The Huangmaohai Cross-sea Passage was opened to traffic today. At 15: 00 on December 11th, Guangdong-Hong Kong-Macao Greater Bay Area's key traffic project, the Huangmaohai Cross-sea Passage, will be put into trial operation, adding another "key level" to Guangdong-Hong Kong-Macao Greater Bay Area's cross-river traffic network. After opening to traffic, the land transit time from Zhuhai to Jiangmen will be shortened from more than one hour to about 30 minutes.The central parity of RMB against the US dollar was reported at 7.1843 yuan.Most gold stocks in Hong Kong stocks strengthened, and Zhaojin Mining rose by over 5%. As of press time, Zhaojin Mining (01818.HK) rose by 5.47%, Lingbao Gold (03330.HK) rose by 5.09% and Shandong Gold (01787.HK) rose by 2.26%.
The central parity of RMB against the US dollar was reported at 7.1843 yuan.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.Institution: The Q3 revenue of the global semiconductor industry in 2024 reached US$ 158.2 billion, a year-on-year increase of 17%. Counterpoint Research, a market research organization, reported that the global semiconductor market picked up in the third quarter of 2024. Driven by the demand for artificial intelligence technology and the recovery of the memory market, the revenue of the global semiconductor industry in the third quarter reached US$ 158.2 billion, a year-on-year increase of 17%. The top 22 semiconductor suppliers in the world accounted for 73.1% of the market share, which was the same as the same period last year.
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.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.Yiming food hit the daily limit and recorded 12 consecutive boards, and Yiming food hit the daily limit and recorded 12 consecutive boards, with a turnover of 517 million yuan.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide