The concept of high-speed copper connection is very popular. Recently, benefiting from the explosive demand growth of AI computing power, the market funds focus on the supporting concept of high-speed copper connection in the upper reaches of NVIDIA. On December 11th, a number of high-speed copper connection concept stocks rose sharply, with Zhaolong Interconnect rising by 12.58%, Woer Nuclear Materials by 8.70%, Shenyu Shares by 4.77% and Derun Electronics by 4.99%. High-speed copper connection, also known as high-speed connector, is a core data transmission component, which constitutes an efficient signal transmission system. Manager Public Offering of Fund said that the concept stocks of high-speed copper connection continued to rise, which actually benefited from the explosion of demand for AI computing power. Invista once introduced at GTC2024 that NVL72 uses copper cable interconnection to save costs significantly compared with optical modules. Shanxi Securities predicts that the new market of high-speed copper cable brought by GB200 will be close to 6 billion US dollars in 2025, and the usage scenarios of high-speed copper cable will continue to expand. It is found that a number of public and private equity funds have heavily invested in the concept stocks of high-speed copper connections that have risen recently in the third quarter. There are also fund managers who heavily invested in related stocks in the second quarter, but significantly reduced their positions in the third quarter, missing the rise of concept stocks in the fourth quarter. There are also some fund managers who continue to be optimistic about the stimulation of the demand of upstream industries caused by the outbreak of AI computing power, and have successively added high-speed copper connection concept stocks. (Securities Times)CSI A500ETF ushered in the first dividend-paying product. On December 11th, ICBC Credit Suisse Fund announced that ICBC CSI A500ETF planned to pay dividends and became the first dividend-paying CSI A500ETF. In fact, in the current low-rate background, the dividend mechanism has gradually become a differentiated selling point of popular ETFs. Among the 22 CSI A 500 ETFs in the first batch and the second batch, 4 products have a mandatory dividend mechanism, and the dividend ratio is not less than 60%. The dividend ratio of individual products can reach 80%, and the monthly dividend frequency is set for CSI A 500 ETFs. According to the analysis of public offering, under the guidance and encouragement of policies, the dividend mechanism of A-share listed companies has been continuously improved, and the dividend level has been continuously improved. Leading enterprises in the industry often have stronger willingness to pay dividends because of their stronger profitability and anti-risk ability. ETF products meet the liquidity needs of investors through dividends, which is conducive to improving the investment experience. (Securities Times)The concept of high-speed copper connection is very popular. Recently, benefiting from the explosive demand growth of AI computing power, the market funds focus on the supporting concept of high-speed copper connection in the upper reaches of NVIDIA. On December 11th, a number of high-speed copper connection concept stocks rose sharply, with Zhaolong Interconnect rising by 12.58%, Woer Nuclear Materials by 8.70%, Shenyu Shares by 4.77% and Derun Electronics by 4.99%. High-speed copper connection, also known as high-speed connector, is a core data transmission component, which constitutes an efficient signal transmission system. Manager Public Offering of Fund said that the concept stocks of high-speed copper connection continued to rise, which actually benefited from the explosion of demand for AI computing power. Invista once introduced at GTC2024 that NVL72 uses copper cable interconnection to save costs significantly compared with optical modules. Shanxi Securities predicts that the new market of high-speed copper cable brought by GB200 will be close to 6 billion US dollars in 2025, and the usage scenarios of high-speed copper cable will continue to expand. It is found that a number of public and private equity funds have heavily invested in the concept stocks of high-speed copper connections that have risen recently in the third quarter. There are also fund managers who heavily invested in related stocks in the second quarter, but significantly reduced their positions in the third quarter, missing the rise of concept stocks in the fourth quarter. There are also some fund managers who continue to be optimistic about the stimulation of the demand of upstream industries caused by the outbreak of AI computing power, and have successively added high-speed copper connection concept stocks. (Securities Times)
Citigroup lowered Johnson & Johnson's target price from $185.00 to $175.00.Bank of Canada: Trump's tariff threat has brought "significant" uncertainty to Canada's economy. Bank of Canada Governor Mackler said on Wednesday that US President-elect Trump promised to impose a 25% tariff on goods imported from Canada at the beginning of his term of office, which constitutes an uncertain factor and may aggravate the general economic chaos in Canada.Egypt condemns Israel's military operations in Syria. The Egyptian Foreign Ministry issued a statement on the 11th local time, condemning Israel's organized attacks on infrastructure in Syria, deliberate bombing and destruction of bases, weapons, equipment and military systems in various parts of Syria, and its illegal bases established in Syria in the strongest terms. Egypt reiterated its firm opposition to Israel's use of Syria's internal affairs and its current vacuum to undermine Syria's national capacity and occupy Syrian land. Egypt believes that Israel's attacks on Syria systematically violate international law. Egypt warned that Israel's irresponsible policies may cause terrible risks. Egypt calls on the UN Security Council and the international community to shoulder their responsibilities, stop Israel's dangerous escalation in Syria and urge it to respect Syria's sovereignty and territorial integrity.
Bitcoin rose 5.00% in the day and is now reported at $101,492/piece.Brazil's Vale: An agreement was reached with the US Department of Energy to provide $282.9 million in financing for the Louisiana plant until 2031.FBI Director: He will resign before Trump takes office. FBI Director Christopher Babers announced at a town hall meeting with FBI employees on the 11th that he will resign before Trump takes office. It is reported that Trump appointed Christopher Babers as the director of the FBI in 2017 for a term of 10 years, but since then, Rein's FBI's handling of Trump's investigation has been criticized by Trump and his congressional allies. Trump said that he intends to remove the mine and nominate Cash Patel as the director of the FBI.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13