Most gold stocks in Hong Kong stocks strengthened, and Zhaojin Mining rose by over 5%. As of press time, Zhaojin Mining (01818.HK) rose by 5.47%, Lingbao Gold (03330.HK) rose by 5.09% and Shandong Gold (01787.HK) rose by 2.26%.50 Hong Kong stocks were repurchased by the company yesterday, with Tencent Holdings, Guangzhou Automobile Group and AIA having the largest amount of repurchase. On December 10th, a total of 50 Hong Kong stocks were repurchased by the company, and the amount of repurchase of 8 stocks exceeded HK$ 10 million. Among them, Tencent Holdings, Guangzhou Automobile Group and AIA have the largest repurchase amounts, with the repurchase amounts of HK$ 703 million, HK$ 64,988,500 and HK$ 62,310,000 respectively.Li Pengxin, the former deputy secretary of the Party Committee of Xinjiang Uygur Autonomous Region, was prosecuted. It was learned from the Supreme People's Procuratorate today (11th) that the case of Li Pengxin, the former deputy secretary of the Party Committee of Xinjiang Uygur Autonomous Region, was investigated by the National Supervisory Commission (NSC), and was appointed by the Supreme People's Procuratorate to be examined and prosecuted by the People's Procuratorate of Baoji City, Shaanxi Province. Recently, the Baoji Municipal People's Procuratorate has filed a public prosecution with the Baoji Intermediate People's Court. (CCTV News)
Argentine President Millay: Negotiations on a free trade agreement with the Trump administration will be launched next year. Argentine President Millay said in a national televised speech on December 10 local time that he plans to negotiate a free trade agreement with the newly appointed Trump administration of the United States next year, and promised to make Argentina more independent from MERCOSUR. After the historic trade agreement between MERCOSUR and the European Union last week, he criticized that MERCOSUR has become a "prison" for member States. "Our ultimate goal in MERCOSUR is to improve the autonomy of the members of this group to the rest of the world." Millay said, "In this spirit, our primary goal will be to start a free trade agreement with the United States next year." He also mentioned on the same day that Argentina plans to cancel capital controls next year.Guojin Securities: In 25 years or the first year of commercial mass production of humanoid robots, Guojin Securities said that Huawei's overweight body intelligence has become a new direction, which is expected to bring deterministic AI technology to domestic robot manufacturers and help domestic OEMs accelerate their rise. In 25 years or the first year of commercial mass production of humanoid robots, the domestic and international industries have resonated, and the humanoid robot industry has ushered in a period of rapid development and has plate investment opportunities. It is suggested to focus on the screw, reducer, torque sensor and domestic robot.Sora concept stocks fell, Huayang Lianzhong fell, Easy Point World, Fushi Holdings fell more than 8%, and Wanxing Technology fell nearly 5%.
Wei Shaojun, China Semiconductor Industry Association: The domestic chip design industry has returned to the double-digit high-speed development track. At the Shanghai IC Industry Development Forum 2024, Wei Shaojun, chairman of the IC Design Branch of China Semiconductor Industry Association, said that it is estimated that the domestic chip design industry sales in 2024 will be 646.04 billion yuan, an increase of 11.9% compared with 2023, returning to the double-digit high-speed development track, and the proportion of the global IC product market will be basically the same as last year. In terms of the distribution of industrial cities, Shanghai, Shenzhen and Beijing continue to occupy the top three cities in the scale of design industry this year. Among them, the scale of chip design industry in Shanghai has reached 179.5 billion yuan, which is further widened compared with that in Shenzhen. The scale of design industry in Wuxi has reached 67.82 billion yuan, surpassing Hangzhou and ranking fourth. In 2024, the number of chip design enterprises with sales exceeding 100 million reached 737.Shanxi Securities: The launch of new OpenAI products catalyzes the demand for low-orbit satellite to continue to accelerate. Shanxi Securities Research Report pointed out that 1) The "Open AI 12 Days" activity was held, and the official version of o1 &pro and the full version of ChatGPT pro o1 were released faster and more powerful than o1 preview, and they performed better in code, mathematics and writing, and still possessed the original ability of picture reasoning. With the marginal cost of training continuing to increase and cot reasoning computing power continuing to increase, the computing power demand in 2025 is real and may continue to exceed expectations. It is suggested that the current optical module, copper connection, power supply and liquid cooling should be switched to the low valuation of 2025 performance. 2) Amazon shows trn1 ultra cabinet products, and cloud manufacturer ASIC brings incremental demand for copper connection. Cloud manufacturers' self-developed ASIC will bring important demand increment for high-speed copper connection. At present, copper connection system component manufacturers are concentrated overseas, while bare wire supporting capacity is concentrated in China. 3) Last week, Yuanxin Qian Fan's third networking satellite was successfully launched in Taiyuan, and SpaceX mobile phones were directly connected to satellite networking for commercial use. The development of LEO satellite Internet is related to 6G standard discourse right, orbital frequency resources and the game of international air and space infrastructure powers, which is expected to force the launch of LEO constellation in China to accelerate again. Under the catalysis of continuous events, the relevant targets of the industrial chain are expected to usher in a certain performance contribution and drive the double-click market.The Syrian opposition and Kurdish armed forces reached a ceasefire agreement in northern Syria. The reporter was informed that in the early morning of 11th local time, Mazlum Abdi, commander of the Syrian Kurdish armed forces "Syrian Democratic Army" supported by the United States, said that under the mediation of the United States, "Syrian Democratic Army" had reached a ceasefire agreement with the Turkish-supported Syrian opposition armed forces "Syrian National Army" in Mambiji, northern Syria. The "Syrian National Army" has not confirmed this news. The "Syrian National Army" supported by Turkey has launched an offensive in Mambiji near the Turkish border in northern Syria in recent days. According to Turkish media reports, the Syrian National Army took control of Manbiji on the 9th. (CCTV News)
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14