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Bridgestone - Will Invest About 27 Billion Yen To Expand Capacity In Three Passenger Car Tire Plants In Japan

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Bocomi Lowers Bidu-Sw (09888.HK) Tp To $105, Focus On Next Year's Monetization Process

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Thailand Will Give Support Worth 38 Billion Baht To Rice Farmers

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Nomura Securities: Maintaining a neutral rating on iqiyi, lowering the target price from $2.75 to $2.20.

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【TrendForce: It is expected that the global notebook computer shipments will be 0.174 billion units in 2024, a year-on-year growth of 3.9%.】According to the latest survey by TrendForce, the global laptop market in 2024 is affected by high interest rates and geopolitical factors, with a slow recovery in demand, and the expected annual shipment volume is 0.174 billion units, a year-on-year growth of 3.9%. Looking ahead to 2025, it is expected that laptop shipments next year will increase by 4.9% year-on-year to reach 0.183 billion units.

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Bessent Said He Will Also Focus On Maintaining Status Of Dollar As The World's Reserve Currency

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Monetary Authority Of Singapore Says Singapore's Banking Sector's Overall Exposure To India's Adani Group Is Small

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Morning Star: Among Chinese e-commerce companies, compared to Pinduoduo, Morning Star favors JD because JD is a major beneficiary of China's home appliance trade-in program, and has implemented stock repurchase and dividend plans to return shareholders.

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【Yilian Network: In-depth cooperation with Microsoft to jointly create enterprise communication and collaboration solutions】On November 25, Yilian Network said on an interactive platform that as Microsoft's global audio and video strategic partner, the company is deeply cooperating with Microsoft to jointly create more efficient, convenient and intelligent enterprise communication and collaboration solutions.

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Thai Oct Car Exports -20.23% Year-On-Year (Versus-10.83% In Sept)

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Thai Oct Domestic Car Sales -36.08% Year-On-Year (Versus-37.11% In Sept)

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【Goldman Sachs: The pace of interest rate cuts in Asia will slow down due to the risk of US tariffs.】Goldman Sachs stated that given the strengthening of the dollar and the risks of tariffs imposed by the Trump administration, central banks in Asia will approach further easing of policies with caution. Goldman Sachs also believes that the central bank of South Korea will not further cut interest rates this week.

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Governor: Ukraine Launches Mass Attack At Russia's Kursk Region With Foreign-Made Missiles

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Thai Oct Car Production -25.13% Year-On-Year (Versus-25.48% In Sept)

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Citi: Indian Tax Dispute Poses St Threat To Q Tech (01478.HK) Shr Price

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USA Natural Gas Futures Up Over 8%

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【Pudgy Penguins: Pudgy Toys to Reappear in Walmart Stores Next Year】 November 25th, Pudgy Penguins announced on X that Pudgy Toys will relaunch at Walmart stores in 2025.Earlier this year, Pudgy Penguins won the Walmart Business Award, which means Pudgy Toys will return to Walmart in 2025.

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HSBC Research: Cn Home Sales Impetus Keeps Strengthening, Beke, Cr Land, Longfor, Yuexiu Favored

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George Saravelos, the head of forex research at deutsche bank, believes that as the market digests the risks brought by Trump's presidency, the euro to dollar exchange rates could drop to 1.00 dollars.

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【Top Trader Eugene: This Bull Run Should Not Overly Reference Historical Cycles, Infrastructure and Buyers Are Different This Time】 November 25th, top trader Eugene shared his trading philosophy for this bull market on his social media platform, stating:「Frankly speaking, I don't believe the cycle will play out the same way as before, and using a historically inspired approach will only make you lose money. The infrastructure has already matured materially, and there are significant differences in marginal buyers in various aspects of the market. The PVP and PVE elements will always exist.You must adapt, or you will fall behind.」

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Sony is developing a handheld game console that can play PS5 games.

