Nuotai Bio-boy Ziquan: Top-level design is the opportunity and innovation of the times to accelerate the transformation of old and new kinetic energy. Recently, the Central Economic Work Conference proposed that scientific and technological innovation should lead the development of new quality productive forces and build a modern industrial system. Tong Ziquan, chairman of Nuotai Bio, said that the series deployment of this conference will further promote the in-depth implementation of the innovation-driven development strategy, promote the integrated development of the real economy and the digital economy, advanced manufacturing and modern service industries, foster new quality productivity and form more new growth points, and continue to promote the accelerated transformation of old and new kinetic energy. (SSE)Tianmao Group: The premium income of Guohua Life Insurance in 2024 was about 32.694 billion yuan. Tianmao Group announced that the accumulated original insurance premium income of Guohua Life Insurance Co., Ltd., a holding subsidiary of the company, was about 32.694 billion yuan from January 1, 2024 to November 30, 2024. The above-mentioned original insurance premium income data has not been audited.Bezos' Amazon plans to donate $1 million to Trump's inauguration ceremony.
Google successfully attacked OpenAI:ChatGPT Vision was launched in the middle of the night. Yesterday, after Google enlarged its recruitment to release Gemini 2 and provided free services, OpenAI followed closely today (12-day conference Day6) and launched the long-awaited ChatGPT Vision function, bringing users a richer multi-modal interactive experience. In addition to the original advanced voice mode, you can now make video calls with ChatGPT, share the screen, and interact with Santa Claus in real time. The entire conference lasted for 11 minutes.Google successfully attacked OpenAI:ChatGPT Vision was launched in the middle of the night. Yesterday, after Google enlarged its recruitment to release Gemini 2 and provided free services, OpenAI followed closely today (12-day conference Day6) and launched the long-awaited ChatGPT Vision function, bringing users a richer multi-modal interactive experience. In addition to the original advanced voice mode, you can now make video calls with ChatGPT, share the screen, and interact with Santa Claus in real time. The entire conference lasted for 11 minutes.Apple is reported to cooperate with Broadcom to develop AI chips, and TSMC's advanced process will welcome big orders again. On December 13, it was reported that Apple intends to invest in self-developed AI chips, jointly develop them with Broadcom, and produce them in TSMC's 3 nm process, and mass-produce them in 2026. The legal person is optimistic that after the development of Apple's self-developed AI chip is completed, the investment is expected, and TSMC's advanced process will usher in another big order. It is understood that Apple's current A-series processors for iPhone and M-series processors for Mac all adopt self-developed strategies, and are exclusively manufactured by TSMC. The legal person believes that once Apple's self-developed chips are extended to AI chips, the cooperation with TSMC will be closer. (Taiwan Province Economic Daily)
Broadcom: The artificial intelligence semiconductor business will surpass other businesses.Fang Yi, Chief Strategy Officer of Guotai Junan: The conditions of "transformation cattle" in China stock market are forming four themes, focusing on mergers and acquisitions and self-control. Fang Yi, Chief Analyst of Guotai Junan Strategy, said at the main forum of Guotai Junan 2025 investment strategy that the bottom of China stock market has appeared, and the conditions of "transformation cattle" are forming; The key driving force of the market comes from the decline of risk-free interest rate and the boost of risk preference, and the economic expectation is expected to be revised up in 2025H2; The mid-line of the stock market is expected to get out of the N-rhythm. Theme recommendation: merger and reorganization/self-control/humanoid robot/self-consumption. 1) M&A and reorganization: the regulatory tolerance of cross-border M&A and acquisition of unprofitable assets has been improved, and we are optimistic about the traditional industry leaders who are the main enterprises of science and technology chain and benefit from the optimization of industry structure; 2) Self-control: global science and technology supply chain reconstruction, optimistic about the improvement of localization rate of advanced semiconductors/basic software; 3) Humanoid robot: mass production and application scenario expansion are accelerated, and key components such as dexterous hands/actuators are optimistic; 4) Self-satisfaction consumption: demographic changes have given birth to new consumption patterns, and we are optimistic about the high growth of secondary consumption/pet consumption.Goldman Sachs Asset Management announced the liquidation of three exchange-traded funds.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide 12-14