EDI SUSIANTO, Executive Director of the Bank of Indonesia: The decline of the Indonesian rupiah was affected by global sentiment and the rise of the US dollar.Vista Jiajie: The development of cloud computing and digitalization in Asia-Pacific IT distribution is accelerating. According to the research report of CLSA, Vista Jiajie, as the eighth largest IT distributor in the world and the second largest IT distributor in China, has benefited from the rapid growth of cloud computing and the digitalization development in Southeast Asia, and has a good market position. The company occupies a dominant position in the ICT industry in the Asia-Pacific region, especially in Southeast Asia and China, with obvious demographic advantages and huge growth potential. Vista Jiajie is Starlink's preferred partner in ASEAN. The global cloud computing market is expected to grow at a compound annual growth rate of 18.6% from 2023 to 2027. Vista Jiajie has an optimistic prospect in the fields of cloud computing and artificial intelligence.Tin Venture Capital and other companies have invested 300 million yuan in establishing low-altitude economic equity investment partnership. According to Tianyancha App, recently, Wuxi Liangxi Science and Technology City Xichuang Low-altitude economic equity investment partnership (limited partnership) was established. The executive partner is Wuxi Guolian Industrial Investment Private Equity Fund Management Co., Ltd., with a capital contribution of 300 million yuan. Its business scope includes investment activities and venture capital with its own funds, and it is invested by Wuxi Innovation Investment Group Co., Ltd., Wuxi Xiangyun Investment Co., Ltd. and Wuxi Liangxi Science and Technology City.
South Korea's South Gyeonggi Police Department was detained and searched. The South Korean police responsible for investigating the martial law storm said on the 13th that it was detaining and searching the South Gyeonggi Police Department. According to Yonhap News Agency and other media reports, the special investigation team of the National Investigation Headquarters under the South Korean Police Department sent investigators to the South Gyeonggi Police Department on the same day to detain and search the director's office and obtain computer and business information. The report said that after the martial law was announced on the evening of the 3rd, the southern police department of Gyeonggi deployed police to the building of the Central Election Management Committee in Guochuan City, Gyeonggi Province and the election training institute in Suwon City, Gyeonggi Province.Russia asked Ukraine to open a humanitarian passage in the Ukrainian-occupied area of Kursk. According to the Tass news agency, Russian Commissioner for Human Rights mosca Likova said in Minsk, the capital of Belarus, on the 12th that Russia had asked Ukraine to open a humanitarian passage for the civilians in the Ukrainian-occupied area of Kursk to evacuate to a safe area. Mosca Likova said that there are about 1,500 to 2,000 civilians in Uzhan District of Kursk State, who usually take refuge in destroyed houses or basements of houses.Huatai Securities: The countercyclical adjustment is stronger than expected, and the expansion of domestic demand may fall on the policy of boosting consumption. Huatai Securities believes that the macro-policy orientation conveyed by the Central Economic Work Conference is more positive, in fiscal policy (expanding deficit, increasing special national debt, expanding the use scope of special debt, etc.), monetary policy (moderately easing, timely lowering the RRR and cutting interest rates), real estate and capital market (stabilizing the property market and stock market), and expanding domestic demand policy (implementing special actions to boost consumption) In terms of currency securities, Huatai Securities believes that there is still room for interest rate cuts. On the one hand, the current real interest rate level is still high in horizontal comparison; On the other hand, credit expansion, especially the balance sheet expansion of developers and local governments, is relatively weak, and the cost of capital has room for further decline. It is expected that the central bank will cut interest rates by 30-50 basis points next year, but the pace may be affected by external changes and exchange rates.
In the first 11 months of this year, Guangdong's import and export increased by 10% year-on-year. According to statistics from Guangdong Branch of the General Administration of Customs, in the first 11 months of this year, Guangdong's foreign trade import and export reached 8.27 trillion yuan, up by 10% year-on-year, faster than the national growth rate by 5.1 percentage points, accounting for 20.8% of the national total import and export value. Among them, exports were 5.37 trillion yuan, an increase of 8.7%; Imports reached 2.9 trillion yuan, up by 12.6%.Today, there is a wave of daily limit in the two major outlets. "No bean bags, no AI." With the continuous fermentation of the concept of bean curd in A-shares, some investors shouted such a slogan. Bean bag+toys, bean bag+advertising and marketing, bean bag+data, bean bag+computing power, bean bag+headphones ... Haitian Ruisheng, Runxin Technology, Shengguang Group and other concept stocks have caused continuous market pursuit. This morning, the concept of bean curd became active again, and the AI application end and hardware end of bean curd rose together. Lexin Technology, Zhongke Lanxun, Juxin Technology and Hengxuan Technology, which are known as the "four little dragons" of end-side AI SOC (system on a chip), rose collectively in intraday trading. Runze Technology, a computing stock, rose more than 16%, and its share price reached a new high. In addition, this morning, the market paid more attention to the concept of starting economy, and the exhibition and IP economy sectors rose. The ground element fashion gap opened higher, and it didn't take long for the daily limit to open. The reason is that Shanghai Disu Fashion Co., Ltd. was listed in the "2023 Shanghai First Economic Leading Brand List" published at the end of last year. (CSI)Huatai Securities: The countercyclical adjustment is stronger than expected, and the expansion of domestic demand may fall on the policy of boosting consumption. Huatai Securities believes that the macro-policy orientation conveyed by the Central Economic Work Conference is more positive, in fiscal policy (expanding deficit, increasing special national debt, expanding the use scope of special debt, etc.), monetary policy (moderately easing, timely lowering the RRR and cutting interest rates), real estate and capital market (stabilizing the property market and stock market), and expanding domestic demand policy (implementing special actions to boost consumption) In terms of currency securities, Huatai Securities believes that there is still room for interest rate cuts. On the one hand, the current real interest rate level is still high in horizontal comparison; On the other hand, credit expansion, especially the balance sheet expansion of developers and local governments, is relatively weak, and the cost of capital has room for further decline. It is expected that the central bank will cut interest rates by 30-50 basis points next year, but the pace may be affected by external changes and exchange rates.
Strategy guide
12-14
Strategy guide
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14