OpenAI:Sora has started partial recovery, and OpenAI updated the outage accident report, saying that remedial work is continuing. API traffic recovery is in progress, and we are recovering ChatGPT traffic by region. Sora has begun a partial recovery.CICC and others set up a venture capital partnership in Xiamen. According to the enterprise search APP, Zhongjin Qiyuan Phase II (Xiamen) Venture Capital Partnership (Limited Partnership) was recently established with a capital contribution of 400 million yuan. Its business scope includes: engaging in equity investment, investment management, asset management and other activities with private equity funds. Enterprise investigation shows that the company is jointly held by CICC Capital Operation Co., Ltd., a wholly-owned subsidiary of CICC.Mizuho listed in Japan to invest in the ETF of Saudi stock market.
Chinese brokerage stocks in Hong Kong stocks rose by more than 13%, while Chinese brokerage stocks in Hong Kong stocks rose by more than 13%, China Merchants Securities rose by more than 6%, and Everbright Securities, CITIC Securities, CICC and china galaxy followed suit.Institution: The battery price stabilized in November, and it is expected to rise slightly in 2025. On December 12, according to the latest research of TrendForce Jibang Consulting, in November 2024, the sales of electric vehicles in China continued to increase, which boosted the demand for power batteries, and the price of Ferrous lithium phosphate batteries remained stable, while the ternary batteries declined slightly. The demand for batteries in the energy storage market maintained the peak season characteristics, and with the price advantage of large-capacity batteries, the proportion of shipments increased. However, the average price of energy storage batteries continued to decline in November due to the slowdown in demand for orders at the end of the year. The agency expects that the price of some lithium battery materials may rise slightly in the peak season of 2025, which is expected to repair the serious losses of the company in the early stage. However, due to the fact that the relationship between supply and demand has not changed from surplus to shortage, the expected increase in material prices is limited, and battery manufacturers actively control costs, the battery price trend will be stable next year.Goldman Sachs: The Bank of Japan has not reached the level where it can judge that it has enough confidence in the future. In this case, it is expected that the Bank of Japan will keep its policy interest rate unchanged at 0.25% at its meeting in December.
The International Monetary Fund reviewed the funding of 808.5 million US dollars for Cô te d 'Ivoire, and the Executive Board of the International Monetary Fund has completed the review of its loan arrangement with Cô te d 'Ivoire. The IMF indicated that about $808.5 million could be allocated under the EFF/ECF and RSF arrangements immediately after the review.Afternoon comments on Hong Kong stocks: Hang Seng Index rose by 1.72%, Hang Seng Technology Index rose by 2.55%, Hong Kong stocks closed at noon, Hang Seng Index rose by 1.72% and Hang Seng Technology Index rose by 2.55%. Chinese brokerage stocks and consumer stocks were among the top gainers, with China Merchants Securities, Mengniu Dairy and Tongcheng Travel up over 7% and over 5% respectively.Goldman Sachs: If the branch managers' meeting in January concludes that there is insufficient incentive for SMEs to raise wages next year, the Bank of Japan may postpone raising interest rates until March or April next year.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13