top digital currency stocks Top Knowledge

Japan's Minister of Economic Regeneration Ryosuka Akazawa: Steady progress is being made in overcoming deflation.CICC interprets the meeting of the Politburo in December: the fiscal policy next year is expected to be significantly higher than this year. CICC issued a document saying that the tone of the Politburo in September will be continued, and this Politburo meeting will further inject confidence into the market, and there will be many new formulations in policy. From the perspective of policy objectives, the demand for growth is more clear, and the expression of "property market and stock market" is also very clear. From the policy direction, expanding domestic demand ranks first, and the tendency to boost consumption and improve people's livelihood is further highlighted. From the policy tone, monetary and fiscal policies are more active, and "extraordinary countercyclical adjustment" is put forward for the first time. In terms of specific policy prospects, we believe that the following aspects are worthy of attention: the intensity of fiscal policy next year is expected to be significantly higher than this year; The loose space of monetary policy may be opened through comprehensive policies, and the structural monetary policy may be significantly overweight; Expand domestic demand in an all-round way, and incremental measures may focus more on consumption; Further promote reform and opening up. Generally speaking, the policy mix is in line with what we judge as "tight credit, loose money and wide finance" in the second half of the financial cycle.Sharp's share price once rose by 5.2%, and KDDI will acquire SAKAI website.

South Korea's Ministry of Finance: Considering the economic fundamentals, South Korea's exchange rate fluctuates too much.Oracle Bone Inscriptions's revenue in the fiscal quarter did not surprise investors. The stock price fell after hours, and the quarterly revenue of database giant Oracle Bone Inscriptions met expectations, which disappointed some investors who hoped that the cloud business would perform better. Oracle Bone Inscriptions shares fell in after-hours trading. Oracle Bone Inscriptions announced after-hours Monday that its second-quarter revenue increased by 9% to $14.1 billion. Cloud business revenue increased by 52% to $2.4 billion, in line with analysts' expectations. Oracle Bone Inscriptions has been trying to find its foothold in the computing and storage leasing market, which is now dominated by larger competitors Amazon and Microsoft. Larry Ellision, chairman of Oracle Bone Inscriptions, paid special attention to the company's ability to provide hardware and integrated software for handling artificial intelligence tasks. Safra Catz, CEO of Oracle Bone Inscriptions, said in the performance conference call that the company expects revenue growth of about 8% in the third quarter, excluding some projects, earnings per share is expected to be between 1.47 and 1.51 dollars, and cloud business revenue is expected to increase by about 24%. These performance prospects are not as good as analysts' estimates. Oracle Bone Inscriptions shares closed at $190.45 on Monday, down about 7% in after-hours trading. The company's share price has soared by 81% this year.CITIC Securities: Scientific and Technological Progress+Policy Expectation The Internet sector is both offensive and defensive. According to CITIC Securities Research Report, the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting on December 9, 2024 pointed out that a more active fiscal policy and a moderately loose monetary policy should be implemented next year, and consumption should be greatly boosted, investment efficiency should be improved, and domestic demand should be expanded in all directions. We believe that the valuation of the Internet sector has reflected the current conservative expectations, and the strong shareholder returns provide sufficient margin of safety, while the performance of the sector is expected to benefit significantly from the macro improvement, which will bring about a double-click on performance and valuation, with emphasis on recommending pro-cyclical sectors, such as e-commerce, local life, travel, freight, online recruitment, real estate service platforms, etc. Content-based companies focus on the pace of quality content supply and valuation improvement. In the long run, Internet companies lead domestic technological innovation, and artificial intelligence and autonomous driving are expected to contribute to the increase. We suggest focusing on leading Internet companies with pro-cyclical, stable competitive advantage, low valuation and stable shareholder returns.

China Seismological Network officially determined that a magnitude 5.7 earthquake occurred in Nevada, USA (39.05 degrees north latitude and 118.85 degrees west longitude) at 07: 08 on December 10th with a focal depth of 10 kilometers.Xiaoyu Zhizao, Xiaomi's first furniture model company, completed a round of financing of 100 million yuan, and Beijing Xiaoyu Zhizao Technology Co., Ltd. (hereinafter referred to as Xiaoyu Zhizao), the first large model robot company invested by Xiaomi, completed a round of financing of 100 million yuan. This round of financing is exclusively invested by Beijing Information Industry Development Investment Fund. This is the second time that Xiaoyu Zhizao has received billion-dollar financing after Angel Wheel received billion-dollar investment from Xiaomi Group, Professor Wang Tianmiao and Beijing Zhiyuan Research Institute. Xiaoyu Zhizao was founded by the core founding team of Xiaomi Group in 2023, focusing on the development of large-scale model robot technology suitable for industrial fields, and has developed the "Xiaoyu Brain" universal robot brain, which enables robots to perform various tasks in the industrial environment. (science and technology innovation board Daily)CITIC Securities' Outlook for OpenAI Release: The commercialization of AI will accelerate again. According to CITIC Securities Research Report, according to its official website, OpenAI announced that it will announce new products and functions for 12 consecutive working days from December 5th. At present, the official version of o1, ChatGPT Pro, enhanced fine-tuning and other functions have been released. We expect 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, we expect that the landing of AI applications will continue to accelerate in 2025.