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Zhang Jun: The central bank's mmf policy has begun to consciously diverge from the usa's cycle.
On December 3, the second season of the "Great Country・Economy" series event, jointly created by Orient Securities and Sina Finance, visited the School of Economics of Fudan University to discuss "China's Economy from a Global Perspective." Zhang Jun, a first-level professor in the humanities, dean of the School of Economics, and director of the Chinese Economy Research Center at Fudan University, pointed out that in the past decade, our country's policy adjustments have mainly focused on "being based on domestic conditions." He cited an example, saying, "In recent years, the central bank's monetary policy has consciously diverged from the United States' cycle. During the pandemic, when the US cut interest rates, we basically did not move. Consciously diverged from the cycle. After the pandemic, when you began to experience inflation and raise interest rates, we started to cut interest rates. We did not."
Zhang Jun: Is the digital economy destroying traditional business, is Nanjing Road so narrow, is this what we need?
On December 3rd, the second season of the "Great Powers・Economy" series event, jointly created by orient and Sina Finance, took place at the School of Economics of Fudan University, discussing "The Chinese Economy from a Global Perspective." Zhang Jun, a first-level professor in the humanities, dean of the School of Economics, and director of the China Economic Research Center at Fudan University, pointed out that the biggest change brought about by economic transformation and jiegoutiaozheng is uncertainty. "Sometimes, I wonder if we need to transform so quickly? For example, the digital economy has destroyed traditional business, turning Nanjing Road into such a desolate place, is this what we need?" The uncertainty caused by rapid transformation is continuously rising.
Zhang Jun: Society should allocate more resources to invest in a family-centered security system.
On December 3rd, the second season of the "Great Powers • Economy" series event, co-created by orient and Sina Finance, took place at Fudan University School of Economics, discussing "China's economy from a global perspective." Zhang Jun, a first-level professor in the humanities, dean of the School of Economics, and director of the China Economic Research Center at Fudan University, mentioned, "Regardless of the industry, when operation cannot continue, it usually enters bankruptcy proceedings, which is common in western countries, but is almost unlikely in china. The reason is that china often undergoes transformation; when unable to sustain itself, it transforms. This is a common method we use to cope with changes in the external environment." Zhang Jun believes that rapid economic transformation brings
Zhang Jun: It is necessary to create more "safety nets" during the major transformation.
On December 3rd, the second season of the "Great Powers and Economy" series event, co-created by orient and Sina Finance, took place at Fudan University's School of Economics, discussing "China's Economy from a Global Perspective." During the dialogue session titled "China's Economy from a Global Perspective," hosted by Professor Lan Xiaohuan from Fudan University's School of Economics, Zhang Jun, a first-level professor of humanities, dean of the School of Economics, and director of the Fudan University China Economic Research Center, shared his views on the pressures currently facing China's economy. Zhang Jun mentioned, "The current debt reduction can still be limitless; if we were to release another five trillion, it could also be possible. From an economic standpoint, debt reduction does not necessarily mean it will..."
Sun Lijian: There is still a lot of room for interest rate cuts in our country, and the same exists for reserve requirement ratio cuts.
On December 3, the second season of the "Great Nation・Economy" series event, jointly created by Orient Securities and Sina Finance, visited the School of Economics of Fudan University, discussing "China's economy from a global perspective". Sun Lijian, a professor at the School of Economics of Fudan University and director of the Fudan University Financial Research Center, shared the impact of the global economic long-term downturn on ecological environment and consumer investment, and discussed relevant issues on whether "China will stand out by 2025". Sun Lijian stated: The operation of the world financial industry follows a cyclical pattern. China is no exception. When the economy is in a downturn, it naturally emphasizes risk control.
Huaxi Securities: Maintains a buy rating on Kuaishou-W with a target price of 61.62 Hong Kong dollars.
Huaxi Securities released a research report stating that it maintains a "buy" rating for Kuaishou-W (01024), with an estimated adjusted net income attributable to mothers of 17.551/20.229/25.34 billion yuan for 2024-2026. Due to the adjustment in revenue structure leading to a year-on-year increase in gross margin, better-than-expected expense control, and a slight upward adjustment in the 2024 profit forecast. The target price is 61.62 Hong Kong dollars. Orient Securities' main points are as follows: Traffic end: DAU achieves the target of 0.4 billion. In 3Q24, Kuaishou's DAU increased by 5.4% year-on-year to 0.408 billion; MAU increased by 4.3% year-on-year to 0.714 billion. Per capita daily time spent increased by 1.
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