cost optimization results is expected to form support. Preventing and resolving the risk orientation in key areas remains unchanged, and the asset quality and risk expectation of banks are expected to benefit. The positive factors in the fundamentals of banking operations have accumulated, and we will continue to be optimistic about the allocation value of the banking sector and maintain the recommended rating. For individual stocks, ICBC, China Construction Bank, Postal Savings Bank, Jiangsu Bank and Changshu Bank are recommended.The negotiation between Myriad and United Health Insurance may be extended to the beginning of 2025, and the negotiation between Myriad Genetics and UnitedHealthcare on the genetic test of Myriad may continue until the beginning of 2025. Myriad reiterated its estimate of the financial impact of the United Health Insurance Company's updated medical policy in 2024.The chief operating officer of BlackRock seeks to improve its technical and artificial intelligence capabilities. The chief operating officer of BlackRock, the world's largest asset management company, said on Tuesday that the company is looking for opportunities to expand its technical capabilities, including in the field of artificial intelligence. Rob Goldstein, chief operating officer of BlackRock, said in an interview at a conference in new york: "There are always some capabilities that can be improved."

Shengmei Shanghai: The plasma enhanced atomic layer deposition furnace tube equipment has passed the preliminary verification. Shengmei Semiconductor Equipment (Shanghai) Co., Ltd. announced in Guanwei today that its Ultra Fn A plasma enhanced atomic layer deposition furnace tube equipment (PEALD) launched in 2024 has passed the preliminary process verification of a semiconductor customer in Chinese mainland, and is undergoing the final optimization and preparing for mass production. Shengmei Shanghai also announced that its Ultra Fn A Thermal Atomic Layer Deposition Furnace Equipment (Thermal ALD) launched in 2022 has also successfully passed the process verification of another leading Chinese mainland customer, and its performance parameters are comparable to or even better than those of similar international competitors.Huatai Securities: 600 million yuan of movie-watching consumption subsidies help the film to pick up. It is suggested to pay attention to the investment opportunities in the sector. Huatai Securities Research Report said that the National Film Bureau launched the "National Film Consumption Season for the benefit of the people" on December 9, and the "consumption season" will be from December 2024 to February 2025. A total of not less than 600 million yuan of movie-watching consumption subsidies will be invested; On the supply side, movies for the Spring Festival in 2025 are scheduled one after another, including Bears, Gods 2 and Legend of the Condor Heroes, etc., and the head players gather, so the box office for the Spring Festival in 2025 is expected to usher in a strong performance. Looking forward to 2025, both ends of supply and demand are expected to improve, and the fundamental inflection point of the cinema line plate will be pushed upward. It is suggested to pay attention to the investment opportunities in the plate.Huatai Securities: The expected recovery and fundamental stabilization of the real estate market are expected to accelerate under the policy blessing. Huatai Securities Research Report said that on December 9, the Political Bureau of the Central Committee held a meeting, stressing that it would "implement more active and promising macro policies" and pointed out that it would "stabilize the property market and stock market". Since the end of September, continuous favorable policies have supported fundamental improvement. The central government reiterated its support for real estate at key meetings, which means that there may be more room for policy support next year, and a more relaxed environment is expected to consolidate this improvement trend. The expected repair and fundamental stabilization of the real estate market are expected to accelerate under the blessing of policies. In the follow-up, we should still pay attention to the sustainability of market volume and price recovery and the progress of macro-support policies, purchasing and storage, urban village reconstruction and other policies. Before confirming the bottom of the market, we are more optimistic about housing enterprises with more resources and stable operation in core cities; At the same time, property management companies with resilient performance and stable cash flow are also expected to benefit from the market's stabilization.