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Shanxi Securities: The launch of new OpenAI products catalyzes the demand for low-orbit satellite to continue to accelerate. Shanxi Securities Research Report pointed out that 1) The "Open AI 12 Days" activity was held, and the official version of o1 &pro and the full version of ChatGPT pro o1 were released faster and more powerful than o1 preview, and they performed better in code, mathematics and writing, and still possessed the original ability of picture reasoning. With the marginal cost of training continuing to increase and cot reasoning computing power continuing to increase, the computing power demand in 2025 is real and may continue to exceed expectations. It is suggested that the current optical module, copper connection, power supply and liquid cooling should be switched to the low valuation of 2025 performance. 2) Amazon shows trn1 ultra cabinet products, and cloud manufacturer ASIC brings incremental demand for copper connection. Cloud manufacturers' self-developed ASIC will bring important demand increment for high-speed copper connection. At present, copper connection system component manufacturers are concentrated overseas, while bare wire supporting capacity is concentrated in China. 3) Last week, Yuanxin Qian Fan's third networking satellite was successfully launched in Taiyuan, and SpaceX mobile phones were directly connected to satellite networking for commercial use. The development of LEO satellite Internet is related to 6G standard discourse right, orbital frequency resources and the game of international air and space infrastructure powers, which is expected to force the launch of LEO constellation in China to accelerate again. Under the catalysis of continuous events, the relevant targets of the industrial chain are expected to usher in a certain performance contribution and drive the double-click market.Ma Ying-jeou will lead the students of "Dajiu Academy" to visit the mainland. Xiao Xucen, CEO of Ma Ying-jeou Foundation, said today (11th) that Ma Ying-jeou will lead the students of "Dajiu Academy" to visit the mainland from December 18th to 26th at the invitation of the mainland. (Looking at the Taiwan Strait)The turnover of Shanghai and Shenzhen stock markets exceeded 500 billion.

Most gold stocks in Hong Kong stocks strengthened, and Zhaojin Mining rose by over 5%. As of press time, Zhaojin Mining (01818.HK) rose by 5.47%, Lingbao Gold (03330.HK) rose by 5.09% and Shandong Gold (01787.HK) rose by 2.26%.Haoen Automobile & Power Co., Ltd. established a laser technology company with a registered capital of 50 million yuan. According to the enterprise search APP, Shenzhen Haoen Laser Technology Co., Ltd. was established recently, with Chen Tefang as the legal representative and a registered capital of 50 million yuan. Its business scope includes research and development of auto parts. Software development; Internet of things technology research and development; Internet of things technical services; Digital technology services; Intelligent vehicle equipment manufacturing; Radar and supporting equipment manufacturing, etc. Enterprise equity penetration shows that the company is wholly owned by Haoen Automobile and Power Company.Guojin Securities: In 25 years or the first year of commercial mass production of humanoid robots, Guojin Securities said that Huawei's overweight body intelligence has become a new direction, which is expected to bring deterministic AI technology to domestic robot manufacturers and help domestic OEMs accelerate their rise. In 25 years or the first year of commercial mass production of humanoid robots, the domestic and international industries have resonated, and the humanoid robot industry has ushered in a period of rapid development and has plate investment opportunities. It is suggested to focus on the screw, reducer, torque sensor and domestic robot.

The net outflow of the main market exceeded 10 billion.The newly established technology companies such as Doushen Education include a number of AI businesses. The enterprise search APP shows that recently, Shenzhen Doushen Bilingual Times Technology Co., Ltd. was established, with Hu Xiaokang as the legal representative and a registered capital of 1 million yuan. Its business scope includes artificial intelligence application software development, artificial intelligence basic resources and technology platform, artificial intelligence basic software development, artificial intelligence general application system and artificial intelligence hardware sales. Enterprise investigation shows that the company is jointly owned by Doushen Times Technology Development (Beijing) Co., Ltd. and Shenzhen Heyun Education Technology Co., Ltd., a subsidiary of Doushen Education.The fire spread in Southern California, USA, with more than 53,000 users losing power. The bush fire near downtown Malibu, Southern California, USA is still spreading. As of the evening of the 10th EST, the fire area has expanded to 10.98 square kilometers, and there are more than 53,000 users losing power in California. The director of the Los Angeles County Fire Department said at the news conference on the same day that the fire has not yet been controlled and a small number of houses were burned, but no casualties were caused. (CCTV News)