According to statistics, on December 11th, as of press time, four A-share listed companies, including Fuguang, Jingsong Intelligent, China Nuclear Power and Nanmo Bio, disclosed their holdings.Apple iPhone SE 4 is reported to be released with its own modem around March next year. Apple iPhone SE 4 is reported to be officially released around March next year, and the new machine may bring a major upgrade to SE series. The new machine will adopt Liu Haiping design, introduce Face ID and cancel the Home button with Touch ID, but there is no smart island function. According to gourmain, Apple has designed a new modem code-named Sinope, which is seamlessly integrated with other components of its own. This design not only saves space, but also reduces power consumption. Compared with the Qualcomm modem currently used by Apple, Sinope still has a big gap, and the performance of related chips is inferior to that of Qualcomm. For example, Sinope only supports the Sub-6 GHz 5G band, but does not support millimeter mmWave. Although the performance of related modems is not as good as that of Qualcomm, gourmain thinks that the biggest advantage of Apple's self-developed scheme is to reduce its dependence on Qualcomm, thus saving licensing fees.The US Supreme Court dismissed the securities fraud lawsuit filed by shareholders against NVIDIA (NVDA.O).
Market News: The US CPI report in November may suggest that the core PCE index, the inflation indicator favored by the Federal Reserve, may rise slightly to 2.9% in the last two months of 2024.Market analysis: The US CPI report is in line with expectations, and the stock market will breathe a sigh of relief. Wasif Latif, chief investment officer of Sarmaya Partners, said that according to the latest US CPI report, the market will not be further impacted. Everything is in line with expectations, and the stock market seems to breathe a sigh of relief, because this is another steady report with no surprises. The stock market seems to be ready for higher-than-expected data, but since there is no accident, the market is relieved. Although the short-term bond market has some reaction, the long-term bond market has no reaction.Mackler, Governor of the Bank of Canada: As expected, the high housing inflation continued to ease, and the downward pressure of commodity prices on inflation eased.
Chilean National Mining Association: In 2025, Chile's copper production will be 5.4-5.6 million tons. The Chilean National Mining Association (Sonami) said on Wednesday that it is expected that Chile's copper production will be between 5.4-5.6 million tons in 2025. According to industry forecasts, Chilean miners also expect copper prices to be between $4.2 and $4.5 per pound next year. In September, the Chilean central bank predicted that the average copper price in 2025 would be $4.25 per pound, slightly lower than the previous estimate of $4.30 per pound.Traders have increased their bets on the ECB's interest rate cut, and it is now expected that the ECB will cut interest rates by 158 basis points in 2025.Goldman Sachs CFO Coleman: US President-elect Trump announced the chairman of the Federal Trade Commission (FTC). It is expected that this progress will lead to more M&A transactions.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide