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2024-12-14 01:14:44

The game and media sectors moved up three boards in vision china, three boards in vision china, Fuchun, Reader Media, Zhewen Internet and Guangdong Media, and Kaiying Network, Shengguang Group and Tianlong Group followed suit.Shenzhen started the construction of the first batch of "AI+" medical equipment professional parks. At the 2024 Shenzhen International High Performance Medical Equipment Exhibition and Innovative Medicine Exhibition held on December 12, a number of breakthrough cutting-edge technological achievements and innovative products were unveiled, and more than 200 famous medical equipment enterprises, scientific research institutions and medical institutions from home and abroad gathered to discuss cutting-edge technologies, explore innovative paths of medical equipment and help the high-quality development of the industry. In order to further seize the opportunity of artificial intelligence medical development, accelerate the digital transformation of Shenzhen's biomedical industry, gather a number of characteristic "AI+" medical equipment enterprises, and incubate a number of innovative medical equipment projects, Shenzhen started to build "AI+" medical equipment professional parks in key areas of industrial development. At this exhibition, the construction of the first batch of Shenzhen "AI+" pharmaceutical machinery professional parks, such as Baolong Biomedical Innovation and Development Pilot Zone, Nanshan Zhicheng, Hetao AI+ Biological Professional Park and Yinxing Science and Technology Park, was officially launched. Next, Shenzhen will vigorously improve the development and incubation of new quality productivity in the field of medical equipment, work together to shape the deep integration ecological pattern of "artificial intelligence+medical equipment", and accelerate the development and growth of "AI+" medical equipment industry.Industrial Securities: The valuation of insurance stocks is in a relatively reasonable position. The Industrial Securities Research Report pointed out that we should continue to be optimistic about the insurance sector and focus on the targets with better performance stability and stronger dividend insurance sales ability. At present, the valuation of insurance stocks is in a relatively reasonable position, but as a strong beta plate, if the equity market further picks up, it may also perform well. There are three catalytic points for the further opening of the subsequent valuation space: first, the long-term interest rate and the performance of the equity market; Second, the adjustment and optimization process of the asset structure of insurance enterprises; The third is the sales situation of dividend insurance. In particular, dividend insurance sales may exceed expectations, and if verified, it will become an important support for opening up the repair space of insurance valuation. Suggested attention: China Ping An, China Pacific Insurance, New China Life Insurance, etc.


Li Zaiming, leader of the opposition party in South Korea, said that impeaching Yin Xiyue is the best way to restore order. Thanks to the United States and its allies for supporting Korean democracy.Li Zaiming, leader of the opposition party in South Korea, said that impeaching Yin Xiyue is the best way to restore order. Thanks to the United States and its allies for supporting Korean democracy.According to the International Monetary Fund, the completion of the second project review will provide Jordan with about $131 million.


FTSE China A50 index futures opened 0.80% lower, and closed down 0.89% in the last session.Lianxiang Co., Ltd. and others set up a new digital technology company. The enterprise search APP shows that recently, Zhejiang Lianxi Digital Technology Co., Ltd. was established, with Li Xiaoliang as the legal representative and a registered capital of 10 million yuan. Its business scope includes: the first type of value-added telecommunications services; The second kind of value-added telecommunications services, etc. Enterprise investigation shows that the company is jointly held by Lianxiang and others.Guosheng Securities: AEC heavy-duty computing industry chain has entered the era of Lian Heng. Guosheng Securities Research Report pointed out that AEC(Active Electrical Cable) is an active cable interconnection scheme, which is mainly used in short-distance high-speed data transmission scenarios in data centers. 1)AEC is expected to become the first step for optical module manufacturers to penetrate downwards. Optical modules need to master photoelectric conversion and high-speed data communication, and DAC/AEC/AOC products have relatively mature technical requirements compared with single-mode/multimode optical module products with longer transmission distance. 2) Copper interconnection is widely used by large CSP not only in NVIDIA. NVIDIA used a large number of high-density copper interconnects in B series products, which made the industry re-recognize the reliability and price advantage of copper interconnects in short-distance scenes. 3) In the era of Lian Heng, domestic manufacturers still have obvious advantages. Chip manufacturers, represented by NVIDIA, have been hoping to conduct a comprehensive industry consolidation and provide customers with a complete set of solutions. What CSP manufacturers want more is the decoupling of the industrial chain, and every link such as GPU, copper connection, optical module and switch can find corresponding suppliers. The heavy volume of AEC and the rise of CSP manufacturer's independent scheme indicate that the computing power industry chain has entered the era of Lian Heng, and we are firmly optimistic about the domestic related computing power industry chain.

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