Hong Kong stock market morning report on December 3: The NASDAQ and S&P in the US set new highs again. China Resources consortium acquired a land plot for 18.5 billion yuan.
① The manufacturing index from the usa Supply Management Association rose by 1.9 points, with most categories in the index showing improvement. ② The French Prime Minister announced a bypass of parliament to forcibly pass the budget bill. ③ Federal Reserve Governor Waller expressed a tendency to lower interest rates again in December. ④ The usa Department of Commerce released new export control measures on semiconductors to China, and the Department responded. ⑤ The usa stock market's Nasdaq and s&p 500 index both reached new historical highs.
Nasdaq, S&P hit new highs, French stock and bond yields fluctuate and rise, Euro once fell more than 1%, Dollar rose.
On the first trading day of December, Cyber Monday shopping amounts will break records, with the Nasdaq and Chinese concept stocks rising about 1%, and the chip index leading with a 2.6% increase, while the Dow fell from its peak. Tesla soared over 4% during the day, intel rose nearly 6% before turning negative, super micro computer surged nearly 29%, and Xpeng autos climbed over 5%, but Li Auto dropped nearly 4%. The French government faces a vote of no confidence, causing French stocks to briefly fall over 1%, and the spread between French and German government bond yields approached the widest in twelve years. US henry hub natural gas fell over 4%, the indian rupee hit a new low, and the offshore yuan dropped over 400 points, falling below 7.29 yuan.
US stocks closed: Chinese concept stock index 'three consecutive rises,' technology giants prop up NASDAQ, S&P to reach new highs.
① Technology giants continue to rise, with the S&P and Nasdaq hitting new highs; ② Musk's high salary once again rejected by a judge; ③ Super micro computer announces no inappropriate behavior found; ④ Intel CEO suddenly retires, reportedly forced out by the board of directors.
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Hong Kong stock market morning report on December 2: Funds have inflowed into U.S. stock funds for four consecutive weeks; electric vehicle companies' sales for November have been released.
①President-elect Trump met with Canadian Prime Minister Trudeau. ②The USA plans to impose tariffs of up to 271% on imported cecep solar energy from four Southeast Asian countries. ③Last Friday, the three major stock indexes in the USA collectively rose, with most china concept stocks trending higher. ④USA stocks fund attracted 12.78 billion US dollars, receiving inflows for the fourth consecutive week. ⑤BYD, XPeng Motors, and NIO released their November sales figures.
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According to foreign media, Hillhouse plans to raise an 8 billion dollar acquisition fund to accelerate the exploration of global investment opportunities.
Recently, according to The Wall Street Journal, the private equity giant Hillhouse is planning to start raising a global M&A thematic fund with a scale of over $8 billion next year, focusing on global market investment opportunities including China, Japan, South Korea, and Southeast Asia in Asia. Despite the current complex and volatile market environment, investment institutions face many difficulties and challenges, Hillhouse still maintains a keen insight into the market, actively seeking investment opportunities, and continues to focus on the layout of global investment business. The report mentioned that Hillhouse has recently hired additional staff in London, Japan, and Singapore, planning to bring its investment experience, industrial innovation, and supply chain capabilities from China to these areas.
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Beijing Emerging Eastern Aviation Equipment (002933.SZ): Currently, there is no cooperation with siasun robot&automation, baidu, and Huawei in the robot business sector.
Glory Exchange reported on November 29 that beijing emerging eastern aviation equipment (002933.SZ) stated on the investor interaction platform that the current research and development work related to asia vets is proceeding orderly. Currently, the company has no collaboration in the siasun robot&automation sector with baidu and Huawei, and will choose partners based on its own situation and comprehensive product demands.
[Brokerage Focus] Soochow Securities maintains a "buy" rating on Baidu Group (09888), pointing out that Q3 net income is below expectations.
Kingkey Financial News | Soochow Securities issued research reports pointing out that Baidu Group (09888) met market expectations for revenue in Q3 2024, while adjusted net income fell below market expectations. The company's revenue in Q3 2024 was 33.6 billion yuan, a 3% year-on-year decrease, in line with expectations; NonGAAP operating profit was 7 billion yuan, down 8% year-on-year, weaker than expected; Non-GAAP net income was 5.9 billion yuan, down 19% year-on-year, weaker than expected. Starting from Q3 2024, the company's stock repurchase amount was 0.161 billion US dollars, and the cumulative repurchase amount under the 2023 stock repurchase plan reached approximately 1.4 billion US dollars.
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AI guru started to shuffle madly.
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