On December 9, the top 20 US stock turnover: Apple hit a record high, with a market value exceeding 3.7 trillion US dollars. On Monday, Apple, the fifth US stock turnover, closed up 1.61%, and its share price reached a record high, with a turnover of 10.425 billion US dollars and a market value of about 3.73 trillion US dollars. It is reported that by 2025, a quarter of Apple's iPhone will be produced outside China, and India will become the most likely production base. As a fast-growing market, India has hundreds of millions of potential customers, and Samsung and China brands have launched fierce competition here. According to market research firm IDC, the average price of smartphones in India has risen from $192 in the third quarter of 2020 to $293 in the same period of 2024. Apple's market share increased by nearly 60% from the third quarter of 2023 to 2024, which was partly due to its launch of the old iPhone which was more close to the people. (Global Market Broadcast)Nearly 500,000 people broke the position of Bitcoin and completely recovered their decline after a short-term sharp dive. Bitcoin fluctuated rapidly at around 5:00 this morning, falling from 96,400 US dollars to about 94,700 US dollars, and then quickly rebounded to 96,400 US dollars. The process lasted for about 10 minutes. As shown in the diagram of Golden Ten, the amount of cryptocurrency in the whole network has expanded to 857 million US dollars in the past hour, and more than 497,000 people have exploded in the past 24 hours.In the first 11 months of the 10 billion yuan private placement, over 90% of the products achieved floating profit, and the "transcripts" of the 10 billion yuan private placement institutions in the first 11 months of this year were released, and over 90% of the private placement securities products achieved floating profit. According to the latest statistics released by the private placement network, in the first 11 months of this year, the average yield of 285 products with performance display under the tens of billions of private placement institutions was 17.15%. Among them, 259 products realized floating profit, accounting for 90.88%. Of the above 259 products, 94 have a yield of less than 10%; 80 yield between 10% and 19%; 35 yield between 20% and 29%; 14 yield between 30% and 50%; The yield of 36 products is not less than 50%, and the yield of the best-performing products is as high as 72.99%. (Securities Daily)
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)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)Bonds are almost in a bearish state. Many brokers expect the Bank of China to cut interest rates next year, and the yield of 10-year government bonds may be around 1.8%. According to the Shanghai Stock Exchange, from the perspective of many institutions in 2025, the central bank's interest rate cuts will continue. Many institutions believe that in this context, the yield of 10-year government bonds will also fall to around 1.8%. Tan Yiming, a fixed-income analyst at Minsheng Securities, believes that this year's monetary policy framework reform has been promoted, and the 7-day reverse repo rate, as the main policy interest rate, has become the starting point of the interest rate transmission mechanism. It is expected that there will be one or two interest rate cuts in 2025, and the 7-day reverse repo rate will be lowered by about 20 to 40 basis points, and the 10-year government bond yield will be 1.7% to 1.8%.
Israel attacked Hezbollah in Syria, calling it a serious violation of Syria's sovereignty. Hezbollah in Lebanon issued a statement on the night of the 9th local time, condemning Israel's attack on Syria. The statement said that Israel's further occupation of the Golan Heights and its attack on Syria's national defense capability are serious violations of Syria's sovereignty and will further undermine Syria's stability. The statement accused Israel of fabricating false reasons for its attack, and called on the international community, especially the Arab world, to take a unified stand and exert pressure in various fields to stop Israel's aggression.The application of AI continues to deepen, and the prosperity of the sector continues to improve. Recently, a number of artificial intelligence companies have intensively released their latest products, and the related concept sectors in the A-share market are active. Wind data shows that Wande's artificial intelligence concept index has risen in six of the nine trading days since November 27, with an interval increase of 12.64%. Analysts believe that overseas AI applications are growing strongly, and the growth potential of domestic AI applications is expected to explode. On the one hand, the performance of the core AI application companies in US stocks has grown rapidly, further strengthening the AI narrative logic; On the other hand, domestic AI application scenarios are more extensive and have achieved good application results in many fields such as education and office. It is suggested to focus on the growth and liquidity of domestic AI applications. (CSI)Since the 14th Five-Year Plan, China has released more than 1,400 water conservancy scientific and technological achievements and technologies. The reporter learned from the water conservancy scientific and technological work conference held by the Ministry of Water Resources on the 9th that China has released more than 1,400 water conservancy scientific and technological achievements and technologies since the 14th Five-Year Plan. The relevant person in charge said that according to the deployment of this water conservancy science and technology work conference, it will accelerate the development of new water conservancy productivity, build an advanced and practical water conservancy science and technology support system, promote the high-quality development of water conservancy, and enhance China's water security guarantee capacity. (Xinhua News Agency)
Strategy guide
12-13
Strategy guide
Strategy guide
12-13
Strategy guide