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[HSBC: The Reserve Bank Of Australia May Have Hinted That It Will Not Cut Interest Rates] Some Observers Believe That The Reserve Bank Of Australia's Monetary Policy Tools Are More Powerful Than Those Of Many Other Central Banks Because Most Of The Country's Mortgages Are Variable Interest Rates And Household Debt Is High. HSBC Chief Economist Paul Bloxham Said This Means That In The Post-COVID-19 Era, The Reserve Bank Of Australia Does Not Have To Tighten Monetary Policy As Much As Before To Achieve The Same Effect. However, A Recent Speech By Kent, Assistant Governor Of The Reserve Bank Of Australia, Broke This Myth. Kent Said That There Is Nothing Special About The Effectiveness Of The Reserve Bank Of Australia's Policy Relative To Other Central Banks. This Is Consistent With HSBC's View That Because The Reserve Bank Of Australia Is Tightening Less Than Other Central Banks, It May Take Longer To Cut Interest Rates. Bloxham Warned That The Reserve Bank Of Australia May Not Cut Interest Rates At All

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【Hangzhou Metro Group has reached a strategic cooperation agreement with Alibaba Cloud.】Recently, Hangzhou Metro Group and Alibaba Cloud Asia Vets Group have reached a strategic cooperation. Both parties will focus on further cooperation in exploring the large models and data value of rail transportation, innovative applications in rail transportation logistics and transportation, to achieve a higher level of cooperative win-win situation.

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[Semaglutide, Worth Thousands Of Yuan, Is On The Market: Institutions Rush To Make Appointments, And Some Pharmacies Sell Drugs "without Limits"] It Took 5 Months For Semaglutide Injection For Weight Loss To Be Launched In China. Information Released By The State Drug Administration Shows That Novowin's Application For Listing Was Approved In June This Year. The Reporter Noticed That Under The Halo Of The "magic Drug" For Weight Loss, Multiple Online Platforms Have Opened Appointment Diagnosis And Treatment Services. According To The Promotional Pictures, The Pharmacy Prices Of Novowin Injections In Three Specifications Of 0.68mg/ml, 2.27mg/ml And 3.2mg/ml Are 1264.9 Yuan, 1893.7 Yuan And 2463 Yuan Respectively

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【Citi: Maintains a buy rating on Xiaomi.】Citi's report indicates that Xiaomi Group's stock price may remain resilient due to the company's promising earnings prospects. Xiaomi Group may benefit from potential upside from China's smartphone subsidy policy and become a safe haven with limited impact from U.S. tariffs. Following a strong performance in the third quarter, Citi believes that Xiaomi Group's outlook remains optimistic, with upward potential for market share and profit margins of its SU7 model. In the electric vehicle business, Xiaomi Group aims to first focus on the domestic market and is expected to export products only by 2026. Citi banks maintain a buy rating on the stock.

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【Salesforce's CEO: Large language models may have reached their technical limits. The future of ai lies in intelligent agents.】Salesforce's CEO Marc Benioff stated that the future of ai lies in autonomous agents (commonly known as asia vets intelligent agents), rather than the large language models (LLM) currently used to train chatbots like ChatGPT. "In fact, we may have already reached the technical limits of LLMs," Benioff mentioned. He pointed out that the recent enthusiasm for ChatGPT has led many people to overestimate the capabilities of ai, causing them to think that large language models are the core driving force behind ai development.

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Russian Forces Capture British Man Fighting With Ukraine, RIA Reports

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[BTC Fell Below $97,000, With A Daily Increase Of 1.08%] According To The OKX Market Data, BTC Has Just Fallen Below $97,000 And Is Currently Trading At $96,952.10 Per Coin, With A Daily Increase Of 1.08%

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[JPMorgan Chase: The U.S. Government Department Of Efficiency May Face Obstacles In Promoting Federal Reforms] JPMorgan Chase Recently Released A Report Evaluating The Department Of Government Efficiency (DOGE). The Department Was Founded By President-elect Trump And Led By Elon Musk And Vivek Ramaswamy. Its Goal Is To Streamline Federal Operations And Cut Wasteful Spending. The Report Stated: "In Terms Of Government Efficiency, Trump Is Expected To Promote An Agenda That Advocates Reducing Red Tape. This Includes The Establishment Of A New Department Of Government Efficiency," Adding: "We Believe That The Department Will Find It Difficult To Do This." JPMorgan Chase Explained Why DOGE May Encounter Obstacles: "Ultimately, Congress Controls Government Spending, And DOGE Is Outside Of Congress. The Department Can Make All The Recommendations It Wants, But Ultimately It Is The Typical 60-vote Majority In Congress That Determines Legislative Changes."

