Treasury futures collectively opened lower, with 30-year main contracts down 0.38%, 30-year main contracts down 0.38%, 10-year main contracts down 0.11%, 5-year main contracts down 0.06% and 2-year main contracts down 0.04%.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.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.
There is still a large range of rainy weather in the south due to temperature fluctuations in many places in the country. Today and tomorrow (December 11-12), snowfall in the north will continue to shrink, and the south will continue to maintain a large range of rainy weather. At the same time, the cooling effect brought by cold air is still in progress, and the temperature in most areas will go down to a new level, with cold on top and cold on top, and many places will hit new lows since beginning of winter this year.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.Market News: The United States is considering imposing tougher oil sanctions on Russia before Trump takes office.
Skyworth Digital won the first bid for China Mobile's smart set-top box collection. In the announcement of "Publicity of Selected Candidates for Centralized Procurement of Smart Set-top Box Products of China Mobile from 2024 to 2026 (Public Procurement Part)" issued by China Mobile, Skyworth Digital won the bid in the first place, with the winning share of 4K set-top boxes being 23.91% and the number of selected units being 13.12 million. The winning share of 8K ultra HD set-top boxes is 40%, and the selected number is 500,000. China Mobile released the centralized procurement of 8K ultra-high-definition set-top box products for the first time. After Skyworth Digital, the 8K ultra-high-definition set-top box, won the exclusive bid for Henan Mobile and Shanghai Mobile, the company won the first prize in centralized procurement.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%.The AI application steering wheel went down at the beginning, Huayang Lianzhong fell, the AI application steering wheel went down at the beginning, Huayang Lianzhong fell, Fengyuzhu, Fushi Holdings, Wanxing Technology, Jincai Internet, Tianyu Digital Branch and so on followed.
Strategy guide
12-13
Strategy guide