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2024-12-14 04:50:27

Industry: The worry about the imbalance between supply and demand still exists, and there is limited room for alumina futures to continue to fall. Since the intraday record of 5,540 yuan/ton on December 5, the main contract price of domestic alumina futures has started to fluctuate and fall, reaching a minimum of 5,077 yuan/ton on December 12, with the cumulative maximum decline exceeding 8%. According to industry insiders, the increase of alumina registered delivery brands and the sharp drop in overseas alumina spot quotations have led to the recent decline in alumina futures prices. Although the short-term news in the market is intertwined, the imbalance between supply and demand in the alumina market has not fundamentally improved, so there is limited room for the subsequent decline of alumina futures prices. (CSI)Goldman Sachs: Two situations support the view that the reserve price of Brent crude oil is $70. Goldman Sachs: We find that when the price of Brent crude oil falls to the range of $60/barrel, the supply response measures of the United States will increase, and the Organization of Petroleum Exporting Countries (OPEC) tends to extend the production reduction around the current price level, which supports our view that the reserve price of Brent crude oil is $70/barrel.A number of data show that: the distribution of rights and interests of public offerings, near the end of the year, Public Offering of Fund is increasing the distribution of rights and interests. The data shows that the new funds established in the past three months (from September 12 to December 12) have raised a total of 289.803 billion yuan, and the stock funds have raised more than half. Among the above-mentioned sub-IPO funds, 145 funds have earned more than 1% since their establishment, accounting for more than half, and most of them are opening positions quickly. As of December 11th, the revenue of 27 products exceeded 5% (the different shares were calculated separately), and the revenue of the best-performing products reached 51%. More new funds are "queuing for admission". According to the data, before the end of the year, more than 20 funds will be launched for sale, and 80% of them are equity funds. Huaxia, Fuguo, Boss and Jing Shun Great Wall all have products waiting to be issued. At the same time, the fund's self-purchase efforts have been increasing. As of December 12, this year, the net subscription amount of equity funds purchased by fund companies has reached 2.894 billion yuan, an increase of 28% over last year. (SSE)


Broadcom: The artificial intelligence semiconductor business will surpass other businesses.The Federal Reserve's loan balance in the discount window in the week of December 11th was $2.61 billion, compared with $2.43 billion in the previous week. The balance of bank term financing loans in the week of December 11th was 15.6 billion US dollars, compared with 17.1 billion US dollars in the previous week.Jilin Province promotes the high-quality development of ice and snow economy and cultivates a number of well-known brands and leading enterprises. The Standing Committee of Jilin Provincial Party Committee recently deliberated and adopted the "Implementation Opinions on Promoting the High-quality Development of Ice and Snow Economy in Jilin Province". According to the "Implementation Opinions", by the snow season of 2027-2028, the number of ice and snow tourists will reach 230 million, and the total spending of ice and snow tourists will reach 420 billion yuan. By 2030, ice and snow tourism will receive 300 million people, the total cost of ice and snow tourism will reach 540 billion yuan, and the total output value of ice and snow equipment manufacturing industry will exceed 5 billion yuan. Jilin Province will strive to declare 1-2 national ski resorts, and operate no less than 100 characteristic ice and snow parks every year to build high-quality ice and snow tourist destinations. Vigorously develop famous cities, towns and villages in ice and snow, and cultivate a number of well-known brands and leading enterprises in the field of ice and snow. (Securities Times)


Goldman Sachs Asset Management announced the liquidation of three exchange-traded funds.Brazilian Senate President Pacheco: I think it is possible for the House of Representatives and the Senate to approve the financial plan this year.According to the medical report, Brazilian President Lula removed the drainage tube from his head at night and is still in the intensive care unit. Lula is still conscious and speaks normally.

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