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.Open source securities: AI video model is accelerating the competition and continuing to lay out "AI+ movies". According to the open source securities research report, 1)AI video model is accelerating the competition, and its multi-modal capability is continuously upgraded, helping to open up the commercialization space. 2) Film and television content, copyright and marketing companies actively embrace AI video and continue to lay out "AI+ Film and Television". We are optimistic about the continuous iteration of the AI video model, the accelerated application, the superposition of policy assistance such as the release of new film supply and consumption subsidies, and further promote the opening of the commercialization space of "AI+ film and television".Microsoft is reported to have hired several DeepMind employees for the new AI health department. Mustafa Suleyman, the head of Microsoft consumer artificial intelligence and co-founder of DeepMind, is forming a new team focusing on consumer health. Dominic King, the former head of DeepMind health department, was hired as the vice president of Microsoft AI's new health team in London. He also poached DeepMind's clinical research scientist and Christopher Kelly, a neonatal intensive care doctor at Evelina Children's Hospital in London, and two other colleagues he worked with during DeepMind.
Thai Prime Minister: Cabinet approves debt support measures.The number of users of WeChat applet has reached 949 million. According to the latest data of QuestMobile, as of October this year, the cumulative number of users of WeChat applet has reached 949 million. On average, each user spends 1.7 hours a month using WeChat applets, while the average number of uses per month is close to 70, up by 15.1% and 5.2% respectively compared with the same period last year.HSBC: As two-way risks still exist, from the current point of view, gradual progress is the right approach for the Bank of England.
Cui Xiangmu, Minister of Planning and Finance of South Korea: South Korea has done its best to stabilize the exchange rate through smooth operation. Compared with the past crisis, the current foreign exchange market situation in South Korea is different. South Korea will not do anything that may damage the "safety net" of foreign exchange.Ice and snow tourism concept stocks strengthened in the short-term, with Inpais trading daily, Yuanlongyatu and Longjiang traffic rising.The turnover of Oriental Wealth exceeded 14 billion yuan, down 1.64%.
Strategy guide 12-14
Strategy guide 12-14