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Arun Matheswaran Wraps Schedule of DC With Lokesh Kanagaraj and Wamiqa Gabbi_我的网站

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一 | Filmmaker Arun Matheswaran has officially wrapped the schedule of his upcoming film DC, marking a key milestone for one of the most talked about projects in Tamil cinema. The director, known for his atmospheric storytelling and rugged visual sensibilities, announced the update on his social media, sending fans of both his work and that of Lokesh Kanagaraj into an eager tizzy.Arun Matheswaran completes filming on his ambitious new dramaDC brings together two of the industry's most distinctive creative voices, this time on opposite sides of the camera. Lokesh Kanagaraj, celebrated for his craft as a director and fresh off the mammoth success of Coolie headlined by Rajinikanth, steps into a full-fledged lead role for the first time. The film takes its title from its principal characters Devadas and Chandra. Wamiqa Gabbi plays Chandra, marking her return to Tamil films in a performance that is already being touted as a stylish pivot for the actor.The project is backed by Sun Pictures who collaborate with Lokesh for the second time following Coolie. With the banner ramping up its slate with star driven spectacles, DC arrives as an intriguing mix of new territory for its leads and a continuation of Arun's increasingly ambitious directorial trajectory. View this post on Instagram A post shared by Arun Matheswaran (@thatswatitis) A striking star cast with a seasoned technical crewThe film's world is being shaped by a strong technical lineup. Mukesh G serves as director of photography and is expected to bring the brooding tonal palette he has become known for. GK Prasanna steps in as editor while S Kannan handles production design that is likely to give DC its textured, lived in aesthetic. The stunt choreography is helmed by PC Stunts who have consistently delivered high impact action blocks for some of the biggest titles in the South.Arun Matheswaran last directed Captain Miller starring Dhanush, which hit theatres in 2024 and cemented his position as a filmmaker who blends scale with sharp narrative edges. His move to DC signals a creative continuation, though this time with the added spotlight of guiding Lokesh Kanagaraj in his first major acting outing. Wamiqa Gabbi, who has swiftly become a pan Indian presence, was most recently seen in Bhool Chuk Maaf. She is currently awaiting the release of multiple Hindi projects including Pati Patna Aur Woh Do, Bhooth Bangla, Tiki Taka, and Genie. With DC, she adds yet another varied character to her growing roster of performances.Lokesh, meanwhile, carries only minimal on-screen experience despite his formidable directorial fame. Apart from a cameo in Vijay's Master and a brief appearance in Shruti Haasan's music video Inimel, he has remained largely behind the camera. DC is set to change that narrative entirely and industry watchers are keen to see how he translates his creative energy into a leading role.With filming now wrapped, anticipation shifts to the next wave of updates. For fans of Arun, Lokesh, and Wamiqa, DC is shaping up to be one of the most exciting releases on the horizon.Also Read: Sonu Sood, Wamiqa Gabbi and More Lend Support to IndiGo Ground Staff Amid Chaos。

原标题：节后行情怎么走，机构这样说。全球流动性收紧预期升温，LPR仍有调降可能。四季度稳增长板块或有机会数据是个宝数据宝炒股少烦恼8月以来，连续四次国常会部署稳经济措施，政府稳增长决心凸显。下半年，货币政策及政策性金融政策仍有空间支撑。关键词1：宏观经济西部证券：下半年GDP回升至4%左右2022年上半年，GDP同比增长2.5%，较2021年经济增速8.1%明显放缓。8月以来，全国多省市出现疫情、传播面较广。随着秋冬季到来，疫情发展仍有不确定性。不过，机构仍看好下半年中国经济回到正常轨道。西部证券表示，预计下半年GDP增速回升至4%左右，全年经济增速3.3%左右。猪肉价格上涨推动CPI同比增速上行；但是全球经济增速放缓和美联储持续加息给全球大宗商品带来下行压力，PPI同比增速回落。预计全年CPI增速回升至2.3%，PPI增速回落至4.6%。关键词2：财政政策光大证券：增量工具可填补2.2万亿资金8月31日召开的国务院常务会议，听取稳住经济大盘督导和服务工作汇报，部署充分释放政策效能，加快扩大有效需求。作为稳增长的重要抓手，在基建投资方面，会议表示重点是充分利用政策性开发性金融工具。

