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.
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.
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.
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.
Quantum concept collectively soared, "bull stocks" surged by 138%, a new trend rising?
Last night, because amazon's cloud computing platform AWS announced the launch of the Quantum Start program to help businesses prepare for the era of quantum computing. This program is provided by amazon labs and includes three standard modules: use case discovery, technology enablement, and deep analysis. As a result, the quantum concept in the U.S. stock market saw a collective rise.
The 2024 Quantum Technology and Industry Conference is about to be held, accelerating the commercialization of the quantum computing market.
①On November 29th-30th, 2024, the Quantum Technology and Industry Conference will be held in Hefei City, with the theme of "Quantum Leap, Future Prospects." ②China Great Wall Securities believes that China's quantum information technology is gradually breaking through the global leading position, the core system is gradually achieving independent controllability, and in the future, with the continuous evolution of policies and industries, remains bullish on the continuous expansion of the quantum computing industry.