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2024-12-14 00:15:51

Barclays raised the target price of MicroStrategy from $275 to $515; BTIG Research raised the target price of MicroStrategy from $290 to $570, giving it a "buy" rating.There is still a worry about the imbalance between supply and demand. There is limited room for alumina futures to continue to fall. Since the intraday record of 5,540 yuan/ton on December 5, the main contract price of domestic alumina futures has started to fluctuate and fall, reaching a minimum of 5,077 yuan/ton on December 12, with the cumulative maximum decline exceeding 8%. According to industry insiders, the increase of alumina registered delivery brands and the sharp drop in overseas alumina spot quotations have led to the recent decline in alumina futures prices. Although the short-term news in the market is intertwined, the imbalance between supply and demand in the alumina market has not fundamentally improved, so there is limited room for the subsequent decline of alumina futures prices. (CSI)IBM and Illinois will cooperate with universities and industry to establish the National Center for Quantum Algorithms in Chicago.


Boeing shares rose 1.3% in the afternoon. In the news, Boeing said it plans to increase the production of 787 to 10 aircraft per month by 2026.Uruguay's GDP in the third quarter increased by 4.1% year on year.Boeing plans to increase the monthly output of the 787 to 10 by 2026. Boeing said on Thursday that it plans to increase the monthly output of the 787 Dreamliner wide-body passenger aircraft to 10 by 2026. The aircraft manufacturer plans to expand its operations in Charleston County, South Carolina, invest $1 billion to upgrade infrastructure and create 500 new jobs. Boeing has been working hard to restore the output of 787 aircraft to the level of 5 aircraft per month before the end of this year, but the obstacles in the supply chain have led to production delays.


The yield of 10-year treasury bonds approached 1.8%. On December 12, the bond market continued its strong market, and the yield of 10-year treasury bonds approached the important mark of 1.8%, and the short-term interest rate bonds appeared to make up the market. Analysts believe that the downside of the current policy interest rate is open, and the market interest rate may accelerate to a balanced low. At the same time, the market is gradually overdrawn, and the institution advises investors to pay attention to the allocation value of local government bonds and rationally arrange the trend investment opportunities at the end of the year and the beginning of the year. (SSE)BNP Paribas looks forward to 2025: The Federal Reserve is expected to stay put for the whole year, and the US yield will rise. The 2025 outlook report released by BNP Paribas on Thursday shows that the yield of US Treasury bonds is expected to rise, and under the strong dollar, it will reach parity against the euro. The bank predicts that with the entry into force of the tariff measures proposed by the incoming Trump administration, the US inflation rate will start to pick up from the middle of next year, prompting the Fed to remain inactive throughout 2025. Calvin Tse, the bank's head of macro strategy for the Americas, said that customers are advised to continue to allocate low US Treasury bonds next year, because they expect that inflation will accelerate from mid-2025 after the soft landing of the economy, and the yield of 10-year Treasury bonds will be 4.65% at the end of the year. Tse also said that inflation is expected to be higher and the Fed is more hawkish next year.Stenn Technologies, a financial technology loan company, has collapsed and most of its employees will lose their jobs. In early December, HSBC Holdings pushed the troubled trade finance company into bankruptcy.

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