Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.The dairy sector strengthened, panda dairy products rose by 20CM, Liguo food rose by more than 17%, and western animal husbandry, knight dairy, Happy Family and Pinwo food all rose by more than 10%.The dollar just fell below the 7.2600 yuan mark against the offshore RMB, and the latest price was 7.2594 yuan, down 0.10% in the day; The US dollar against the onshore RMB was recently reported at 7.2570 yuan, up 0.01% in the day.
The 30-year Treasury ETF hit a record high, with "Bosera SSE 30-year Treasury ETF" rising 0.89% to 108.561 yuan and "Pengyang China Bond -30-year Treasury ETF" rising 1.02% to 119.858 yuan.FTSE China A50 index futures are now down 1% in short-term diving.Real estate stocks were active at the beginning of the session with the daily limit of World Bank and Huayuan Real Estate. Real estate stocks were active at the beginning, with the daily limit of World Bank and Huayuan Real Estate. Huaxia Happiness, China Communications Real Estate, Sunshine, Binjiang Group and Vanke A rose more than 5%.
American enterprises filed a 337 investigation application for a specific urine splash-proof device and its components. According to the Ministry of Commerce, on December 5, 2024, For Kids By Parents,Inc of the United States filed an application with the US International Trade Commission in accordance with Section 337 of the US Tariff Act of 1930. Accused that certain urine splash guards and components there exported to, imported from or sold in the United States infringed its patent right, requested to initiate 337 investigation, and issued general exclusion order, limited exclusion order and prohibition order. Ten enterprises in China were involved in the case."Nezha's Devil Children Roaring the Sea" is scheduled for the first day of 2025, and "Nezha's Devil Children Roaring the Sea" is scheduled for the first day of 2025.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13