Debon Securities: Contemporary Amperex Technology Co., Limited has deepened its sea going, strengthened its globalization and maintained its "buy" rating. Debon Securities Research Report pointed out that Contemporary Amperex Technology Co., Limited (300750.SZ) plans to establish a joint venture with STELLANTIS in Spain, with an estimated total investment of 4.038 billion euros. This project will deepen the long-term strategic cooperative relationship between Contemporary Amperex Technology Co., Limited and Stellantis, the world's leading automobile manufacturer, in the field of new energy vehicles, and promote the global electrification and clean energy transformation by giving full play to their respective leading advantages and resources. Considering that the company is the industry leader, its supply chain integration ability is excellent, and the iteration of new products is accelerated, maintaining the "buy" rating.Quobly established a strategic cooperative relationship with stmicroelectronics. On December 13th, Quobly, a start-up company of quantum computing, announced that it would cooperate with stmicroelectronics to provide services for customers in the field of electronic applications, so as to mass-produce quantum processor units (QPU). This cooperation will utilize stmicroelectronics's 28nm FD-SOI commercial semiconductor batch manufacturing process. According to the vision of Quobly and stmicroelectronics, the first generation of commercial products will be available in 2027, and the target application market includes material development and system modeling.The central bank's open market will have 1.45 trillion yuan of MLF and 538.5 billion yuan of reverse repurchase due next week. This week, the central bank's open market has carried out 538.5 billion yuan of reverse repurchase operations. Due to the expiration of 354.1 billion yuan of reverse repurchase, the net investment for the whole week is 184.4 billion yuan. The data shows that there will be 538.5 billion yuan of reverse repurchase due in the open market of the central bank next week, including 47.1 billion yuan, 141.6 billion yuan, 78.6 billion yuan, 66.1 billion yuan and 205.1 billion yuan due from Monday to Friday respectively. In addition, there will be 1.45 trillion yuan of MLF and 120 billion yuan of treasury cash deposits due next Monday.
Peru's central bank kept its benchmark interest rate unchanged at 5%.Broadcom said that the market size of the company's artificial intelligence (AI) accelerator is expected to be $15 billion to $20 billion next year.Shanghai's "trade-in" has driven consumption to exceed 10 billion yuan. According to the statistics of Shanghai Jiaodian Household Appliances Business Association, as of December 11, Shanghai's household appliances consumption subsidy activities have achieved remarkable results, and the number of people participating in the trade-in of household appliances in Shanghai has exceeded 3.57 million. The sales of eight categories of household appliances, including air conditioners, computers and refrigerators, covered by the state subsidy increased by 30%-40% year-on-year. During the implementation of the policy, the cumulative amount of subsidies reached 1.165 billion yuan, and the consumption of household appliances and household products by all platforms exceeded 10 billion yuan. (Liberation Daily)
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.Peru's central bank kept its benchmark interest rate unchanged at 5%.Nuotai Bio-boy Ziquan: Top-level design is the opportunity and innovation of the times to accelerate the transformation of old and new kinetic energy. Recently, the Central Economic Work Conference proposed that scientific and technological innovation should lead the development of new quality productive forces and build a modern industrial system. Tong Ziquan, chairman of Nuotai Bio, said that the series deployment of this conference will further promote the in-depth implementation of the innovation-driven development strategy, promote the integrated development of the real economy and the digital economy, advanced manufacturing and modern service industries, foster new quality productivity and form more new growth points, and continue to promote the accelerated transformation of old and new kinetic energy. (SSE)