Industry: The worry about the imbalance between supply and demand still exists, and 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)Qualcomm: CTO James Thompson will retire on February 3rd, 2025.Broadcom's adjusted net revenue in the fourth quarter was $14.05 billion, with an expected $14.08 billion. Broadcom's adjusted net revenue in the fourth quarter was $14.05 billion, with an expected $14.08 billion. The adjusted earnings per share in the fourth quarter was $1.42, and it was expected to be $1.39; Revenue in the first quarter is expected to be about $14.6 billion, and analysts expect it to be $14.61 billion.
Broadcom: The artificial intelligence semiconductor business will surpass other businesses.Goldman Sachs: We estimate that if the price of Brent crude oil falls to the range of more than $50/barrel by the end of 2025, the growth rate of shale oil supply in the United States will fall below 100,000 barrels per day in 2025, which in turn will push the price of Brent crude oil up by $8 per barrel in 2025.Fitch: It is estimated that the sales growth rate of food, beverage, tobacco and consumer goods will be in low single digits in 2025.
Morgan Stanley downgraded Wharf to low allocation with a target price of HK$ 20.Adobe(ADBE) closed down 13.69% after the release of the performance report, the worst one-day performance in two years, and the revenue guidance given by the company disappointed investors.Brazil's stock index closed down 2.67%, the biggest drop since January 2023 after the Brazilian central bank raised interest rates.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14