Huaxi Securities: Maintain the "Buy" rating of Hagrid Communication, and be optimistic about the forward-looking layout of satellite Internet and low-altitude economy. Huaxi Securities Research Report pointed out that Hagrid Communication (002465.SZ) selected China Mobile's "R&D service procurement project for integrated terminal chips in 2024-2025", with an estimated contract amount of 31.06 million yuan. The selection in the development and procurement of Beidou Tongdao Fusion Chip once again proves that the company and China Mobile have carried out business cooperation and strategic coordination in many fields, including Beidou+industry application development, coordinated development of air and space integration, low-altitude infrastructure construction, integrated construction of vehicles and Lu Yun, and comprehensive operation and maintenance business development. It is believed that the strategic cooperation of operators will continue to deepen, which is expected to help Beidou and satellite Internet business upgrade and enhance the company's related resource endowment. As one of the leading Beidou manufacturers, the company is optimistic about the forward-looking layout of satellite Internet and low-altitude economy, and maintains a "buy" rating.Airbnb announced the top ten outbound destinations for China users during the Spring Festival holiday. According to Airbnb's data from China, compared with the year-end holidays such as New Year's Day, the search enthusiasm of China users for outbound travel during the Spring Festival holiday has nearly tripled. The top ten outbound destinations are Japan, Thailand, New Zealand, Norway, Australia, South Korea, Malaysia, the United States, Italy and Indonesia, and Asia-Pacific destinations account for seven seats.Microsoft has set up a new consumer artificial intelligence health department. According to the Financial Times, Microsoft has set up a consumer artificial intelligence health department in London, which will use generated AI to focus on consumer health applications, including specific health conditions, symptoms and mental health. Mustafa Suleyman, head of artificial intelligence at Microsoft, hired Dominic King, former head of DeepMind's health department.
The first batch of four local standards for the integration of vehicles and Lu Yun in Beijing were released. Recently, in order to boost the expansion of Beijing's high-level autonomous driving demonstration zone, based on the Guide for the Construction of National Vehicle Networking Industry Standard System and the practical experience in the construction of Beijing's high-level autonomous driving demonstration zone, Beijing released the first batch of four local standards for the integration of vehicles and Lu Yun, and more than 30 representative enterprises participated extensively. Up to now, Beijing High-level Autopilot Demonstration Zone has promoted 70 standards research, and Beijing has issued 9 local standards related to autopilot. The 9 local standards under study are expected to be released and implemented within this year and next.Microsoft has set up a new consumer artificial intelligence health department. According to the Financial Times, Microsoft has set up a consumer artificial intelligence health department in London, which will use generated AI to focus on consumer health applications, including specific health conditions, symptoms and mental health. Mustafa Suleyman, head of artificial intelligence at Microsoft, hired Dominic King, former head of DeepMind's health department.Computing hardware rebounded after the Dragon Boat Festival, Woer nuclear materials hit the daily limit, computing hardware rebounded after the Dragon Boat Festival, Woer nuclear materials hit the daily limit, Zhaolong Interconnect rose by over 10%, and Xinyisheng, Shenyu, Chuangyitong and Quéven Technology all rose by over 5%.
The Mammal Area of the Hong Kong Zoological and Botanical Park will be reopened. Many monkeys in the park were infected with bacteria and died. The Leisure and Cultural Services Department (LCSD) of the Hong Kong Special Administrative Region Government announced that the Mammal Area of the Hong Kong Zoological and Botanical Park will be reopened on December 13th. On 14 October, the LCSD closed the mammal area in response to the death of monkeys infected with bacteria in the park, and immediately took a number of prevention and control measures, including comprehensive cleaning and disinfection of the cages; Arrange employees who take care of animals to wear protective equipment to remind employees to pay attention to their health; The bacterial test results of the employees concerned were all negative, and the test results of soil and water samples nearby were all negative. At present, the health status of mammals and staff caring for animals in the park is normal, and the LCSD will reopen the mammal area of the park. (Voice of Greater Bay Area)The Philippine stock index fell 1% to 6,656.39.Zhuo Chuang Information: In December, the cost side kept moving down the soybean meal price or followed the seasonal decline law. According to Zhuo Chuang Information, looking back on the whole year of 2024, the center of gravity of soybean meal price showed a downward trend. In December, the price of Brazil's soybean premium was continuously lowered, and the spot price of soybean meal was further lowered under the pressure of the cost side. The problem of soybean customs clearance repeatedly traded in the market has limited impact on domestic supply, while the breeding end has started to slaughter one after another, which has a negative impact on the demand for soybean meal. Therefore, Zhuo Chuang Information predicts that the spot price of soybean meal may follow the seasonal law in December, showing a downward trend.