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2024-12-13 04:57:12

In the first 10 minutes, the turnover of Shanghai and Shenzhen stock markets exceeded 500 billion, exceeding 200 billion compared with yesterday.Robot concept stocks have risen again, and many stocks such as Xianglou New Materials, Keli Sensing, Tuosida and Best have reached record highs.Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.


The potential of digital warehousing is huge. The scale of China's warehousing market has nearly tripled in four years. The China Federation of Logistics and Purchasing today (10th) released the Report on the Development of Digital Warehousing in China. According to the report, the scale of China's warehousing and logistics market has been expanding in recent years. With the continuous development and application of technologies such as Internet of Things, big data, cloud computing and artificial intelligence, digital warehousing has great development potential. According to the report, in recent years, the market size of China's warehousing industry has increased from 88.29 billion yuan in 2019 to 153.35 billion yuan in 2023, with a compound annual growth rate of 14.8%, and the market size of warehousing and logistics has been expanding. With the vigorous development of e-commerce, the warehousing industry has ushered in an unprecedented development opportunity. The continuous development and application of technologies such as Internet of Things, big data, cloud computing and artificial intelligence have also promoted the digitalization process of the warehousing industry, and the market demand for digital warehousing industry is increasing. (CCTV News)The gains of A-shares and Hong Kong stocks narrowed. FTSE China A50 index futures fell more than 2.6%, while GEM index rose 2.25% and rose 4.88% at the opening. The increase of Shenzhen Component Index narrowed to less than 2%, and the increase of Shanghai Composite Index narrowed to 1.43%. The increase of Hang Seng Index narrowed to less than 1%; The Hang Seng Science and Technology Index is currently up 0.51%, and the opening price has risen by over 4%. FTSE China A50 index futures fell 2.7%.Guosen Securities' Golden Sun trading software crashed again.


The yield of 10-year Japanese government bonds rose by 3 basis points to 1.065%.The food and beverage sector strengthened, including Runpu Food and Panda Dairy. The food and beverage sector strengthened. As of press time, Runpu Food had a daily limit of 30%, Panda Dairy and Yike Food had a daily limit of 20%, Yiming Food had 11 consecutive boards, and Anji Food had a daily limit. Three squirrels, Qianheweiye and Tianwei Food followed suit.Op Optronics: The subsidiary Changguang Aerospace products can be widely used in the aerospace field. Op Optronics (002338) said in response to investors' questions on the interactive platform on December 10 that the company's subsidiary Changguang Aerospace products can be widely used in the aerospace field and can provide customized services according to customers' needs.

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