Today, there is a wave of daily limit in the two major outlets. "No bean bags, no AI." With the continuous fermentation of the concept of bean curd in A-shares, some investors shouted such a slogan. Bean bag+toys, bean bag+advertising and marketing, bean bag+data, bean bag+computing power, bean bag+headphones ... Haitian Ruisheng, Runxin Technology, Shengguang Group and other concept stocks have caused continuous market pursuit. This morning, the concept of bean curd became active again, and the AI application end and hardware end of bean curd rose together. Lexin Technology, Zhongke Lanxun, Juxin Technology and Hengxuan Technology, which are known as the "four little dragons" of end-side AI SOC (system on a chip), rose collectively in intraday trading. Runze Technology, a computing stock, rose more than 16%, and its share price reached a new high. In addition, this morning, the market paid more attention to the concept of starting economy, and the exhibition and IP economy sectors rose. The ground element fashion gap opened higher, and it didn't take long for the daily limit to open. The reason is that Shanghai Disu Fashion Co., Ltd. was listed in the "2023 Shanghai First Economic Leading Brand List" published at the end of last year. (CSI)"Black Myth: Wukong" won two TGA awards and is competing for the best game of the year. On December 13th, the reporter learned that at the TGA(The Game Awards)2024 award ceremony, the domestic game "Black Myth: Wukong" won the best action game and the player's voice award, and the best game award is in the competition. Jiang Baicun, the director of the planning of Black Myth: Wukong, said in his acceptance speech: "It is a great honor to win this award. First of all, I want to thank every player. It is your support that makes such an oriental myth about courage and wisdom shine on such a stage. I also want to thank the organizers for not setting up an' air wall' during my coming to power." (Dahe Finance Cube)Bee Assistant: Preliminary negotiation with bean bag on smart devices. At present, the related products have not been launched to the market. Bee Assistant said on the interactive platform on December 13th that the company had preliminary negotiations with bean bag owned by ByteDance on smart devices, but the related products have not yet been launched to the market.
Today, there is a wave of daily limit in the two major outlets. "No bean bags, no AI." With the continuous fermentation of the concept of bean curd in A-shares, some investors shouted such a slogan. Bean bag+toys, bean bag+advertising and marketing, bean bag+data, bean bag+computing power, bean bag+headphones ... Haitian Ruisheng, Runxin Technology, Shengguang Group and other concept stocks have caused continuous market pursuit. This morning, the concept of bean curd became active again, and the AI application end and hardware end of bean curd rose together. Lexin Technology, Zhongke Lanxun, Juxin Technology and Hengxuan Technology, which are known as the "four little dragons" of end-side AI SOC (system on a chip), rose collectively in intraday trading. Runze Technology, a computing stock, rose more than 16%, and its share price reached a new high. In addition, this morning, the market paid more attention to the concept of starting economy, and the exhibition and IP economy sectors rose. The ground element fashion gap opened higher, and it didn't take long for the daily limit to open. The reason is that Shanghai Disu Fashion Co., Ltd. was listed in the "2023 Shanghai First Economic Leading Brand List" published at the end of last year. (CSI)Institution: In the third quarter, the price and shipment of the large-capacity enterprise-level solid-state disk industry rose simultaneously. According to the latest survey of TrendForce Jibang Consulting, the strong demand for AI applications continued to drive the growth of the Enterprise SSD industry in the third quarter of 2024. As the supplier's shipment could not meet the market demand, the price rose, pushing up the overall revenue of the industry by nearly 30%. Due to the arrival of NVIDIA (NVIDIA) H series products, and the peak demand for Training AI Server, especially the strong demand for large-capacity products, the overall purchase order capacity increased by 15% quarter.Macao held a public sacrifice ceremony to mourn the victims of the Nanjing Massacre, and December 13th, 2024 was the 11th national public sacrifice day for the victims of the Nanjing Massacre. On the morning of the same day, the Macao SAR Government held a ceremony at the Institute of Environmental Protection and Security Forces, deeply mourning the victims of the Nanjing Massacre and all the compatriots killed by the Japanese aggressors. (CCTV)
Chengdu Luqiao invested in the establishment of a mining company in Inner Mongolia. According to the enterprise survey APP, recently, Harqin Banner Beichenxing Mining Co., Ltd. was established, with Hu Wen as the legal representative and a registered capital of 10 million yuan. Its business scope includes: metal ore sales; Non-metallic minerals and products sales; Manufacturing of nonmetallic mineral products; Mineral processing; Mineral washing and processing; Non-metallic waste and debris processing, etc. Enterprise survey shows that the company is indirectly wholly-owned by Chengdu Luqiao.Research shows that the French "online celebrity" economy will earn nearly 6.5 billion euros in 2024. A research report released in Paris recently shows that the French "online celebrity" economy will earn nearly 6.5 billion euros in 2024, accounting for 0.16% of the country's gross domestic product (GDP).Ye Fan, Southwest Securities: In 2025, the upward trend of domestic economy will continue, and it is estimated that the annual RRR will be lowered by about 100bp. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. Ye Fan, chief economist of Southwest Securities, said that in 2025, the domestic economy will continue to stabilize and upward under the policy. From the structural point of view, infrastructure and manufacturing investment are expected to remain the main support items for domestic investment next year, and the decline in real estate investment will gradually narrow; Domestic demand is expected to play a stronger role in stimulating the economy than external demand, and domestic residents' consumption is expected to continue to pick up under the policy. Regarding the direction of fiscal and monetary policies, Ye Fan predicted that the issuance scale of ultra-long-term special government bonds will be around 1.5 trillion -2 trillion yuan in 2025, and it will continue to support the "dual" areas. In the first half of next year or the peak of government bond issuance, there may be a RRR cut for hedging. It is estimated that the RRR cut will be about 100bp for the whole year, and the interest rate cut will be decided by camera. The interest rate cut of 25bp-40bp may be promoted step by step.
Strategy guide
12-14
Strategy guide
12-14
Strategy guide 12-14