Warnick, chief financial officer of Robinhood, reduced his holdings of $6.02 million shares, and Jason Warnick, chief financial officer of Robinhood Markets Inc, reported an insider stock transaction to the US Securities and Exchange Commission, reducing his holdings of $6.02 million shares. Robinhood's share price has risen by 15% in the past month.Canadian Finance Minister: Several governors urged the government to make a strong response to Trump's tariff threat.Yin Xiyue stayed in the office for 30 minutes and then returned to her residence. (Yonhap News Agency)
Survey: Most Japanese companies expect Trump 2.0 to damage the business environment. According to a survey in Reuters, nearly three-quarters of Japanese companies expect Trump's second US presidency to have a negative impact on the business environment of Japanese companies. The reasons for concern include the planned tariff increase and trade tensions. The manager of a machinery manufacturer wrote in the survey: "It is difficult to predict his policies, which makes it difficult for our client company to make investment decisions"; Although 73% of the respondents said that Trump's second entry into the White House will not have a favorable impact on their business environment, the rest of the respondents expect a positive impact, including the expectation that domestic demand in the United States will expand through tax cuts, and energy and environmental policies may also be revised; When asked what measures they would take if Trump raised tariffs, two-thirds of the respondents said their business strategy was unlikely to change, 22% said they would cut costs, and 8% said they would work hard to expand their cultivation in markets outside the United States.He was sentenced to 12 years in prison for selling more than 80 classified documents to pay off gambling debts. Today, the Ministry of National Security announced two anti-espionage cases: when experts in the core scientific research field of a university went abroad for face-to-face signing, visa officials kept asking about the research progress and the source of project funds, which aroused the experts' vigilance and immediately reported to the school and state security organs. During the academic conference, the experts met with people from abroad, and the other side hoped to carry out "deep cooperation" by providing academic convenience as bait. In the end, the experts calmly responded and reported to the school as soon as they returned to China, which not only protected their personal safety but also effectively safeguarded the core secret safety. Li Moumou, the core secret-related personnel of an institution, is addicted to online gambling and owes huge gambling debts. In order to repay the debt, Li took the initiative to hook up with overseas spy intelligence agencies, took photos of more than 80 classified documents and sent them to the other party, collecting spy funds of more than 100,000 yuan. The state security organs detected the case in time, and Li was sentenced to 12 years in prison for espionage. There are obvious loopholes in the anti-espionage security work of Li's unit, and three responsible personnel have been punished by party discipline and government affairs. (CCTV)Guotai Junan: The long-term incremental "option" brought by humanoid robots is expected to help the valuation of the rare earth sector rise. When looking forward to the strategy of the rare earth sector in 2025, Guotai Junan said that the market had expected that with the slowdown in the growth of core demand power such as new energy vehicles and wind power in the future, the demand for rare earth markets is under downward pressure. However, we expect that the rising consumption of magnetic materials for new energy vehicles and the warming demand for wind power are still expected to support the basic demand growth, and the demand for equipment renewal that began to land in 2024 is expected to become a new driving force for rare earth demand. On the supply side, an orderly pattern of domestic supply has been established, with many overseas planning increments but slow actual volume, and continuous supply-side constraints. In addition, the long-term incremental "options" brought by humanoid robots are also expected to help the valuation of the plate rise.
Huatai Securities looks forward to the communication industry in 2025: embrace the trend of AI/ satellite industry and allocate core assets. When looking forward to the communication industry in 2025, Huatai Securities said that it is optimistic about three main investment lines: 1) Continue to embrace the industry trend, and with the progress of commercialization of AI computing chain and satellite Internet, we are optimistic about investment opportunities in related sub-sectors; 2) New quality productivity: low-altitude industries or the opening of provincial and municipal infrastructure construction, the domestic quantum communication industry is expected to go from 0 to 1, and the commercial aviation scene will be accelerated; 3) revaluation of core assets: with the improvement of market liquidity, leading enterprises with long-term competitiveness and performance toughness are expected to usher in opportunities for valuation improvement; In addition, the merger and reorganization of central state-owned enterprises is expected to promote more high-quality enterprises to complete the process of capitalization and play a positive role in the valuation of the sector.Market news: South Korean prosecutors summoned the Minister of Health to participate in the investigation.Market News: Australia and Papua New Guinea sign bilateral security agreement.