Open source securities: AI video model is accelerating the competition and continuing to lay out "AI+ movies". According to the open source securities research report, 1)AI video model is accelerating the competition, and its multi-modal capability is continuously upgraded, helping to open up the commercialization space. 2) Film and television content, copyright and marketing companies actively embrace AI video and continue to lay out "AI+ Film and Television". We are optimistic about the continuous iteration of the AI video model, the accelerated application, the superposition of policy assistance such as the release of new film supply and consumption subsidies, and further promote the opening of the commercialization space of "AI+ film and television".Luckin Coffee will open seven stores in Hong Kong, and Luckin Coffee will further implement its plan to enter Hong Kong and open seven branches. Among them, Shop A16C-A, underground of New City, Sai Yeung Choi South Street, Mong Kok, covers an area of about 398 square feet. At present, the shop has been boarded up and is under renovation. An agent estimates that the monthly lease is HK$ 120,000. The other six branches are located in Miramar Plaza in Tsim Sha Tsui, MCP New Capital Center in Tseung Kwan O, Shatin Center, Festival Walk in Kowloon Tong, Des Voeux Road Central in Sheung Wan and Ho Man Tin.At midday, the main contract of alumina futures opened lower, and now it is down nearly 3% to 5101 yuan/ton. In the news, according to Shanghai Nonferrous Metals, on December 10th, 30,000 tons of alumina was sold overseas, with a transaction price of $680/mt FOB Western Australia, and the shipping date was in late January/early February.
Microsoft is reported to have hired several DeepMind employees for the new AI health department. Mustafa Suleyman, the head of Microsoft consumer artificial intelligence and co-founder of DeepMind, is forming a new team focusing on consumer health. Dominic King, the former head of DeepMind health department, was hired as the vice president of Microsoft AI's new health team in London. He also poached DeepMind's clinical research scientist and Christopher Kelly, a neonatal intensive care doctor at Evelina Children's Hospital in London, and two other colleagues he worked with during DeepMind.The chairman of Japan's trade union called on the government to speed up its efforts to raise wages, and the chairman of Japan's Metal Workers' Union urged the government to speed up the pace of wage increase, while expressing concern about the premature tightening measures taken by the Bank of Japan. Akihiro Kaneko, president of the Board of Directors of the Japan Metal Workers' Union, said that we need to see the situation improve this year when talking about the government's measures to help small and medium-sized enterprises pass on costs to consumers through the supply chain. If we put off this effort for five or ten years, there will never be any improvement. Kaneko's remarks come as Japan prepares for annual wage negotiations, which will culminate this spring. In next year's negotiations, the union announced a record target of a monthly salary increase of 12,000 yen (US$ 79) or more. Kaneko said that we need to send a clear message that our salary increase target (this year) is higher.Huaxi Securities: Maintain the "Buy" rating of Hagrid Communication, and be optimistic about the forward-looking layout of satellite Internet and low-altitude economy. Huaxi Securities Research Report pointed out that Hagrid Communication (002465.SZ) selected China Mobile's "R&D service procurement project for integrated terminal chips in 2024-2025", with an estimated contract amount of 31.06 million yuan. The selection in the development and procurement of Beidou Tongdao Fusion Chip once again proves that the company and China Mobile have carried out business cooperation and strategic coordination in many fields, including Beidou+industry application development, coordinated development of air and space integration, low-altitude infrastructure construction, integrated construction of vehicles and Lu Yun, and comprehensive operation and maintenance business development. It is believed that the strategic cooperation of operators will continue to deepen, which is expected to help Beidou and satellite Internet business upgrade and enhance the company's related resource endowment. As one of the leading Beidou manufacturers, the company is optimistic about the forward-looking layout of satellite Internet and low-altitude economy, and maintains a "buy" rating.
At midday, the main contract of alumina futures opened lower, and now it is down nearly 3% to 5101 yuan/ton. In the news, according to Shanghai Nonferrous Metals, on December 10th, 30,000 tons of alumina was sold overseas, with a transaction price of $680/mt FOB Western Australia, and the shipping date was in late January/early February.Thai Prime Minister: Cabinet approves debt support measures.Hainan Free Trade Zone concept changed partially. Hainan Ruize and Hainan Development both had daily limit, Hainan Ruize and Hainan Development both had daily limit, and Lishang Guochao, Hainan Haiyao, Hainan Expressway and Huawen Group followed suit.
Strategy guide
Strategy guide
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
Strategy guide