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China's Central Bank Sets Yuan Mid-Point At 7.1918 / Dlr Versus Last Close 7.2478

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Uruguay Election Official Count Shows Orsi With 49.31% Of Vote Securing Center Left Victory, With 87% Of Votes Tallied

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Mizuho Bank: Investment and trade information collaboration platform Trade Waltz.

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The United States Will Cut Subsidies For Intel Chips From $8.5 Billion To Less Than $8 Billion. (New York Times)

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【Everbright Securities: It is expected that the market's adjustment space is relatively limited, and a bottom rebound may occur at any time.】Everbright Securities stated that overseas geopolitical risks have intensified, combined with the continuous strength of the US dollar index (breaking the 107 level), leading to pressure on the depreciation of the RMB, dragging down the Hong Kong and A shares. Looking ahead, the market liquidity is sufficient, and favorable policies are expected to provide support for A shares; it is expected that the market's adjustment space is relatively limited, and a bottom rebound may occur at any time.

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【Citic SEC: New Elevator Installations, Service Upgrades Elevator Industry Enters the First Year of Transformation】Citic SEC research reports point out that the elevator industry is at a crucial juncture of transitioning from new elevator installations to service market. It is estimated that by 2025, new elevator/maintenance/replacement market value proportions will be 43%/47%/10% respectively, with the service market composed of maintenance and replacements officially surpassing the new elevator market. The transformation is not only due to the slowdown in new real estate development but also stems from the reality of the aging demand of the massive domestic elevator inventory. The policies of "replacement of old with new" and "housing retirement funds" in 2024 have specified measures including funding sources, maintenance and replacement methods, implementation deadlines, injecting a stimulant for the elevator service market. Based on overseas experiences, the domestic maintenance market share is expected to be concentrated towards top elevator manufacturers known for high quality and prices, reflected in higher self-maintenance rates, service business proportions, and overall profit margins of the manufacturers. Focus should be on companies actively positioned in the elevator service market and recommend attention to upstream component industry chains with strong competitive advantages and high-profit resilience.

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Amazon india is seeking to launch a commercial delivery service called TEZ.

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【Shisi Pharmaceutical Group: Glyceryl Fructose Sodium Chloride Injection Passed the Consistent Evaluation of Generic Drug Quality and Efficacy】On November 25, Shisi Pharmaceutical Group announced on the Hong Kong Stock Exchange that the Group's glyceryl fructose sodium chloride injection (250ml) has obtained approval from the China National Drug Administration to pass the consistent evaluation of the quality and efficacy of generic drugs. Glycerol fructose sodium chloride injection is mainly used to treat acute and chronic increased intracranial pressure and brain edema caused by cerebrovascular disease, traumatic brain injury, brain tumors, intracranial inflammation, etc.

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Uruguay Conservative President Lacalle Pou Says Congratulated Leftist Candidate Orsi As President-Elect

