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2024-12-14 00:19:44

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.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.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.


Beijing Torch Science and Technology Innovation Fusion Incubation Center was established. Yesterday afternoon, the establishment of Beijing Torch Science and Technology Innovation Fusion Incubation Center and the "IQ Talk" lighting ceremony were held. Shan Zhongde, Vice Minister of the Ministry of Industry and Information Technology, and You Jun, Member of the Standing Committee of Beijing Municipal Committee and Minister of Organization Department, attended the event and delivered speeches. Shan Zhongde said that the Ministry of Industry and Information Technology and Beijing supported the establishment of an innovative center for intelligent robots, and promoted the creation of innovative sources and application demonstration highlands for intelligent robots. With the joint support of Beijing Talent Bureau and Torch Center of the Ministry of Industry and Information Technology, the construction of Torch Science and Technology College has achieved positive results. The Ministry of Industry and Information Technology and Beijing will continue to work together to forge ahead and create a new mechanism, new model and new benchmark for the integrated development of science and technology, talents and industry.Black Myth: Wukong won the best action game of the year by TGA.Pengyue Automobile Development Co., Ltd., a subsidiary of Tucki, was forced to enforce 680,000 yuan. According to the risk information of Tianyan, recently, Guangzhou Pengyue Automobile Development Co., Ltd. and Hunan Chunqiu Engineering Co., Ltd. added a piece of information about the person to be executed, with an execution target of more than 684,000 yuan, involving construction contract disputes. The enforcement court is Tianhe District People's Court of Guangzhou. Guangzhou Pengyue Automobile Development Co., Ltd. was established in August 2021, with the legal representative of Zhao Dawu and the registered capital of 1.88 billion RMB. Its business scope includes auto parts retail, tire sales, investment activities with its own funds, electric vehicle charging infrastructure operation, industrial design service and motor vehicle charging sales, etc. It is wholly owned by Guangzhou Xpeng Motors Technology Co., Ltd.


Most gold stocks in Hong Kong stocks fell, and Lingbao Gold fell by nearly 5%. As of press time, Lingbao Gold (03330.HK) fell by 4.75%, Zijin Mining (02899.HK) fell by 2.82% and Zhaojin Mining (01818.HK) fell by 2.75%.Domestic insurance in Hong Kong stocks and Chinese brokerage stocks fluctuated lower, while domestic insurance in Hong Kong stocks and Chinese brokerage stocks fluctuated lower. Guolian Securities fell more than 5%, followed by New China Life Insurance, China Pacific Insurance, China Life Insurance, China Merchants Securities and china galaxy.Pengyue Automobile Development Co., Ltd., a subsidiary of Tucki, was forced to enforce 680,000 yuan. According to the risk information of Tianyan, recently, Guangzhou Pengyue Automobile Development Co., Ltd. and Hunan Chunqiu Engineering Co., Ltd. added a piece of information about the person to be executed, with an execution target of more than 684,000 yuan, involving construction contract disputes. The enforcement court is Tianhe District People's Court of Guangzhou. Guangzhou Pengyue Automobile Development Co., Ltd. was established in August 2021, with the legal representative of Zhao Dawu and the registered capital of 1.88 billion RMB. Its business scope includes auto parts retail, tire sales, investment activities with its own funds, electric vehicle charging infrastructure operation, industrial design service and motor vehicle charging sales, etc. It is wholly owned by Guangzhou Xpeng Motors Technology Co., Ltd.

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