2024-12-13 04:33:23
Huatai Securities looks forward to the communication industry in 2025: embrace the trend of AI/ satellite industry and allocate core assets. When looking forward to the communication industry in 2025, Huatai Securities said that it is optimistic about three main investment lines: 1) Continue to embrace the industry trend, and with the progress of commercialization of AI computing chain and satellite Internet, we are optimistic about investment opportunities in related sub-sectors; 2) New quality productivity: low-altitude industries or the opening of provincial and municipal infrastructure construction, the domestic quantum communication industry is expected to go from 0 to 1, and the commercial aviation scene will be accelerated; 3) revaluation of core assets: with the improvement of market liquidity, leading enterprises with long-term competitiveness and performance toughness are expected to usher in opportunities for valuation improvement; In addition, the merger and reorganization of central state-owned enterprises is expected to promote more high-quality enterprises to complete the process of capitalization and play a positive role in the valuation of the sector.On the occasion of Yin Xiyue's speech, the increase of KOSPI index in South Korea narrowed to 0.3%, and it rose by 1.1% earlier.South Korea's finance minister said that he would pay close attention to the financial market and respond to boost investor sentiment when necessary.
On the occasion of Yin Xiyue's speech, the increase of KOSPI index in South Korea narrowed to 0.3%, and it rose by 1.1% earlier.Huajin Securities: Concerned about the impact of high-quality IP on e-sports and games going to sea, Huajin Securities Research Report pointed out that 1) On December 11th, the 2024 China E-sports Industry Annual Conference was held in Beijing, and the 2024 E-sports Annual Report was released during the conference. The data showed that the e-sports industry showed a positive development trend. "High-quality IP+ games" resonance mode or long-term empowerment game industry development. 2) The popularity of Marvel Comics is unprecedented, and the head manufacturers inject new IP vitality into the game. The achievements of "Marvel Comics Strive for the Front" may set a benchmark for the market, open the world fun competition+high-quality IP or give birth to new topics. 3) "Adapting to local conditions" is both internal and external, and the IP effect is remarkable. Based on the model of Watching Pioneer 2, the "big IP+ competition" has been deeply cultivated. The globalization has brought unprecedented popularity to Marvel Comics, and its novel model is expected to give full play to the value of high-quality IP, provide guidance and reference for industrial development, and empower the development of the game industry for a long time. 4) The annual meeting of e-sports industry was held, and the data showed that China e-sports was full of vitality. High-quality IP+ games are expected to continue to inject vitality into the game industry, paying attention to the impact of high-quality IP on e-sports and games going to sea.The US dollar just broke through the 7.2700 yuan mark against the offshore RMB, and the latest price was 7.2698 yuan, down 0.10% in the day.
The restricted shares with a market value of 2.546 billion yuan were lifted today. Yongda, Sitaili and Dameng Data were among the top companies in terms of market value. On Thursday (December 12), the restricted shares of 8 companies were lifted, with a total lifting amount of 175 million shares. According to the latest closing price, the total lifting market value was 2.546 billion yuan. Judging from the amount of lifting the ban, the number of shares lifted by the two companies exceeded 10 million. Si Taili, Yongda and Ningxin New Materials were among the top, with 95,895,400 shares, 65,203,300 shares and 6,633,200 shares respectively. Judging from the market value of lifting the ban, the number of shares lifted by the two companies exceeded 100 million yuan. Yongda Co., Ltd., Sitaili and Dameng Data are among the top companies in terms of market value, with market values of 1.039 billion yuan, 992 million yuan and 349 million yuan respectively. Judging from the proportion of shares released from the ban to the total share capital, the proportion of the two companies released from the ban exceeded 10%. Yongda Co., Ltd., Sitaili Co., Ltd. and Ningxincai Co., Ltd. have the highest proportion of lifting the ban, accounting for 27.17%, 21.87% and 7.13% respectively.Market news: South Korean prosecutors summoned the Minister of Health to participate in the investigation.Thirteen people were killed when Israeli forces attacked the southern and northern parts of the Gaza Strip. On the 12th, local time, the reporter of the General Station learned from the Palestinian side that Israeli forces bombed Rafah, a city in the southern part of the Gaza Strip, killing seven people and injuring many others. According to medical staff in Rafah, seven dead people were attacked while protecting a rescue truck that arrived in the city. In addition, the Israeli army bombed a residential building west of Gaza City in the northern Gaza Strip, killing six people. (CCTV)
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide