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Barclays: There is a high degree of uncertainty in the US interest rate forecast in 2025. Based on the baseline prospect of a soft landing of the US economy in 2025, Barclays interest rate strategists predict that the yields of 2-year and 10-year government bonds will close at 3.75% and 4.25% respectively next year, and the yield difference between 2s10s will widen by about 50 basis points. According to the report, interest rate cuts should push interest rates down, while longer-term yields are under pressure from factors such as rising neutral interest rates, high interest rate volatility, inflation risk premium and net bond expansion. But the incoming Trump administration will bring "great uncertainty".The annual strategy of brokers in 2025 will present "three major consensuses". At the end of recent years, the annual strategies of major brokers in 2025 will be held intensively, focusing on the interpretation of the new year's market, the market trend next year and the discussion and judgment of the allocation direction. Generally speaking, brokers have shown a "consensus" in three major directions. The first consensus is that it is generally believed that the A-share market is expected to become an important place for global capital allocation. In this direction, Chinese and foreign institutions have reached a consensus. The second consensus is to give optimistic expectations for the A-share market in 2025. The confidence of the organization's optimistic expectations lies in the fact that the market sentiment has obviously recovered under the boost of a series of positive policies this year, and there is still room for boosting in the medium and long term perspective. The third consensus is reflected in the direction of industry allocation. The new quality productivity based on semiconductors and computing power, as well as the policy themes based on mergers and acquisitions and market value management, have become a common optimistic track for many brokers. (Securities Daily)British government: According to reports that commercial poultry in other places near Wharton, Norfolk are suspected to be infected with highly pathogenic avian influenza, the government decided to cull birds according to their clinical symptoms.

Altman, CEO of OpenAI: It is expected that new products in Europe will be delayed.Congressional Budget Office (CBO): In October and November 2024 (that is, the first two months of fiscal year 2025), it is estimated that the federal budget deficit will total $622 billion. This amount is $242 billion more than the deficit in the same period of the previous fiscal year.The partner promoted by McKinsey is the smallest in many years, and McKinsey will accept about 200 employees to join its partnership, which is the smallest in many years.

In order to step up military operations against Syria and expand its long-term strategic advantage, Prime Minister Benjamin Netanyahu said in a speech on the 8th that the drastic changes in the situation in Syria have brought so-called new opportunities and challenges to Israel. The so-called opportunity, according to the analysis of Israeli and Arab media, Israel is taking this opportunity to strengthen and expand its occupation and control of the temporary border areas between the two countries, even on the Syrian side, so as to gain greater strategic advantages over Syria and neighboring countries in the long run. Secondly, Israel can further attack the military targets in Syria and weaken the overall military strength of Syria. Thirdly, Israel believes that the drastic changes in the Syrian situation have objectively blocked Iran's way of providing assistance to Hezbollah, seriously weakened Iran's influence in the region, and helped it to further exert pressure on Hezbollah and Hamas armed forces in Gaza.The price and quantity of LCD panels have stabilized. The penetration rate of OLED market is expected to further increase. Since the fourth quarter, LCD panels (including TV panels, display panels, notebook panels and flat panels) have shown a trend of price and quantity stabilization. On December 8, Shanghai Qunhui Huashang Optoelectronics Technology Co., Ltd. released a report showing that the market demand brought by the "national subsidy" policy and the domestic and international promotion activities recovered better than expected, prompting the price of TV panels of all sizes to stop falling and stabilize in November. In addition, the prices of flat panels, monitors and notebook panels remain unchanged. Talking about the reasons why panel prices have stopped falling and stabilized recently, the researchers said that from the supply-side analysis, panel factories actively regulated the production rate of production lines, and capacity regulation brought supply and demand back to a balanced state again, thus slowing down the downward pressure on panel prices; On the demand side, although this year's trade-in policy is coming to an end, it is generally believed in the industry that the relevant subsidy policy is expected to be extended next year. In addition, combined with the positive factors such as overseas "Black Five" stocking, China's Spring Festival consumption boom, China's active listing of new energy-efficient models, and the hot sale of large-size high-end products, the panel market demand is expected to pick up.Barclays: There is a high degree of uncertainty in the US interest rate forecast in 2025. Based on the baseline prospect of a soft landing of the US economy in 2025, Barclays interest rate strategists predict that the yields of 2-year and 10-year government bonds will close at 3.75% and 4.25% respectively next year, and the yield difference between 2s10s will widen by about 50 basis points. According to the report, interest rate cuts should push interest rates down, while longer-term yields are under pressure from factors such as rising neutral interest rates, high interest rate volatility, inflation risk premium and net bond expansion. But the incoming Trump administration will bring "great uncertainty".