二 | 此前国常会提出，在3000亿元政策性开发性金融工具已落到项目的基础上，再增加3000亿元以上额度。同时依法用好5000多亿元专项债地方结存限额。光大证券测算，两项增量工具可以填补1万亿元的财政资金缺口，叠加前期各类增量工具，预计可填补资金共计2.2万亿元，基本补足全年财政资金缺口。而随着疫情缓解、地方压力缓解，下半年基建项目将在资金支持下集中赶工。从项目端、资金端、落地端看，下半年基建增速有望维持高位、甚至续创新高；中性情形下，今年全口径的基建增速有望达到10%以上。关键词3：货币政策渤海证券：下半年调降LPR仍有可能近期人民币的贬值压力凸显，截至9月7日，美元兑人民币汇率一度达到6.98，主要源自中美货币政策目标的差异导致现阶段中美货币政策的背离，即美联储抑制通胀目标下，尚处于加息周期，目前9月加息75bp的概率是78%（截至9月8日），大幅加息预期仍在；而国内货币政策在经济下行压力下仍以支持实体经济为首要目标。早前央行副行长刘国强表示，将“引导金融机构将存款利率下降效果传导至贷款端，以降低企业融资和个人信贷成本”，以及对当前中国货币政策空间较为充足的表述，渤海证券预计贷款市场报价利率仍有下行空间，下半年调降LPR仍有可能。关键词4：市场资金中航证券：外资流出压力或将有所加大近期，市场对全球流动性收紧的预期持续升温，截至9月9日，市场对美联储在9月21日的会议上加息75个基点的预期已达到86%。联邦基金利率或在未来六个月达到3.75%-4%左右的峰值，并保持在这个水平一段时间。随着加息的持续以及9月份美联储资产负债表收缩的加剧，10年期美国国债收益率可能再次逼近6月中旬触及的3.5%的高点。将对全球股市造成一定压制。另外，美联储鹰派加息立场支撑美元上行，年初至今美元指数已上涨13.96%。上周美元指数更是一度突破110高点，刷新近20年高点。

三 | 美元指数连续飙升对应非美元货币持续调整，一些发展中国家面临货币大幅贬值压力。

四 | 当前，中美名义利差已明显倒挂，人民币贬值压力有所上升。

五 | 全球避险意识升温下，今年国内债券市场资金流出较为明显，中债数据显示，截至7月，境外机构在国内的债券持有量已连续6个月下降。但我国央行偏宽松的操作以及疫情反复、内需疲弱之下的低风险偏好依然支撑我国债券市场走强。股市方面，中航证券认为A股北上资金虽然7月以来也出现一定的资金流出压力，但年内总体上仍以波动为主。未来一段时间，在全球资金避险情绪继续升温的影响下外资流出压力或将有所加大。但美联储大概率已处于鹰派顶点，对应美元流动性收紧对人民币汇率的冲击可能也将见顶，中航证券预计后续国内经济基本面的变化对人民币汇率的影响权重将抬升。

六 | 国内疫情形势和基本面表现预计将是后续影响国内债市和A股的主要因素。关键词5：行业机会中泰证券：把握四季度“暖冬行情”的布局期四季度国内稳增长政策接力，内松外紧或进一步强化。稳增长动力预计更强，在出口方面支撑有限的情况下，年底政策基调预计将再度重申稳增长，进而对宏观经济大盘及A股形成利好。今年以来，虽然海外经济降速，但中国凭借输出通缩，对外出口始终保持韧性。但在持续的通胀和加息之下，海外需求总量的下滑难以避免。

七 | 因此探寻下半年稳定经济增长的核心或在于尚有发力空间的国内积极政策近期8月24日召开的国常会推出稳增长19条，财政和基建依旧是主要抓手，对于地产的支持态度更加明确，预计后续仍将延续稳增长政策。

八 | 就布局A股暖冬行情而言，中泰证券建议关注以下主线：主线一：泛能源领域，新旧能源均存在机会。新能源上重视细分景气，后续分化或进一步加剧。如受益于原材料成本下行的风电、强政策支持的大储能板块等；传统能源上，或存在季度级别的周期股主题投资机会，需密切关注能源价格与供给端的变化，如伊朗核协议、欧洲天然气危机等，期待下半年的业绩预期驱动下的估值提升。主线二：重视高端，就进攻角度而言，科创板解禁后的“造富效应”以及基数效应将驱动下半年核心城市地产、高端消费等数据同比明显改善，配合框架内的宽松政策导向，驱动市场经济复苏预期持续，建议配置：核心城市地产及后周期、高端可选消费等，就防御角度而言，上述板块估值相对处于低位。其他主线：如猪周期与粮食周期向上驱动的农业板块投资机会、科技股建议重视下半年中美科技摩擦加大以及政策持续加码的国产替代方向、金融股建议重视注册制全面改革政策落地驱动的券商投资机遇、医药股建议重视未来可能参与医保谈判的底部反转机会等。

九 | 声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。

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