2024-12-13 05:54:28
Open source securities: AI video model is accelerating the competition and continuing to lay out "AI+ movies". According to the open source securities research report, 1)AI video model is accelerating the competition, and its multi-modal capability is continuously upgraded, helping to open up the commercialization space. 2) Film and television content, copyright and marketing companies actively embrace AI video and continue to lay out "AI+ Film and Television". We are optimistic about the continuous iteration of the AI video model, the accelerated application, the superposition of policy assistance such as the release of new film supply and consumption subsidies, and further promote the opening of the commercialization space of "AI+ film and television".CICC: Xiamen Tungsten Industry will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. According to the research report of CICC, Xiamen Tungsten Industry (600549.SH) will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. It is worth noting that the final issue price of this fundraising is 20.80 yuan/share, which is 28.87% higher than the reserve price, and 3.35% lower than the closing price of 21.52 yuan/share on November 6, the first day of the issuance period. After the completion of the issuance, the company is expected to accelerate the development of tungsten resources and the construction of downstream high-end production capacity, and strengthen profit growth. Considering the impact of stock issuance, the net profit of returning to the mother in 2024 will remain unchanged at 1.92 billion yuan, and the net profit of returning to the mother in 2025 will be raised by 1.7% to 2.25 billion yuan, and CAGR+18.6% from 2023 to 2025. Raise the target price by 17% to 24.1 yuan.The number of foreign passengers entering and leaving the West Kowloon Station Port this year exceeded 1 million. The reporter recently (9th) learned from the West Kowloon Border Inspection Station of Shenzhen Border Inspection Station that since the beginning of this year, more than 1 million foreign passengers from 164 countries and regions have entered and exited through the West Kowloon Station Port, an increase of 90.2% over last year, and the highest single-day passenger flow this year exceeded 6,300. (CCTV News)
South Korea's Minister of Planning and Finance, Choe Sang-mu, said that he had tried his best to stabilize the turbulent financial market.Cui Xiangmu, Minister of Planning and Finance of South Korea: South Korea has done its best to stabilize the exchange rate through smooth operation. Compared with the past crisis, the current foreign exchange market situation in South Korea is different. South Korea will not do anything that may damage the "safety net" of foreign exchange.Hainan Free Trade Zone concept changed partially. Hainan Ruize and Hainan Development both had daily limit, Hainan Ruize and Hainan Development both had daily limit, and Lishang Guochao, Hainan Haiyao, Hainan Expressway and Huawen Group followed suit.
Canalys: It is estimated that the market size of generative AI will reach 72.8 billion dollars in 2029. According to Canalys' latest forecast, the global generative artificial intelligence (AI) market is still in its infancy, and it will grow fivefold in five years, from 14.6 billion dollars in 2024 to 72.8 billion dollars in 2029. Top applications include consumer, corporate services, retail, media and entertainment, and health care.Chip heavyweights continued to fall in the afternoon, with Zhongwei diving down more than 5%, Haiguang Information down more than 4%, and SMIC and North Huachuang down more than 1%.Zhuo Chuang Information: In December, the cost side kept moving down the soybean meal price or followed the seasonal decline law. According to Zhuo Chuang Information, looking back on the whole year of 2024, the center of gravity of soybean meal price showed a downward trend. In December, the price of Brazil's soybean premium was continuously lowered, and the spot price of soybean meal was further lowered under the pressure of the cost side. The problem of soybean customs clearance repeatedly traded in the market has limited impact on domestic supply, while the breeding end has started to slaughter one after another, which has a negative impact on the demand for soybean meal. Therefore, Zhuo Chuang Information predicts that the spot price of soybean meal may follow the seasonal law in December, showing a downward trend.
Strategy guide
Strategy guide 12-13
Strategy guide 12-13