Broadcom's share price rose more than 10% after the US market closed. In the news, Broadcom's fourth-quarter profit was better than expected, and the demand for artificial intelligence boosted growth.Guotai Junan: It is expected that the lithium price will fluctuate in the bottom range in 2025, and there is a strong opportunity and space for rebound. Guotai Junan Securities recently reported that the lithium price has entered the bottom range by the end of 2024. If the demand maintains the current neutral estimate in 2025, the lithium price will fluctuate in the bottom range. At present, the market is optimistic about the demand in 2025, and the industry supply has slowed down. It is estimated that the price trend of lithium will fluctuate in the bottom range in 2025, in which the stage is affected by seasonal factors and there is a strong rebound opportunity and space. The market expected the trading of lithium plate earlier, that is, when the commodity price bottomed out, the lithium plate already contained the expectation of industrial clearing. When the industry actually enters the stage of supply and clearing, the sector will trade commodity price reversal expectations. From this, we infer that the rise of lithium plate will start before the spot price reverses."Shanghai housing subsidy is 300,000 yuan" and "down payment is 20,000 yuan to buy 1.8 million hardcover existing houses"? Rumor has come. Recently, there have been a number of housing advertisements on the short video platform. The agent who released the housing claimed that he could receive the "housing subsidy" when buying a house in Shanghai, with the amount ranging from 200,000 yuan to 300,000 yuan. An intermediary declared: "Shanghai Songjiang New Town has a total price of 760,000 yuan and a housing subsidy of 250,000 yuan." "After receiving the subsidy, you can buy a 78-square-meter house with a down payment of 50,000 yuan." There is also an intermediary who claims: "The minimum payment can be only 20,000 yuan, and you can buy a finely decorated existing house with a total price of 1.8 million yuan." The reporter consulted a number of intermediaries and learned that the so-called "purchase subsidies" appearing in short videos are not government subsidies, but gimmicks. When the house-watchers consult subsidies on the spot, different intermediaries will have different calibers. Usually, there are three routines-one is to raise the price first and then lower the price. Second, the so-called "subsidy" is actually that developers lend money to buyers to pay down payment, and buyers have to pay interest. Third, the commission returned by the intermediary to the buyers is packaged as a "subsidy". (Shanghai rumor platform)
Saudi institutions are optimistic about investment opportunities in China. Ekta Torani, chief investment officer of KBW Venture Capital Company in Saudi Arabia, recently said in Abu Dhabi, United Arab Emirates that with the increasingly close economic and trade ties between the Gulf region and China, the institution is optimistic about China's "huge investment opportunities" in the fields of health care and biotechnology. (Xinhua News Agency)Pfizer announced an increase in its quarterly dividend, and American pharmaceutical giant Pfizer said on Thursday that it would increase its quarterly dividend by 2.4%, from 42 cents to 43 cents per share. The new dividend is equivalent to $1.72 per year, which means that the annual yield is about 6.8%. Albert Bourla, CEO of Pfizer, said that the dividend increase highlighted the company's strong financial performance, execution and commitment to return capital to shareholders.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.
Trump: I met Harold Daggett, president of Ila.Trump: I met Harold Daggett, president of Ila.Apple is reported to cooperate with Broadcom to develop AI chips, and TSMC's advanced process will welcome big orders again. On December 13, it was reported that Apple intends to invest in self-developed AI chips, jointly develop them with Broadcom, and produce them in TSMC's 3 nm process, and mass-produce them in 2026. The legal person is optimistic that after the development of Apple's self-developed AI chip is completed, the investment is expected, and TSMC's advanced process will usher in another big order. It is understood that Apple's current A-series processors for iPhone and M-series processors for Mac all adopt self-developed strategies, and are exclusively manufactured by TSMC. The legal person believes that once Apple's self-developed chips are extended to AI chips, the cooperation with TSMC will be closer. (Taiwan Province Economic Daily)
Strategy guide
Strategy guide
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Strategy guide