Galaxy Securities: The 5G+ industrial chain will be developed in a large scale, and the sub-sector prosperity margin will be optimized to improve the quality target. china galaxy Securities said that the demand for communication equipment as the base of the computing infrastructure of the digital economy is expected to usher in high growth, and related sectors may usher in greater opportunities, focusing on the empowerment of related industrial chains by emerging industries such as operators, optical communications, quantum communications and 5G applications. It is suggested to pay attention to: network infrastructure upgrade+telecom operators, optical module leaders, quantum communication leaders, Internet of Things and cutting-edge applications led by central enterprises.Huatai Securities: The expected recovery and fundamental stabilization of the real estate market are expected to accelerate under the policy blessing. Huatai Securities Research Report said that on December 9, the Political Bureau of the Central Committee held a meeting, stressing that it would "implement more active and promising macro policies" and pointed out that it would "stabilize the property market and stock market". Since the end of September, continuous favorable policies have supported fundamental improvement. The central government reiterated its support for real estate at key meetings, which means that there may be more room for policy support next year, and a more relaxed environment is expected to consolidate this improvement trend. The expected repair and fundamental stabilization of the real estate market are expected to accelerate under the blessing of policies. In the follow-up, we should still pay attention to the sustainability of market volume and price recovery and the progress of macro-support policies, purchasing and storage, urban village reconstruction and other policies. Before confirming the bottom of the market, we are more optimistic about housing enterprises with more resources and stable operation in core cities; At the same time, property management companies with resilient performance and stable cash flow are also expected to benefit from the market's stabilization.OpenAI released the ChatGPT built-in tool Canvas. On December 11th, OpenAI launched the fourth day of technical live broadcast and released the latest function Canvas. According to reports, Canvas is directly built into ChatGPT, providing a separate window, which is mainly used for programming and writing tasks, providing opinions, reviewing and executing specific functions, and providing more detailed services. Simply put, Canvas is equivalent to a built-in Agent to help and guide ChatGPT to make better content generation and modification, and it is automatically triggered.
Nikkei futures opened down 95 points at 39,290 on the Singapore Stock Exchange.More support policies for specialization and innovation are brewing. According to the data of the Ministry of Industry and Information Technology, up to now, China has cultivated a total of 14,600 "little giant" enterprises with specialization and innovation, and more than 140,000 small and medium-sized enterprises with specialization and innovation. Over 80% of the "Little Giant" enterprises are located in strategic emerging industrial chains such as integrated circuits and aerospace, and the number of enterprises in future industry-related fields such as artificial intelligence and low-altitude economy is nearly 5,000. The reporter was informed that the relevant departments will study and formulate guidance on building a mechanism to promote the development and growth of specialized and innovative small and medium-sized enterprises, issue guidance on cultivating high-quality enterprises, continue to increase support for the cultivation of specialized and innovative small and medium-sized enterprises, and promote the "expansion, quality improvement and strong chain" of specialized and innovative groups. (Economic Information Daily)Eight people were killed when the Israeli army attacked a house in the central part of Gaza, and eight people were killed and many others were injured when the Israeli army bombed a house in Nuseilet refugee camp in the central part of Gaza on the evening of 10th local time.
NVIDIA's market value evaporated by 660 billion yuan overnight. On December 10th, local time, the three major US stock indexes collectively closed down, with the Dow down 0.35%, the Nasdaq down 0.25% and the S&P 500 index down 0.30%. Among them, NVIDIA fell by 2.69%, and its market value evaporated by 91.593 billion US dollars (about 664.047 billion yuan) overnight.On the morning of December 9, Leo, Party Secretary and Chairman of Shanghai Electric Group, went to Seoul, South Korea, and held talks with Zhao Xianjun, President of Xiaoxing Group. The two sides had in-depth exchanges on joint ventures and cooperation in the field of new energy. During the talks, the two sides also discussed the cooperation potential in the fields of hydrogen energy and power grid equipment, sought cooperation opportunities in technology research and development, project investment and market development, and jointly explored cooperative development models in the field of new energy to meet the challenges brought by global energy transformation.Hyundai Motor: Parker will continue to be the CEO of Hyundai Motor's North American business.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14