The offshore RMB (CNH) was quoted at 7.2675 yuan against the US dollar at 05:59 Beijing time, up 168 points from last Friday's late session in new york, and the whole trading in the day was in the range of 7.2927-7.2572 yuan.Overnight trend of China assets: A50 rose by 5.7%, ETF rose by nearly 24%, and China assets continued to rise overnight. During the closing of A shares at 3:00 pm yesterday (9th) and this morning, Hang Seng Index futures rose by 7.66%, offshore RMB rose by 0.29% or about 200 points against the US dollar, and FTSE China A50 index rose by 5.77%, hitting a two-month high in intraday trading. In the US stock market, Nasdaq China Jinlong Index closed up 8.5%, hitting a two-month high, and China ETF(YINN) rose 23.7% when it tripled its wealth.AI application storm eye: change and shuffling coexist, and the CAMBRIAN was transferred to the Shanghai Stock Exchange 50 Index, which caused great concern in the market. Recently, most AI concept stocks sought after by funds in the secondary market are facing the challenge of uncertainty such as low revenue. Is this a bubble or a fetal movement on the eve of industrial change? The reporter interviewed a number of people in the industry. Respondents generally recognized the judgment of "AI is not a bubble". At the same time, they believed that the market, represented by large-scale model technology, was entering a rational period, and turned from the "Hundred Models War" to reflect on how to realize the expansion of technical boundaries and promote the commercialization of AIGC. In this process, represented by the agent, large-scale model, multi-scene and singing will support the unprecedented generate of AI application. However, it is undeniable that under the influx of various participants, the competition is becoming increasingly fierce, which also reflects the sharp increase in the commercialization pressure of some practitioners' AI applications. Looking ahead from the new starting line, the big model track is undergoing a transformation from "atomic bomb" to "tea egg", and the shuffling year may start, and some platforms may fade out of the stage. At the same time, upstream industrial chains such as AI chips will also face mountains with long cycle, high intensity and high cost for a long time. Whether it is technology update or cash flow operation, we must be cautious. (Securities Times)
In recent days, the National Integrated Circuit Industry Investment Fund Phase II Co., Ltd. (hereinafter referred to as the "Big Fund Phase II") has frequently invested as "patient capital". On December 5, the second phase of the Big Fund officially became a shareholder in Zhuzhou CRRC Times Semiconductor Co., Ltd. (hereinafter referred to as "Times Semiconductor"). The day before, the industrial and commercial changes occurred in Hangxin Technology, and the second phase of the new large fund was added as a shareholder. The reporter found out that since the beginning of this year, the National Integrated Circuit Industry Investment Fund Co., Ltd. (hereinafter referred to as "the first phase of the Big Fund") and the second phase of the Big Fund have invested intensively in 13 semiconductor companies, involving EDA (Electronic Design Automation), semiconductor materials and equipment, chip manufacturing and other aspects of the semiconductor industry chain. Among them, the second phase of the big fund is the main force. It is worth noting that the third phase of the National Integrated Circuit Industry Investment Fund Co., Ltd. (hereinafter referred to as "the third phase of the Big Fund") was established in May this year with a registered capital of 344 billion yuan, exceeding the sum of the registered capital of the first and second phases of the Big Fund, and is expected to become a new "patient capital" for the semiconductor industry. (shanghai securities news)South Korea's ruling party will reveal Yin Xiyue's plan to fade out early on Tuesday. South Korea's ruling party may participate in the next impeachment vote. (Chosun Ilbo)The property market in several hot cities is improving. Recently, several hot areas have released "battle reports" on the sales of new houses and second-hand houses, and the key data of some cities represented by Nanjing and Shenzhen are improving. From the perspective of housing enterprises, recently listed housing enterprises have gathered together to disclose their sales performance in November, which has led to certain differentiation. According to industry insiders, looking forward to the future, with the continuous efforts of favorable policies, the real estate market is expected to be stable and positive. (CSI)
National Development and Reform Commission: Constantly improve investment policy tools and focus on expanding effective investment. It will close in 2024. How to further release the engine of domestic demand in 2025? Chengfeng Zhao, deputy director of the Investment Department of the National Development and Reform Commission, said that the National Development and Reform Commission will pay equal attention to quality and efficiency, constantly improve investment policy tools, focus on expanding effective investment, give full play to the key role of investment, and promote economic growth and structural optimization.C3.ai's revenue in the second fiscal quarter exceeded market expectations by $94.3 million, while C3.ai's revenue in the second fiscal quarter was $94.3 million, and analysts expected $91 million. In the second quarter, the loss per share was $0.06, and analysts expected a loss of $0.16. Raise the performance guidance for fiscal year 2025. C3.ai U.S. stocks rose 18% after hours.5 billion square meters of diaphragm has been settled, leading enterprises have accelerated the layout of overseas markets, and the end of the year is approaching, and the lithium battery industry has entered a new round of supply negotiations. The two major battery separator companies, Xingyuan Materials and Enjie, have successively issued announcements recently, and signed large battery separator supply orders with Yiwei Lithium Energy respectively, totaling no less than 5 billion square meters. As one of the upstream materials of lithium battery, in recent years, with the intensive price reduction of the upstream and downstream industrial chains of lithium battery, the diaphragm industry is in a situation of increasing supply and demand, and the pattern of oversupply is difficult to change. Xingyuan Materials has released a new generation of high-safety lithium battery separators, the price of which will be higher than that of conventional coated separators, and Enjie and Xingyuan Materials have also laid out overseas markets with higher gross profit. The industry believes that apart from making profits from technology, it is a general trend for diaphragm enterprises to set up factories close to overseas manufacturers. (Securities Times)
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13