Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.

In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.

cls.cn08:29

China Telecom and Huawei join hands to unveil the Low-altitude Intelligent Network Laboratory, with multiple listed companies participating in the global strategy cooperation signing.

① china telecom and huawei established the "low-altitude intelligent networked laboratory," which will promote research and application of low-altitude communication technology. They also signed concentrated agreements for low-altitude economic global strategy cooperation projects with 25 companies including zte and zongheng shares. ② The user base of the tianyi shilian platform has exceeded 0.11 billion, with more than 8 million devices connected, and AI daily calls exceeding 1.8 billion.

cls.cnDec 3 22:25

Concept dynamic | The financial news agency's theme library has added "AI Programming".

①The combination of AI and low code is fundamentally changing the software development process. A recent survey released by Github shows that 97% of the developers surveyed have already used AI programming tools in their work. According to the latest forecast by Spherical Insights, the market size of AI coding tools may exceed 29.5 billion dollars by 2032. ②An overview of AI programming concepts stocks.

cls.cnDec 3 12:01

Futu Express | Three senior officials from the Federal Reserve speak intensively! They maintain an open attitude towards the interest rate decision in December; the Nasdaq and S&P hit new highs together, with Morgan Stanley predicting the S&P will reach 6

Central bank: Starting from the statistics of January 2025, the newly revised narrow mmf (M1) statistical caliber will be applied; the USA ISM manufacturing data is better than expected, with weak demand but signs of easing; the increasing burden of USA debt raises concerns about fiscal sustainability.

Futu NewsDec 3 08:05

Sungrow Power Supply with a valuation of 19 billion, the subsidiary will 'take over' Hefei Taihe Intelligent Technology Group, the board of directors collectively resigns to welcome restructuring.|Speedy Reading Announcement

①The board of directors of Hefei Taihe Intelligent Technology Group is composed of 7 directors. The new board of directors will be recommended by Sunshine New Energy, including 3 non-independent directors and 3 independent directors, including the chairman. ②Sunshine New Energy is valued at over 19 billion yuan. After the acquisition plan was announced, Hefei Taihe Intelligent Technology Group experienced nine consecutive trading limit up sessions, with a maximum increase of 135.77% during this period.

cls.cnDec 2 22:49

Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.

1. The proportion of the top ten private equity funds in the private equity research list with assets under management exceeding 10 billion yuan has decreased. CFMCC Wealth Management, the top-ranked firm, is the only one that has been researched more than a thousand times this year. 2. Private equity funds are generally more focused on stocks listed on the STAR Market. 3. Many top private equity funds with assets under management exceeding 10 billion yuan are still focusing on researching Hangzhou Hikvision Digital Technology and luxshare precision industry. 4. So far this year, Feng Liu has conducted research on Hangzhou Hikvision Digital Technology three times, while Deng Xiaofeng has conducted research on luxshare precision industry four times.

cls.cnDec 1 14:51