Nearly 2,900 shares in the market floated red, and consumer sectors such as food and beverage, catering, home appliances, retail and brewing collectively rose, while insurance, banking and brokerage sectors also rose. Guosheng Gold controlled the daily limit, and China Merchants Securities, China Merchants Bank and Bank of Ningbo rose more than 2%. The concept of humanoid robot broke out again, and the two boards of China Research Institute, Eft and Keli sensing reached new heights; The concept of AIGC is active, Shensi Electronics is worth buying a 20% daily limit, and Jincai Internet, Huayang Lianzhong and Tianyu Digital Branch have won 4 consecutive boards; The concept of commercial aerospace has also shown some performance, with the daily limit of Huachangda, China Satellite and Seiko Technology.Large consumption collective pull-upIn terms of industry, OpenAI announced that it will announce new products and functions for 12 consecutive working days starting from December 5. At present, the official version of o1, ChatGPTPro, enhanced fine-tuning and other functions have been released.
CITIC Securities said that it is expected that the main directions of subsequent release will include multimodal, Agent and platform tools, AI applications, etc. The main products will include the foresight of important products such as Sora and Operator. At present, the rapid prosperity of model ecology, considering the upgrading of model capabilities and the lowering of industrialization threshold, combined with the application landing forms such as Agent, it is expected that the landing of AI applications will continue to accelerate in 2025, and it is suggested to pay attention to the three main lines of platform services, application scenarios and computing power.Boosted by good news, A shares opened sharply higher today, but the increase in the afternoon narrowed significantly; Hong Kong stocks also showed a trend of high opening and low going, and the Hang Seng Technology Index fell more than 1% in late trading. In addition, the FTSE China A50 index futures also dropped sharply.In addition, Ubisoft announced on the 9th that on December 7th, the extremely smart factory ushered in the 400,000th car off the assembly line, and the industrial humanoid robot WalkerS1, who is training in the extremely smart factory, participated in and witnessed this moment. As the first humanoid robot "employee" of Krypton Smart Factory, WalkerS1 became the "quality inspector" of Krypton Smart Factory, and personally got on the bus to experience the latest intelligent black technology such as the gathering and sitting of Krypton MIX, Smart Island, and intelligent voice assistant Eva.
In terms of industry, OpenAI announced that it will announce new products and functions for 12 consecutive working days starting from December 5. At present, the official version of o1, ChatGPTPro, enhanced fine-tuning and other functions have been released.In the news, in the early morning of 10th Beijing time, Tesla released a new video through the X platform, showing the latest progress of its humanoid robot Optimus walking on complex terrain. The video shows that Optimus can walk steadily on a hill slope covered with mulch. Musk said that the robot can control its electric limbs through a neural network and can walk on this rugged terrain without remote control.According to the agency, with the increasing importance of expanding domestic demand in economic work in 2025, this conference is expected to become an important catalyst for changing the growth theme style to consumption (medicine, catering and tourism, agriculture and animal husbandry, automobiles and household appliances) and real estate chain (home improvement, home furnishing, household appliances and automobiles).
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14