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2024-12-13 04:55:03
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South Korea's opposition party said that if necessary, it can seek to introduce additional budgets later.Galaxy Securities: Domestic policies may continue to increase, and metal prices are expected to go up. china galaxy Securities said that on the demand side, the domestic package of economic incremental policies played a significant role. In November, China's manufacturing PMI rose to 50.30%, which was in the expansion range for two consecutive months, and the expansion pace was slightly accelerated. The domestic central economic work conference is just around the corner, and it is expected to put forward more positive incremental policy instructions for the economy next year, continue to raise the expectation of macro-recovery, and benefit the rise of copper prices. In addition, the new non-agricultural data in November in the United States reflected that the negative impact of hurricanes and strikes dissipated, but the number of new jobs in the first two months was revised up and the unemployment rate rose, which made the market worry about weak employment. After the data was released, traders increased their bets on the Fed's interest rate cut in December. It is expected that the possibility of the Fed's interest rate cut in December will rise from 67% before the report was released to 85%, and now it has risen to 86%. However, China's central bank once again increased its holdings of gold by nearly 5 tons after half a year in November, indicating that the logic and willingness of global central banks to increase their holdings of gold are still there in the current geopolitical turmoil. The expected warming of interest rate cuts, the central bank's continued increase in gold holdings, and the recent short-term martial law in South Korea and the escalating conflict between Russia and Ukraine are expected to jointly support the price of gold.Guotai Junan: Airline naked fares will keep rising year-on-year, and the pressure on oil prices will continue to improve. Guotai Junan Research Report said that the recent trend of passenger flow and load factor conforms to the characteristics of off-season, and is better than the same period in 2023. The pressure on oil prices has improved significantly since the fourth quarter of 2024. In December, the ex-factory price of domestic jet fuel increased slightly by 3% from the previous month and decreased by 17% year-on-year, continuing the downward trend of the central government. Recently, domestic naked fares have kept rising year-on-year, and it is estimated that more than half of the fuel has been reduced, reflecting that the recovery of supply and demand is better than expected, and it is expected that the off-season will greatly reduce losses year-on-year. Considering that the recent decline in international oil prices will be transmitted to China with a delay of about two months, the oil price pressure will continue to improve in the first quarter of 2025. It is predicted that the concentration of passenger flow in Spring Festival travel rush in the first half of 2025 will contribute to the active revenue management of the airline company, and the peak season may show more than expected profit elasticity and catalyze optimistic expectations. Reaffirm the logic of super cycle and long period of aviation equipment. When supply and demand recover, considering the marketization of fares and the slowdown of fleet growth, the profit center can be expected to rise.


South Korea's Ministry of Finance: The recent market volatility is a bit excessive, and measures to stabilize the market will be taken to deal with it.视觉交易香港收购在香港暂停交易。Many countries have issued travel warnings to South Korea. "Is it safe to travel to South Korea?" On the 9th, travelnoire, a platform focusing on African tourists, raised such a question. According to the report, the recent political events in South Korea have cast a shadow over this popular tourist destination. In fact, as the emergency martial law storm in South Korea continues to ferment, many countries have issued travel warnings to South Korea. South Korea's "Asian Economy" reported on the 9th that the political and social uncertainty in South Korea has further intensified, and the inbound tourism market in South Korea, which has just resumed after the epidemic, is once again facing severe challenges. South Korea's New Zealand News Agency reported that due to the increasing political uncertainty in South Korea, many countries have issued travel warnings to South Korea.


South Korea's opposition party said that if necessary, it can seek to introduce additional budgets later.Many countries condemned Israel's control of the Syrian-Israeli military buffer zone in the Golan Heights, and Israeli troops invaded the Syrian-Israeli military buffer zone in the Golan Heights on the 8th. On the 9th, Israeli Defense Minister Katz ordered the Israeli army to fully control the buffer zone between Israel and Syria. The Israeli army's actions have been strongly condemned by Qatar, Iraq and other governments. On the 9th, the Ministry of Foreign Affairs of Qatar issued a statement strongly condemning the control of the Syrian post in the Golan Heights by the Israel Defense Forces. On the same day, the Iraqi Foreign Ministry issued a statement condemning Israel's control of the military buffer zone and the nearby land between it and Syria, and stressed that this act was a flagrant violation of international law and relevant resolutions of international legitimacy. In addition, the foreign ministries of Egypt and Jordan also issued statements on the same day, strongly condemning Israel's aggression, saying that it violated international law. The statement also called on the UN Security Council to take a firm stand against Israel's occupation.A new cold air comes with rain and snow to cool down, and the chill in the north aggravates the humidity and coldness in the south. Today (December 10th), a new strong cold air comes, and most parts of China will experience obvious cooling. The number of areas in the north that are below freezing point all day is increasing, and the chill is aggravated. The highest temperature in many places in the south will drop to single digits, accompanied by rainy, wet and cold feeling. At the same time, the range of rain and snow in China is still relatively wide today. The snowfall in the north will gradually decrease tomorrow and the rain in the south will continue and will gradually press south.

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