Chip-concentrated stocks clustered in four major industries, and 43 stocks fell for more than three consecutive periods. According to the statistics of Securities Times and DataBao, as of December 12, 300 stocks disclosed the number of shareholders in the latest period, compared with the previous period (November 30), there were 162 stocks with a decrease in the number of shareholders. Specifically, the number of shareholders in 29 stocks decreased by more than 5%, and the number of shareholders in 5 stocks decreased by more than 10%, including Dongfang Huanyu, Zhongshe, Baina Qiancheng, Midland New Materials and Hengshuai. Many chip-concentrated stocks have performed well in the recent market. According to the statistics of DataBao, the average share capital of 126 chips has increased by 4.86% since last month, and the cumulative increase of 18 stocks is above 10%. The top gainers are Guoan Da, Beiwei Technology and Silk Road Vision, which have increased by 42.5%, 26.18% and 21.44% respectively. From the industry point of view, the number of chip concentrated stocks is the largest in the four major industries of mechanical equipment, power equipment, electronics, medicine and biology.Google successfully attacked OpenAI:ChatGPT Vision was launched in the middle of the night. Yesterday, after Google enlarged its recruitment to release Gemini 2 and provided free services, OpenAI followed closely today (12-day conference Day6) and launched the long-awaited ChatGPT Vision function, bringing users a richer multi-modal interactive experience. In addition to the original advanced voice mode, you can now make video calls with ChatGPT, share the screen, and interact with Santa Claus in real time. The entire conference lasted for 11 minutes.From the United States to the week of December 5, foreign central banks held US Treasury bonds of-203 million US dollars, with the previous value of-6.157 billion US dollars.
KeyBanc keeps track of Salesforce Co., Ltd., with an over-rated rating and a target price of $440.Goldman Sachs: Two situations support the view that the reserve price of Brent crude oil is $70. Goldman Sachs: We find that when the price of Brent crude oil falls to the range of $60/barrel, the supply response measures of the United States will increase, and the Organization of Petroleum Exporting Countries (OPEC) tends to extend the production reduction around the current price level, which supports our view that the reserve price of Brent crude oil is $70/barrel.Russia said it had cracked down on Ukrainian troops in many places, saying that the situation on the front line was tense. On the 12th local time, the Russian Defense Ministry reported that in the past day, Russian tactical aviation, missile troops, artillery, etc. had cracked down on the assembly areas of Ukrainian troops' effective forces and equipment and a production workshop of Ukrainian attack drones in 137 areas. In addition, Russian troops also controlled the "Zarija" settlement in Donetsk. According to the circular, the Russian armed forces continued to defeat the Ukrainian armed forces in Kursk, Russia, and regained control of the "New Ivanovka" settlement in Kursk. On the same day, the General Staff of the Ukrainian Armed Forces issued a war report, saying that as of that afternoon, there were 138 battles in the front line, and the situation on the front line remained tense, mainly in Kulahovo, Pokrovsk and Freimut-Fsk areas. The Ukrainian air force, missile units and artillery units destroyed many Russian military personnel assembly areas and control points. In the Kursk region, the Ukrainian army repelled nine Russian attacks.
Goldman Sachs: Given that the moderate oversupply of 400,000 barrels per day and the current normalization of low valuation almost offset each other, the basic expectation is that the average price of Brent crude oil in 2025 will be $76 per barrel.Broadcom's profit was higher than expected. Artificial intelligence promoted sales growth. Broadcom, a chip supplier of Apple and other large technology companies, announced that its fourth-quarter profit was better than expected, and the demand for artificial intelligence boosted growth. The company said in a statement on Thursday that earnings per share excluding some items were $1.42. Revenue rose to nearly $14.1 billion. According to data compiled by Bloomberg, the average forecast of analysts was $1.39 per share and $14.1 billion in revenue. Broadcom expects sales to reach $14.6 billion in the first fiscal quarter ending January, in line with analysts' expectations. Broadcom's financial report shows that the demand for artificial intelligence computing is hedging the slowdown in other fields. Broadcom, like NVIDIA, has positioned itself as the main beneficiary of artificial intelligence expenditure. After the announcement of the financial report, Broadcom's share price once rose more than 6% after hours. As of Thursday's close, the stock has increased by 62% since 2024.From the United States to the week of December 5, foreign central banks held US Treasury bonds of-203 million US dollars, with the previous value of-6.157 billion US dollars.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14