Xinhua Finance and Economics, Beijing, December 8 (Luo Hao) The main stock indexes of Shanghai and Shenzhen opened mixed on the morning of December 8, and the stock indexes rose and fell at the beginning of the session, rising intraday **, and generally ** at noon**. On the disk, AI-related sectors are generally active, with CPO concept stocks significantly **, NVIDIA concept, information security, software services, IT equipment and other sectors are significant**.
In terms of the Beijing Stock Exchange, the Beijing Stock Exchange 50 Index fell 006%。Among the A-shares of the Beijing Stock Exchange, 4 shares, including Zecheng Electronics, Tianrun Technology, Baolijie and Henghe Shares, hit the 30% limit.
By midday**, the Shanghai Composite Index was at 297898 points, an increase of 043%, with a turnover of about 242.8 billion yuan;The Shenzhen Stock Exchange Component Index was reported at 957300 points, up 056%, with a turnover of about 321.2 billion yuan;GEM index reported 188729 points, an increase of 054%, with a turnover of about 147.3 billion yuan.
Hot Plates
Among the industry sectors, communication equipment, IT equipment, software services and other sectors rose first, while hotel catering, culture, education and leisure, agriculture, forestry, animal husbandry and fishery and other sectors fell firstIn the concept sector, CPO concept, mixed reality, NVIDIA concept and other sectors rose first, and property management, chicken, aquatic products and other sectors fell first.
Institutional perspectives
China Securities Construction Investment: The landing and application of AI in vertical fields will be the main line in 2024, and we are optimistic about the implementation of AI in education, autonomous driving, end-side equipment, and industrial scenarios. As artificial intelligence enters the era of large models with huge parameters, the growing demand for computing power has ushered in huge opportunities for the AI chip and server market, and the computing power field is optimistic about the domestic computing power chip and server-related industrial chain. At the same time, it is optimistic about the localization of large-scale model technology bases, such as EDA and other subdivisions.
CICC: Electronic bulk gas is an important part of the localization process of the semiconductor industry, which is related to the safety of the semiconductor industry chain. With the rapid development of China's semiconductor wafer and display industry, the electronic bulk gas industry is expected to maintain a compound growth of 10%. Due to the outstanding first-mover advantage of foreign investment, localization still needs to be improved. It is recommended to pay attention to the leading domestic electronic bulk gas enterprises.
Haitong's new regulations on the :p PP mechanism have been released, and the low valuation of the environmental protection industry is expected to be repaired. In order to promote the transformation of dual control of energy consumption to dual control of carbon emissions, green and low-carbon demonstration projects in many fields are expected to be fully implemented, and the acceleration of the construction of the carbon market will inject vitality into the environmental protection industry.
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The Cyberspace Administration of China (CAC) is soliciting public comments on the Administrative Measures for Reporting Cybersecurity Incidents
The Cyberspace Administration of China solicited public comments on the "Administrative Measures for Cybersecurity Incident Reporting (Draft for Solicitation of Comments)" on the 8th. The Comment Draft proposes that social organizations and individuals are encouraged to report larger, major, or especially major network security incidents to the internet information departments. According to the Consultation Draft, where operators fail to report network security incidents in accordance with provisions, the internet information departments are to impose penalties in accordance with relevant laws and administrative regulations.
Google Inc. released the artificial intelligence model "Gemini".
Google Inc. has announced the launch of Gemini, the company's "largest and most powerful" AI model. According to Google, Gemini will be available in three versions: Ultra, Pro and Nano. The Ultra version is the most powerful and suitable for complex tasksThe Pro version is extensible for a wide range of tasks;The nano version is an efficient device-side model.
Editor: Lam Cheng Hong.
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