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Can the continuous outbreak of the big consumption sector serve as the main line of the New Year? Can the continuous outbreak of the big consumer sector serve as the main line of the New Year? In this regard, Zhang Cuixia, the chief investment consultant of Jufeng Investment and the chief tutor and general manager of the investment and education division, believes that it is recommended to cash in before the year and operate according to the big-band thinking; Lin Longpeng, chief market analyst of Guotai Junan Securities Research Institute, believes that the big consumer sector is expected to have trading opportunities; Zhu Qi of Galaxy Securities believes that the follow-up policy support of the large consumer sector is expected to be strong, and the segmentation sector is bullish. (CBN)Huaxi Securities: Maintain the "Buy" rating of Hagrid Communication, and be optimistic about the forward-looking layout of satellite Internet and low-altitude economy. Huaxi Securities Research Report pointed out that Hagrid Communication (002465.SZ) selected China Mobile's "R&D service procurement project for integrated terminal chips in 2024-2025", with an estimated contract amount of 31.06 million yuan. The selection in the development and procurement of Beidou Tongdao Fusion Chip once again proves that the company and China Mobile have carried out business cooperation and strategic coordination in many fields, including Beidou+industry application development, coordinated development of air and space integration, low-altitude infrastructure construction, integrated construction of vehicles and Lu Yun, and comprehensive operation and maintenance business development. It is believed that the strategic cooperation of operators will continue to deepen, which is expected to help Beidou and satellite Internet business upgrade and enhance the company's related resource endowment. As one of the leading Beidou manufacturers, the company is optimistic about the forward-looking layout of satellite Internet and low-altitude economy, and maintains a "buy" rating.Bain raised its offer for Fuji Software to 9,600 yen per share.

Scott Richardson, Chief Operating Officer of Celanese, will be promoted to CEO. Celanese, a chemical company, announced on December 10th local time that Scott Richardson, the current Chief Operating Officer of Celanese, has been appointed as CEO since January 1st, 2025, and will join the board of directors of the company. Richardson will succeed Lori Ryerkerk, who will resign as president, CEO and Celanese director at the end of the year. Edward Galante has been elected as an independent director of Celanese since 2013, and he will be the chairman of Celanese board, which will take effect after Ryerkerk leaves office.The commercial chain plate continued to rise, and Zhijia actually had a daily limit in the afternoon. Youa shares and Yimin Group had previously had daily limit, while Doctor Glasses, Commodity City and Chongqing Department Store followed suit.Hangxiao in Hebei successfully won the bid for the steel structure project of Machta project in Mongolia. Recently, hangxiao (Hebei) Construction Co., Ltd. (hereinafter referred to as "Hangxiao in Hebei") successfully won the bid for the steel structure project of Machta project in Mongolia. The project is located in Ulaanbaatar, the capital of Mongolia. It consists of a tower, a podium, a natural museum and a sports center with a total construction area of about 104,000 square meters. The tower and podium adopt reinforced concrete core tube-steel frame structure.

Canalys: It is estimated that the market size of generative AI will reach 72.8 billion dollars in 2029. According to Canalys' latest forecast, the global generative artificial intelligence (AI) market is still in its infancy, and it will grow fivefold in five years, from 14.6 billion dollars in 2024 to 72.8 billion dollars in 2029. Top applications include consumer, corporate services, retail, media and entertainment, and health care.The number of foreign passengers entering and leaving the West Kowloon Station Port this year exceeded 1 million. The reporter recently (9th) learned from the West Kowloon Border Inspection Station of Shenzhen Border Inspection Station that since the beginning of this year, more than 1 million foreign passengers from 164 countries and regions have entered and exited through the West Kowloon Station Port, an increase of 90.2% over last year, and the highest single-day passenger flow this year exceeded 6,300. (CCTV News)Jundingda: The opening ceremony of the Mexican subsidiary was held in late November, which will not have a significant impact on the company's revenue for the time being. Jundingda (301538) said in an institutional investigation on December 10 that the Mexican subsidiary had held its opening ceremony in late November 2024, and some downstream customers still need to complete on-site certification and audit. The operating area of the subsidiary is about 6,000 square meters, which will not have a significant impact on the company's operating income for the time being. In the future, the company will explore the feasibility of setting up foreign factories, sales offices and warehouses covering other overseas regions, such as Europe and Southeast Asia, according to the needs of downstream customers.