2024-12-14 11:10:37
Finance Minister of Canada: The government has never intended to hold shares in Air Canada for a long time.A number of A-share companies "lead wars for their children" and state-owned institutions have become important buyers. Recently, subsidiaries of a number of listed companies in the A-share market have launched capital increase and share expansion in order to obtain more financial support. According to the incomplete statistics of the Securities Times reporter, since November alone, more than 10 listed companies have issued relevant announcements on the introduction of strategic investors by subsidiaries, most of which are distributed in power equipment, pharmaceutical biology, basic chemical industry and other industries. It is worth noting that many of the strategic investors introduced by the subsidiaries of the above-mentioned enterprises are state-owned investment institutions. For this wave of "war-inducing" trend, people in the industry interviewed by reporters believe that due to the influence of relevant policies, listed companies have great resistance to spin-off and listing, which is an important reason for their subsidiaries to increase their capital and shares. Most of the targets that state-owned investment institutions choose to buy shares are new businesses or core businesses of hard-tech enterprises, which can not only ensure the safety of state-owned funds, but also obtain high premium returns in future IPO opportunities. (Securities Times)CFTC: Chicago corn bullish sentiment hit a 21-month high, CFTC: In the week of December 10th, the net long position of CBOT corn held by speculators increased to 165,890 contracts, a 21-month high. Net short position of CBOT wheat decreased. CBOT soybean net short position hit a four-week low, and soybean meal net short position hit a three-week low. Arabica coffee net bulls hit a four-week low. Turn bullish on raw sugar. ICE cotton net short position hit a three-week high. The net long position of fattening cows increased to 19,866 contracts, a record high in recent 13 years. The net long position of live cattle hit a five-year high. The net long position of orange juice hit a 21-month high.
Investors caught up in the "Musk Deal" are rewarded handsomely. One fund has even soared by 500%. Whether it is a Wall Street fund or a small short-term trader, as long as they dare to bet heavily on elon musk's business empire, they are expected to make a lot of money this year, because Donald Trump's victory in the US election has strongly boosted the wealth surge of the world's richest man. Musk's support for Trump during the campaign and his appointment to lead the new government efficiency department made his enterprises, including Tesla and unlisted unicorn companies SpaceX and xAI, hot assets. The market value of these companies has soared this year, pushing Musk's own personal wealth to exceed $400 billion. The closed-end fund Destiny Tech100 Inc.(DXYZ) is such a fund that caught the wind of Musk's trading. Since the November 5 election, the fund has soared by more than 500%. The fund invests in the shares of unlisted unicorn companies, and its latest declaration shows that as of the end of September, the bet on SpaceX accounted for more than one-third of its positions. Trump's victory prompted a large number of retail investors to flood into the fund, pushing its transaction price far beyond the valuation of its underlying assets, and the premium level rose to an eye-popping high.Italian President: The escalation of violence against civilians in Gaza is unacceptable. On December 13th, local time, Italian President Mattarella and Italian Prime Minister meloni respectively met with visiting Palestinian President Abbas in Rome. During the meeting, Italian President Mattarella said that the escalating violence against civilians, women and children in Gaza was unacceptable. Italy is committed to a real ceasefire in Gaza and hopes to realize the "two-state solution" immediately.Trump is considering abolishing some banking regulators. It is reported that Trump's transition team began to explore the possibility of significantly reducing, integrating or abolishing the top banking regulator. According to people familiar with the matter, in a recent meeting with the heads of potential banking supervision departments, Trump consultants and officials of the newly established government efficiency department raised a question, that is, whether Trump can withdraw the Federal Deposit Insurance Corporation (FDIC). The aides also asked the potential chairman of the FDIC and the nominee for the director of the Office of Monetary Supervision (OCC) whether deposit insurance can be deposited in the Ministry of Finance if the FDIC is cut.
A few ETFs in the U.S. stock market closed up, with semiconductor ETFs rising by more than 2.5%. This week, biotechnology ETFs fell by more than 3.3%, while optional consumer ETFs rose by more than 1.1%. On Friday (December 13th), semiconductor ETFs closed up by 2.51%, global technology stock index ETFs rose by 0.87%, technology ETFs rose by 0.43%, and optional consumer ETFs rose by 0.4%.Post Holdings is working with bankers to explore the merger with Lamb Weston.The previous crude oil futures 2401 contract closed up 2.01% at 552.70 yuan/barrel. Shanghai Gold closed down 0.90% and Shanghai Bank closed down 1.36%.