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The Japanese yen faces new risks. Strategists worry that the Bank of Japan may wait until March or later to raise interest rates. A new risk is emerging for the Japanese yen. Foreign exchange strategists in Tokyo warn that the Bank of Japan may wait until March or later next year to raise interest rates. On Wednesday, the market tasted this danger, and the yen fell to its lowest level in more than two weeks as traders responded to a Bloomberg report that the Bank of Japan is known to think that it is no harm to raise interest rates later. The yen only fell to 152.82 against the dollar, and the market is still debating whether the Bank of Japan will take action at its next meeting on December 19 or about a month later. Shusuke Yamada, head of Japan's foreign exchange and interest rate strategy at Bank of America in Tokyo, said that if policymakers put off raising interest rates for a longer time, the situation would be very different. "If the interest rate hike is postponed until March, the yen carry trade is likely to make a comeback," Yamada said on Thursday. "The yen is likely to fall again to a level just below the 157 mark hit in 155 or November."In the first ten months, Jiangsu's ship exports exceeded 60%, ranking first in the country. According to Nanjing Customs statistics, from January to October this year, Jiangsu exported 85.84 billion yuan of all kinds of ships, ranking first in the country in terms of export scale, with a year-on-year increase of 63.2%. The exports of three main ship types, namely, tankers, container ships and bulk carriers, increased by 179.5%, 91% and 16.2% respectively.The Nikkei 225 index closed up 1.21% at 39,849.14.

Enterprise IT Expenditure Survey: Google Cloud is expected to be the first choice for 50% of the respondents. Tae Kim, a science and technology columnist, wrote that according to a recent survey, Google Cloud has risen rapidly in the enterprise AI expenditure competition and may become the winner. According to the 2025 CIO survey released by Piper Sandler, 81 CIOs were asked about their budget priorities in different suppliers and technical fields. According to the survey, 87% of CIOs surveyed expect to increase the IT budget in 2025, which is the highest proportion of the survey since 2020. In this survey, the status of Google Cloud has risen significantly, surpassing Microsoft and OpenAI to become the "most strategic" AI supplier, with a support rate of 27%, a significant increase from 15% six months ago. Relatively speaking, Microsoft's support rate dropped from 33% to 24%. When asked which cloud company they plan to use to test or implement AI projects next year, 50% of the respondents chose Google Cloud, making it the top AI infrastructure provider. In addition, Harsh Kumar, a Piper semiconductor analyst, pointed out that these results are also beneficial to Invista, because all cloud companies are the main buyers of AI chips in NVIDIA. Kumar estimates that the entire AI chip market will have more than $500 billion in business opportunities by 2028.Zhongzhiwei Technology completed tens of millions of yuan financing. On December 12th, Nanjing Zhongzhiwei Information Technology Co., Ltd. (Zhongzhiwei Technology) completed tens of millions of yuan B1 financing, which was jointly invested by Guangzhou Baiyun Financial Holding Group Co., Ltd. and Beijing Hongfeng Private Equity Fund Management Co., Ltd. This round of financing funds will be used for iterative application of AI+ network security products, breakthrough in key industry landing scenarios and market channel construction. Zhongzhiwei Technology is a solution provider of "city-level data+digital security operation", and has launched a series of new platform-based network security products around AISecOps (artificial intelligence security operation).The Global Ecosystem and Transformation Center jointly established by the Ministry of Finance and the World Bank, and the China-World Bank Group Global Ecosystem and Transformation Center jointly established by the Ministry of Finance and the World Bank, with the theme of ecological protection, conforms to the new needs of the times to meet global challenges and is a new achievement of cooperation between China and the World Bank in the new era. At the launching ceremony, Lan Foan, Minister of Finance, said that China adhered to the concept of "Lucid waters and lush mountains are invaluable assets" and further promoted the three major defense wars of blue sky, clear water and pure land. Over the past decade, the central government has invested nearly 6 trillion yuan to fully guarantee the construction of beautiful China. The "gold content" of China's ecological environment has improved significantly, and the "green content" of its development has increased significantly. (CCTV News)

China Merchants Securities: Hisense's household appliances are obviously underestimated, and the safety cushion is thick, and it is rated as "strongly recommended". China Merchants Securities Research Report pointed out that the growth rate of Hisense's household appliances (000921.SZ) slowed down, showing the first year-on-year decline in nine quarters since 22Q3, and the market confidence was weak. The company is obviously underestimated, and the safety mat is thick. Looking horizontally, in 2025, the valuations of Hisense, Midea and Haier will be 10/13/13 times; Historically, the company's share price has been deeply adjusted since May this year, and the current valuation is at a lower level since the 22-year reform. Referring to the global valuation system, the steady-state PE hub of johnson controls/Carrier/Trane is 30/25/20 times, which is higher than the valuation of white power enterprises represented by Whirlpool and Electrolux. Hisense household appliances, as the standard of A-share central air conditioning, should enjoy a higher valuation than white power companies. The improvement of the company's bottom management promotes efficiency and cost reduction+the global operation competitiveness is constantly strengthened+the company's leading position is stable under the background of domestic substitution of central air conditioning, and it continues to be firmly optimistic about the company. It is estimated that the company's revenue will increase by +8%, +9% and +10% from 2024 to 2026, and its performance will increase by +15%, +14% and +16% respectively. Give a "strongly recommended" rating.Zelensky's office stated that it was ready to negotiate with Russia. Mikhail Podolyak, adviser to the director of Ukrainian President Zelensky's office, said in an interview with Channel 24 that Kiev was ready to negotiate with Russia. He pointed out that simple solutions should not be expected, and Ukraine needs just peace conditions. Earlier, Kremlin spokesman dmitry Peskov said that Russia was willing to negotiate with Ukraine provided that the conditions proposed by Russian President Vladimir Putin were met. The conditions mentioned include the complete withdrawal of Ukrainian troops from new Russian regions and Ukraine's neutrality.In the latest centralized purchase of sitagliptin tablets, the price dropped to less than 20 cents per tablet, with a drop of over 90%. The reporter learned at the scene of the tenth batch of drug centralized purchase that more than 30 companies bid for sitagliptin, which is known as the largest variety in this centralized purchase, including Huahai Pharmaceutical, Kelun Pharmaceutical, Zhengda Tianqing, tonghua dongbao, Zhejiang Pharmaceutical, Jiudian Pharmaceutical, Shiyao Ouyi, Chenxin Pharmaceutical and many other companies. Judging from the bidding results, the lowest bid price among enterprises has dropped below 0.2 yuan per piece, which is more than 90% lower than the limit price. Statistics show that in 2023, the sales of this product in the terminals of public medical institutions in China exceeded 2 billion yuan, and the sales of Merck, the original research manufacturer, accounted for more than 90%, so there is a large room for the replacement of generic drugs. The quotation of Meradong in this collection is about 7.37 yuan per piece. (science and technology innovation board Daily)