A-share evening hot topic | CSRC announced major news! The first batch of 500 billion yuan in convenience swap has been implemented.

Vladimir Putin signed a decree approving an updated version of Russia's nuclear doctrine. At the same time, Ukrainian media reported that Ukrainian forces had used American-made long-range tactical missile systems (ATACMS) to attack targets inside Russia for the first time.A facility in the Sk State.3. Global investors are starting to bet on Japan raising interest rates again. Major financial stocks are leading the way. Facing a strong US dollar pushing the Japanese yen to a "quasi-intervention point", global investors are cautiously betting on the Bank of Japan raising interest rates as soon as next month by buying Japanese financial stocks and shorting bonds. The reason for the caution is because the Bank of Japan's last interest rate hike three and a half months ago directly triggered a rapid unwinding of yen funding positions, leading to the global impact of the "Black Monday" event in the Japanese stock market. GMTEight has identified investment opportunities in the market that are drawing attention, including concepts of stake-holding, real estate, and autonomous driving. 1. Near 4-year high! 12 potential stake-holding stocks favored by institutions unveiled According to statistics, insurance funds have conducted 16 stake-holdings so far this year, involving 14 companies, reaching a new high since 2021. It was found that the sectors to which the aforementioned companies belong have always been the focus of insurance fund layout. Among them, Wuxi Huaguang Environment & Energy Group, Jiangsu Jiangnan Water, and CEVIA Enviro Inc. belong to the new efficiency sector; Wuxi Rural Commercial Bank and Jiangxi Ganyue Expressway belong to the deep-net sector; China Longyuan Power Group Corporation, Huaneng Power International, Inc. belong to the new energy sector; DYNAGREEN ENV, Anhui Expressway belong to the state-owned enterprise reform sector; Huadian Power International Corporation, China Tourism Group Duty Free Corporation, Shanghai Pharmaceuticals Holding, SHENZHEN INT'L belong to the core asset sector; China National Medicines Corporation belongs to the medical reform sector. In addition, the following sectors are also worth paying attention to: 2. Real estate | Shenzhen: It was clarified that starting from December 1, 2024, the standards for ordinary housing and non-ordinary housing will be cancelled. 3. Autonomous driving | Li Yanhao: Baidu's sixth-generation autonomous vehicle RT6 has a cost of 25,000 yuan per unit. In terms of positive aspects, GMTEight suggests paying attention to Boe Technology Group's plan to repurchase shares, etc. Regarding negative announcements, it is important to pay attention to risks signaled by Daqian Ecology & Environment Group which has been on a continuous rise. Positive Announcements: 1. Boe Technology Group: Plans to repurchase shares not exceeding 1 billion yuan. 2. Hangjin Technology: Subsidiary Changsha Shaoguang plans to increase capital and introduce strategic investors. 3. Nantong Jianghai Capacitor: New product launch of solid stacked polymer capacitors MLPC. 4. Tianjin Jiuri New Materials: Controlled subsidiary's project with an annual output of 4,500 tons of photoresist inaugurated. 5. Glory View Technology: Signed a 409 million yuan contract for the computing power business. 6. Ningbo Solartron Technology: Signed a contract with the Institute of Physics of the Chinese Academy of Sciences to jointly participate in the development of solid-state battery composite film. 7. Guangzhou Great Power Energy and Technology: Plans to invest 5 billion yuan to build a research and development base for energy storage projects. Negative Announcements: 1. Daqian Ecology & Environment Group, which has been on a continuous rise, faces the risk of high turnover rate. 2. Guangxi Yuegui Guangye Holdings, with 9 consecutive rises, currently has no business related to solid-state batteries or customers. 3. Guangdong Dongfang Precision Science & Technology, with 4 consecutive rises, had one of the actual controllers, Tang Zhuolin, selling about 0.56% of the company's shares on November 19. 4. Fine Made Microelectronics Group: The controlling shareholder was fined 4.2 million yuan for illegal information disclosure and transferring shares within the restrictive transfer period. 5. Suqian Unitech Corp.: Shareholders plan to reduce their holdings by no more than 3% of the company's shares. 6. Lionhead Technology Development: Shareholders plan to reduce their holdings by no more than 3% of the company's shares. This article was reprinted from "Tencent Stocks", edited by GMTEight: Xu Wenqiang.