Galaxy Securities: The economies of scale of the network industry chain are expected to be prominent. The Galaxy Securities Research Report pointed out that the supply of new kinetic energy in emerging communication industries is constantly enriched, and the economies of scale of the network industry chain are expected to be prominent. With the development of AI, the promotion of 6G and the popularization of satellite-related services in the future, in order to gain greater global leadership in digital technology, China's technological changes need to be accelerated. The integration of 5G-A/6G synaesthesia and general intelligence computing respectively add perceptual and AI elements to the communication network, and continue to deepen the supply capacity upgrade of key links such as chip modules, industry terminals, virtual private networks and common capability platforms, so as to empower the development of emerging industries. The upgrading of communication technology focuses on promoting the integration and innovation of digital technology, bringing about the upgrading of traditional industrial production and operation. Generally speaking, the development of 5G+ promotes multi-directional deep empowerment, and the effect of economies of scale is expected to be prominent. Looking forward to the future, new infrastructure and new applications will usher in great development.The concept of Shanghai's state-owned enterprise reform was active at the beginning to create an international daily limit. The concept of Shanghai's state-owned enterprise reform was active at the beginning, creating an international and Fudan Fuhua daily limit, and Kaiye, First Medicine, Shibei High-tech and Xujiahui followed suit.Foreign media: The Israeli army said that Israel launched about 480 attacks on Syria in the past 48 hours. According to Agence France-Presse, the Israel Defense Forces issued a statement on the 10th local time, saying that in the past 48 hours, the Israeli army launched about 480 attacks on Syria's strategic targets.
Guojin Securities: There is a certain room for the valuation of brokers to rise, focusing on two main lines. Guojin Securities said that looking forward to 2025, liquidity is expected to be further relaxed, market stability will be improved, and a solid market bottom will be built. The improvement of economic fundamentals will be confirmed, and the stock market is expected to go further, which will benefit the valuation and performance of brokerage sectors. Under the background of previous liquidity easing, the valuation of securities firms has expanded to above 1.9X, and the current valuation of securities firms is 1.6X, which has a certain room for growth on the whole. Pay attention to the main line of strong beta business and the main line of mergers and acquisitions.Twelve stocks were rated by brokers, and the target of walrus new materials increased by 88.1%. On December 10th, a total of 12 stocks were rated by brokers, and 3 of them announced their target prices. According to the highest target price, Walrus New Materials, Longjing Environmental Protection and Kangguan Science and Technology ranked in the top, with increases of 88.1%, 57.39% and 30.67% respectively. From the perspective of rating adjustment, the ratings of 4 stocks remain unchanged, and 8 stocks are rated for the first time. Judging from the Wind industry to which the buy-rated stocks belong, capital goods, food, beverages and tobacco, technical hardware and equipment have the largest number of buy-rated stocks, with 3, 3 and 2 respectively.The Hang Seng Science and Technology Index rose to 1%, and the Hang Seng Index is now up 0.70%.
During the year, the enthusiasm of securities firms for issuing bonds was less than that of the same period last year. Adequate capital is an important condition for securities firms to develop innovative business, enhance market competitiveness and prevent risks. In order to supplement working capital and support business development, this year, brokers have raised more than 1.2 trillion yuan by issuing bonds. The data shows that since the beginning of this year, as of December 10th (according to the starting date of issuance), 67 securities firms have issued a total of 644 bonds, with the total amount of bonds issued reaching 1,224.727 billion yuan. On the whole, compared with the same period of last year, the number of bonds issued by brokers has dropped by 13.56% this year, and the total issuance has dropped by 13.58%. Zhu Keli, executive director of China Information Association, said, "Since the beginning of this year, the' enthusiasm' of securities companies to issue bonds is not as good as last year, which shows that securities companies are more cautious and calm in their attitude towards issuing bonds and actively respond to policy calls such as taking the road of capital-saving and high-quality development. In the future, brokers should further balance the development of light and heavy capital business, reasonably determine the scale and frequency of debt issuance financing, improve the efficiency of capital use and develop more steadily. " (Securities Daily)Byte transmission improves the priority of clipping and dreaming business, and the official has not responded for the time being. Byte management judges that AI dialogue products (or chatbot products) may only be the "intermediate state" of AI products, and a more ideal product form for a long time requires a more visual user experience and a lower threshold for users to use. Therefore, Byte has promoted the product priority of Dreaming, and tried to create a "Tik Tok" in the AI era with a new path. The media asked Byte for verification on this news, and the official has not responded yet. (Sina Technology)50 Hong Kong stocks were repurchased by the company yesterday, with Tencent Holdings, Guangzhou Automobile Group and AIA having the largest amount of repurchase. On December 10th, a total of 50 Hong Kong stocks were repurchased by the company, and the amount of repurchase of 8 stocks exceeded HK$ 10 million. Among them, Tencent Holdings, Guangzhou Automobile Group and AIA have the largest repurchase amounts, with the repurchase amounts of HK$ 703 million, HK$ 64,988,500 and HK$ 62,310,000 respectively.
Strategy guide
Strategy guide
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