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.Guojin Securities: In 25 years or the first year of commercial mass production of humanoid robots, Guojin Securities said that Huawei's overweight body intelligence has become a new direction, which is expected to bring deterministic AI technology to domestic robot manufacturers and help domestic OEMs accelerate their rise. In 25 years or the first year of commercial mass production of humanoid robots, the domestic and international industries have resonated, and the humanoid robot industry has ushered in a period of rapid development and has plate investment opportunities. It is suggested to focus on the screw, reducer, torque sensor and domestic robot.The Syrian opposition and Kurdish armed forces reached a ceasefire agreement in northern Syria. The reporter was informed that in the early morning of 11th local time, Mazlum Abdi, commander of the Syrian Kurdish armed forces "Syrian Democratic Army" supported by the United States, said that under the mediation of the United States, "Syrian Democratic Army" had reached a ceasefire agreement with the Turkish-supported Syrian opposition armed forces "Syrian National Army" in Mambiji, northern Syria. The "Syrian National Army" has not confirmed this news. The "Syrian National Army" supported by Turkey has launched an offensive in Mambiji near the Turkish border in northern Syria in recent days. According to Turkish media reports, the Syrian National Army took control of Manbiji on the 9th. (CCTV News)
Foreign media explosion: Biden's government is considering imposing new sanctions on Russian oil trade before Trump takes office, and the details have yet to be finalized. Bloomberg reported on the 10th local time that Biden's government is considering imposing new and stricter sanctions on Russian oil trade, trying to further increase pressure on Russia before Trump, the US president-elect, returns to the White House. The report quoted people who are familiar with the situation but do not want to be named as saying that the details of possible new measures are still being worked out, but Biden's team is considering imposing restrictions on some Russian oil exports. (World Wide Web)The retail sector moved up for 8 days and 5 boards of Zhongbai Group, while the retail sector moved up for 8 days and 5 boards of Zhongbai Group, with the daily limit of Youa shares, and Dashang shares, wenfeng shares, Xujiahui and Jiajiayue rose rapidly.Li Pengxin, the former deputy secretary of the Party Committee of Xinjiang Uygur Autonomous Region, was prosecuted. It was learned from the Supreme People's Procuratorate today (11th) that the case of Li Pengxin, the former deputy secretary of the Party Committee of Xinjiang Uygur Autonomous Region, was investigated by the National Supervisory Commission (NSC), and was appointed by the Supreme People's Procuratorate to be examined and prosecuted by the People's Procuratorate of Baoji City, Shaanxi Province. Recently, the Baoji Municipal People's Procuratorate has filed a public prosecution with the Baoji Intermediate People's Court. (CCTV News)
Huaneng International and others set up a new energy company in Nanjing with a registered capital of 164 million yuan. According to Sky Eye App, Huaneng (Nanjing Jiangning) New Energy Co., Ltd. was recently established, with the legal representative of Wang Changbin and a registered capital of 164 million yuan. Its business scope includes power generation business, power transmission business, power supply (distribution) business, construction project supervision, wind power generation technical services, energy storage technical services, solar power generation technical services, and investment activities with its own funds. According to shareholder information, the company is jointly owned by Huaneng International Power Jiangsu Energy Development Co., Ltd. and Sino-Singapore Green Investment Private Co., Ltd. under Huaneng International (600011).How to "bargain" the price difference of Chinese patent medicines? According to CCTV news, the National Medical Insurance Bureau responded that the price of proprietary Chinese medicines is affected by many factors, including the price of medicinal materials, production technology and brand value, in view of the large price difference of proprietary Chinese medicines and the problem of "bargaining". Centralized purchasing effectively squeezes the inflated price of drugs and improves the efficiency of capital use through market-oriented bidding and price-volume linkage. At the same time, the medical insurance bureau will strengthen monitoring and supervision to ensure the quality and supply of drugs and protect the rights and interests of patients.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.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide
12-14