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2024-12-14 12:40:45

Li Yujia, Guangdong Urban Planning Institute: The real estate will stabilize and the policy will be strengthened. Li Yujia, chief researcher of the Housing Policy Research Center of Guangdong Urban and Rural Planning Institute, said that risk prevention is the primary task at present. As two typical representatives of China's assets, the property market and the stock market are expressed together to stabilize the price and quantity. Li Yujia believes that the expression of "continuous push" put forward at this meeting is novel and meaningful. This means that the next step will continue to implement the logic of "launching incremental policies and implementing stock policies" to form a policy superposition and release effect. At the same time, the word "hard" also indicates that not only will new policies be introduced in the future, but the policy intensity will be further increased. Judging from the contents of the meeting, whether it is to stabilize the real estate market or expand domestic demand, it is no longer simply dependent on the investment of financial or monetary funds, but emphasizes the need to lay a good policy "combination boxing". (China Real Estate News)Guosheng Securities: AEC heavy-duty computing industry chain has entered the era of Lian Heng. Guosheng Securities Research Report pointed out that AEC(Active Electrical Cable) is an active cable interconnection scheme, which is mainly used in short-distance high-speed data transmission scenarios in data centers. 1)AEC is expected to become the first step for optical module manufacturers to penetrate downwards. Optical modules need to master photoelectric conversion and high-speed data communication, and DAC/AEC/AOC products have relatively mature technical requirements compared with single-mode/multimode optical module products with longer transmission distance. 2) Copper interconnection is widely used by large CSP not only in NVIDIA. NVIDIA used a large number of high-density copper interconnects in B series products, which made the industry re-recognize the reliability and price advantage of copper interconnects in short-distance scenes. 3) In the era of Lian Heng, domestic manufacturers still have obvious advantages. Chip manufacturers, represented by NVIDIA, have been hoping to conduct a comprehensive industry consolidation and provide customers with a complete set of solutions. What CSP manufacturers want more is the decoupling of the industrial chain, and every link such as GPU, copper connection, optical module and switch can find corresponding suppliers. The heavy volume of AEC and the rise of CSP manufacturer's independent scheme indicate that the computing power industry chain has entered the era of Lian Heng, and we are firmly optimistic about the domestic related computing power industry chain.Maotai Group had an exchange discussion with Huawei. Kweichow Moutai official news on December 13th. On December 12th, Zhang Pingan, managing director of Huawei Technologies Co., Ltd. and CEO of Huawei Cloud, visited Maotai and held an exchange discussion with Zhang Deqin, Party Secretary and Chairman of Maotai Group.


It is reported that Baidu and Geely are taking the transfer process to pay the social security arrears for employees of Extreme Vietnam in November. According to media reports, on the evening of December 12, the CEO of Extreme Vietnam Xia Yiping and Geely and Baidu held a closed meeting. After several rounds of communication, Baidu and Geely are taking the transfer process to pay the arrears of social security for employees in November. Shareholders Geely and Baidu set up an emergency team to participate remotely. In response to this news, Baidu and Geely did not comment. (Sina Technology)Foreign media: Trump "strongly opposes" Ukraine's use of American-made missiles to attack Russia's hinterland, and at the same time says that he will not give up Ukraine. According to Reuters's report, US President-elect Trump criticized Ukraine's use of American-made missiles to attack targets in Russia on the 12th local time, arguing that this has aggravated the escalation of the war between Russia and Ukraine. However, he also mentioned that he would not give up Ukraine. When talking about the Russian-Ukrainian conflict, Trump said in an interview, "What happened is crazy. This is crazy. I strongly object to launching missiles hundreds of miles into Russia. Why are we doing this? This will only escalate this war and make the situation worse. " According to the report, Trump hopes to end this "war" that lasted for nearly three years as soon as possible, but he is more cautious about revealing specific details. When asked if Kiev would cut its military and humanitarian aid to Ukraine if it did not agree to the peace agreement, Trump responded, "I think I have a very good plan to help Ukraine, but when I started to disclose this plan, it would almost become a worthless plan." In addition, when asked if he would give up Ukraine, Trump replied, "I hope to reach an agreement, and the only way to reach an agreement is not to give up." (World Wide Web)Good wife set up an intelligent technology company in Quanzhou, and the enterprise search APP shows that Quanzhou Sunguest Intelligent Technology Co., Ltd. was established recently, with the legal representative of Cao Caifeng and the registered capital of 500,000 yuan. Its business scope includes: engineering and technical research and experimental development; Network and information security software development; Software development; Digital technology services, etc. Enterprise equity penetration shows that the company is wholly owned by Haotai.


Treasury bond futures opened, with 30-year main contracts rising by 0.48%, 10-year main contracts rising by 0.36%, 5-year main contracts rising by 0.25% and 2-year main contracts rising by 0.05%.In 2024, the actual sales revenue of China's game market has reached 325.783 billion yuan, up 7.53% year-on-year. At the 2024 China Game Industry Annual Conference held today, Sun Shoushan, chairman of China Audio-visual and Digital Publishing Association, introduced that the actual sales revenue of China's game market in 2024 has reached 325.783 billion yuan, up 7.53% year-on-year.The United States ITC officially launched a 337 investigation on injection molding machines, their components and downstream products. According to China Trade Relief Information Network, on December 12, the United States International Trade Commission (ITC) voted to launch a 337 investigation (investigation code: 337-TA-1427) on specific injection molding machines, their components and downstream products.

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