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 dollar just hit the 7.2500 yuan mark against the offshore RMB, falling by 0.09% in the day; The US dollar against the onshore RMB was recently reported at 7.2465 yuan, down 0.04% in the day.South Korea's National Assembly launched the power of investigation of state affairs to investigate martial law incidents. South Korea's National Assembly Speaker Yu Yuanzhi announced today (December 11) that it will launch the power of investigation of state affairs to investigate emergency martial law incidents. (CCTV International News)
The concept of reducer went down in early trading, and Shandong Mining Machine and Shanzi Hi-Tech fell, while Shandong Mining Machine and Shanzi Hi-Tech fell, and Qinghai Huading, Landay Technology, Nifa Seiki and Wuzhou New Year followed suit.The whole link and the whole chain cracked down on the case of sneak shots and stealing photos. The case of selling videos in hotels was sentenced to 10 years. Today, the Supreme People's Court released four typical cases of punishing illegal production, sale, use of eavesdropping equipment and stealing photos according to law. In the first case, the defendant installed a sneak shot device in the hotel room to sneak a shot of his human behavior and made it into a video for profit. The people's court fully considered the illegal gains and other circumstances, and determined that the actions of the five people were "particularly serious" and "serious". The court sentenced Shimou, Wu Mou Dong, Wu Mou Hua, Luo Moujing and Tian Moujun to fixed-term imprisonment ranging from 10 years to one year and six months for making and selling obscene articles for profit, and fined them ranging from 300,000 yuan to 10,000 yuan. According to the Supreme Law, in the next step, the court will strengthen cooperation and cooperation with relevant departments, continuously improve the quality and efficiency of cracking down on crimes of illegal production, sale and use of eavesdropping and photo stealing equipment, and resolutely cut off the industrial chain of stealing black ash.The insurance sector fell by more than 8% in the short term, and the insurance sector fell by more than 8% in the short term. New China Life Insurance, China PICC, China Life Insurance and China Pacific Insurance followed suit.
Shang Tang (00020.HK) opened down 1.25% and plans to place 1.865 billion shares at a discount of 6.3%, raising HK$ 2.787 billion.Skyworth Digital won the first bid for China Mobile's smart set-top box collection. In the announcement of "Publicity of Selected Candidates for Centralized Procurement of Smart Set-top Box Products of China Mobile from 2024 to 2026 (Public Procurement Part)" issued by China Mobile, Skyworth Digital won the bid in the first place, with the winning share of 4K set-top boxes being 23.91% and the number of selected units being 13.12 million. The winning share of 8K ultra HD set-top boxes is 40%, and the selected number is 500,000. China Mobile released the centralized procurement of 8K ultra-high-definition set-top box products for the first time. After Skyworth Digital, the 8K ultra-high-definition set-top box, won the exclusive bid for Henan Mobile and Shanghai Mobile, the company won the first prize in centralized procurement.Haoen Automobile & Power Co., Ltd. established a laser technology company with a registered capital of 50 million yuan. According to the enterprise search APP, Shenzhen Haoen Laser Technology Co., Ltd. was established recently, with Chen Tefang as the legal representative and a registered capital of 50 million yuan. Its business scope includes research and development of auto parts. Software development; Internet of things technology research and development; Internet of things technical services; Digital technology services; Intelligent vehicle equipment manufacturing; Radar and supporting equipment manufacturing, etc. Enterprise equity penetration shows that the company is wholly owned by Haoen Automobile and Power Company.
Strategy guide
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Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide