Google released the Android XR operating system, and Samsung's first launch will be launched next year. On December 12, local time, Google launched a new operating system Android XR developed in cooperation with Samsung, which combines years of investment in AI, AR and VR, aiming at wearing devices and smart glasses. Bring a practical experience. This release is a preview for developers, who can start to develop applications and games for the upcoming Android XR device. The first head-mounted display device developed based on Android XR is code-named "Project Moohan", which is made by Samsung and will go on sale next year.Market news: Trump's advisers seek to reduce or cancel banking regulators.The dollar rose to 152.91 yen against the yen, the highest since November 27.
Korean media: South Korean President Yin Xiyue tried to appoint a new defense minister. The East Asia Daily did not explain that the source reported that South Korean President Yin Xiyue tried to appoint a new defense minister, which indicated that Yin Xiyue might resume his job, although he said last week that he would let the ruling party decide how to stabilize future state affairs and his term of office. After making a public speech on Thursday, Yin Xiyue approved the 42 agendas adopted at this week's cabinet meeting. This shows that Yin Xiyue may exercise the presidential power immediately after he hinted in his speech that he had no intention of stepping down.Bank of Japan: The confidence index of large manufacturers rose to the highest level since March 2022.The Henan provincial government and Shenzhen Stock Exchange signed a strategic cooperation agreement. According to the news of Henan government network, on December 12, the Henan provincial government and Shenzhen Stock Exchange signed a strategic cooperation agreement in Zhengzhou, and reached a cooperation intention on jointly promoting capital market construction and promoting local economic development. The two sides will adhere to the principles of complementary advantages, resource sharing, project traction, innovation and win-win, and establish an all-round, multi-level, long-term stable, cooperative and mutually beneficial strategic cooperative relationship; Focusing on the implementation of major national strategies and the key industrial chain groups cultivated in Henan Province, we will intensify the cultivation and promote more high-quality enterprises to go public; Give full play to the role of industry-finance service platform and further broaden financing channels; Establish an all-round communication mechanism, strengthen information sharing and work coordination, and jointly create a good environment for the development of the capital market.
The central bank is in charge of the Financial Times: A more active and promising macro policy is to implement a moderately loose monetary policy. The front page of the Central Bank's Financial Times commented that the Central Economic Work Conference clearly stated that it is necessary to "implement a more active and promising macro policy". A more active macro policy is to implement a moderately loose monetary policy. The change of monetary policy is always closely related to a country's macroeconomic situation. Since the monetary policy was set as "stable" in 2011, the monetary policy stance has changed to "moderately loose" again after many years. This decision not only marks the flexible response and active adjustment of China's economic policy in the face of the current complex economic situation at home and abroad, but also reflects the management's profound insight and precise policy on market demand, downward pressure on the economy and deflation risk.The troops stationed in Macao are the anchor of maintaining prosperity and stability. This year marks the 25th anniversary of Macao's return to the motherland. Senior Colonel Wu Qian, director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, said today that the troops stationed in Macao are an important manifestation of national sovereignty. In the past 25 years, especially since the 18th National Congress of the Communist Party of China, the troops stationed in Macao have resolutely implemented the policy of "one country, two systems", conscientiously implemented the Basic Law and the Garrison Law, comprehensively strengthened army building, successfully fulfilled various tasks centered on defense, and effectively safeguarded national sovereignty, security and Macao's prosperity and stability. Looking forward to the future, the troops stationed in Macao will always be loyal guardians assured by the Party and the people, the powerful force of Haojiang trusted by Macao compatriots, and the "anchor needle" for maintaining Macao's prosperity and stability. (CCTV military)CITIC Securities: It is expected that the global semiconductor and hardware fundamentals will resume their upward trend from the second quarter of next year. According to the CITIC Securities Research Report, the global semiconductor and hardware fundamentals are expected to remain weak from the fourth quarter of 2024 to the first quarter of 2025, and will resume their upward trend from the second quarter of 2025. Similar to 2024, GenAI is expected to continue to be the core driving force, but industrial opportunities are expected to continue to spread around NVIDIA. At the same time, we should also pay attention to the recovery progress of IT expenditure of European and American enterprises after the US election, the pull of end-side AI and windows10 EOL on consumer electronics and bulk storage chips, and the recovery process of automobile and industrial sectors at the bottom of the cycle. Tariff and trade policies, US macro and inflation data, and GenAI technology progress are expected to continue to be the core influencing variables of the industry. At the sub-sector level, our preference order is: advanced process, AI network (Ethernet equipment and high-speed interface), AI computing chip (ASIC, commercial GPU), AI server, enterprise IT equipment (network equipment, high-end storage, general server), consumer electronics (PC, mobile phone), analog chip, semiconductor equipment, bulk storage chip, mature process and so on.
Strategy guide
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14