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Broadcom: The artificial intelligence semiconductor business will surpass other businesses.Zou Lan, Director of the Monetary Policy Department of the Central Bank: A moderately loose monetary policy orientation has enhanced the coping capacity and space of monetary policy. The Central Economic Work Conference that ended yesterday released a series of positive signals. The relevant person in charge of the Monetary Policy Department of the People's Bank of China said that the Central Economic Work Conference changed the orientation of monetary policy from "moderate" to "moderately loose" next year, and made it clear that more active and promising macro policies would be implemented, highlighting the determination of policies to promote economic recovery. Zou Lan, director of the Monetary Policy Department of the People's Bank of China, said that the implementation of moderately loose monetary policy is also the embodiment of countercyclical adjustment. At present, the adverse effects brought by changes in the external environment have deepened, and China's economic operation still faces many difficulties and challenges. The moderately loose monetary policy orientation has enhanced the ability and space for monetary policy to cope. (CCTV News)Reminder: Please pay attention to it during the day (the following are all Beijing time). ① At 07: 50, the outlook index of large-scale manufacturing industry in Japan in the fourth quarter is short-sighted; ② At 10: 35, Hunter, Assistant Chairman of Reserve Bank of Australia, made a speech; ③ 15:00 UK merchandise trade account for October; ④ At 16: 00, Villeroy, Governor of the European Central Bank and Governor of the Bank of France, made a speech; ⑤ 17:00 Speech by Robert Holzmann, ECB Management Committee; 6. At 18: 00, the Bundesbank announced the semi-annual forecast report, and the industrial output of the euro zone in October; ⑦ 19:00 Speech by Mario Centeno, ECB Governing Committee and Governor of Portuguese Central Bank; 8: 21: 30 US import price index in November.

Fang Yi, Chief Strategy Officer of Guotai Junan: The conditions of "transformation cattle" in China stock market are forming four themes, focusing on mergers and acquisitions and self-control. Fang Yi, Chief Analyst of Guotai Junan Strategy, said at the main forum of Guotai Junan 2025 investment strategy that the bottom of China stock market has appeared, and the conditions of "transformation cattle" are forming; The key driving force of the market comes from the decline of risk-free interest rate and the boost of risk preference, and the economic expectation is expected to be revised up in 2025H2; The mid-line of the stock market is expected to get out of the N-rhythm. Theme recommendation: merger and reorganization/self-control/humanoid robot/self-consumption. 1) M&A and reorganization: the regulatory tolerance of cross-border M&A and acquisition of unprofitable assets has been improved, and we are optimistic about the traditional industry leaders who are the main enterprises of science and technology chain and benefit from the optimization of industry structure; 2) Self-control: global science and technology supply chain reconstruction, optimistic about the improvement of localization rate of advanced semiconductors/basic software; 3) Humanoid robot: mass production and application scenario expansion are accelerated, and key components such as dexterous hands/actuators are optimistic; 4) Self-satisfaction consumption: demographic changes have given birth to new consumption patterns, and we are optimistic about the high growth of secondary consumption/pet consumption.Broadcom said that the company focuses on the application of cash to repay debts.Market News: The Israeli security cabinet said it would hold a meeting on Sunday to discuss the security development in the West Bank.

China's agricultural science and technology strength ranks first in the world, China's agricultural science and technology papers rank first in the world, China's agricultural science and technology papers rank first in the world, and China's agricultural patent competitiveness index ranks first in the world for the first time ... On December 12, 2024, the China Agricultural and Rural Science and Technology Development Forum and the conference on global agricultural research hotspots and scientific and technological competitiveness achievements were held in Beijing. At the meeting, the results reports of think tanks such as "2024 China Agricultural Science and Technology Papers and Patent Global Competitiveness Analysis" were released, and a group of bright data conveyed the vigorous trend that China's agricultural science and technology strength continued to rank first in the world.Seiko Technology: It has cooperated with a number of aerospace (low-altitude) enterprises. Seiko Technology (002006) recently said in an institutional survey that the company has cooperated with aerospace (low-altitude) enterprises such as Yiweite, Jieyi Technology and Shenzhen Collaborative Innovation to expand the application of new carbon fiber composite materials and vigorously develop low-altitude economic industries. In the future, the company will continue to deepen, consolidate and iterate the advantages of independent innovation and intelligent manufacturing of carbon fiber equipment in the whole industrial chain, enter the production of carbon fiber composite products as soon as possible by improving the company's precision processing ability and cooperating with enterprises with mature technologies, and vigorously develop the aerospace economic industry, compete for new tracks and build new engines through the brand-new development model of "equipment leading, material collaboration and application support".Central Bank of Peru: Future interest rate decisions will depend on inflation data and its determinants.