Cui Xiangmu, Minister of Planning and Finance of South Korea: South Korea has done its best to stabilize the exchange rate through smooth operation. Compared with the past crisis, the current foreign exchange market situation in South Korea is different. South Korea will not do anything that may damage the "safety net" of foreign exchange.The Nikkei 225 index just broke through the 39,300.00 mark, and the latest report was 39,302.42, down 0.17% in the day.The first anniversary of the opening of "Yangtze River Train": 1,834 trains were opened, with 2.44 million tons of cargo transported. At 11: 00 am on December 11th, the 1799th and 1800th "Yangtze River Train" in 2024 respectively departed from Xianglushan Station in Wuhan and Chengxiang Station in Qingbaijiang, Chengdu, completing the annual opening task 20 days ahead of schedule. Up to now, the "Yangtze River Train" has operated 1834 trains and transported 2.44 million tons of goods. (Red Star News)
Chip heavyweights continued to fall in the afternoon, with Zhongwei diving down more than 5%, Haiguang Information down more than 4%, and SMIC and North Huachuang down more than 1%.The commercial chain plate continued to rise, and Zhijia actually had a daily limit in the afternoon. Youa shares and Yimin Group had previously had daily limit, while Doctor Glasses, Commodity City and Chongqing Department Store followed suit.Huaxi Securities: Maintain the "Buy" rating of Hagrid Communication, and be optimistic about the forward-looking layout of satellite Internet and low-altitude economy. Huaxi Securities Research Report pointed out that Hagrid Communication (002465.SZ) selected China Mobile's "R&D service procurement project for integrated terminal chips in 2024-2025", with an estimated contract amount of 31.06 million yuan. The selection in the development and procurement of Beidou Tongdao Fusion Chip once again proves that the company and China Mobile have carried out business cooperation and strategic coordination in many fields, including Beidou+industry application development, coordinated development of air and space integration, low-altitude infrastructure construction, integrated construction of vehicles and Lu Yun, and comprehensive operation and maintenance business development. It is believed that the strategic cooperation of operators will continue to deepen, which is expected to help Beidou and satellite Internet business upgrade and enhance the company's related resource endowment. As one of the leading Beidou manufacturers, the company is optimistic about the forward-looking layout of satellite Internet and low-altitude economy, and maintains a "buy" rating.
HSBC: As two-way risks still exist, from the current point of view, gradual progress is the right approach for the Bank of England.China, a huge Hong Kong stock market, once rose over 80%.Open source securities: AI video model is accelerating the competition and continuing to lay out "AI+ movies". According to the open source securities research report, 1)AI video model is accelerating the competition, and its multi-modal capability is continuously upgraded, helping to open up the commercialization space. 2) Film and television content, copyright and marketing companies actively embrace AI video and continue to lay out "AI+ Film and Television". We are optimistic about the continuous iteration of the AI video model, the accelerated application, the superposition of policy assistance such as the release of new film supply and consumption subsidies, and further promote the opening of the commercialization space of "AI+ film and television".
Strategy guide
12-14
Strategy guide 12-14