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2024-12-13 05:01:45

"Debt Bull" launched a number of treasury bonds futures varieties to a new high. Yesterday, the bond market once again took the bull. On December 10th, 30-year, 10-year, 5-year and 2-year treasury bond futures all hit record highs. Looking at it for a long time, since the beginning of this year, 30-year treasury bond futures have risen by nearly 16%, 10-year treasury bond futures have risen by over 5%, and 5-year treasury bond futures have risen by over 3%. Analysts pointed out that the logic of broad-spectrum interest rate downward has run through the whole year of 2024, and it is expected to continue to form an important support for the bond market in the long run. The recent market strength is not only an emotional effect at the end of the year and the beginning of the year, but also a blocking point to dredge and guide the overall downward trend of interest rates. (Securities Times)The trillion-dollar market of low-altitude economy is gaining momentum. Driven by many factors such as policy, technology and application, the trillion-dollar market of low-altitude economy is gaining momentum, attracting various industrial giants such as Huawei, ZTE, Meituan, SF Express, China Mobile, China Telecom and China Unicom to enter the market one after another. In the eyes of the industry, the low-altitude economy is just like high-tech real estate, which adds a three-dimensional space for development and utilization on the original two-dimensional plane, thus generating economic value and giving birth to industrial ecology. "In the future, low-altitude aircraft, like cars on the ground, will be free and standardized to operate at low altitude." (Securities Times)Wells Fargo lowered the target price of LyondellBasell from $105.00 to $95.00.


During the year, the amount of A-share repurchase has exceeded 160 billion yuan, and "cancellation" has become the mainstream. Wind data shows that 2,446 repurchase schemes have been implemented this year, involving more than 160 billion yuan, far exceeding the level of last year. Different from the past, the current wave of buybacks is characterized by great strength, short term, quick implementation and large number of cancelled buybacks. At the same time, with the support of special loans for stock repurchase, more and more listed companies join the buyback team. Not only are there a large number of listed companies participating in the repurchase, but the "efficiency" of this round of repurchase is also high, and the short term and quick implementation have become a point of view. At the same time, write-off repurchase has become the mainstream. In addition to Hikvision, Kweichow Moutai plans to implement a share repurchase plan with its own funds of 3 billion to 6 billion yuan, and the repurchased shares will be used to cancel and reduce the registered capital of the company. In addition, companies such as Wuxi PharmaTech, Jiu 'an Medical, and Yili Co., Ltd. disclosed repurchase plans with a ceiling of more than 1 billion yuan, and all of them were used for capital reduction and cancellation. (Securities Times)Jon Finer, US Deputy National Security Adviser: (Asked about the captured American journalist Austin Tess) We are concentrating on finding his whereabouts.The Lebanese army said that unidentified gunmen from Syrian territory crossed the border and approached the army border. They fired warning shots and forced the gunmen to return to Syria.


Jon Finer, US Deputy National Security Adviser: The new government will decide how to advance the Ukrainian issue.US Secretary of State Blinken discussed the Syrian issue with the foreign ministers of Jordan, the United Arab Emirates, Qatar and Egypt on Tuesday.Tesla's gains expanded to 5%. In the news, Morgan Stanley and Cantor Ftzgerald upgraded the stock rating.

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