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The Hang Seng Science and Technology Index rose to 1%, and the Hang Seng Index is now up 0.70%.Li Dongsheng: The annual benefit of the landing application of TCL AI technology exceeds 540 million yuan. On December 11th, Li Dongsheng, the founder and chairman of TCL, said at the TCL Global Technology Innovation Conference that TCL promoted the landing application of AI technology in high-value scenes such as R&D and manufacturing through long-term development planning, with an annual benefit exceeding 540 million yuan. Yan Xiaolin, CTO of TCL Technology, CTO of TCL Huaxing and Dean of TCL Industrial Research Institute, said that AI has been used to improve the display quality, provide human-computer interaction ability, and also used in intelligent manufacturing. This 540 million yuan is the direct new benefit approved by the financial department and business department of BU (business department), excluding the unclear benefits such as image quality improvement and voice function. (CBN)South Korea's KOSPI index rose 1% to 2,442.31.

Vietnam said that private equity giant KKR sought to expand its investment in the country. On the evening of December 10, the Vietnamese government website issued a statement saying that private equity investment company KKR was seeking to expand its investment opportunities in Vietnam. Su Lin, general secretary of the Central Committee of the Communist Party of Vietnam, expressed the hope that foreign investors, including American investors, will continue to increase their investment in Vietnam, especially in the fields of digital transformation, green transformation, renewable energy, clean energy and climate change. It is suggested that American enterprises, including KKR, continue to actively contribute to promoting bilateral cooperation, especially bilateral economic and scientific cooperation. David Petraeus, a partner of KKR, said that KKR is very optimistic about the investment prospects in Vietnam, and KKR Fund is looking for opportunities to expand cooperation and investment in Vietnam. He also promised to continue to support the development of Vietnam-US relations.Skyworth Digital won the first bid for China Mobile's smart set-top box collection. In the announcement of "Publicity of Selected Candidates for Centralized Procurement of Smart Set-top Box Products of China Mobile from 2024 to 2026 (Public Procurement Part)" issued by China Mobile, Skyworth Digital won the bid in the first place, with the winning share of 4K set-top boxes being 23.91% and the number of selected units being 13.12 million. The winning share of 8K ultra HD set-top boxes is 40%, and the selected number is 500,000. China Mobile released the centralized procurement of 8K ultra-high-definition set-top box products for the first time. After Skyworth Digital, the 8K ultra-high-definition set-top box, won the exclusive bid for Henan Mobile and Shanghai Mobile, the company won the first prize in centralized procurement.Shanxi Securities: The launch of new OpenAI products catalyzes the demand for low-orbit satellite to continue to accelerate. Shanxi Securities Research Report pointed out that 1) The "Open AI 12 Days" activity was held, and the official version of o1 &pro and the full version of ChatGPT pro o1 were released faster and more powerful than o1 preview, and they performed better in code, mathematics and writing, and still possessed the original ability of picture reasoning. With the marginal cost of training continuing to increase and cot reasoning computing power continuing to increase, the computing power demand in 2025 is real and may continue to exceed expectations. It is suggested that the current optical module, copper connection, power supply and liquid cooling should be switched to the low valuation of 2025 performance. 2) Amazon shows trn1 ultra cabinet products, and cloud manufacturer ASIC brings incremental demand for copper connection. Cloud manufacturers' self-developed ASIC will bring important demand increment for high-speed copper connection. At present, copper connection system component manufacturers are concentrated overseas, while bare wire supporting capacity is concentrated in China. 3) Last week, Yuanxin Qian Fan's third networking satellite was successfully launched in Taiyuan, and SpaceX mobile phones were directly connected to satellite networking for commercial use. The development of LEO satellite Internet is related to 6G standard discourse right, orbital frequency resources and the game of international air and space infrastructure powers, which is expected to force the launch of LEO constellation in China to accelerate again. Under the catalysis of continuous events, the relevant targets of the industrial chain are expected to usher in a certain performance contribution and drive the double-click market.

Ma Ying-jeou will lead the students of "Dajiu Academy" to visit the mainland. Xiao Xucen, CEO of Ma Ying-jeou Foundation, said today (11th) that Ma Ying-jeou will lead the students of "Dajiu Academy" to visit the mainland from December 18th to 26th at the invitation of the mainland. (Looking at the Taiwan Strait)Liquor stocks fluctuated and rebounded at the daily limit of Huangtai liquor industry, while liquor stocks fluctuated and rebounded at the daily limit of Huangtai liquor industry. Rock shares, gold seed wine, Yingjia tribute wine, Laobaigan wine, Jinhui wine, Shede wine industry and so on followed up.Guojin Securities: In 25 years or the first year of commercial mass production of humanoid robots, Guojin Securities said that Huawei's overweight body intelligence has become a new direction, which is expected to bring deterministic AI technology to domestic robot manufacturers and help domestic OEMs accelerate their rise. In 25 years or the first year of commercial mass production of humanoid robots, the domestic and international industries have resonated, and the humanoid robot industry has ushered in a period of rapid development and has plate investment opportunities. It is suggested to focus on the screw, reducer, torque sensor and domestic robot.