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2024-12-14 04:35:28

European stocks opened slightly lower, with the Stoxx 50 index in Europe down 0.1%, DAX index in Germany up 0.2%, FTSE 100 index in Britain down 0.1% and CAC 40 index in France down 0.1%.Some short-term inter-bank bonds performed brilliantly. The yield of 2-year active bonds "21 interest-bearing bonds 02" went down 5bp to reach 1.1%, which was 11bp upside down from the current 1-year active bonds "24 discount bonds 67" yield of 1.21%.AI glasses ushered in the limelight, and Google reached a cooperation with domestic manufacturers. According to the news, on December 13, at the Android XR conference, Google reached a strategic cooperation with domestic consumer-grade AR glasses manufacturer XREAL to jointly build the Android XR ecosystem. According to media reports, OPPO, vivo, Huawei, Tencent and ByteDance are all evaluating the AI glasses project. In addition, a number of listed companies said on the investor question and answer platform that they have corresponding technology or product reserves in AI glasses. Huaxin Securities Research Report pointed out that AI glasses have become a new outlet in the smart wear market, or lead the next generation of terminal revolution. AI glasses not only have the effect of virtual vision enhancement, but also realize real-time analysis of user behavior and environment by integrating artificial intelligence algorithms, providing more accurate and personalized services. AI glasses also improve comfort and prolong wearing time in design and portability. At the same time, it provides a more natural and convenient interactive experience innovation through various sensing technologies. With the gradual reduction of costs, AI glasses are expected to be further widely used. According to the report of Wellsenn XR, it is estimated that after 2030, the AI+AR smart glasses industry will enter a period of rapid development; By 2035, AI+AR smart glasses will eventually replace traditional smart glasses, and the global sales of AI+AR smart glasses will reach 1.4 billion units, which is equivalent to the size of smart phones and will become the next generation general computing platform and terminal. (Securities Times)


According to the local government, Russia attacked the energy facilities in the Lviv region in western Ukraine.On the 13th, glass fell by 2.14%, and the latest main contract positions changed as follows. According to the exchange data, as of December 13th, the main contract glass closed at 2505, up or down by -2.14%, with a turnover of 671,300 lots. The position data showed that the top 20 seats were clear, and the difference position was 46,081 lots. The total turnover of glass futures contracts was 999,900 lots, an increase of 189,100 lots over the previous day. The first 20 seats in the contract held 565,600 lots, a decrease of 12,000 lots from the previous day. The short positions in the top 20 seats of the contract were 661,500 lots, a decrease of 13,600 lots from the previous day. (Sina Futures)Shenzhen Longgang Yueke Artificial Intelligence Venture Capital Fund was established with a capital contribution of 1 billion yuan. According to Tianyanchao App, recently, Shenzhen Longgang Yueke Artificial Intelligence Venture Capital Fund Partnership (Limited Partnership) was established. The executive partner is Guangdong Yueke Parent Fund Investment Management Co., Ltd., with a capital contribution of 1 billion yuan. The business scope is to engage in equity investment, investment management, asset management and other activities with private equity funds. Shenzhen Longgang District Guide Fund Investment Co., Ltd. and Guangdong Emerging Industry Investment Fund Partnership.


On the 13th, the No.20 rubber fell by 2.05%, and the latest main contract positions changed as follows. According to the exchange data, as of December 13th, the main contract No.20 rubber 2502 was closed, with a turnover of 159,100 lots. The position data showed that the top 20 seats were clear, and the difference position was 5,142 lots. A total of 205,200 lots were traded in the No.20 rubber futures contract, an increase of 8,176 lots over the previous day. The first 20 seats in the contract held 84,200 lots, an increase of 812 lots over the previous day. Short positions in the top 20 seats of the contract were 94,500 lots, a decrease of 1,708 lots from the previous day. (Sina Futures)Jordan sold his Chicago mansion for $9.5 million, with a price reduction of 67%. According to Beiqing Sports, Michael Jordan, a famous former American professional basketball player, sold his manor mansion on the outskirts of Chicago for $9.5 million. In 2012, the public price of this mansion was $29 million. After 12 years of listing, the price was reduced by 67% and it was finally sold.CITIC Jiantou: It maintains the "Buy" rating of Orrit, and its product line continues to expand and enrich. According to the research report of CITIC Jiantou Securities, Orrit (605116.SH) is one of the leading companies in the field of characteristic APIs in China. In recent years, the company's product line has been continuously expanded and enriched, which has promoted the continuous growth of revenue. At the same time, the company actively laid out potential areas, and at the current point of time, we think that we can see the company's follow-up multiple catalysis: 1) The preparation business continues to be heavy: the market development of diqu progesterone tablets continues to advance, and the estradiol/estradiol-diqu progesterone composite packaging tablets have been declared for listing. It is expected that the continuous enrichment of new pipelines for the follow-up preparation business will promote the company's performance growth. 2) Smegrutide API: The construction of fermentation workshop and synthesis workshop has been completed, and the expansion and release of new capacity will promote the good growth of API business. 3) Small nucleic acid business: The 100 kg commercial production line landed in September, 2004, opening up the space for subsequent growth. Maintain the "buy" rating.

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