Intel executives said that whether to split the company is still an open question. Dave Zinsner, chief financial officer of Intel, said that whether to formally split the factory and product development department is an open question and will be decided by the next leader. After Pat Gelsinger was forced to leave his post earlier this month, Zinsner is now the interim co-CEO. He made the comments when attending the Barclays Technology Conference in San Francisco on Thursday. Michelle Johnston Holthaus, another co-CEO, was also present.CITIC Jiantou: With the increase of policy stimulus, the pro-cyclical catering chain is expected to take the lead in benefiting from the expected improvement. According to CITIC Jiantou Research Report, since September, heavy meetings have continuously released a clear policy signal to strive to achieve the goals and tasks of economic and social development throughout the year, and policies such as lowering the standard, reducing interest rates, lowering the mortgage interest rate, supporting local governments to resolve government affairs risks, issuing special government bonds to supplement core Tier 1 capital, using various tools to promote the real estate market to stop falling and stabilize, and increasing support and guarantee for key groups have been released one after another. Focusing on boosting consumption and expanding effective domestic demand, the food and beverage industry is expected to usher in an inflection point, and its performance and valuation are expected to continue to improve. The liquor sector is expected to rebound with the boost of the domestic economy and the activation of household consumption, and the business scene and mass consumption boom will return to the consumption upgrading channel, and the profitability of leading liquor companies is expected to accelerate the repair. At present, the overall valuation of the liquor sector is still at a low level, and the long-term investment value is prominent. With the increase of policy stimulus, the pro-cyclical catering chain is expected to take the lead in benefiting from the expected improvement. Continue to be optimistic: 1) The leisure snacks and beverage industries maintain a high degree of prosperity, and new channels bring important incremental opportunities to companies in the industry; 2) Combined with the catering channels that are recovering continuously, it is suggested to pay attention to condiments, beer and catering chain labels with innovative products or reform expectations. At the same time, the current market price of molasses has further dropped from the previous month, which is of great help to yeast enterprises to improve their profit elasticity. 3) The inflection point of the raw milk cycle is approaching, the gift scene is expected to be repaired, and the dairy products continue to upgrade their structure, with high dividends and outstanding cost performance.Meta released a new AI tool, which can enhance the experience of the Meta-universe. On Thursday, the American technology giant Meta said that it would release an artificial intelligence model called Meta Motivo, which can control the actions of a digital agent similar to human beings and may enhance the experience of the meta-universe. According to the company, Meta Motivo solves the common body control problems in digital avatars, enabling them to exercise in a more realistic and human-like way. "We believe that this research can pave the way for a fully concrete agent in the meta-universe, resulting in a more realistic NPC (non-player character), democratization of character animation, and a new immersive experience."
The yen once fell to 152.74 against the US dollar, and the trend fluctuated after the release of the Bank of Japan's short-term survey. After the release of the Bank of Japan's short-term survey, the yen initially rose slightly, but then weakened. The yen once fell 0.1% against the US dollar to 152.74. The 10-year Japanese government bond futures rose 4 points to 142.49.A number of projects have accelerated the implementation of the national water network construction, and the South-to-North Water Transfer Project is a major strategic infrastructure to alleviate the serious shortage of water resources in northern China, and it is the main skeleton and artery of the national water network. On December 12th, the first phase of the East Middle Route of South-to-North Water Transfer Project ushered in the 10th anniversary of full water supply. The project has transferred more than 76.7 billion cubic meters of water, providing stable and high-quality water sources for 45 large and medium-sized cities and 185 million people in 7 provinces and cities along the route, and supporting the GDP growth of more than 16 trillion yuan in the northern region. The reporter was informed that in the next step, China will continue to promote the construction of major national water network projects, and a number of large reservoirs, large irrigation areas and other projects are being accelerated. (Economic Information Daily)After the release of the Bank of Japan's short-term report, the yen rose slightly.
Huatai Securities: The main industrial chain of lithium battery pays attention to the opportunity of profit bottoming, and the new technology focuses on solid-state batteries. Huatai Securities said that the domestic market policy side is superimposed on the enterprise side, and the carbon emission assessment in Europe is overweight in 2025. It is expected that the global new energy vehicle market will maintain steady growth in 2025. Coupled with the rapid growth of energy storage, it is estimated that the global battery demand will reach 1544/1937GWh in 2024/2025, which is +30%/+25% year-on-year. In the fourth quarter, the demand for power and energy storage is improving, and the prices of some links of lithium battery have shown signs of stabilization. We are optimistic about the links with tight supply and demand pattern and strong differentiation, and the performance of related enterprises is expected to rise in volume and price next year. In terms of new technologies, solid-state batteries continue to be tested and promoted, composite aluminum foil is expected to be mass-produced next year, lithium-sodium mixed technology is gradually landing, and fast charging permeability is expected to increase. It is recommended to pay attention to the progress of new technology industries.Asiana Airlines: It is estimated that the debt ratio will drop from the previous 1847% to 700%.Bank of Japan: Japanese companies expect consumer prices to rise by 2.3% in three years, compared with 2.3% in the previous survey; Japanese companies expect consumer prices to rise by 2.2% in five years, compared with 2.2% in the last survey.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14