HSBC: The Bank of Japan may raise interest rates next week. Economists at HSBC Global Research pointed out that the Bank of Japan may raise interest rates at its meeting in December. Frederic Neumann and Jun Takazawa, the bank's economists, said that the recent hawkish remarks by officials reflected both foreign exchange fluctuations and the improvement of economic data. Most members of the Bank of Japan's Policy Committee may have enough confidence that wages will continue to increase generally next year and will choose to raise interest rates before December and January, when Trump takes office. Japan's economy and prices are still on the normal track, and wages, consumption and service inflation have all made progress. HSBC predicts that the Bank of Japan will raise interest rates by 25 basis points again in the first quarter of 2026, bringing the policy interest rate to 1%.Southbound funds sold a net of HK$ 10.324 billion today. Alibaba bought a net of HK$ 539 million against the market. Southbound funds sold a net of HK$ 10.324 billion today. TraHK, Hang Seng China Enterprise and Meituan -W were sold a net of HK$ 6.988 billion, HK$ 811 million and HK$ 552 million respectively. Alibaba -W gained a net purchase of HK$ 539 million against the market.Lishang Guochao: The controlling shareholder plans to increase its shareholding by 1.00% to 2.00%. Lishang Guochao announced that Yuanming Holdings, the controlling shareholder of the company, plans to increase its shareholding by centralized bidding through the trading system of Shanghai Stock Exchange from the disclosure date of the announcement to November 25, 2025. The number of holdings is not less than 1.00% of the company's current total share capital, namely 7,613,400 shares; Not more than 2.00% of the company's current total share capital, that is, 15,226,700 shares; The total increase in holdings is not higher than 76.13 million yuan. There is no fixed price or price range for the overweight price, and it will be implemented according to the reasonable judgment of the company's stock value and the capital market situation. There may be risks of delayed implementation or failure to complete the plan due to changes in the capital market and other factors.
Sanhui Electric: Due to inaccurate information disclosure, Sanhui Electric announced that the company recently received a supervision letter from Ms. Jiang Shuling, an independent director, pointing out that the company's energy storage business income and cost accounting were not standardized, which led to inaccurate information disclosure in the third quarter of 2023. Independent directors urged the company to conduct accounting in strict accordance with accounting standards, improve the standard level, and strengthen the management and control of raised funds and internal business processes. In addition, the management is required to seriously study relevant laws and regulations to prevent similar incidents from happening again. The company has attached great importance to the requirements of the supervision letter and will complete the rectification on time.Eric Trump: Trump Group may participate in a project in Abu Dhabi at some point. Projects in Saudi Arabia may include Trump International Hotel. I don't think Trump-related enterprises will directly do projects with the government, and there may be conflicts of interest.Fitch said that the inflation risk in the United States is rising due to strong consumption and the approach of tariff increase.
Citic Lyon: We are optimistic about the cross-border capital flow and IPO recovery of the Hong Kong Stock Exchange, but we should pay attention to the fluctuation of H shares of Chinese brokers. Citic Lyon issued a report saying that we are optimistic about the cross-border capital flow and IPO recovery of the Hong Kong Stock Exchange (00388.HK), and noted that china galaxy (06881.HK) is highly sensitive to the transaction costs of A-share securities. Citic Lyon expects that the A-share trading volume will remain stable in 2025 with the support of favorable liquidity, ETF growth and structural shift of household balance sheets to financial assets, but the bank reminds investors to pay attention to the recent excessive fluctuation risk of H-share brokers.Eric Trump: The Trump organization will continue to develop and will ensure that there is no conflict of interest.The latest development of quantum computing research: A new generation of quantum chips can improve the quantum error-correcting function. The internationally renowned academic journal Nature recently published a quantum computing paper saying that the latest generation of quantum chips of Google Quantum AI can realize the quantum error-correcting function of suppressing errors below a critical threshold, which is considered to be a necessary condition for realizing the practical application of quantum computing in the future. Researchers believe that the performance expansion of the latest generation of quantum chips may promote the operational requirements of large-scale fault-tolerant quantum computing. (Zhongxin. com)
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide