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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.Byte transmission improves the priority of clipping and dreaming business, and the official has not responded for the time being. Byte management judges that AI dialogue products (or chatbot products) may only be the "intermediate state" of AI products, and a more ideal product form for a long time requires a more visual user experience and a lower threshold for users to use. Therefore, Byte has promoted the product priority of Dreaming, and tried to create a "Tik Tok" in the AI ​ ​ era with a new path. The media asked Byte for verification on this news, and the official has not responded yet. (Sina Technology)Gan Xiaoming, former party member and vice chairman of Wuhan CPPCC in Hubei Province, was expelled from the Party membership and public office. According to the news from the Hubei Provincial Commission for Discipline Inspection, with the approval of the Hubei Provincial Committee, the Hubei Provincial Commission for Discipline Inspection recently filed a case review and investigation on the serious violation of discipline and law by Gan Xiaoming, former party member and vice chairman of Wuhan CPPCC. Gan Xiaoming seriously violated the party's political discipline, organizational discipline, integrity discipline and life discipline, constituted a serious duty violation and was suspected of accepting bribes, and did not converge or stop after the 18th National Congress of the Communist Party of China, which was serious in nature and had a bad influence and should be dealt with seriously. After being studied at the meeting of the Standing Committee of the Hubei Provincial Commission for Discipline Inspection and reported to the Hubei Provincial Party Committee for approval, it was decided to expel Gan Xiaoming from the party; He was dismissed from public office by the Hubei Provincial Supervision Commission; Terminate his qualification as a representative of the 14th Party Congress in Wuhan; Collect their illegal income; The suspected crime was transferred to the procuratorate for review and prosecution according to law, and the property involved was transferred together.

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 concept of quantum technology was active at the beginning of Fudan Fuhua 2 board, and the concept of quantum technology was active at the beginning. Starlight, Geer Software and Fudan Fuhua had daily limit, and Guo Dun Quantum, Jida Zhengyuan and Feilixin collectively opened higher.Shanghai's state-owned assets reform concept stocks rose to the daily limit, and Shanghai Material Trade, First Medicine, Shibei High-tech, Kaikai Industry and Shanghai 900 set an international daily limit.

ZTE Commercial: At present, the occupancy rate of office is about 95%, and the occupancy rate of catering industry exceeds 98%. ZTE Commercial said in the investigation of the reception organization that the company's property leasing mainly includes two parts: one is the leasing operation of catering industry in the business premises; The second is the lease operation of business office. At present, the rental rate of writing room is about 95%, and the rental rate of catering industry is over 98%. In the future, the company will focus on the main business, intensive cultivation, pioneering and innovative. On the one hand, continue to do a good job in the operation of physical stores and consolidate and strengthen the leading position in the region; On the other hand, accelerate the innovation of business model and realize new profit growth points. First, speed up the dinosaur museum project and create a new business format integrating museum and business; Second, speed up the online expansion. On the basis of the current "Zhongxing Building+"applet and live broadcast in Tik Tok, we will try to cooperate with a tripartite organization with the advantages of supply chain resources, explore a new online operation mode, and develop online and offline with the same frequency resonance and omni-channel.South Korea's National Assembly launched the power of investigation of state affairs to investigate martial law incidents. South Korea's National Assembly Speaker Yu Yuanzhi announced today (December 11) that it will launch the power of investigation of state affairs to investigate emergency martial law incidents. (CCTV International News)The AI application steering wheel went down at the beginning, Huayang Lianzhong fell, the AI application steering wheel went down at the beginning, Huayang Lianzhong fell, Fengyuzhu, Fushi Holdings, Wanxing Technology, Jincai Internet, Tianyu Digital Branch and so on followed.