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2024-12-14 09:00:52

International oil prices rose on the 11th. As of the close of the day, the futures price of light crude oil for January 2025 in the New York Mercantile Exchange rose by $1.70 to close at $70.29 per barrel, an increase of 2.48%. London Brent crude oil futures for delivery in February 2025 rose by $1.33 to close at $73.52 per barrel, an increase of 1.84%.The concept of high-speed copper connection is very popular. Recently, benefiting from the explosive demand growth of AI computing power, the market funds focus on the supporting concept of high-speed copper connection in the upper reaches of NVIDIA. On December 11th, a number of high-speed copper connection concept stocks rose sharply, with Zhaolong Interconnect rising by 12.58%, Woer Nuclear Materials by 8.70%, Shenyu Shares by 4.77% and Derun Electronics by 4.99%. High-speed copper connection, also known as high-speed connector, is a core data transmission component, which constitutes an efficient signal transmission system. Manager Public Offering of Fund said that the concept stocks of high-speed copper connection continued to rise, which actually benefited from the explosion of demand for AI computing power. Invista once introduced at GTC2024 that NVL72 uses copper cable interconnection to save costs significantly compared with optical modules. Shanxi Securities predicts that the new market of high-speed copper cable brought by GB200 will be close to 6 billion US dollars in 2025, and the usage scenarios of high-speed copper cable will continue to expand. It is found that a number of public and private equity funds have heavily invested in the concept stocks of high-speed copper connections that have risen recently in the third quarter. There are also fund managers who heavily invested in related stocks in the second quarter, but significantly reduced their positions in the third quarter, missing the rise of concept stocks in the fourth quarter. There are also some fund managers who continue to be optimistic about the stimulation of the demand of upstream industries caused by the outbreak of AI computing power, and have successively added high-speed copper connection concept stocks. (Securities Times)Dollar deposits and wealth management are popular again. Experts suggest paying attention to exchange risk. Although it is in the cycle of interest rate reduction by the Federal Reserve, dollar deposit products are still attractive to investors. Since December, a number of bank wealth management subsidiaries have intensively put on shelves US dollar wealth management products. Judging from the rate of return, the performance benchmark of some US dollar fixed-income wealth management products currently launched is close to 5%, but the performance benchmark of RMB wealth management products with the same risk level is mostly around 2%. According to the statistics of Puyi standard data, as of December 9, there were 1,312 surviving products in US dollar financing, and the surviving scale of US dollar financing reached 281.927 billion yuan, which has doubled from the surviving scale of 140.351 billion yuan at the end of December last year. In addition, although banks have previously lowered the interest rate of dollar deposit products, from the current point of view, the interest rate of some banks' dollar deposits remains above 4%, attracting many customers to buy. According to industry insiders, under the Fed's interest rate cut cycle, the main reason for the high heat of dollar wealth management and dollar deposits is the exchange rate expectation of a strong dollar. If the market expects the US dollar to appreciate or remain stable, holding US dollar assets (such as US dollar wealth management and US dollar deposits) can benefit from the potential exchange rate appreciation even if interest rates fall. In addition, in order to diversify risks, some investors choose to allocate part of their funds to US dollar assets to realize diversification of asset allocation. (Securities Daily)


A number of evidences confirmed the criminal facts of the suspect in the shooting of executives in unitedhealth group, USA. On December 11th, local time, Jessica Tisch, the police chief of new york City, USA, said that the gun on Luigi Man Ghione, the suspect suspected of killing the CEO of unitedhealth group, matched the shell casings found at the crime scene. In addition, Man Ghione's fingerprints are consistent with those on the water bottle and protein stick wrapping paper found near the shooting scene. At present, the suspect Man Ghione is still being held in Pennsylvania.The US government budget in November was-367 billion US dollars, with an expected-353 billion US dollars and a previous value of-257.5 billion US dollars.Ferrous lithium phosphate has strong demand, so it is hard to hide the embarrassment of "meager profit" because the orders of enterprises are full. In December, the Ferrous lithium phosphate market continued to heat up, and most enterprises had full orders. However, contrary to the fiery market, it is still difficult for most enterprises to reverse the "meager profit" situation. "From the market situation, the growth in demand for new energy vehicles and energy storage markets has promoted the warming of the Ferrous lithium phosphate market. Most Ferrous lithium phosphate enterprises are affected by factors such as rising raw material prices, weak bargaining power of products and fierce competition in the industry, resulting in pressure on profits. " Researchers said that in the long run, with the technological progress and market expansion, the profitability of Ferrous lithium phosphate enterprises is expected to improve. (Securities Daily)


Moynihan, CEO of Bank of America: For encrypting digital currency assets, anything new needs to pass the "battlefield test". The United States needs to finalize the revised draft of Basel III, and the US plan needs rationality.A number of evidences confirmed the criminal facts of the suspect in the shooting of executives in unitedhealth group, USA. On December 11th, local time, Jessica Tisch, the police chief of new york City, USA, said that the gun on Luigi Man Ghione, the suspect suspected of killing the CEO of unitedhealth group, matched the shell casings found at the crime scene. In addition, Man Ghione's fingerprints are consistent with those on the water bottle and protein stick wrapping paper found near the shooting scene. At present, the suspect Man Ghione is still being held in Pennsylvania.Coinbase: please note that some users may encounter higher transmission failure rate and delayed reception of BTC, LTC, ZCASH, BCH and DASH than usual.

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