Yu Chengdong Tik Tok rose more than 400,000 yuan overnight. On the evening of 12th, Yu Chengdong registered Tik Tok account, and the authentication information was displayed as "Managing Director of Huawei, Chairman of BG& BU, a terminal smart car solution". As of the 13th, the powder rose by over 400,000 overnight. (Oriental Finance)The organization looks forward to the semiconductor industry in 2025: the AI replacement tide leads the growth, and the semiconductor ETF(512480) may usher in new development opportunities. On December 13, the semiconductor ETF(512480) closed down by 1.38%, with a turnover of 1.671 billion yuan. The constituent stocks are mixed, and Zhaoyi Innovation leads the rise. In terms of decline, SMIC led the decline. CICC said that after the boom in 2024, it is expected that the inventory of the semiconductor industry will stabilize and the relationship between supply and demand will be more balanced in 2025. With the gradual landing of AI cloud and end demand, domestic semiconductor elements will usher in new development opportunities. In addition, the AI-changing tide has a pulling effect on the downstream demand of the semiconductor design sector, which is expected to accelerate the growth of the semiconductor design sector in 2025 and inject new vitality into the industry.The 30-year main contract of treasury bond futures rose to 0.62%, which continued to hit a new high. In addition, the 10-year main contract rose by 0.37%, the 5-year main contract rose by 0.27%, and the 2-year main contract rose by 0.09%, which was another record.
On the 13th, the European futures of the container freight index rose by 7.03%, and the latest main contract positions changed as follows. According to the data of the exchange, as of December 13th, the European futures of the main contract container freight index closed at 2502, up or down by +7.03%, with a turnover of 41,900 lots. The position data showed that the top 20 seats were net, and the difference position was 3,022 lots. A total of 78,900 lots of European futures contracts were traded, an increase of 8,599 lots over the previous day. The first 20 seats in the contract held 25,100 lots, an increase of 466 lots over the previous day. The short positions in the top 20 seats of the contract were 22,100 lots, a decrease of 120 lots from the previous day. (Sina Futures)AI glasses ushered in the limelight, and Google reached a cooperation with domestic manufacturers. According to the news, on December 13, at the Android XR conference, Google reached a strategic cooperation with domestic consumer-grade AR glasses manufacturer XREAL to jointly build the Android XR ecosystem. According to media reports, OPPO, vivo, Huawei, Tencent and ByteDance are all evaluating the AI glasses project. In addition, a number of listed companies said on the investor question and answer platform that they have corresponding technology or product reserves in AI glasses. Huaxin Securities Research Report pointed out that AI glasses have become a new outlet in the smart wear market, or lead the next generation of terminal revolution. AI glasses not only have the effect of virtual vision enhancement, but also realize real-time analysis of user behavior and environment by integrating artificial intelligence algorithms, providing more accurate and personalized services. AI glasses also improve comfort and prolong wearing time in design and portability. At the same time, it provides a more natural and convenient interactive experience innovation through various sensing technologies. With the gradual reduction of costs, AI glasses are expected to be further widely used. According to the report of Wellsenn XR, it is estimated that after 2030, the AI+AR smart glasses industry will enter a period of rapid development; By 2035, AI+AR smart glasses will eventually replace traditional smart glasses, and the global sales of AI+AR smart glasses will reach 1.4 billion units, which is equivalent to the size of smart phones and will become the next generation general computing platform and terminal. (Securities Times)SHIBOR reported 1.4040% overnight, down by 7.80 basis points. In 7 days, SHIBOR reported 1.7580%, up 12.30 basis points. SHIBOR reported 1.7350% in three months, down by 0.50 basis point.
The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the 53rd consecutive trading day.US media: Hamas may agree to temporarily stay in Gaza after the ceasefire of the Israeli army. On the 12th, the US media reported that the Palestinian Islamic Resistance Movement (Hamas) had softened its negotiating position and might agree to temporarily stay in Gaza after the ceasefire. Hamas has not yet responded to this news. (Xinhua News Agency)The concept of first-round economy continued to increase the daily limit of more than 10 constituent stocks, and the concept of first-round economy continued to increase in intraday trading. Media games, IP economy, performing arts and travel, and Meta-Universe all rose well. More than 10 constituent stocks such as Aofei Entertainment, Lisheng Sports, Dafeng Industry, Tianxiaxiu, and Roman shares rose by more than 10%.
Strategy guide
Strategy guide
Strategy guide