The yen fell to its lowest level against the US dollar since November 29th, at 151.55.In October, China's corporate credit index was 158.83 points, and the trend of steady improvement continued to consolidate. The General Administration of Market Supervision announced today (10th) that in October, 2024, China's corporate credit index was 158.83 points, up 0.47 points from September, and the steady improvement of corporate credit level continued to consolidate.Samsung is betting that XR's first lightweight AR glasses will ship 50,000 units next year. Samsung is actively promoting the Extended Reality (XR) project called Infinite, which is scheduled to be publicly displayed at the Galaxy Unpacked conference in January next year, and will be officially released in the third quarter of 2025. Samsung Electronics has made a production plan for XR equipment, and it is expected to ship more than 20,000 to 30,000 units in the third and fourth quarters of next year respectively.
Guotai Junan: Actively grasp the double-low and low-premium convertible bonds with high selective price and good flexibility. Guotai Junan said that the probability of short-term risk events is not high, and the liquidity of the domestic stock market is also supported. Considering the A500 opening of positions, the allocation of insurance and wealth management products and the year-end ranking of funds, we should actively prepare for the new year-end rebound of China stock market from December 2024 to January 2025. Actively grasp the new year's rebound, high selective price and good flexibility of double low and low premium convertible bonds.Guotai Junan: Policy optimization or help improve the long-term return of the expressway industry. Guotai Junan Research Report pointed out that location advantage determines the return of road production, and policy optimization or help improve the long-term return of the expressway industry. 1) Expressway is the preferred way to deliver high dividends. In the past three years, the A-share market favored high dividends, and the excess returns of expressways were remarkable. The dividend yield depends on the dividend rate and PE valuation level. Expressway is an infrastructure asset with heavy assets and stable returns, with rigid demand and stable cash flow, and the high dividend policy continues, which is in line with market preferences. 2) Resilience of industry operation: In 2023, the repressive demand was released and the performance increased. In the first half of 2024, the industry was under pressure due to the increase of rain and snow and free days. In the second half of 2024, or due to economic impact, the traffic volume and profit of some high-speed vehicles decreased slightly, the traffic demand remained resilient and the cash flow remained stable. 3) The pressure of reinvestment may be expected to improve the policy. Expressway toll prices have been stable for a long time, while the cost of newly built or renovated units has risen sharply, and there is widespread reinvestment pressure in the industry. In the future, the industry is expected to optimize policies, or improve the high-speed return of new construction or expansion to a reasonable level by extending the charging period. 4) Expressway REITs: generally, they are stock road products with excellent location and stable returns. In 2023, the system was under pressure, and in 2024, the expressway REITs with better profit than the industry were among the top gainers. The performance of underlying assets in the future will still be the key to dominate the performance of REITs.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.
Xiaoyu Zhizao, Xiaomi's first furniture model company, completed a round of financing of 100 million yuan, and Beijing Xiaoyu Zhizao Technology Co., Ltd. (hereinafter referred to as Xiaoyu Zhizao), the first large model robot company invested by Xiaomi, completed a round of financing of 100 million yuan. This round of financing is exclusively invested by Beijing Information Industry Development Investment Fund. This is the second time that Xiaoyu Zhizao has received billion-dollar financing after Angel Wheel received billion-dollar investment from Xiaomi Group, Professor Wang Tianmiao and Beijing Zhiyuan Research Institute. Xiaoyu Zhizao was founded by the core founding team of Xiaomi Group in 2023, focusing on the development of large-scale model robot technology suitable for industrial fields, and has developed the "Xiaoyu Brain" universal robot brain, which enables robots to perform various tasks in the industrial environment. (science and technology innovation board Daily)The yen fell to its lowest level against the US dollar since November 29th, at 151.55.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.
Strategy guide
Strategy guide
Strategy guide
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