The onshore RMB against the US dollar closed at 7.2795 at 16:30 on December 13th, down 165 points from the previous trading day.Broadcom: The artificial intelligence semiconductor business will surpass other businesses.Apple is reported to cooperate with Broadcom to develop AI chips, and TSMC's advanced process will welcome big orders again. On December 13, it was reported that Apple intends to invest in self-developed AI chips, jointly develop them with Broadcom, and produce them in TSMC's 3 nm process, and mass-produce them in 2026. The legal person is optimistic that after the development of Apple's self-developed AI chip is completed, the investment is expected, and TSMC's advanced process will usher in another big order. It is understood that Apple's current A-series processors for iPhone and M-series processors for Mac all adopt self-developed strategies, and are exclusively manufactured by TSMC. The legal person believes that once Apple's self-developed chips are extended to AI chips, the cooperation with TSMC will be closer. (Taiwan Province Economic Daily)
Many places support housing consumption in the form of issuing housing subsidies. Recently, many places have taken the form of issuing housing subsidies and optimizing housing provident fund policies to support housing consumption and release housing demand. For example, recently, the General Office of the Government of Guangxi Zhuang Autonomous Region issued "Measures for Promoting the Stable and Healthy Development of the Real Estate Market in Guangxi", which mentioned that "optimizing the housing provident fund policy" and "financial subsidies support the reasonable demand for housing purchase". Shanxi Datong, Hubei Xiangyang, Hubei Xianning and other places have also recently launched relevant measures to support residents' rigid and improved housing demand and boost the real estate market. Zhang Bo, dean of 58 Anjuke Research Institute, said in an interview that the role of promoting housing consumption in "stabilizing the property market" is expected to continue to increase, and more policies will be introduced in the future to help stabilize the property market. (Securities Daily)US Congressman French Hill will take over as the chairman of the House Financial Services Committee. On December 12, local time, the reporter learned that French Hill, a Republican congressman and former banker from Arkansas, will be the next chairman of the House Financial Services Committee. The Financial Services Committee of the House of Representatives is an important body of the US Congress, which is responsible for supervising the financial industry and formulating relevant legislation. Its responsibilities cover banking, the overall financial system and the cryptocurrency market. Hill will succeed retiring Patrick Patrick McHenry, whose formal appointment is expected to be approved by the Republican Party in the next few days. (CCTV)IDC: In the third quarter, global intelligent sweeping robots shipped 5.014 million units, up 11.1% year-on-year. On December 13th, IDC reported that global intelligent sweeping robots shipped 5.014 million units, up 11.1% year-on-year. Among them, the domestic market was boosted by the trade-in of old models at the end of September, with 1.321 million units shipped, up by 17% year-on-year, and the efforts of most provinces were around 20%, which significantly stimulated the shipment of high-end models, and this trend also continued to this year's "Double Eleven". The proportion of overseas sales of China manufacturers continues to increase, and the competition of high-end all-around models in European and American markets is still fierce.
The Central Committee of the Communist Party of Vietnam decided to give disciplinary punishment and warning to former president Ruan Chunfu. On December 13th, local time, the Political Bureau of the Central Committee of the Communist Party of Vietnam announced the review results and disciplinary decision of former president Ruan Chunfu and former permanent secretary of the Central Secretariat and director of the Central Organization Department Zhang Shimei. After reviewing the recommendations of the Central Inspection Commission, the Political Bureau of the Central Committee of the Communist Party of Vietnam decided to give disciplinary action and warning to Ruan Chunfu and criticize Zhang Shimei. (CCTV News)Broadcom's share price rose to 15% in the US after hours.Goldman Sachs expects the average price of iron ore to be 95 USD/ton in 2025 and 90 USD/ton in 2026.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14