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【CITIC Securities: This export tax rebate adjustment may cause the price of related products to rise to a certain extent in overseas markets】The CITIC Securities Research Report said that on November 15, the Ministry of Finance and the State Administration of Taxation issued an announcement to adjust the export tax rebate policy for some products. According to judgment, this export tax rebate adjustment may provide some support for China's exports in November of this year, but it may partially overdraft the export momentum of related commodities in the next few months. Looking at the subregions, the main export destinations for the commodities involved in this export tax rebate adjustment are developed economies such as the European Union, the United States, Singapore, and South Korea. The export growth rate in related directions may be affected to a certain extent in the short term. Most of the products involved in this export tax rebate adjustment are products that account for a certain share of China's exports and have a high export tax rebate rate. CITIC Securities determined that the next export tax rebate adjustment may involve chemicals, plastic products, clothing, etc. CITIC Securities believes that dealing with overseas trade frictions and promoting domestic industrial restructuring may be the main purpose of this export tax rebate adjustment. Considering that overseas countries are highly dependent on China's copper and aluminum products, this export tax rebate adjustment may cause the prices of related products to rise to a certain extent in overseas markets.

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【Citic SEC: Mate70 to be released soon, focusing on HarmonyOS PC and edge AI opportunities.】Citic SEC research reports indicate that the Huawei Mate70 will be released on November 26, and may achieve the official commercial use of pure HarmonyOS. The Pangguo model and Xiaoyi assistant empower HarmonyOS, leading the transformation of edge AI. The HarmonyOS software and hardware ecosystem is growing rapidly, leading the localization of mobile operating systems. Expect the landing of HarmonyOS PCs to further accelerate, with promising expansion in the PC scene. We are bullish on the accelerated formation of the HarmonyOS ecosystem, with various ecosystem partners expected to continue benefiting.

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【Citic Securities: The possibility of the central bank reducing the reserve requirement ratio by 50 basis points in December cannot be ruled out.】Citic Securities pointed out that, according to calculations, there is basically no liquidity gap in December, but the mismatch between government bond supply and fiscal expenditure will cause disturbances in the funding market around the middle of the month. In addition to the maturity of MLF and seasonal factors, it is not ruled out that the central bank will cut the reserve requirement ratio by 50 basis points in December, or use various tools such as repurchase agreements and buying government bonds to smooth out funding market fluctuations. As for the bond market, the pressure of government bond supply and the game of policy expectations will cause disturbances in interest rates, but as long as the central bank's protection of the funding market is sufficient, there is still downward space for interest rates. After the supply gradually lands, attention can be paid to the trading opportunities brought by the flattening of the curve.

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【citic sec: The core operational elements of the banking industry are running steadily. Against the backdrop of the earlier package policies being implemented, the variables in the sector's fundamentals have entered a period of stability.】citic sec pointed out that the core operational elements of the banking industry are running steadily. Against the backdrop of the earlier package policies being implemented, the variables in the sector's fundamentals have entered a period of stability. Overall, changes in investors' funding and differences in macro policy expectations in the next phase will become marginal variables affecting the trends of banks, leaning towards optimism in investment direction for bank stocks. In terms of individual stocks, two main lines are recommended: ① Low-volatility varieties contribute to steady earnings space, and banks with high dividends and high capital have more allocation value; ② Growth varieties contribute to elastic earnings space, and companies with excellent business models have more room for valuation.

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Mizuho Securities: The dollar has fallen due to the appointment of the Secretary of the Treasury in the usa, suggesting a pause in Trump's trade.

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[Officials Nominated By Trump, US Media Summarize Two Characteristics: "loyal Supporters" And "television Celebrities"] According To Reports From The New York Times And The Website Of The American Magazine Politico On The 23rd, An Important Criterion For Trump To Select People Is "loyalty". The Report Said That The Speed And Method Of Trump's Selection Of Candidates This Time Are In Sharp Contrast With Those In 2016. Back Then, He Relied More On An Experienced Team And Steadily Selected People Who Were Mostly From The Establishment. This Time, After Having More Political Experience, Trump Chose More Anti-establishment "loyal Supporters" To Hold Important Positions, "sometimes Several People Are Confirmed In One Day, Which Is Dizzying." Another Important Criterion For Trump To Select People Is "popularity." On The 23rd, CNN Reported Under The Title "Trump Is Building A Cabinet Born For Television" That Many Nominees Have One Thing In Common, Which Is The Same As "loyalty" And Even More Important Than The Traditional Selection Criteria, That Is, "popularity On Television." (Global Times)

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【Musk criticized Lockheed Martin's F-35 fighter jet.】Elon Musk criticized Lockheed Martin's F-35 fighter jet on Twitter, believing that drone technology will replace manned fighter jets. Although Musk's views sparked a discussion, experts assert that modern fighter jets are still irreplaceable. Lockheed Martin emphasizes the importance of the F-35 and looks forward to collaborating with the new government.

