Citic Lyon: We are optimistic about the cross-border capital flow and IPO recovery of the Hong Kong Stock Exchange, but we should pay attention to the fluctuation of H shares of Chinese brokers. Citic Lyon issued a report saying that we are optimistic about the cross-border capital flow and IPO recovery of the Hong Kong Stock Exchange (00388.HK), and noted that china galaxy (06881.HK) is highly sensitive to the transaction costs of A-share securities. Citic Lyon expects that the A-share trading volume will remain stable in 2025 with the support of favorable liquidity, ETF growth and structural shift of household balance sheets to financial assets, but the bank reminds investors to pay attention to the recent excessive fluctuation risk of H-share brokers.Xinhai Technology: The application and development exchange day for computing peripheral chips will be held soon to introduce "the ecological strategy and product layout for computing peripheral chips in Xinhai". Xinhai Technology announced today that on December 20th, Xinhai Technology will hold the 2024 application and development technology exchange day for computing peripheral chips. Among them, technical experts from Intel, Jida Technology, Qining and Xinhai Technology gathered together to bring in-depth interpretation of the latest research and development achievements and technical trends of computing peripheral chips. In addition, according to the agenda, it will introduce the "Core Sea Computing Peripheral Ecological Strategy and Product Layout".The official responded to the fire in Alibaba's cloud computing data center. On December 9, some netizens released a video saying that there was a fire in Alibaba's cloud database in Yuancheng District, Heyuan, Guangdong Province, and a raging fire was lit at the scene, and smoke was rolling. The video publisher said that the fire broke out on the afternoon of the 9th, and hundreds of people escaped. The reporter called the customer service staff in Alibaba Cloud, and the customer service said that the relevant failure notice and fire situation had not been received at present. Subsequently, the reporter from the urban scene called the Propaganda Department of Yuancheng District Committee of Heyuan City, Guangdong Province. The staff of the Propaganda Department confirmed this to the reporter. The staff told the reporter that the fire broke out in the jurisdiction of Yuannan Town. Yesterday (9 th) at around 3 pm, the fire was extinguished. There were no casualties at the scene. (urban scene)
TSMC's November sales amounted to NT$ 276.06 billion, a year-on-year increase of 34%. In the first 11 months of this year, the accumulated sales amounted to NT$ 2.62 trillion, a year-on-year increase of 31.8%.The French President will convene all parties to discuss the candidate for the new Prime Minister. The French Presidential Palace announced on December 9 that President Macron will convene representatives of most political parties in the Elysee Palace on the afternoon of December 10 to discuss the candidate for the new Prime Minister, so as to form a government in line with national interests. The statement of the French Presidential Palace said that the talks on the 10th only invited political parties that "indicated that they put themselves in a compromise framework", excluding the far-right National Alliance and the far-left "unyielding France" party. On the 4th of this month, the French National Assembly voted to pass a motion of no confidence for the government. French Prime Minister Banier subsequently submitted his resignation, and his cabinet continued to be responsible for daily government affairs and emergency management until the appointment of a new prime minister. Macron said in a televised speech on the evening of December 5th that a new Prime Minister would be appointed "in the next few days". (CCTV International News)Brussels investigates the secret advertising transactions between Google and Meta for teenagers. According to the Financial Times, European regulators have asked Google to provide more information about the cooperation with Meta's secret advertising, which ignores the search company's own regulations on how to treat minors. The report quoted people familiar with the situation as saying that the government has been investigating a series of advertising activities to promote social media platform Instagram to teenagers.
Foreign media: The Biden administration of the United States is seeking ways to get in touch with the Syrian opposition and promote "informal diplomacy". According to Reuters's report on the 9th, after the collapse of the Assad regime, the Biden administration of the United States is seeking ways to get in touch with the Syrian opposition, and at the same time, it is talking with regional partners such as Turkey to promote "informal diplomacy". (World Wide Web)Tasting established a supply chain company in Shanghai with a registered capital of 50 million yuan. According to Tianyuecha App, recently, Shanghai Jinling Lion Supply Chain Technology Co., Ltd. was established. The legal representative is Yang Keying, with a registered capital of 50 million yuan. Its business scope includes supply chain management services, food sales, food Internet sales, general goods storage services, loading and unloading, general equipment repair, etc., and it is wholly owned by Fuzhou Tasting Catering Management Co., Ltd.HSBC: The Bank of Japan may raise interest rates next week. Economists at HSBC Global Research pointed out that the Bank of Japan may raise interest rates at its meeting in December. Frederic Neumann and Jun Takazawa, the bank's economists, said that the recent hawkish remarks by officials reflected both foreign exchange fluctuations and the improvement of economic data. Most members of the Bank of Japan's Policy Committee may have enough confidence that wages will continue to increase generally next year and will choose to raise interest rates before December and January, when Trump takes office. Japan's economy and prices are still on the normal track, and wages, consumption and service inflation have all made progress. HSBC predicts that the Bank of Japan will raise interest rates by 25 basis points again in the first quarter of 2026, bringing the policy interest rate to 1%.