2024-12-14 11:57:51
Google reached a strategic cooperation with domestic consumer-grade AR glasses manufacturer XREAL. At the Android XR conference, Google reached a strategic cooperation with domestic consumer-grade AR glasses manufacturer XREAL. XREAL's industrial chain partners include Luxshare and Longqi Technology. Last week, XREAL just released a new generation of XREAL One, which is equipped with XREAL's self-developed space computing chip-X1 for the first time.The CSI convertible bond index opened lower by 0.03%. Lide convertible bonds rose by more than 7%, and Weipai convertible bonds rose by more than 4%; Z-mode convertible bonds fell by nearly 3%, while Fuxin convertible bonds and Yinxin convertible bonds fell by nearly 2%.Pengyue Automobile Development Co., Ltd., a subsidiary of Tucki, was forced to enforce 680,000 yuan. According to the risk information of Tianyan, recently, Guangzhou Pengyue Automobile Development Co., Ltd. and Hunan Chunqiu Engineering Co., Ltd. added a piece of information about the person to be executed, with an execution target of more than 684,000 yuan, involving construction contract disputes. The enforcement court is Tianhe District People's Court of Guangzhou. Guangzhou Pengyue Automobile Development Co., Ltd. was established in August 2021, with the legal representative of Zhao Dawu and the registered capital of 1.88 billion RMB. Its business scope includes auto parts retail, tire sales, investment activities with its own funds, electric vehicle charging infrastructure operation, industrial design service and motor vehicle charging sales, etc. It is wholly owned by Guangzhou Xpeng Motors Technology Co., Ltd.
Hong Kong stock Jingtai Holdings plunged nearly 15%, and the company's 1.464 million restricted shares are expected to circulate freely from today.Japan's Topix index fell to 1%.Wu Chaoming, chief economist of Caixin Financial Holdings: The foundation for stabilizing the stock market is more solid. Wu Chaoming, chief economist of Caixin Financial Holdings, said that the Central Economic Work Conference will stabilize the stock market in the overall target paragraph, highlighting the central government's attention and care for the capital market. Since this round of incremental policies, the stock market has become a weather vane to test the effect of policies to some extent, and it is an important starting point for stabilizing expectations and stimulating vitality. Judging from the signals revealed at this meeting, the foundation for stock market stabilization in the future will be more solid.
FTSE China A50 index futures opened 0.80% lower, and closed down 0.89% in the last session.Guosheng Securities: AEC heavy-duty computing industry chain has entered the era of Lian Heng. Guosheng Securities Research Report pointed out that AEC(Active Electrical Cable) is an active cable interconnection scheme, which is mainly used in short-distance high-speed data transmission scenarios in data centers. 1)AEC is expected to become the first step for optical module manufacturers to penetrate downwards. Optical modules need to master photoelectric conversion and high-speed data communication, and DAC/AEC/AOC products have relatively mature technical requirements compared with single-mode/multimode optical module products with longer transmission distance. 2) Copper interconnection is widely used by large CSP not only in NVIDIA. NVIDIA used a large number of high-density copper interconnects in B series products, which made the industry re-recognize the reliability and price advantage of copper interconnects in short-distance scenes. 3) In the era of Lian Heng, domestic manufacturers still have obvious advantages. Chip manufacturers, represented by NVIDIA, have been hoping to conduct a comprehensive industry consolidation and provide customers with a complete set of solutions. What CSP manufacturers want more is the decoupling of the industrial chain, and every link such as GPU, copper connection, optical module and switch can find corresponding suppliers. The heavy volume of AEC and the rise of CSP manufacturer's independent scheme indicate that the computing power industry chain has entered the era of Lian Heng, and we are firmly optimistic about the domestic related computing power industry chain.Musk moved SpaceX headquarters to the Starbase in Texas.
Strategy guide
12-14
Strategy guide