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2024-12-14 11:29:24
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Puyin AXA Fund: Zhang Jian is the new chairman of the company. On December 13th, Puyin AXA Fund announced that since December 13th, Zhang Jian has been the new chairman of the company, while Xie Wei, the former chairman, left his post on December 13th due to work arrangements, and there is no explanation for his transfer to other positions in the company.CapitaMacro: The new French Prime Minister has a long way to go. Jack Allen-Reynolds, an analyst at CapitaMacro, wrote in a report to clients that if the new French Prime Minister wants to form a government and solve the country's troubled financial problems, he will face arduous tasks. Francois bayrou, a veteran centrist politician, was appointed as prime minister by President Macron on Friday. He must now form a government because his short-lived predecessor, Michelle Banier, tried to force through budget legislation and was overthrown by the National Assembly. Bayrou may face the same battle. Reynolds said: "The government seems unlikely to have the will and ability to solve France's financial problems." France's budget deficit this year will further expand, further exceeding the level that European authorities think can be tolerated.Sources: Leaders of Germany, France, Poland, NATO and other countries will meet in Brussels on Wednesday to discuss Ukraine. Zelensky will also attend the Ukrainian meeting.


Huilv Ecology: The plan to increase capital to Junheng Technology to achieve control constitutes a major asset restructuring. Huilv Ecology announced that the company and Peng Kaisheng plan to increase capital to Wuhan Junheng Technology Co., Ltd. by paying cash. Before this capital increase, listed companies held 35% equity of Junheng Technology. After this capital increase is completed, listed companies will hold 51% equity of Junheng Technology to control Junheng Technology and include Junheng Technology in the scope of consolidated statements. The total consideration of this transaction is 246 million yuan, all of which are paid in cash. According to the relevant provisions of the Measures for the Administration of Major Asset Restructuring of Listed Companies, this transaction constitutes a major asset restructuring.The NASDAQ 100 index rose to about 1.2%, and Broadcom, a constituent stock, rose by more than 21%, Maiwell Technology rose by 9.8%, ARM rose by 4.5%, Micron Technology rose by 4.1%, Ram Research rose by 1.8%, ASML ADR rose by 1.5%, and Grail, a biotechnology company, rose by 1.8%.Broadcom is developing customized AI chips with three large cloud customers. Broadcom's share price rose by more than 20% at the beginning, and its total market value rose to 1.02 trillion US dollars, ranking ninth in the US stock market. After the close of the US Eastern Time on Thursday, Broadcom announced a better-than-expected fourth-quarter financial report. Not only did the profit performance be better than expected, but Broadcom's artificial intelligence revenue more than tripled this year. Broadcom's AI revenue increased by 220% to US$ 12.2 billion this year. It is estimated that the revenue of AI products will increase by 65% in the first fiscal quarter of fiscal year 2025. The CEO of Broadcom revealed that he is developing customized AI chips with three large cloud customers. It is estimated that each customer will deploy 1 million AI chips in 2027.


Bosch has reached a preliminary agreement with the U.S. Department of Commerce, and will receive a chip subsidy of 225 million U.S. dollars. On December 13, local time, the U.S. Department of Commerce announced that it has reached a preliminary agreement with Bosch, a German auto parts supplier, to provide it with a subsidy of up to 225 million U.S. dollars for producing silicon carbide power semiconductors in California. This fund will support Bosch's planned investment of $1.9 billion to transform its manufacturing plant in Roseveare, California to produce silicon carbide (SiC) power semiconductors. The US Department of Commerce will also provide Bosch with about $350 million in government loans.Huatai Research gave JD.COM Group the initial rating of H-share purchase with a target price of HK$ 182.73.Unitedhealth group, USA: The suspect in the executive shooting was not a corporate client. On December 13th, a spokesman for unitedhealth group said that Luigi Man Ghione, the suspect in the shooting of Brian Thompson, CEO of United Health Insurance Company, was not a corporate client. Andrew Vitti, CEO of unitedhealth group, expressed his condolences over Thompson's murder in a commentary and said that he understood the public's dissatisfaction with the "defective" health care system in the United States. Vitti said: "Health care is both a personal matter and very complicated. People don't fully understand the reasons behind the underwriting decision, and we are responsible for it. We need to work with employers, governments and other people who pay for medical expenses to improve the way we explain insurance coverage and make decisions. "

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