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Trump said that individuals or companies that invest more than $1 billion in the United States will get accelerated approval. US President-elect Trump wrote in a post on his social media Truth Social on Tuesday: "Any individual or company that invests more than $1 billion in the United States will get comprehensive and accelerated approval and permission, including but not limited to all environmental approvals." This is the latest sign that Trump intends to relax the supervision of federal agencies and attract more foreign investment during his second term.Haitong Securities: In 2025, the retail sales of home appliances terminals are expected to increase in volume and price. Haitong Securities reported in its research report on December 10th that the effect of the trade-in policy is remarkable. With the active actions of the central and local governments, the trade-in policy of home appliances is expected to continue in 2025. We judge that the retail sales of home appliances terminals are expected to increase in volume and price in 2025, and the domestic sales revenue of leading enterprises is expected to achieve steady growth. The average sales price of home appliances will increase significantly under the impetus of trade-in, and the profit margin of home appliance enterprises can be expected to increase. Under the downward trend of interest rates, the dividend yield of household appliances leading enterprises is still attractive. It is recommended that white and black electricity leading enterprises which have obviously benefited from the trade-in policy and have global competitiveness.The chief operating officer of BlackRock seeks to improve its technical and artificial intelligence capabilities. The chief operating officer of BlackRock, the world's largest asset management company, said on Tuesday that the company is looking for opportunities to expand its technical capabilities, including in the field of artificial intelligence. Rob Goldstein, chief operating officer of BlackRock, said in an interview at a conference in new york: "There are always some capabilities that can be improved."

Guotai Junan's annual strategy for innovative drugs in 2025: innovative pharmaceutical companies have accelerated into the harvest period, and the valuation has been at a historical low in the past five years. Guotai Junan said that the centralized purchasing policy has become stable, mature and normalized, and the marginal impact has weakened. Innovative drugs have gained policy inclination in the medical insurance negotiation. In the past two years, the policy has continued to promote pharmaceutical innovation, and the top-level design and local supporting chain support the development of innovative drugs. Commercial insurance is expected to bring new growth momentum to China's pharmaceutical market, and the overall industry trend is upward. At present, the trend of innovative drug industry is improving, the supply continues to accelerate, and a number of domestic innovative drugs are approved soon, which is expected to drive a new round of heavy volume. At the same time, the commercialization has achieved remarkable results and has occupied a dominant position in some sub-sectors. Pharma's performance continued to differentiate, and innovative drugs and just-needed drugs performed well. Biotech commercialization continues to increase, per capita yield continues to increase, the node of turning losses is approaching, and innovation ushers in the harvest period. Horizontal comparison: compared with overseas peers, the overall valuation of domestic innovative pharmaceutical companies is in a historically low range; Vertical comparison: the valuation of SW- pharmaceutical biology and SW- chemical preparations is at a historical low in the past five years, and it is expected that the valuation of subsequent sectors will pick up.Details of the life of the murder suspect of UnitedHealth Insurance Company surfaced. On Tuesday, Luigi Mangione, the suspect accused of shooting a senior executive of United Health, had a brief struggle with police officers and shouted angrily when he was taken to a court in Pennsylvania. Man Ghioni, 26, turned to a group of reporters and shouted, "... completely unsociable, insulting the wisdom of the American people!" And then pushed away by the police. It is not clear what he is referring to. On Tuesday, more clues about his possible motive gradually surfaced. According to the police, Man Ghione had a handwritten declaration when he was arrested, which can let people know his mentality. According to The New York Times, an internal report of the new york police, after analyzing the document, concluded that Man Ghioni believed that killing was a proper response to what he thought was corruption in the medical industry. It is reported that Mann Ghioni wrote in the manifesto: "These parasites deserve it". According to Mancini's friends, his social media posts and other news reports, Mancini suffers from chronic back pain, which limits his daily life. His profile on X-ray shows an X-ray background picture with screws and steel plates inserted into his lower back.Argentine President Millay: It will take four years to close the central bank. According to the video released by the media Infobae on Tuesday, Argentine President Millay said that it will take four years to close the country's central bank. Millay predicts that the economy will grow and inflation will fall next year. When asked about the possibility of closing the Argentine central bank in 2025, he said, "We don't have time. I have always said that it will take four years, and I have only been in power for one year. "

CITIC Securities: The logic of "grabbing exports" is expected to support the short-term performance of China's exports. According to the CITIC Securities Research Report, in November, China's exports maintained a certain growth rate, exports to emerging markets maintained a high growth rate, and exports of mechanical and electrical products performed brilliantly. In the short term, both CCFI index and SCFI index are on the rise, and the logic of "grabbing exports" is expected to support the short-term performance of China's exports. In the long run, if the United States imposes tariffs on China, China's export performance may be dragged down. However, based on the analysis of the import share structure of the United States, the European Union, Vietnam, Mexico and other economies, we can see that the current pattern of China's trade diversification has improved compared with the last round of Sino-US trade friction, and the trade between emerging markets and China has become closer and closer. The imposition of tariffs by the United States on China may affect the bilateral trade between China and the United States more, and domestic enterprises going to sea and re-exporting trade may still be effective ways to hedge the impact of US tariffs on China.Trump said that individuals or companies that invest more than $1 billion in the United States will get accelerated approval. US President-elect Trump wrote in a post on his social media Truth Social on Tuesday: "Any individual or company that invests more than $1 billion in the United States will get comprehensive and accelerated approval and permission, including but not limited to all environmental approvals." This is the latest sign that Trump intends to relax the supervision of federal agencies and attract more foreign investment during his second term.Huatai Securities: 600 million yuan of movie-watching consumption subsidies help the film to pick up. It is suggested to pay attention to the investment opportunities in the sector. Huatai Securities Research Report said that the National Film Bureau launched the "National Film Consumption Season for the benefit of the people" on December 9, and the "consumption season" will be from December 2024 to February 2025. A total of not less than 600 million yuan of movie-watching consumption subsidies will be invested; On the supply side, movies for the Spring Festival in 2025 are scheduled one after another, including Bears, Gods 2 and Legend of the Condor Heroes, etc., and the head players gather, so the box office for the Spring Festival in 2025 is expected to usher in a strong performance. Looking forward to 2025, both ends of supply and demand are expected to improve, and the fundamental inflection point of the cinema line plate will be pushed upward. It is suggested to pay attention to the investment opportunities in the plate.