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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.Japan Life Insurance: Acquisition of American Resolution Life.Trump nominated ron johnson as the US ambassador to Mexico.

China's one-year interest rate swap hit a four-year low, and China's one-year interest rate swap (IRS) fell sharply this week, falling below the 1.50% mark for the first time since 2020. The data shows that the one-year interest rate swap was still around 1.50% at the beginning of Wednesday, and once fell to 1.4825% in the previous session, setting a new low since May 2020.50 Hong Kong stocks were repurchased by the company yesterday, with Tencent Holdings, Guangzhou Automobile Group and AIA having the largest amount of repurchase. On December 10th, a total of 50 Hong Kong stocks were repurchased by the company, and the amount of repurchase of 8 stocks exceeded HK$ 10 million. Among them, Tencent Holdings, Guangzhou Automobile Group and AIA have the largest repurchase amounts, with the repurchase amounts of HK$ 703 million, HK$ 64,988,500 and HK$ 62,310,000 respectively.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 real estate sector rose at the daily limit of Qixia Construction, while the real estate sector rose at the daily limit of Qixia Construction. Gorgeous Family and Shibei High-tech had previously closed the board, and Joy City, Chinese Enterprise, Xinhualian, Suzhou High-tech and Everbright Jiabao followed suit.Vietnam said that private equity giant KKR sought to expand its investment in the country. On the evening of December 10, the Vietnamese government website issued a statement saying that private equity investment company KKR was seeking to expand its investment opportunities in Vietnam. Su Lin, general secretary of the Central Committee of the Communist Party of Vietnam, expressed the hope that foreign investors, including American investors, will continue to increase their investment in Vietnam, especially in the fields of digital transformation, green transformation, renewable energy, clean energy and climate change. It is suggested that American enterprises, including KKR, continue to actively contribute to promoting bilateral cooperation, especially bilateral economic and scientific cooperation. David Petraeus, a partner of KKR, said that KKR is very optimistic about the investment prospects in Vietnam, and KKR Fund is looking for opportunities to expand cooperation and investment in Vietnam. He also promised to continue to support the development of Vietnam-US relations.The weighted share price index of Taiwan Stock Exchange fell 1% to 22,893.62 points.