CITIC Securities: The main line of the anti-monopoly investigation on domestic chips in NVIDIA is clear. According to the CITIC Securities Research Report, on December 9, 2024, the General Administration of Market Supervision launched an investigation on NVIDIA Company in accordance with the law, which is a legal management means to regulate and maintain fair market competition order, and has a leading role in the domestic chip industry, and is expected to boost domestic computing power and market sentiment of chips in a short time. In combination with the increasing emphasis on self-control by relevant domestic departments and industry associations, we expect that the overall localization pace of domestic semiconductor industry is expected to be further accelerated, and the manufacturing link is also expected to benefit.China Seismological Network officially determined that a magnitude 5.7 earthquake occurred in Nevada, USA (39.05 degrees north latitude and 118.85 degrees west longitude) at 07: 08 on December 10th with a focal depth of 10 kilometers.South Korean opposition leader Li Zaiming said that the budget will be dealt with today.
Details of the arrest of the person involved in the killing of the CEO of the insurance giant in new york surfaced: Luigi Mangione, who was regarded by the new york police as the person involved in the murder of Brian Thompson, an executive of UnitedHealth Group Inc, was arrested in Pennsylvania on Monday, and now he is accused of possessing illegal firearms and using false identification. According to the criminal indictment issued by the Pennsylvania court system on Monday night, Mangione, 26, made her first appearance in the court in Hollidaysburg. He was charged with five counts, including forgery, holding a gun without a license and showing false documents to law enforcement agencies. Mangione was detained by the police after being recognized and reported by employees in a McDonald's restaurant in Altoona that morning. The police officer asked him to show his identity, and Mangione took out a New Jersey driver's license named "Mark Rosario" and the date of birth was July 1998. The police officer then asked him if he had been to new york recently. "The man fell silent and began to tremble," the indictment said. When more police arrived at the scene, Mangione was told that he was under investigation and would be arrested if he lied about his identity. He later said that his name was Luigi Mangione and that he was born in May 1998. A police officer asked Mangione why he lied, and he replied, "I obviously shouldn't." The police arrested him on charges of forgery and providing false information to law enforcement agencies. He was handcuffed, searched and taken back to the police station. A black pistol and a silencer were found in his backpack, both of which were made of 3D printers. This pistol has a metal sleeve, a metal threaded barrel and a plastic handle, and a Glock magazine with six 9mm bullets. A dropped bullet was also found in the defendant's backpack.Huichuan Technology: At present, the layout of humanoid robot industry is still in the early stage of insight and research and development. Huichuan Technology recently said that the company itself is engaged in industrial robot business and is constantly following up and exploring in the field of humanoid robots. At present, the company's layout of humanoid robot industry is still in the early stage of insight and research and development, and the parts and components under development include motors, drives and actuator modules.Liu Jianchao met with New Zealand Ambassador to China Maury. According to the website of the International Liaison Department of the CPC Central Committee, on December 9, Liu Jianchao, Minister of the International Liaison Department of the CPC Central Committee, met with the outgoing New Zealand Ambassador to China Maury in Beijing. Liu Jianchao spoke highly of Mao Rui's contribution to the development of China-Singapore relations during his tenure. Liu Jianchao said that since China and Singapore established a comprehensive strategic partnership for 10 years, pragmatic cooperation in various fields has yielded fruitful results. At present, the world situation is uncertain and unstable. China and New Zealand are both in the Asia-Pacific region. A stable and sustainable Sino-New Zealand relationship is conducive to regional and world peace and prosperity. China is willing to work with Singapore to close inter-party exchanges, strengthen political dialogue, deepen pragmatic cooperation in various fields, and promote the stability and far-reaching relations between China and Singapore.
South Korea said that the recent increase in financial and foreign exchange market volatility will actively respond to reverse market sentiment. The South Korean government said in a joint statement that the recent increase in financial and foreign exchange market volatility is somewhat excessive considering the fundamentals of South Korea's economic stability and the stability of the external environment. The government and the Bank of Korea are capable of coping with the market and will actively respond to reverse market sentiment. Pay close attention to market trends and will use all measures to stabilize the market. South Korean Finance Minister Choe Sang-mu, Central Bank Governor Lee Chang-yong and financial regulators meet every day to evaluate the financial market.A 26-year-old man who was involved in the murder of insurance giant CEO new york was charged with five counts in a Pennsylvania court. Luigi Mangione, who was regarded by the police as a person involved in the murder of Brian Thompson, an executive of UnitedHealth Group Inc, was arrested in Pennsylvania on Monday, and now he is accused of possessing illegal firearms and using false identification. According to the criminal indictment issued by the Pennsylvania court system on Monday night, Mangione, 26, appeared in court for the first time in Hollidaysburg. He was charged with five counts, including forgery, holding a gun without a license and showing false documents to law enforcement agencies. Mangione was detained by the police after being recognized by employees in a McDonald's restaurant in Altoona on Monday morning.Galaxy Securities: When the IP layout of "Millet Economy" was carried out, the china galaxy Securities Research Report indicated that "Millet Economy" was highly prosperous, and high-quality IP was the key. In 2024, IP products will continue to maintain a high degree of popularity, from Xiaoma Baolika brand in the first half of the year to Guzi store and Jellycat pop-up shop since the third quarter, with strong market demand. It is believed that IP creation is the core of "millet" and tide play consumption, and the influence of IP plays an important role in attracting fans and integrating multiple formats. As the key to accumulate users and break the circle of products, high-quality IP can attract consumers and extend the product life cycle. Therefore, in the current environment of high market attention and strong demand, the high prosperity of high-quality IP products is expected to be maintained. It is suggested to follow up on two tracks: the track with stable performance foundation or obvious supply-side recovery, and the track with high cost performance, and the elastic variety with incremental dimension or improvement of external factors: 1) Hong Kong stock Internet: the profit improvement expectation of Head Internet Company is strengthened, and the cost performance of investment is prominent. It is suggested to pay attention to Tencent Holdings, which has steady growth in various businesses and stable fundamentals, and the Internet video platform company, which turned losses for the first time in a single quarter and continuously improved its profitability. 2) Publishing industry: The publishing industry will accelerate the development of digitalization, personalization, customization and intelligence, and the new amount of AI+ publishing and research business will bring new opportunities to the industry, and the market value management of central enterprises will be included in the assessment. It is suggested to pay attention to: Shandong Publishing and Southern Media, which are stable in fundamentals and have certain business incremental space; 3) Cinema & Game Industry: High-quality content is always a scarce resource in the industry. It is suggested to pay attention to the game and cinema companies under AI empowerment: Shenzhou Taiyue, Bona Film, WANDA CINEMAS and so on, which have rich content reserves. 4) With regard to IP derivatives, it is recommended to pay attention to POP MART, the leader of the IP craze retail market.
Strategy guide 12-13
Strategy guide 12-13