Low-priced stocks were active repeatedly, and Mei Yan walked out of four boards in five days. In addition, more than 20 constituent stocks such as Pingtan Development, Smart Agriculture, Jin Zhengda, Zhongnan, Xiamen Industrial Co., Ltd. and Yabo Co., Ltd. had daily limit.At the beginning of the three major indexes, the GEM index rose by 0.39%, and the concepts of quantum technology and chips led the gains.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 fire spread in Southern California, USA, with more than 53,000 users losing power. The bush fire near downtown Malibu, Southern California, USA is still spreading. As of the evening of the 10th EST, the fire area has expanded to 10.98 square kilometers, and there are more than 53,000 users losing power in California. The director of the Los Angeles County Fire Department said at the news conference on the same day that the fire has not yet been controlled and a small number of houses were burned, but no casualties were caused. (CCTV News)South Korea's KOSPI index rose 1% to 2,442.31.Li Pengxin, the former deputy secretary of the Party Committee of Xinjiang Uygur Autonomous Region, was prosecuted. It was learned from the Supreme People's Procuratorate today (11th) that the case of Li Pengxin, the former deputy secretary of the Party Committee of Xinjiang Uygur Autonomous Region, was investigated by the National Supervisory Commission (NSC), and was appointed by the Supreme People's Procuratorate to be examined and prosecuted by the People's Procuratorate of Baoji City, Shaanxi Province. Recently, the Baoji Municipal People's Procuratorate has filed a public prosecution with the Baoji Intermediate People's Court. (CCTV News)
The aquaculture sector oscillated to raise Huaying Agriculture's daily limit, the aquaculture sector oscillated to raise, Huaying Agriculture's daily limit, Tianyu Bio and Chuangye International's previous daily limit, and Zhongshui Fishery, Minhe Shares and Xiaoming Shares followed suit.Wei Shaojun, China Semiconductor Industry Association: We should vigorously develop chip design technology that does not depend on advanced technology. Wei Shaojun, chairman of the Integrated Circuit Design Branch of China Semiconductor Industry Association, said today that with the closure of chip design enterprises in China by external advanced processing resources, the manufacturing technologies that can be used by chip design enterprises in China are no longer as rich as before, and it is necessary to pay attention to the design technology that does not depend on advanced technology in technological innovation. Among them, there are two technical paths worth exploring. One is the innovation of architecture, which has been suggested by the industry that it is the golden age of computer architecture innovation. The second is micro-system integration, and the three-dimensional integration technology evolved from packaging technology is gradually moving towards the foreground. (Reporter Guo Hui)South Korea's KOSPI index rose 1% to 2,442.31.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide