Russian central bank: Russia's current account surplus in November was $3.2 billion.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.Bank of America Securities lowered the Adobe target price from $640.00 to $605.00.
Analyst: The interest rate of the European Central Bank will be pushed to the low end of the neutral range. Marchel Alexandrovich, an economist at Saltmarsh Economics, said that the European Central Bank cut interest rates by 25 basis points again, which is the fourth time in this easing cycle. The monetary policy statement reiterated that the Committee would not commit to a specific interest rate path in advance. However, the new forecast shows that the core inflation rate is 1.9% in 2026 and 2027, which indicates that interest rates may continue to push to the low end of the neutral range.Indian government sources: negotiations on a free trade agreement between India and Britain will begin at the end of January next year.Xinxuan Group: The sales volume of the "Xin Huo Plan" is nearly 2 billion yuan, and Xinxuan Group disclosed the sales data of the live broadcast of the "Xin Huo Plan" in Shanxi Station. Statistics show that the two live broadcasts brought a total of 3.67 million orders, helping Shanxi specialty products with sales exceeding 180 million yuan to go nationwide. It is understood that this activity is guided by the Shanxi Provincial Department of Commerce. According to the disclosure, Xinxuan Group's "Xin Huo Plan" went to the whole country to carry out a number of live broadcast activities to help farmers, with sales of nearly 2 billion yuan. In addition, Xinxuan Group has donated a total of nearly 400 million yuan to the society. (Sina Technology)
The tank 500Hi4-Z started the pre-sale. Recently, the tank 500Hi4-Z officially started the pre-sale with a pre-sale price of 379,800 yuan. Different from the products released by tanks before, 500Hi4-Z belongs to the first pan-off-road product of tank brand, which is positioned in medium and large luxury electric hybrid SUV."39 people were pardoned and nearly 1,500 people were commuted", White House: Biden announced "the largest single-day commutation action in modern history", CBS, NBC and other media reported that the White House issued a statement on the 12th local time, saying that US President Biden announced that he would pardon 39 Americans convicted of non-violent crimes and commute the sentences of nearly 1,500 people who were released at home during the COVID-19 epidemic. According to the White House statement, this move represents "the largest single-day commutation action in modern history" in the United States. According to the statement, Biden said that he will take more relevant measures in the next few weeks and will continue to review petitions for pardon and commutation. (World Wide Web)ECB: The appropriate monetary policy stance will be determined by data dependence and successive meetings. Inflation prospect, core inflation and its transmission will determine the interest rate path.
Strategy guide 12-13
Strategy guide
12-13