Citigroup raised Deere's target price from $460.00 to $470.00.Regulator: Anglo American faces environmental fines in Chile.Chicago soybean futures surged back, falling more than 0.2%. On Monday (December 9) in late new york, the Bloomberg Grain Sub-index rose 0.25% to 31.6525 points. CBOT corn futures rose 0.28% to 4.41-1/4 USD/bushel. CBOT wheat futures rose 0.40% to $ 5.58-1/4 a bushel. CBOT soybean futures fell 0.25% to 9.89-1/2 USD/bushel, rose to a daily high of 10.03-1/2 USD at 22:45 Beijing time, then fell back and refreshed to a daily low of 9.85-3/4 USD; Soybean meal futures rose by 0.59% and soybean oil futures fell by 0.63%.
Barclays: There is a high degree of uncertainty in the US interest rate forecast in 2025. Based on the baseline prospect of a soft landing of the US economy in 2025, Barclays interest rate strategists predict that the yields of 2-year and 10-year government bonds will close at 3.75% and 4.25% respectively next year, and the yield difference between 2s10s will widen by about 50 basis points. According to the report, interest rate cuts should push interest rates down, while longer-term yields are under pressure from factors such as rising neutral interest rates, high interest rate volatility, inflation risk premium and net bond expansion. But the incoming Trump administration will bring "great uncertainty".The application of AI continues to deepen and the prosperity of the sector continues to improve. Recently, a number of artificial intelligence companies have intensively released their latest products, and the related concept sectors in the A-share market are active. Analysts believe that overseas AI applications are growing strongly, and the growth potential of domestic AI applications is expected to explode. On the one hand, the performance of the core AI application companies in US stocks has grown rapidly, further strengthening the AI narrative logic; On the other hand, domestic AI application scenarios are more extensive and have achieved good application results in many fields such as education and office. It is suggested to focus on the growth and liquidity of domestic AI applications.Disney's chief financial officer said it would be a pity if VENU, a sports joint venture service, could not be launched.
In the first 11 months of the 10 billion yuan private placement, over 90% of the products achieved floating profit, and the "transcripts" of the 10 billion yuan private placement institutions in the first 11 months of this year were released, and over 90% of the private placement securities products achieved floating profit. According to the latest statistics released by Shenzhen Qianhai Paipai Net Fund Sales Co., Ltd., in the first 11 months of this year, the average yield of 285 products with performance display under the tens of billions of private equity institutions was 17.15%. Among them, 259 products realized floating profit, accounting for 90.88%.Traders said that Spanish buyers have bought a lot of American corn in the past few weeks, exceeding 400,000 tons.The annual strategy of brokers in 2025 will present "three major consensuses". At the end of recent years, the annual strategies of major brokers in 2025 will be held intensively, focusing on the interpretation of the new year's market, the market trend next year and the discussion and judgment of the allocation direction. Generally speaking, brokers have shown a "consensus" in three major directions. The first consensus is that it is generally believed that the A-share market is expected to become an important place for global capital allocation. In this direction, Chinese and foreign institutions have reached a consensus. The second consensus is to give optimistic expectations for the A-share market in 2025. The confidence of the organization's optimistic expectations lies in the fact that the market sentiment has obviously recovered under the boost of a series of positive policies this year, and there is still room for boosting in the medium and long term perspective. The third consensus is reflected in the direction of industry allocation. The new quality productivity based on semiconductors and computing power, as well as the policy themes based on mergers and acquisitions and market value management, have become a common optimistic track for many brokers. (Securities Daily)
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13