AI application storm eye: change and shuffling coexist, and the CAMBRIAN was transferred to the Shanghai Stock Exchange 50 Index, which caused great concern in the market. Recently, most AI concept stocks sought after by funds in the secondary market are facing the challenge of uncertainty such as low revenue. Is this a bubble or a fetal movement on the eve of industrial change? The reporter interviewed a number of people in the industry. Respondents generally recognized the judgment of "AI is not a bubble". At the same time, they believed that the market, represented by large-scale model technology, was entering a rational period, and turned from the "Hundred Models War" to reflect on how to realize the expansion of technical boundaries and promote the commercialization of AIGC. In this process, represented by the agent, large-scale model, multi-scene and singing will support the unprecedented generate of AI application. However, it is undeniable that under the influx of various participants, the competition is becoming increasingly fierce, which also reflects the sharp increase in the commercialization pressure of some practitioners' AI applications. Looking ahead from the new starting line, the big model track is undergoing a transformation from "atomic bomb" to "tea egg", and the shuffling year may start, and some platforms may fade out of the stage. At the same time, upstream industrial chains such as AI chips will also face mountains with long cycle, high intensity and high cost for a long time. Whether it is technology update or cash flow operation, we must be cautious. (Securities Times)Oracle Bone Inscriptions executives said that the capital expenditure in fiscal year 2025 will be twice that in fiscal year 2024.Oracle Bone Inscriptions executives said that revenue growth will further accelerate in the next few quarters.
The property market in several hot cities is improving. Recently, several hot areas have released "battle reports" on the sales of new houses and second-hand houses, and the key data of some cities represented by Nanjing and Shenzhen are improving. From the perspective of housing enterprises, recently listed housing enterprises have gathered together to disclose their sales performance in November, which has led to certain differentiation. According to industry insiders, looking forward to the future, with the continuous efforts of favorable policies, the real estate market is expected to be stable and positive. (CSI)Analyst: At present, it is not necessary for the central bank to cut interest rates again. Chen Xi, chief analyst of open source securities, believes that it is not necessary for the central bank to cut interest rates again at present, and the bond market is expected to show a volatile market in the future. On the one hand, the central bank has not substantially lowered the policy interest rate. On the other hand, the policy has turned to finance and real estate, and the current economy is already stabilizing and recovering. The central bank will not cut interest rates again in the short term.In addition to the front page content, today's People's Daily's main financial contents include: 1. Li Qiang met with the heads of the New Development Bank, the World Bank, the World Trade Organization and the International Monetary Fund respectively; 2. Macro-control is effective —— China Economic Observation in 2024 ②; 3. Policy measures in three aspects to further improve employment assistance and create jobs suitable for older people; 4. China plans to train 1,300 overseas Chinese medicine talents in the next three years; 5. Cultivate a complete system and fully stimulate the potential-China Economic Roundtable will talk about expanding domestic demand at the end of the year; 6. All kinds of grain enterprises in the main producing areas have accumulated more than 140 million tons of autumn grain-the harvest is golden and full (big data observation); 7. In the first three quarters, the economic growth rate of the Yangtze River Delta region was 5.4%; 8. How do China enterprises "go global" (current China economic question and answer); 9. Tianjin Binhai New Area will introduce Ximeng Green Power on a large scale to optimize the energy structure and promote green transformation; 10. The Ministry of Housing and Urban-Rural Development interprets the integration of new urban infrastructure construction, new generation information technology and urban governance; 11. People's Republic of China (PRC) anti-money laundering law (adopted at the 24th meeting of the 10th the NPC Standing Committee on October 31st, 2006 and revised at the 12th meeting of the 14th the NPC Standing Committee on November 8th, 2024); 12. Hubei financial institutions constantly improve measures to benefit the people and promote agricultural development to increase farmers' income; 13. The 2024 annual forum of the German Chamber of Commerce in China was held in Berlin to strengthen mutually beneficial cooperation and promote win-win development; 14. People in the British industry: The British automobile industry should strengthen cooperation with China.
In November, the sales of new energy passenger cars increased by more than 50%. On December 9, the data released by the Association showed that the national new energy passenger car market retailed 1.268 million vehicles in November, a substantial increase of 50.5% year-on-year. From January to November this year, the cumulative retail sales reached 9.594 million vehicles, up 41.2% year-on-year. Cui Dongshu, Secretary-General of the Passenger Car Association, believes that since the fourth quarter, the sales volume of passenger cars has continued to strengthen. With the countdown of this round of car scrapping and old-for-new policies, the auto market is expected to usher in a "tail-lifting market" in December this year. (CSI)Market information: US President-elect Trump discussed the possibility of his daughter-in-law Lala Trump running for the Senate seat in Florida.The cost performance ratio of dividend asset allocation is once again highlighted, and institutions are optimistic about the current layout window period. On December 9, the three major stock indexes in the A-share market fluctuated and closed down, and the petroleum, petrochemical, steel and public utilities sectors with high dividend characteristics were among the top gainers. According to industry insiders, recently, dividend-related ETFs have been allocated more market funds, and the superimposed long-term interest rate has once again broken through the previous shock center. The price/performance ratio of the high dividend sector, which is not prominent in this round of increase, will once again be highlighted. The end of the year to January next year is the allocation window of high dividend assets. It is recommended to actively seize the opportunities in the direction of banks, coal and other industries. (CSI)
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
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