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Fang Yi, Chief Strategy Officer of Guotai Junan: The conditions of "transformation cattle" in China stock market are forming four themes, focusing on mergers and acquisitions and self-control. Fang Yi, Chief Analyst of Guotai Junan Strategy, said at the main forum of Guotai Junan 2025 investment strategy that the bottom of China stock market has appeared, and the conditions of "transformation cattle" are forming; The key driving force of the market comes from the decline of risk-free interest rate and the boost of risk preference, and the economic expectation is expected to be revised up in 2025H2; The mid-line of the stock market is expected to get out of the N-rhythm. Theme recommendation: merger and reorganization/self-control/humanoid robot/self-consumption. 1) M&A and reorganization: the regulatory tolerance of cross-border M&A and acquisition of unprofitable assets has been improved, and we are optimistic about the traditional industry leaders who are the main enterprises of science and technology chain and benefit from the optimization of industry structure; 2) Self-control: global science and technology supply chain reconstruction, optimistic about the improvement of localization rate of advanced semiconductors/basic software; 3) Humanoid robot: mass production and application scenario expansion are accelerated, and key components such as dexterous hands/actuators are optimistic; 4) Self-satisfaction consumption: demographic changes have given birth to new consumption patterns, and we are optimistic about the high growth of secondary consumption/pet consumption.Hong Kong's IPO is expected to return to the top three in the world next year, and signs of recovery of Hong Kong's IPO are beginning to appear this year: Hong Kong's capital market has ushered in a strong wave of "listing in Hong Kong", from upstarts such as Horizon to giants such as Midea, SF Express, Hengrui, Haitian and Mao Geping, and many mainland enterprises have turned their attention to Hong Kong. Some institutions predict that Hong Kong is expected to return to the fourth place in global IPO financing this year and the top three in the world in 2025. "When I was in Hong Kong, I might have to see three or five companies a day. This is no exaggeration." Chen Yiting, chief executive of the Hong Kong Stock Exchange, said in an interview recently that "many market participants and investment bankers are quite optimistic about Hong Kong's IPO market in 2025." (Securities Times)Qualcomm: CTO James Thompson will retire on February 3rd, 2025.

Amco: agreed to buy 2,000 bitcoin mining machines from Canaan Creative Global.Brazilian Senate President Pacheco: I think it is possible for the House of Representatives and the Senate to approve the financial plan this year.Li Tie's case was pronounced in the first instance today. The Procuratorate of Xianning City, Hubei Province accused Li Tie of five crimes, including bribery, bribery by the unit, bribery by non-state staff and bribery of non-state staff. It is understood that today, the court will make a first-instance judgment on this case. At present, the police car escorting Li Tie has entered the Xianning Intermediate People's Court. (CCTV News)

Yuanda Jinghua Securities upgraded the rating of Taiwan Optoelectronic Materials to Buy with a target price of 660 yuan NT.Broadcom: Our company and Apple are in a commitment of cooperation for several years.US National Security Adviser Sullivan: I believe that the Gaza agreement may be reached soon. US National Security Adviser Sullivan said on Thursday that he believes that an agreement on a ceasefire and the release of hostages in Gaza may be reached soon, because Israel has indicated that it is ready and Hamas has shown signs of action.