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)The vacancy of Cao Guo was filled. South Korea's opposition camp continued to maintain 192 seats in the National Assembly. On the 13th, local time, South Korea's Central Electoral Management Commission decided that Bai Xianji, the motherland reform party, would take over the vacancy of Cao Guo. As a result, South Korea's opposition camp continued to maintain 192 seats in the National Assembly. On the afternoon of the 12th, Cao Guo, the leader of South Korea's opposition party, the Motherland Reform Party, was found guilty of fraud in the final judgment of his children's education, and Cao Guo was immediately deprived of his qualification as a member of parliament. The total number of members of the opposition camp decreased from 192 to 191. (CCTV News)Zijiang Enterprise set up a packaging company in Hubei with 20 million yuan. According to the enterprise search APP, Hubei Zijiang Packaging Co., Ltd. was recently established, with Shao Chunjiang as the legal representative and a registered capital of 20 million yuan. Its business scope includes: the production of plastic packaging containers and tools for food; Sales of plastic packaging containers, tools and products for food. Enterprise investigation shows that the company is wholly owned by Zijiang Enterprise.
Shanxi Securities: Sora officially launched the AI video generation tool, which continued to iterate. Shanxi Securities Research Report pointed out that 1) On December 10th, OpenAI officially launched Sora. Compared with the version released by OpenAI in February, the new Sora launched this time added Storyboard, Remix, Re-cut and other functions, which greatly improved the video re-creation ability and optimized the video generation speed and generation method. 2) Since the beginning of this year, domestic enterprises have begun to accelerate the research and development and iteration of AI video generation products, and the product capabilities have been continuously improved and the application scenarios have been continuously broadened. Sora was officially launched, and the video creation ability was significantly improved, and it began to change from a creative tool to a productivity tool. With the continuous iteration of AI video generation tools represented by Sora, its penetration into various application scenarios is expected to accelerate in the future. On the one hand, the application layer suggests focusing on creative, design, education and other multi-modal fields, especially video generation. On the other hand, the demand for computing power in video generation model is significantly higher than that in text, focusing on AI computing power related targets.Guojin Securities: The warm wind of medical policy comes first, then the progress of innovation going out to sea, and then the opportunity of performance reversal. Guojin Securities Research Report said that the core investment opportunities in the pharmaceutical sector in 25 years will revolve around three logics: 1) innovation going out to sea; 2) demand recovery; 3) Policy expectation reversal. At present, the policy warm wind comes first (the medical track policy continues to warm up, and the overall industry expectation is expected to be optimistic); Then, R&D and innovation will go to sea (innovative drug track will continue to make progress, and it will still be the hottest track in the pharmaceutical sector in 2025, especially it is recommended to pay attention to the clinical data reading and commercialization progress of the first-line target, as well as the fluctuation opportunity of the expected difference of the second-line innovative drugs), and then the performance growth rate is expected to bottom out in the first half of 2025 (but it will take time for this improvement in performance growth rate to come. Considering the current industry communication and historical base, it is expected that 4Q24 and 1Q25 should still be cautiously optimistic.)The scale of A500-related funds exceeded 240 billion yuan, and the scale of CSI A500ETF leader (563,800) jumped to the first place in Shanghai. On December 12, the total scale of funds tracking CSI A500 index reached 242.1 billion yuan, which was the fastest index in the history of A-share. In addition, the CSI A500 Index also contributed about one third of the increase in scale index funds since September. Among them, CSI A500ETF leader (563800) has attracted the most gold since its listing on November 18th, with a net inflow of 14.2 billion yuan, and its latest scale has exceeded 16.5 billion yuan, ranking first in Shanghai.
The game and media sectors moved up three boards in vision china, three boards in vision china, Fuchun, Reader Media, Zhewen Internet and Guangdong Media, and Kaiying Network, Shengguang Group and Tianlong Group followed suit.Chongda Technology: Five measures are taken to deal with the challenges and opportunities of industry development. Chongda Technology (002815) said in the online collective reception day of investors on December 12 that the company's measures to deal with the challenges and opportunities of industry development include: optimizing product structure, continuing to promote the optimization and upgrading of product structure, increasing R&D investment and market expansion in the field of high-end PCB boards, and accelerating the introduction of high-value customers and orders; Improve production efficiency and cost control; Accelerate the pace of capacity expansion, and promote the speed of capacity improvement of Dalian Plant, Zhuhai No.1 Plant and Zhuhai No.2 Plant in an orderly manner; According to market demand, adjust product price strategy in real time to improve profitability; Accelerate the construction of production base in Thailand, actively participate in international competition and cooperation, and enhance the company's visibility and influence in the global PCB market.The Hang Seng Index of Hong Kong stocks opened lower by 0.78%, the index of state-owned enterprises fell by 0.88%, and the branch index opened lower by 1.01%.
Strategy guide
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Strategy guide
12-14
Strategy guide
12-14