Intel executives said that whether to split the company is still an open question. Dave Zinsner, chief financial officer of Intel, said that whether to formally split the factory and product development department is an open question and will be decided by the next leader. After Pat Gelsinger was forced to leave his post earlier this month, Zinsner is now the interim co-CEO. He made the comments when attending the Barclays Technology Conference in San Francisco on Thursday. Michelle Johnston Holthaus, another co-CEO, was also present.South Korea will take additional market stabilization measures when necessary.The yen once fell to 152.74 against the US dollar, and the trend fluctuated after the release of the Bank of Japan's short-term survey. After the release of the Bank of Japan's short-term survey, the yen initially rose slightly, but then weakened. The yen once fell 0.1% against the US dollar to 152.74. The 10-year Japanese government bond futures rose 4 points to 142.49.
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.CITIC Jiantou: The domestic cross-border e-commerce industrial chain has been gradually improved. CITIC Jiantou said that from 2010 to 2014, China's cross-border e-commerce entered a stage of rapid development. With the rise of mobile Internet infrastructure and the penetration rate of overseas cross-border e-commerce giants in the Mainland, the supporting facilities of the industrial chain have been gradually improved, subdivided and specialized, relevant policies have continued to exert their strength, and the customs supervision model has gradually become clear; Cross-border e-commerce industry chain is long, and there are relatively many hidden risk points because it involves cross-border. The cost structure of each link is mainly different due to the differences in participation roles, platform models, product types, warehousing and logistics structures, etc. Overall, the current cost structure is relatively stable, but there is also a large room for optimization. The degree of specialization and refinement of service providers will be improved, and the overall control, collaboration and empowerment of the industry chain and the refined arrangement led by big data and industry cognition will become one of the core competitiveness.The yield of major inter-bank interest rate bonds generally declined at the beginning of the session, and the yield of 10-year treasury bonds "24 interest-bearing treasury bonds 11" fell by 0.5bp to 1.8030%, hitting a record low; The yield of 10-year CDB "24 CDB 15" decreased by 2.25bp to 1.86%, and the yield of 30-year Treasury bond "24 Special Treasury Bond 06" decreased by 2.25bp to 2.02%.
Asiana Airlines will use Korean Air's 1.500 trillion won investment to repay its debts.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 Jiantou: With the increase of policy stimulus, the pro-cyclical catering chain is expected to take the lead in benefiting from the expected improvement. According to CITIC Jiantou Research Report, since September, heavy meetings have continuously released a clear policy signal to strive to achieve the goals and tasks of economic and social development throughout the year, and policies such as lowering the standard, reducing interest rates, lowering the mortgage interest rate, supporting local governments to resolve government affairs risks, issuing special government bonds to supplement core Tier 1 capital, using various tools to promote the real estate market to stop falling and stabilize, and increasing support and guarantee for key groups have been released one after another. Focusing on boosting consumption and expanding effective domestic demand, the food and beverage industry is expected to usher in an inflection point, and its performance and valuation are expected to continue to improve. The liquor sector is expected to rebound with the boost of the domestic economy and the activation of household consumption, and the business scene and mass consumption boom will return to the consumption upgrading channel, and the profitability of leading liquor companies is expected to accelerate the repair. At present, the overall valuation of the liquor sector is still at a low level, and the long-term investment value is prominent. With the increase of policy stimulus, the pro-cyclical catering chain is expected to take the lead in benefiting from the expected improvement. Continue to be optimistic: 1) The leisure snacks and beverage industries maintain a high degree of prosperity, and new channels bring important incremental opportunities to companies in the industry; 2) Combined with the catering channels that are recovering continuously, it is suggested to pay attention to condiments, beer and catering chain labels with innovative products or reform expectations. At the same time, the current market price of molasses has further dropped from the previous month, which is of great help to yeast enterprises to improve their profit elasticity. 3) The inflection point of the raw milk cycle is approaching, the gift scene is expected to be repaired, and the dairy products continue to upgrade their structure, with high dividends and outstanding cost performance.
Strategy guide
12-14
Strategy guide
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14