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Shenzhen Stock Exchange: Focus on monitoring "*ST Tongzhou", whose stock price has been fluctuating abnormally recently. Shenzhen Stock Exchange: From December 9 to December 13, this Exchange took self-regulatory measures on 171 abnormal securities trading behaviors, involving abnormal trading situations such as intraday pulling up and suppressing, false declaration, etc. Focus on monitoring "*ST Tongzhou" with abnormal stock price fluctuation recently; A total of 9 major events of listed companies were verified, and 3 clues of suspected illegal cases were reported to the CSRC.Unitedhealth group, USA: The suspect in the executive shooting was not a corporate client. On December 13th, a spokesman for unitedhealth group said that Luigi Man Ghione, the suspect in the shooting of Brian Thompson, CEO of United Health Insurance Company, was not a corporate client. Andrew Vitti, CEO of unitedhealth group, expressed his condolences over Thompson's murder in a commentary and said that he understood the public's dissatisfaction with the "defective" health care system in the United States. Vitti said: "Health care is both a personal matter and very complicated. People don't fully understand the reasons behind the underwriting decision, and we are responsible for it. We need to work with employers, governments and other people who pay for medical expenses to improve the way we explain insurance coverage and make decisions. "The European Central Bank announced the change in the data release of the Emergency Anti-epidemic Bond Purchase Program (PEPP). The European Central Bank said that on December 5, 2024, the Management Committee approved the change in the data release of the monetary policy portfolio under the Emergency Anti-epidemic Bond Purchase Program (PEPP), because with the time to suspend reinvestment under the Emergency Anti-epidemic Bond Purchase Program (PEPP) at the end of 2024 approaching, the euro system will not be in the asset purchase program or emergency anti-epidemic for the first time since 2014. Predictable changes will ensure that the level of transparency provided by future published data remains appropriate. It is reported that the data of the Emergency Anti-epidemic Bond Purchase Program (PEPP) will be released once a month instead of once every two months to match the equivalent asset purchase program data series, and the series of historical monthly data since the launch of the program will be released. The release systems of emergency anti-epidemic bond purchase plan (PEPP) and asset purchase plan will be further aligned, including the release of retrospective and prospective redemption data of PEPP. The change will be implemented from January 8, 2025.

Analysis: Two major factors, disposal of non-performing assets and resolution of local debts, affect the total financial data. According to the analysis of market institutions, the financial data of the current month are greatly influenced by disposal of non-performing assets and resolution of local debts. The reform of financial institutions has been carried out in an orderly manner, and the disposal of non-performing assets of commercial banks has pressed the "acceleration button". According to industry insiders, the write-off of non-performing loans is only a bank accounting treatment, and the lending relationship between banks and enterprises has not changed, which does not directly affect the business activities of the real economy. In November, some non-performing loans were sold through packaging, transfer and sale, so that non-performing assets were listed as a whole. This part is not included in the scale of social financing, which will have a certain impact on the growth rate of social financing scale, but it will also not affect the financing relationship of the real economy. In addition, the intensity of localized debts has increased, and local governments may accelerate the replacement of debts in the short term, affecting the credit stock. It is understood that the Ministry of Finance has issued new local debt limits to all localities, and some provinces have started issuing them. At present, the total amount of special bonds issued by local governments in China has basically reached the planned annual issuance quota. According to market research, after the financing platform and other entities get the special debt funds, most of them will repay the debts in about 10 to 20 days, most of which are loans, so as to avoid "paying interest at both ends" of bonds and loans. It is estimated that nearly 250 billion yuan of local bond swap will be completed nationwide in November, and there will be a larger bond swap in December. According to industry insiders, for local governments, after the debt pressure is released slowly, it is more conducive to the development of the real economy, which is good for relieving the debt chain, smoothing the economic cycle and preventing risks, and has multiple positive effects. (The country is a through train)Bank of America: Investors poured into China stocks in recent weeks, and Bank of America strategists said that investors put money into China stocks again in the past week. In the week ending Wednesday, China equity funds received about $5.6 billion, the largest inflow in nine weeks, strategists such as Michael Hartnett quoted EPFR Global data as saying. He also believes that the first quarter of next year will be the entry point for non-US stocks. As investors have deployed a large number of positions for the rise in the yield of US dollars and US bonds, there is a risk of overshooting early next year. He believes that bonds, gold and international stocks are attractive under the assumption that persistent inflation forces the Fed to become more hawkish.Broadcom is developing customized AI chips with three large cloud customers. Broadcom's share price rose by more than 20% at the beginning, and its total market value rose to 1.02 trillion US dollars, ranking ninth in the US stock market. After the close of the US Eastern Time on Thursday, Broadcom announced a better-than-expected fourth-quarter financial report. Not only did the profit performance be better than expected, but Broadcom's artificial intelligence revenue more than tripled this year. Broadcom's AI revenue increased by 220% to US$ 12.2 billion this year. It is estimated that the revenue of AI products will increase by 65% in the first fiscal quarter of fiscal year 2025. The CEO of Broadcom revealed that he is developing customized AI chips with three large cloud customers. It is estimated that each customer will deploy 1 million AI chips in 2027.

Puyin AXA Fund: Zhang Jian is the new chairman of the company. On December 13th, Puyin AXA Fund announced that since December 13th, Zhang Jian has been the new chairman of the company, while Xie Wei, the former chairman, left his post on December 13th due to work arrangements, and there is no explanation for his transfer to other positions in the company.The import price of the United States rose for the second consecutive month. Due to the rising fuel cost, the import price of the United States unexpectedly rose in November, rising for the second consecutive month, and geopolitical tensions pushed up the fuel price. According to data released by the US Department of Labor on Friday, US import prices rose by 0.1% month-on-month in November, which was the same as that of last month. Economists had expected a drop of 0.2%. The US Department of Labor said that the main reason for the increase in import prices in the United States last month was the increase in fuel prices. Due to the increasing tension in the Middle East, the price of imported oil rose by 0.4% in November, after a cumulative decline of 12% from July to October. The data shows that non-oil prices rose by 0.2%.The Ministry of Commerce held a special meeting of the party group to emphasize the need to vigorously boost consumption. On the 13th, Minister of Commerce Wang Wentao presided over a special meeting of the party group to convey the spirit of studying the Central Economic Work Conference and to study, deploy and implement the work. The meeting stressed that it is necessary to vigorously boost consumption. We will intensify efforts to expand the scope, implement the trade-in policy for consumer goods, innovate diversified consumption scenarios, expand service consumption, and actively develop the first-round economy. It is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment. We will expand independent opening and unilateral opening in an orderly manner, steadily expand institutional opening, and promote the free trade pilot zone to improve quality and efficiency and expand the reform mandate. Efforts should be made to stabilize trade in goods and actively develop service trade, green trade and digital trade. We will deepen the reform of foreign investment promotion system and mechanism, steadily push forward the opening of service industry, expand the pilot projects in the fields of telecommunications, medical care and education, and continue to build the brand of "Investing in China". Promote high-quality joint construction of the "Belt and Road", deepen and improve the overseas comprehensive service system.