When Trump came to power, ESG investors were disheartened. UBS Wealth Management believed that the concerns were exaggerated. UBS Global Wealth Management Department said that Trump's return to the White House was unlikely to weaken the reasons for ESG investment. Strategists including Amantia Muhedini said in customer reports that although traditional ESG stocks such as solar energy and wind energy were suddenly sold off after Trump won the election on November 5, the long-term demand for continuous investment in areas from renewable infrastructure to electrification will remain strong. "Aside from politics and geopolitics, the economic prospects of renewable energy, electrification and infrastructure are still attractive, and long-term demand is visible ... The fear of Trump's re-election may be exaggerated, and we have seen the value of specific market segments."Russian Defense Ministry: Ukraine used American-made missiles to attack Russian military airports. On the 11th local time, the Russian Defense Ministry reported that Ukrainian armed forces used six American-made army tactical missiles to attack the military airport in Taganrog, Rostov State. The falling of missile fragments caused personal injury, but no other serious losses were caused. Russia will respond to this attack. (CCTV)Mackler, Governor of the Bank of Canada: Canada has not experienced the typical widespread unemployment phenomenon during the recession for the time being. Most of the depreciation of the Canadian dollar is actually driven by the appreciation of the US dollar; The Canadian dollar has not changed much compared with other major currencies.
Apple or cooperated with Broadcom to develop AI server chips using TSMC's advanced process. According to The Information, Apple's cooperation with Broadcom this time is not complete design and production outsourcing in the traditional sense, but some key "chiplet" are provided by Broadcom. Core is a design method that modularizes the functions of the processor. Apple can combine multiple cores into a complete chip. This method not only simplifies the manufacturing process, but also effectively protects Apple's overall design secrets, even if the partners can't fully understand the chip architecture. It is reported that this processor code-named "Baltra" will be produced by TSMC in N3P process. N3P is an advanced manufacturing technology released by TSMC in April 2024, and it is expected to be applied to the processor of iPhone 17 Pro for the first time. This process technology has higher performance and energy efficiency advantages, and will provide strong support for AI servers.Market information: TPG co-founder David Bonderman died at the age of 82.The US Treasury auctioned four-month treasury bonds, and the winning bid rate was 4.240% (4.315% on December 4th), and the bid multiple was 2.83 (3.10 in the previous auction).
Market According to DownDetector, a network condition monitoring website, a user reported that Facebook and Instagram of Meta Platforms, Zuckerberg's "Metauniverse Company", had many failures.US Treasury Secretary Yellen: I hope that the next government will pay for extending the tax reduction policy.The UN Secretary-General called for a peaceful settlement of the Palestinian-Israeli conflict and the Syrian issue. On the evening of December 11th, local time, UN Secretary-General Guterres, who was visiting South Africa, made the latest statement on the Palestinian-Israeli issue and the Syrian issue, calling on the international community to take action to resolve regional conflicts and promote peace and stability. At the joint press conference with the South African Foreign Minister, regarding the Syrian issue, UN Secretary-General Guterres reiterated the need to safeguard Syria's territorial integrity and sovereignty and called on all parties to promote an inclusive political process. He said: "The Syrian conflict has lasted for many years, and now it is a critical moment for the international community to take collective action to achieve peace." He stressed that the Syrian people need an inclusive political dialogue to ensure a peaceful transition, and called on the international community to increase humanitarian assistance to protect civilians and key infrastructure. When talking about the Palestinian-Israeli conflict, Guterres expressed serious concern about the humanitarian crisis in the Gaza and condemned the actions that aggravated the conflict. He pointed out: "The Golan Heights is under illegal occupation, which not only violates international law, but also further worsens the regional situation." Guterres called on Israel to stop its occupation, guarantee the Palestinian people's right to self-determination, and resolve disputes through peaceful means to avoid more civilian casualties. (CCTV)
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14