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2024-12-13 04:46:39

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.Ruiang Gene: The actual controllers Xiong Hui and Xiong Jun were arrested. Ruiang Gene announced that the actual controller, chairman and general manager Xiong Hui and actual controller, director and deputy general manager Xiong Jun of the company have been arrested for alleged fraud, and related matters need further investigation. Mr. Xiong Jun, Mr. He Junyan and Mr. Xue Yuwei submitted written resignation reports for personal reasons, and will take other positions in the company after resigning. At present, the company has targeted related matters.China automobile dealers association: In November, the inventory coefficient of automobile dealers was 1.11, with a slight increase of 0.9% month-on-month. china automobile dealers association released the survey results of "Automobile Dealer Inventory" in November 2024: the comprehensive inventory coefficient of automobile dealers in November was 1.11, with a slight increase of 0.9% month-on-month and a decrease of 22.4% year-on-year. The inventory level was below the warning line and within a reasonable range.


South Korea's stock market rebounded after its market value evaporated by $100 billion due to the political crisis. South Korea's stock market rebounded on Tuesday, which was the first rise since the martial law storm caused the country to fall into political turmoil last week. South Korea's Kospi index rose more than 2% in early trading, after its recent decline pushed it to the edge of a bear market. The Kosdaq small-cap stock index rose more than 4%. In the four trading days as of Monday, the total market value of these two index companies evaporated by $100 billion. South Korean authorities have repeatedly promised to take all measures to stabilize market sentiment, saying that the recent market trend is "excessive" considering the country's economic fundamentals. President Yin Xiyue survived the parliamentary impeachment vote over the weekend, but the opposition party vowed to continue to push him to step down.According to the World Bank, the Philippines' GDP growth is affected by the typhoon, but the prospects are strong.The Turkish President and NATO Secretary-General discussed the situation in Syria by telephone. The Information Bureau of the Turkish Presidential Office released a message on December 10 local time, saying that Turkish President Erdogan had a telephone conversation with NATO Secretary-General Rutte on the same day, focusing on the latest development of the situation in Syria. Erdogan said that since the first day of the civil war in Syria, Turkey has always advocated maintaining the territorial integrity and stability of Syria. He stressed that Syria should be managed by the Syrian people, and Turkey will continue to do its best to build a unified and complete Syria free from terrorism.


Australia's business confidence has fallen sharply, and the economic outlook is not optimistic. Australia's business confidence index fell sharply in November, and the current situation index measuring employment, sales and profitability has further weakened, once again indicating that the private sector in the economy is facing heavy pressure. According to a survey released by the National Bank of Australia on Tuesday, the business confidence index dropped by 8 points to -3, reversing the gains in October. The status quo index dropped from 7 to 2. "Overall, the survey shows that growth continued to be weak in the fourth quarter," the bank said in the report. As the capacity utilization rate is still above average, it may take more time for price pressure to fully return to normal. The Reserve Bank of Australia will announce its last interest rate decision this year in a few hours, and it is almost certain that the policy interest rate will remain at a 13-year high of 4.35%. Last week's data showed that Australia's GDP was weak again in the third quarter, prompting traders to advance their expectations of interest rate cuts from May next year to April.Debon Securities: Pay attention to the investment opportunities in the fields of liquor, beer and leisure snacks. Debon Securities Research Report pointed out that 1) Liquor: The dealer conference will set the tone for next year, giving priority to the opportunities of low-value leading layout. Recently, wine companies have intensively held dealer meetings to set the tone for next year's growth. At present, wine enterprises are generally rational and pragmatic, and reasonable speed reduction reduces the burden on channels. With a series of economic policies, the consumption of enterprises and residents is expected to pick up in 2025. The competitiveness of head enterprises has been further enhanced through continuous evolution, so it is suggested to grasp the investment opportunities with low expectations at present. 2) Beer: The overall performance of the third quarterly report is under pressure due to the weak recovery of demand and weather, but it is expected that the ton price of major beer enterprises will maintain a steady and rising trend throughout the year. With the introduction of a series of policies to stimulate consumption, terminal demand is expected to improve, and the recovery of ready-to-drink scenes such as catering is expected to promote the upgrading and continuation of beer structure. 3) Leisure snacks: The performance of leisure snack enterprises is further differentiated, and the performance of high-potential targets is optimistic in the peak season. In the third quarter, the performance of leisure and snack enterprises was divided, and the growth toughness of high-potential enterprises remained the same. The follow-up Spring Festival peak season is expected to bring the possibility of exceeding expectations. At present, the level of income profit rate of head enterprises is expected to remain stable.Yonhap News Agency: South Korea's defense intelligence commander was suspended.

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