Spot gold hit $2,700 per ounce, a two-week high, rising by 0.24% in the day.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.The concept of Shanghai's state-owned enterprise reform was active at the beginning to create an international daily limit. The concept of Shanghai's state-owned enterprise reform was active at the beginning, creating an international and Fudan Fuhua daily limit, and Kaiye, First Medicine, Shibei High-tech and Xujiahui followed suit.
The first day of listing, the new shares of Gem Boyuan opened sharply higher, and now it has risen by over 220%.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.Guojin Securities Humanoid Robot 2025 Strategy: 0-1 volume is just around the corner, and Huawei overweight helps the rise of domestic chains. Guojin Securities said that Huawei overweight 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 Hang Seng Index of Hong Kong stocks opened higher by 0.46%, the index of state-owned enterprises rose by 0.51%, and the branch index rose by 0.46%.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.There was a power vacuum in Syria, and Israel took the opportunity to seize the territory. Many countries condemned it. After the Bashar government in Syria stepped down, all parties launched a "land grab" in Syria, of which Israel acted the fastest. According to Reuters's report on the 10th, the Israeli army continued to March into Damascus, the Syrian capital, and has now reached about 25km southwest of Damascus. Although the Israeli army denied this news, in the past two days, the Israeli army seized the buffer zone between Israel and Syria and some areas in southern Syria from the Golan Heights, and also carried out more than 300 air strikes on Syria. The international community strongly condemns Israel's practices. (World Wide Web)
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14