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2024-12-14 09:11:05

Morgan Stanley raised the opening target price from $950.00 to $1,150.00.Broadcom is developing customized AI chips with three large cloud customers. Broadcom's share price rose by more than 20% at the beginning, and its total market value rose to 1.02 trillion US dollars, ranking ninth in the US stock market. After the close of the US Eastern Time on Thursday, Broadcom announced a better-than-expected fourth-quarter financial report. Not only did the profit performance be better than expected, but Broadcom's artificial intelligence revenue more than tripled this year. Broadcom's AI revenue increased by 220% to US$ 12.2 billion this year. It is estimated that the revenue of AI products will increase by 65% in the first fiscal quarter of fiscal year 2025. The CEO of Broadcom revealed that he is developing customized AI chips with three large cloud customers. It is estimated that each customer will deploy 1 million AI chips in 2027.Yunnan Nengtou: It is planned to invest in Yongning wind farm expansion project. Yunnan Nengtou announced that Maitreya Company, a wholly-owned subsidiary, plans to invest in Yongning wind farm expansion project (Maitreya area), with a total installed capacity of 230,000 kilowatts and a total investment of 1.323 billion yuan (including 6.9 million yuan in working capital). On the same day, it was announced that Honghe Company, a wholly-owned subsidiary, planned to invest in the Yongning Wind Farm Expansion Project (Luxi Area), with a total installed capacity of 235,000 kilowatts and a total investment of 1.395 billion yuan (including 7.05 million yuan in working capital).


Brazilian President Lula is in good condition after undergoing surgery again. The medical team of Brazilian President Lula said on the 12th that Lula was in good condition and "very stable" after undergoing intracranial vascular surgery on the same day, and he is expected to be discharged on the 16th or 17th. Roberto ahmed khalil, a member of the President's medical team, said at the press conference: "The operation was very successful, which is a supplement to the surgery on the 10th." He said that Lula is awake and has eaten, and his condition is very stable. He is expected to be discharged on the 16th or 17th. (Xinhua News Agency)State-owned Assets Supervision and Administration Commission (SASAC): Actively expand effective investment, improve investment efficiency, and focus on the layout of a number of major projects with strong traction and long-term benefits. The Party Committee of the State Council SASAC held a special meeting. The meeting stressed that it is necessary to promote central enterprises to improve their ability to cope with cyclical fluctuations, continue to exert efforts in performance appraisal, quality improvement and efficiency improvement, and economic operation, and strive to simultaneously improve efficiency and efficiency indicators, and strive to achieve development with stronger scientific and technological attributes and greater driving role; Actively expand effective investment, improve investment efficiency, focus on "two" and "two new" layout of a number of major projects with strong traction and long-term benefits; We will do a better job in helping small and medium-sized enterprises, promote central enterprises to deepen strategic cooperation in the industrial chain, take the lead in paying off debts owed by private enterprises, and go all out to stabilize employment, supply and flow, so as to better help the national economy continue to pick up. It is necessary to promote the central enterprises to improve the supply capacity of common technologies, further highlight the key points and strengthen the key core technologies, especially in areas with large investment and long cycle; Further highlight the original innovation, explore and create a "policy enclave", strengthen the applied basic research, and deeply root the "root technology"; Further highlight the transformation of achievements, promote the construction of a number of major pilot projects by central enterprises, and constantly open up the "last mile" of the transformation of scientific and technological achievements into real productive forces, so as to better help high-level science and technology stand on its own feet. (SASAC)Market news: South Korea's ruling party will hold a meeting on Saturday to decide whether to impeach the president.


Bitcoin fell below $100,000/piece, down 1.15% in the day.Countering the price limit of Western countries, Putin extended the oil supply ban. On the 13th, Russian President Vladimir Putin signed a presidential decree, announcing the extension of the counter-measures to set price ceilings for Russian oil and oil products until June 30, 2025. Putin signed a presidential decree on December 27, 2022, demanding that the supply of Russian petroleum and petroleum products to foreign legal persons and individuals who directly or indirectly use the price ceiling mechanism in their contracts be prohibited. This presidential decree came into effect on February 1, 2023, and its validity period was extended several times. In early December, 2022, EU member states reached an agreement on setting a price ceiling of $60 per barrel for Russian seaborne oil exports. The Group of Seven and Australia announced that they would implement the same price limit policy as the EU. (Xinhua News Agency)U.S. policy outlook is uncertain. Lagarde lamented that the EU would "ask for it" for political uncertainty. European Central Bank President Lagarde said that the monetary policy decision of policymakers on Thursday was shrouded in the turbulent political situation in Europe. Although Lagarde did not directly mention the collapse of the French and German governments in recent weeks, she pointed out that it is not conducive to the central bank's decision-making to keep the fiscal plan and election results in suspense. At present, policymakers are still paying attention to the impact of Donald Trump's return to power. "We hope that many things will become clear in the coming months," Lagarde told reporters. "If we have discussed anything in the past two days, it is the uncertainty we are facing, whether it is the political situation from some member States or the US policy."

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