Sarah Friar, CFO of OpenAI: Corporate customers will pay (at least) thousands of dollars for using artificial intelligence (AI) tools. In the end, it will be reasonable.Morgan Asset Management: In 2025, there are sufficient reasons to continue to over-allocate US stocks. Sylvia Sheng, global multi-asset strategist of Morgan Asset Management, said that there are sufficient reasons to continue to over-allocate US stocks and increase exposure to small and medium-sized stocks. She pointed out that although the valuation may look high, it is expected that the profit growth of S&P 500 companies will continue. Sheng wrote that it is estimated that in 2025, the contribution of the six giants in the S&P 500 index to the profit growth of the other 494 stocks will be the same, and the profit growth of these six giants is expected to slow down from 40% in 2024 to 22%. In the international market, Morgan Asset Management continues to over-allocate Japanese stocks, and its quantitative model shows that the yield of Japanese stocks is attractive and the bottom-up profitability is strong.Tang Shikai, a member of the board of directors of Mercedes-Benz, will retire next year and is now in charge of the company's business in Greater China. Mercedes-Benz Group Co., Ltd. announced that Hubertus Troska, the current member of the board of directors in charge of the company's business in Greater China, will retire in 2025 as planned. He himself decided to take up a new position as a member of the board of directors of Mercedes-Benz Group Co., Ltd. and a special representative for China affairs from February 1, 2025 to promote the company's business system in the world's largest market. Tang Shikai will officially retire on July 31, 2025.
One case of pre-application for residential land in Fengtai District, Beijing, with an initial total price of 4.008 billion yuan. According to official website of Beijing Municipal Planning and Natural Resources Committee, one case of pre-application for residential land in Fengtai District, Beijing, with an initial total price of 4.008 billion yuan. This plot is plot No.056 [2024], namely plot FT00-2404-0005 of the reconstruction project of the cold storage in the southwest suburb of Fengtai District, Beijing, with a land area of 27,422.21 square meters and a planned construction area of 69,104 square meters. The pre-application for this plot will be accepted from December 9, 2024 to January 7, 2025.*ST Hanma: The reorganization plan of the company and its five subsidiaries was approved by the court. On December 11, 2024, the company and its five subsidiaries, Anhui Valin Automobile Co., Ltd., Anhui Xingma Special Purpose Vehicle Co., Ltd., Anhui Fuma Automobile Parts Group Co., Ltd., Anhui Fuma Electronic Technology Co., Ltd. and Wuhu Fuma Automobile Parts Co., Ltd., received the court ruling, approved their reorganization plans and terminated the reorganization procedures, and then entered the implementation stage.Goldman Sachs: I don't agree that gold can't reach $3,000 under a strong dollar. Goldman Sachs said that we don't agree with the view that the price of gold can't rise to $3,000 per ounce by the end of 2025 when the dollar remains strong for a long time. We predict that gold will reach $3,000 per ounce by the end of 2025, and the reduction of interest rate cuts by the Federal Reserve (rather than the strengthening of the US dollar) is the downside risk of this prediction.
Syrian opposition forces claimed to have taken control of the eastern Syrian city of Deir ez-Zor. According to Al Jazeera and Arabiya TV, on the 10th local time, Hassan Abdel Ghani, commander of Syrian opposition forces, said that "the eastern Syrian city of Deir ez-Zor has been completely controlled".Market information: Trump's nominee for finance minister, Bertrand Besson, said that Federal Reserve Chairman Powell can complete his remaining term.Xie Yunliang, macro chief analyst of Cinda Securities, said that historically, the establishment of a "moderately loose" policy orientation needs to meet two major conditions, namely, the domestic pressure to stabilize prices is high and the foreign Federal Reserve is in a loose cycle. At present, it is judged that both situations may exist next year.
Strategy guide
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Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13