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 management of Starbucks China continued to adjust, and hired CGO to manage the growth from digital marketing companies. Starbucks China has appointed Tony Yang as the company's CGO (Chief Growth Officer). This is the first time that Starbucks China has set up a CGO position. Yang Zhenyuan was the president and partner of Tezan, a digital marketing company. In January last year, Yang Zhen joined Jidu Automobile as the head of the user development department. According to our understanding, Karen Yih, the current CFO, will leave in December. (LatePost)Guan Zhiou is the party secretary of the Ministry of Natural Resources. According to the website of the Ministry of Natural Resources, on the morning of December 10, 2024, the responsible comrades of the Central Organization Department attended the meeting of leading cadres of the Ministry of Natural Resources and announced the central decision: Comrade Guan Zhiou is the party secretary of the Ministry of Natural Resources; Comrade Wang Guanghua was removed from the post of Party Secretary of the Ministry of Natural Resources and appointed separately.
Hong Kong stocks rose by 87% on the first day of listing in Mao Geping, with a turnover of nearly HK$ 1.9 billion.Guosen Securities' Golden Sun trading software crashed again.The humanoid robot sector rose by the daily limit of Astor and Fenda Technology, while the humanoid robot sector rose, Sanfeng Intelligent, Eft and Shenhao Technology rose by more than 10%, Astor and Fenda Technology rose by the daily limit, and Xinshida, Robot, Yijiahe, Xinjie Electric and Jingyi Intelligent followed suit.
The increase of Hang Seng Index and Hang Seng Science and Technology Index narrowed to 1%.The 30-year Treasury ETF hit a record high, with "Bosera SSE 30-year Treasury ETF" rising 0.89% to 108.561 yuan and "Pengyang China Bond -30-year Treasury ETF" rising 1.02% to 119.858 yuan.The main contract of rebar rose by 4.00% in the day, and is now reported at 3452.00 yuan/ton.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13