The application of AI continues to deepen, and the prosperity of the sector continues to improve. Recently, a number of artificial intelligence companies have intensively released their latest products, and the related concept sectors in the A-share market are active. Wind data shows that Wande's artificial intelligence concept index has risen in six of the nine trading days since November 27, with an interval increase of 12.64%. Analysts believe that overseas AI applications are growing strongly, and the growth potential of domestic AI applications is expected to explode. On the one hand, the performance of the core AI application companies in US stocks has grown rapidly, further strengthening the AI narrative logic; On the other hand, domestic AI application scenarios are more extensive and have achieved good application results in many fields such as education and office. It is suggested to focus on the growth and liquidity of domestic AI applications. (CSI)Reminder: Please pay attention to it during the day (the following are all Beijing time). ① It is possible to release the total amount of M2 money supply, new RMB loans and financing in China in November; ② The time to be determined is China's import and export and trade account in November; ③ At 11: 30, the Reserve Bank of Australia announced the interest rate resolution; ④ At 12: 30, Reserve Bank of Australia Chairman Brock held a press conference on monetary policy; ⑤ 15:00 Germany's November CPI final value; ⑥ At 01:00 the next day, us energy information administration (EIA) released the monthly short-term energy outlook report (STEO); ⑦ At 05:30 the next day, american petroleum institute (API) released the weekly crude oil inventory report.AI application storm eye: change and shuffling coexist, and the CAMBRIAN was transferred to the Shanghai Stock Exchange 50 Index, which caused great concern in the market. Recently, most AI concept stocks sought after by funds in the secondary market are facing the challenge of uncertainty such as low revenue. Is this a bubble or a fetal movement on the eve of industrial change? The reporter interviewed a number of people in the industry. Respondents generally recognized the judgment of "AI is not a bubble". At the same time, they believed that the market, represented by large-scale model technology, was entering a rational period, and turned from the "Hundred Models War" to reflect on how to realize the expansion of technical boundaries and promote the commercialization of AIGC. In this process, represented by the agent, large-scale model, multi-scene and singing will support the unprecedented generate of AI application. However, it is undeniable that under the influx of various participants, the competition is becoming increasingly fierce, which also reflects the sharp increase in the commercialization pressure of some practitioners' AI applications. Looking ahead from the new starting line, the big model track is undergoing a transformation from "atomic bomb" to "tea egg", and the shuffling year may start, and some platforms may fade out of the stage. At the same time, upstream industrial chains such as AI chips will also face mountains with long cycle, high intensity and high cost for a long time. Whether it is technology update or cash flow operation, we must be cautious. (Securities Times)
New york gold futures rose more than 0.8% and once hit the $2,700 mark. Gold, silver and copper mining stocks generally rose. At the end of Monday (December 9) in new york, spot gold rose by 1.04% to $2,660.52 per ounce, and intraday trading ranged from $2,627.61 to $2,676.43. Spot silver rose 2.81% to $31.8390 per ounce, and was traded in the range of $ 30.8658-31.0727. COMEX gold futures rose 0.86% to $2,682.40 per ounce, and also rose to $2,700.00 at 23:16 Beijing time. COMEX silver futures rose 2.77% to $32.445 an ounce. COMEX copper futures rose 1.40% to $4.2590/lb.The FTSE A50 index closed up 0.84% at 14,188 points in a row.The 2024 Pearl Bay International Climate Investment and Financing Conference was held in Nansha, Guangzhou, and from December 8 to 9, the 2024 Pearl Bay International Climate Investment and Financing Conference was held in Nansha, Guangzhou. In his video address, Leung Chun-ying, Vice Chairman of the National Committee of CPPCC said that as a responsible developing country, China has always stood at the height of building a community of human destiny and actively responded to climate change. Climate investment and financing is an important starting point to deal with climate change and promote green development. Zhao Yingmin, vice minister of the Ministry of Ecology and Environment, said that encouraging more social funds to help green and low-carbon development and industrial transformation can achieve win-win climate benefits, social benefits and economic benefits.
The position ETF--SPDR Gold Trust, the world's largest gold ETF, decreased by 1.15 tons compared with the previous trading day, and the current position is 870.79 tons.Overnight trend of China assets: A50 rose by 5.7%, ETF rose by nearly 24%, and China assets continued to rise overnight. During the closing of A shares at 3:00 pm yesterday (9th) and this morning, Hang Seng Index futures rose by 7.66%, offshore RMB rose by 0.29% or about 200 points against the US dollar, and FTSE China A50 index rose by 5.77%, hitting a two-month high in intraday trading. In the US stock market, Nasdaq China Jinlong Index closed up 8.5%, hitting a two-month high, and China ETF(YINN) rose 23.7% when it tripled its wealth.The Japanese yen fell by 0.8% and fell below 151, while the Australian dollar, the commodity currency, rose by over 0.8%. On Monday (December 9, the day after non-farming), the ICE dollar index rose by 0.11% to 106.171 points, which fluctuated violently throughout the day. It was as low as 105.798 points when it was refreshed at 00:01 Beijing time, and then it was pumped back and approached the daily high of 106 when it was refreshed at 12:42. The Bloomberg dollar index rose 0.14% to 1280.69 points, with an intraday trading range of 1276.41-1281.07 points. The dollar rose 0.80% against the yen to 151.20 yen, and the intraday trading range was 149.69-151.35 yen. The euro fell by 0.14% to 1.0553, the pound rose by 0.05% to 1.2751, and the dollar was roughly flat at 0.8788 against the Swiss franc, with a V-shaped reversal at 00:04 to 0.8759 throughout the day. Among commodity currencies, the Australian dollar rose 0.83% against the US dollar, the New Zealand dollar rose 0.58% against the US dollar and the US dollar rose 0.10% against the Canadian dollar. The Swedish krona rose 0.21% against the US dollar and the Norwegian krona rose 0.29% against the US dollar.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13