Shanghai's state-owned assets reform concept stocks rose to the daily limit, and Shanghai Material Trade, First Medicine, Shibei High-tech, Kaikai Industry and Shanghai 900 set an international daily limit.IBM's new optical technology can greatly speed up the training of AI models. IBM announced the development of a new optical technology, which can train AI models at the speed of light and save energy greatly. The company said that by applying this breakthrough to the data center, the energy saved by training an AI model is equivalent to the energy consumption of 5,000 American families in one year.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 KOSPI index rose 1% to 2,442.31.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.Shanghai's state-owned assets reform concept stocks rose to the daily limit, and Shanghai Material Trade, First Medicine, Shibei High-tech, Kaikai Industry and Shanghai 900 set an international daily limit.
50 Hong Kong stocks were repurchased by the company yesterday, with Tencent Holdings, Guangzhou Automobile Group and AIA having the largest amount of repurchase. On December 10th, a total of 50 Hong Kong stocks were repurchased by the company, and the amount of repurchase of 8 stocks exceeded HK$ 10 million. Among them, Tencent Holdings, Guangzhou Automobile Group and AIA have the largest repurchase amounts, with the repurchase amounts of HK$ 703 million, HK$ 64,988,500 and HK$ 62,310,000 respectively.Argentine President Millai: Argentina seeks to reach a free trade agreement with the United States next year.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.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13