2024-12-14 04:22:18
According to people familiar with the matter, Trump's advisers and officials from his newly formed government efficiency department asked him if he could abolish the Federal Deposit Insurance Corporation (FDIC).Ministry of National Defense: There is no need for the Japanese side to be frightened. On the morning of December 13th, Senior Colonel Wu Qian, director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, released news about the recent military-related issues. Reporter: Japanese Prime Minister Shi Pomao recently delivered a policy address, saying that the current international order is facing major challenges. Chinese aircraft carriers sail in the waters close to Japan's territorial waters, and carrier-based aircraft have conducted thousands of take-off and landing trainings in the Pacific Ocean; Based on the national security strategy, Japan will greatly strengthen its defense forces. What is China's comment on this? Wu Qian: The so-called "China military threat" was hyped by the Japanese side only to cover up its usual trick of getting rid of the shackles of the peaceful constitution and returning to the old road of military expansion. As a matter of fact, the diplomatic and defense departments of China and Japan have been maintaining communication on air and sea security issues. There is absolutely no need for the Japanese side to be jittery and nervous. The publication of these data just proves that the Japanese side has been tracking, monitoring and interfering with Chinese ships and aircraft at close range for a long time, endangering the safety of Chinese ships and aircraft and easily causing sea and air safety problems. In recent years, despite the opposition of the international community, Japan has gone further and further on the road of military expansion, which has aroused strong concern among neighboring countries and the international community. We urge Japan to draw lessons from history, be cautious in the field of military security and do more things that are conducive to maintaining regional peace and stability. China is willing to continue to maintain communication with Japan on properly handling air and sea emergencies, and hopes that Japan will move in the same direction with China, take the overall situation into consideration, take the right path, and jointly safeguard the stability of the air and sea situation and the overall situation of Sino-Japanese relations.Senior Advisor of Shi Pomao: Japan must be prepared for Trump tariffs. One of Japan's top security officials said that Japan needs to be prepared for the threat of US President-elect Trump to impose tariffs on Canada and Mexico, and adjust the supply chain to reduce the collateral damage to Japanese enterprises. Akihisa Nagashima, national security adviser to Japanese Prime Minister Shi Pomao, said that during his recent visit to the United States, he had a "frank" communication with Trump team members on tariff issues. "I realized that Japan must be ready for Trump to implement his plan," he said.
CITIC Securities: It is expected that the global semiconductor and hardware fundamentals will resume their upward trend from the second quarter of next year. According to the CITIC Securities Research Report, the global semiconductor and hardware fundamentals are expected to remain weak from the fourth quarter of 2024 to the first quarter of 2025, and will resume their upward trend from the second quarter of 2025. Similar to 2024, GenAI is expected to continue to be the core driving force, but industrial opportunities are expected to continue to spread around NVIDIA. At the same time, we should also pay attention to the recovery progress of IT expenditure of European and American enterprises after the US election, the pull of end-side AI and windows10 EOL on consumer electronics and bulk storage chips, and the recovery process of automobile and industrial sectors at the bottom of the cycle. Tariff and trade policies, US macro and inflation data, and GenAI technology progress are expected to continue to be the core influencing variables of the industry. At the sub-sector level, our preference order is: advanced process, AI network (Ethernet equipment and high-speed interface), AI computing chip (ASIC, commercial GPU), AI server, enterprise IT equipment (network equipment, high-end storage, general server), consumer electronics (PC, mobile phone), analog chip, semiconductor equipment, bulk storage chip, mature process and so on.Futures on the Nikkei Stock Exchange of Singapore opened down 175 points to 39,635.A spokesman for UnitedHealth Group said that the mother of Mangione, a suspect accused of shooting a company executive, also had no insurance for UnitedHealth.
After the release of the Bank of Japan's short-term report, the yen rose slightly.US Congressman French Hill will take over as the chairman of the House Financial Services Committee. On December 12, local time, the reporter learned that French Hill, a Republican congressman and former banker from Arkansas, will be the next chairman of the House Financial Services Committee. The Financial Services Committee of the House of Representatives is an important body of the US Congress, which is responsible for supervising the financial industry and formulating relevant legislation. Its responsibilities cover banking, the overall financial system and the cryptocurrency market. Hill will succeed retiring Patrick Patrick McHenry, whose formal appointment is expected to be approved by the Republican Party in the next few days. (CCTV)CITIC Securities: Relevant central state-owned enterprises engaged in business and equity cooperation with Huawei are expected to enjoy Huawei's empowerment. CITIC Securities pointed out that at the moment when the four sectors of intelligent selection are gathering together and the HI model is fully expanded, we believe that the investment core of Huawei's OEM is "change and invariance", that is, business model and partner iteration, but the top-level design of "not building cars, helping car companies build good cars" and the commercial appeal of maximizing sales and profits are not avoided. In addition, in the stage of deep cooperation with Huawei, the organizational structure and corporate governance of partners have been greatly improved. Similarly, we believe that relevant central state-owned enterprises engaged in business and equity cooperation with Huawei are expected to enjoy Huawei's empowerment, and Huawei will help the reform of state-owned enterprises.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14
Strategy guide
Strategy guide
12-14