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[Two Financiers Are Vying For The Position Of Deputy Secretary Of Defense] According To People Familiar With The Matter, Trump Is Considering Appointing Trae Stephens, A Partner At Peter Thiel's Venture Capital Firm Founders Fund, As Deputy Secretary Of Defense. According To Previous Reports, Stephen Feinberg, A Billionaire Investor Who Led The Presidential Intelligence Advisory Committee In Trump's First Administration, Is Also In The Running. (Wall Street Journal)

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UK Minister: Britain, NATO Must Stay Ahead In 'New Ai Arms Race'

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[ZhongAn Bank In Hong Kong Launched Virtual Currency Trading Services On Its App Today] According To Ming Pao, Digital Bank ZhongAn Bank (ZA Bank) Announced That It Has Become The First Bank In Asia To Provide Cryptocurrency Trading Services To Retail Users. From Today On, It Will Provide Two Types Of Virtual Currencies, Bitcoin And Ethereum, For Trading In Hong Kong Dollars And US Dollars On The App. After Opening An Investment Account With ZhongAn Bank, Hong Kong Residents Need To Complete Risk Assessment And Other Processes Before They Can Buy And Sell The Two Currencies On The App. The Entry Fee Is US$70 Or HK$600 Respectively, And The Commission For Each Transaction Is US$1.99 Or HK$15. The Platform Fee Is 1.5% Of The Transaction Amount (the Minimum Fee For Each Transaction Is US$1.99 Or HK$15). The Bank Will Waive Commissions And Reduce Platform Fees To 0.8% Of The Transaction Amount By The End Of June Next Year

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【China Galaxy Securities: Looking ahead, A-shares are expected to fluctuate upwards.】China Galaxy Securities pointed out that looking ahead, A-shares are expected to fluctuate upwards. With the accelerated implementation of existing policies and the introduction of a package of incremental policies, the economic fundamentals are showing improvement. In terms of allocation, the focus is on the following areas: (1) Technological innovation themes based on the logic of autonomy and controllability and the requirement for developing new quality production forces. (2) The 'two new' themes involving large-scale equipment upgrades and the replacement of old consumer goods with new ones. As the replacement of old consumer goods continues to advance, driving rapid growth in sales of key consumer goods such as autos, home appliances, and home furnishings, which is conducive to driving performance recovery. At the same time, the valuation of the csi consumer 360 index sector is currently at a historically low level, with high investment value. (3) Continuing to be bullish on the dividend sector with strong hedging properties, with investors expected to maintain a low overall risk preference until the macroeconomic data trend improves, thus continuing to invest in high-dividend stocks.

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【Last week, the international gold price rose by over 6%, with the market expecting the Federal Reserve to pause rate cuts in December.】The USD index fell last week, as tensions in Eastern Europe sparked investor risk aversion sentiment. The international gold price saw a significant increase last week, rising by 6.5%. This week, the market is focusing on key inflation data in the US and the minutes of the Federal Reserve's interest rate meeting. Recently, there has been recurring inflation pressure in the US. Investors are paying attention to the October Personal Consumption Expenditures (PCE) Price Index data in the US, while also assessing the prospect of potential policies that President-elect Trump may introduce, which could further boost US inflation. The market currently estimates that the probability of the Federal Reserve pausing rate cuts in December has exceeded 40%. Given that the Federal Reserve's November rate decision was announced after Trump's victory, investors are watching to see if Federal Reserve officials have discussed the impact of the election results on the US economic outlook in the minutes of the upcoming interest rate meeting. (CCTV Finance)

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