2024-12-14 01:41:48
Shang Tang (00020.HK) opened down 1.25% and plans to place 1.865 billion shares at a discount of 6.3%, raising HK$ 2.787 billion.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.It is reported that Blackstone Group may withdraw from its bid for Bausch & Lomb, an eye care company. People familiar with the matter said that Blackstone Group may withdraw from its joint bid for Bausch & Lomb. Earlier, it was reported that Blackstone and TPG (Detai Capital) jointly bid for Bausch & Lomb, an eye care company. At present, negotiations are still in progress. If Bausch & Lomb is willing to accept a lower price, or TPG finds another private equity investment group as a trading partner, the transaction may still be completed.
Huaneng International and others set up a new energy company in Nanjing. According to Tianyancha App, Huaneng (Nanjing Jiangning) New Energy Co., Ltd. was established on December 9, with the legal representative of Wang Changbin and the registered capital of 164 million RMB. Its business scope includes power generation business, power transmission business, power supply (distribution) business, construction project supervision, wind power generation technical service, energy storage technical service, solar power generation technical service, and investment activities with its own funds. 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).The change in the concept of computing power leasing has increased the daily limit of Yakang shares and Chengdi Xiangjiang, and the concept of computing power leasing has increased. Both Yakang shares and Chengdi Xiangjiang have daily limit, and Runze Technology, Yunsai Zhilian, Tongniu Information and Kehua Data have followed suit.Korean media: Yin Xiyue began to contact defense lawyers and prepare to form a legal team. With the investigation of the alleged "civil strife crime" in the implementation of emergency martial law by the Korean investigation authorities, President Yin Xiyue has been banned from leaving the country. According to Korean media reports, Yin Xiyue has started to contact defense lawyers and prepare to form a legal team. According to South Korea's "National Daily" reported on the 10th, Yin Xiyue was recently discussing with a law firm in Seocho-ku, Seoul to take over the defense of the crime of civil strife. According to the report, officials around Yin Xiyue have handed over the case to a number of law firms, some of which are considering whether to accept the case, while others are said to have rejected it.
Low-priced stocks were active repeatedly, and Mei Yan walked out of four boards in five days. In addition, more than 20 constituent stocks such as Pingtan Development, Smart Agriculture, Jin Zhengda, Zhongnan, Xiamen Industrial Co., Ltd. and Yabo Co., Ltd. had daily limit.Argentine President Millay: Negotiations on a free trade agreement with the Trump administration will be launched next year. Argentine President Millay said in a national televised speech on December 10 local time that he plans to negotiate a free trade agreement with the newly appointed Trump administration of the United States next year, and promised to make Argentina more independent from MERCOSUR. After the historic trade agreement between MERCOSUR and the European Union last week, he criticized that MERCOSUR has become a "prison" for member States. "Our ultimate goal in MERCOSUR is to improve the autonomy of the members of this group to the rest of the world." Millay said, "In this spirit, our primary goal will be to start a free trade agreement with the United States next year." He also mentioned on the same day that Argentina plans to cancel capital controls next year.In early trading, most of the main contracts of domestic futures fell. Palm oil fell more than 2%, alumina, Shanghai nickel, coking coal, glass, iron ore, soda ash and lithium carbonate fell more than 1%, and No.20 glue, methanol and stainless steel (SS) fell nearly 1%. In terms of increase, the Shanghai-Tianjin and Container Lines Europe rose by over 1%, while vegetable oil and fuel oil rose by nearly 1%.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14
Strategy guide
12-14
Strategy guide