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2024-12-13 02:40:26

Foreign media: Hungarian Prime Minister Orban posted that he met with Trump and Musk at Haihu Manor. According to CNN and Russian Tass News Agency on the 9th, Hungarian Prime Minister Orban went to the United States at the invitation of President-elect Trump, and met with Trump at Haihu Manor in Florida. American billionaire Musk also attended the talks. According to the report, Orban posted on social media X on the 9th: "America today. The future has begun! One afternoon at Haihu Manor with Trump, Musk and Mike Valcz (appointed by Trump as US National Security Adviser-Editor's Note). " (World Wide Web)GOL Airlines of Brazil will submit a preliminary plan for debt restructuring in accordance with Chapter 11 of the US Bankruptcy Law.Bruker sprinted for the IPO of Hong Kong stocks, Bruker Group Co., Ltd. updated its prospectus and tried to list on the main board of the Hong Kong Stock Exchange for the second time. The co-sponsors are Goldman Sachs (Asia) Securities and Huatai Financial Holdings. According to Jost Sullivan's report, Bruker's market share in China's patchwork role toy market and China's patchwork toy market is 30.3% and 7.4% respectively. Bruker's toy products are mainly divided into two categories: "assembling role toys" and "building block toys", and the prices of mainstream products range from 19.9 yuan to 399 yuan. Most of Bruco's revenue comes from the sales of products based on Altman IP, accounting for 63.5% and 57.4% of its revenue in 2023 and the first half of 2024 respectively.


The snow removal operation of several expressways in Gansu Province continued due to the temporary control of snowfall. It was learned from the traffic police department of Gansu Province that due to the large-scale snowfall and road icing, as of 7: 30 on the 10th, several expressways in Gansu Province were temporarily controlled. The highway maintenance department is continuously carrying out ice and snow removal operations.The snow removal operation of several expressways in Gansu Province continued due to the temporary control of snowfall. It was learned from the traffic police department of Gansu Province that due to the large-scale snowfall and road icing, as of 7: 30 on the 10th, several expressways in Gansu Province were temporarily controlled. The highway maintenance department is continuously carrying out ice and snow removal operations.Details of the arrest of the person involved in the killing of the CEO of the insurance giant in new york surfaced: Luigi Mangione, who was regarded by the new york police as the person involved in the murder of Brian Thompson, an executive of UnitedHealth Group Inc, was arrested in Pennsylvania on Monday, and now he is accused of possessing illegal firearms and using false identification. According to the criminal indictment issued by the Pennsylvania court system on Monday night, Mangione, 26, made her first appearance in the court in Hollidaysburg. He was charged with five counts, including forgery, holding a gun without a license and showing false documents to law enforcement agencies. Mangione was detained by the police after being recognized and reported by employees in a McDonald's restaurant in Altoona that morning. The police officer asked him to show his identity, and Mangione took out a New Jersey driver's license named "Mark Rosario" and the date of birth was July 1998. The police officer then asked him if he had been to new york recently. "The man fell silent and began to tremble," the indictment said. When more police arrived at the scene, Mangione was told that he was under investigation and would be arrested if he lied about his identity. He later said that his name was Luigi Mangione and that he was born in May 1998. A police officer asked Mangione why he lied, and he replied, "I obviously shouldn't." The police arrested him on charges of forgery and providing false information to law enforcement agencies. He was handcuffed, searched and taken back to the police station. A black pistol and a silencer were found in his backpack, both of which were made of 3D printers. This pistol has a metal sleeve, a metal threaded barrel and a plastic handle, and a Glock magazine with six 9mm bullets. A dropped bullet was also found in the defendant's backpack.


Galaxy Securities: When the IP layout of "Millet Economy" was carried out, the china galaxy Securities Research Report indicated that "Millet Economy" was highly prosperous, and high-quality IP was the key. In 2024, IP products will continue to maintain a high degree of popularity, from Xiaoma Baolika brand in the first half of the year to Guzi store and Jellycat pop-up shop since the third quarter, with strong market demand. It is believed that IP creation is the core of "millet" and tide play consumption, and the influence of IP plays an important role in attracting fans and integrating multiple formats. As the key to accumulate users and break the circle of products, high-quality IP can attract consumers and extend the product life cycle. Therefore, in the current environment of high market attention and strong demand, the high prosperity of high-quality IP products is expected to be maintained. It is suggested to follow up on two tracks: the track with stable performance foundation or obvious supply-side recovery, and the track with high cost performance, and the elastic variety with incremental dimension or improvement of external factors: 1) Hong Kong stock Internet: the profit improvement expectation of Head Internet Company is strengthened, and the cost performance of investment is prominent. It is suggested to pay attention to Tencent Holdings, which has steady growth in various businesses and stable fundamentals, and the Internet video platform company, which turned losses for the first time in a single quarter and continuously improved its profitability. 2) Publishing industry: The publishing industry will accelerate the development of digitalization, personalization, customization and intelligence, and the new amount of AI+ publishing and research business will bring new opportunities to the industry, and the market value management of central enterprises will be included in the assessment. It is suggested to pay attention to: Shandong Publishing and Southern Media, which are stable in fundamentals and have certain business incremental space; 3) Cinema & Game Industry: High-quality content is always a scarce resource in the industry. It is suggested to pay attention to the game and cinema companies under AI empowerment: Shenzhou Taiyue, Bona Film, WANDA CINEMAS and so on, which have rich content reserves. 4) With regard to IP derivatives, it is recommended to pay attention to POP MART, the leader of the IP craze retail market.South Korea's Seoul composite index rose to 2%, and South Korea's KOSDAQ index rose by nearly 4%.Guotai Junan: Policy optimization or help improve the long-term return of the expressway industry. Guotai Junan Research Report pointed out that location advantage determines the return of road production, and policy optimization or help improve the long-term return of the expressway industry. 1) Expressway is the preferred way to deliver high dividends. In the past three years, the A-share market favored high dividends, and the excess returns of expressways were remarkable. The dividend yield depends on the dividend rate and PE valuation level. Expressway is an infrastructure asset with heavy assets and stable returns, with rigid demand and stable cash flow, and the high dividend policy continues, which is in line with market preferences. 2) Resilience of industry operation: In 2023, the repressive demand was released and the performance increased. In the first half of 2024, the industry was under pressure due to the increase of rain and snow and free days. In the second half of 2024, or due to economic impact, the traffic volume and profit of some high-speed vehicles decreased slightly, the traffic demand remained resilient and the cash flow remained stable. 3) The pressure of reinvestment may be expected to improve the policy. Expressway toll prices have been stable for a long time, while the cost of newly built or renovated units has risen sharply, and there is widespread reinvestment pressure in the industry. In the future, the industry is expected to optimize policies, or improve the high-speed return of new construction or expansion to a reasonable level by extending the charging period. 4) Expressway REITs: generally, they are stock road products with excellent location and stable returns. In 2023, the system was under pressure, and in 2024, the expressway REITs with better profit than the industry were among the top gainers. The performance of underlying assets in the future will still be the key to dominate the performance of REITs.

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