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)Zou Lan, Director of the Monetary Policy Department of the Central Bank: A moderately loose monetary policy orientation has enhanced the coping capacity and space of monetary policy. The Central Economic Work Conference that ended yesterday released a series of positive signals. The relevant person in charge of the Monetary Policy Department of the People's Bank of China said that the Central Economic Work Conference changed the orientation of monetary policy from "moderate" to "moderately loose" next year, and made it clear that more active and promising macro policies would be implemented, highlighting the determination of policies to promote economic recovery. Zou Lan, director of the Monetary Policy Department of the People's Bank of China, said that the implementation of moderately loose monetary policy is also the embodiment of countercyclical adjustment. At present, the adverse effects brought by changes in the external environment have deepened, and China's economic operation still faces many difficulties and challenges. The moderately loose monetary policy orientation has enhanced the ability and space for monetary policy to cope. (CCTV News)Li Tie's case was pronounced in the first instance today. The Procuratorate of Xianning City, Hubei Province accused Li Tie of five crimes, including bribery, bribery by the unit, bribery by non-state staff and bribery of non-state staff. It is understood that today, the court will make a first-instance judgment on this case. At present, the police car escorting Li Tie has entered the Xianning Intermediate People's Court. (CCTV News)
Shenzhen Yuejiang Technology Hong Kong IPO seeks to publicly issue 40 million shares, with an offering price range of HK$ 18.80-20.80 per share. It is expected that the stock will be priced on December 19th and trading will begin on December 23rd.Boeing: I'm afraid the new version of Air Force One will not be in place until 2029 at the earliest.Google successfully attacked OpenAI:ChatGPT Vision was launched in the middle of the night. Yesterday, after Google enlarged its recruitment to release Gemini 2 and provided free services, OpenAI followed closely today (12-day conference Day6) and launched the long-awaited ChatGPT Vision function, bringing users a richer multi-modal interactive experience. In addition to the original advanced voice mode, you can now make video calls with ChatGPT, share the screen, and interact with Santa Claus in real time. The entire conference lasted for 11 minutes.
The production and transportation capacity is continuously released. The coal supply is guaranteed this winter and next spring. In winter, the heating energy can be greatly improved. As a stabilizer of China's energy supply, coal production, storage and transportation have attracted much attention. At the 2025 National Coal Fair held recently, more than 30 enterprises signed medium-and long-term contracts for coal. Most of the medium-and long-term contracts signed this time are independently connected by the supply and demand sides, and the transaction has a high degree of marketization, which is conducive to the performance of enterprises according to the actual contract volume, and has laid a "reassuring" for coal supply this winter and next spring. The reporter learned from the China Coal Industry Association that in the first 10 months of this year, the national raw coal output above designated size was 3.89 billion tons, up 1.2% year-on-year, and the output reached the highest level in the same period in history. In terms of imports, in the first three quarters, China imported 389 million tons of coal, up 11.9% year-on-year. At the same time, coal storage is also full of confidence. According to the data, at present, the coal storage capacity of power plants nationwide is more than 200 million tons, and the average available days are more than 30 days. (Economic Daily)Zhao Dejian, vice president of Shandong Jiaotong University, was examined and investigated. According to the news from the Supervision Committee of Shandong Provincial Commission for Discipline Inspection, Zhao Dejian, member of the Party Committee and vice president of Shandong Jiaotong University, is suspected of serious violation of the law and is currently under disciplinary review and supervision investigation by the Supervision Committee of Shandong Provincial Commission for Discipline Inspection.Broadcom's share price rose to 15% in the US after hours.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide
Strategy guide 12-14