Humanoid robot erupts againIn addition, Ubisoft announced on the 9th that on December 7th, the extremely smart factory ushered in the 400,000th car off the assembly line, and the industrial humanoid robot WalkerS1, who is training in the extremely smart factory, participated in and witnessed this moment. As the first humanoid robot "employee" of Krypton Smart Factory, WalkerS1 became the "quality inspector" of Krypton Smart Factory, and personally got on the bus to experience the latest intelligent black technology such as the gathering and sitting of Krypton MIX, Smart Island, and intelligent voice assistant Eva.In addition, FTSE China A50 index futures dropped sharply, closing down more than 3.5%.
Founder Securities pointed out that since the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting in September, various localities have implemented a package of incremental policies, and with the recent introduction of a series of favorable policies, the momentum of economic development has been improving. At present, the PE-TTM of Shenwan food and beverage sector is 21.13 times, and the valuation quantile in the last three years is only 12.9%, and the valuation quantile in the last five years is 7.8%. The policy catalysis drives the sentiment of the sector to improve, and we are optimistic about the layout opportunities at the bottom of the sector, focusing on the pro-cyclical segmentation sectors such as catering supply chain and head liquor.The concept of AIGC has strengthened again today. At the close, Shensi Electronics is worth buying a 20% daily limit, Guangyun Technology is approaching the daily limit, Haitian Ruisheng has risen by nearly 10%, and Jincai Internet, Tianyue Digital Branch and Huayang Lianzhong have won four consecutive boards.The two major stock indexes of Hong Kong stocks both plunged in late trading, the Hang Seng Index turned green, and the Hang Seng Technology Index fell more than 1%. Chinese brokerage stocks that strengthened yesterday fell sharply. At the close, China Merchants Securities fell more than 10%, CITIC Securities, Shenwan Hongyuan Hong Kong and Everbright Securities fell about 6%, and CICC fell about 5%.
In terms of liquor stocks, this world rose by nearly 5%, LU ZHOU LAO JIAO CO.,LTD and Laobaigan liquor rose by nearly 3%, and Wuliangye and Shanxi Fenjiu rose by over 2%.In the news, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9th to analyze and study the economic work in 2025. The meeting pointed out that next year, we should implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, strengthen unconventional countercyclical adjustment, lay a good policy "combination boxing", and improve the forward-looking, targeted and effective macro-control. We should vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions.CITIC Securities said that it is expected that the main directions of subsequent release will include multimodal, Agent and platform tools, AI applications, etc. The main products will include the foresight of important products such as Sora and Operator. At present, the rapid prosperity of model ecology, considering the upgrading of model capabilities and the lowering of industrialization threshold, combined with the application landing forms such as Agent, it is expected that the landing of AI applications will continue to accelerate in 2025, and it is suggested to pay attention to the three main lines of platform services, application scenarios and computing power.