Syrian Human Rights Watch: Israel continues to air strike Syrian military facilities. On the 12th local time, Syrian Human Rights Watch said that Israeli warplanes continued to launch air strikes against military facilities in Syria, including military sites in Latakia port and arsenals in Tartus province. According to the organization, this is the fourth consecutive day that Israeli warplanes launched an air strike on the Syrian arsenal after the overthrow of Bashar al-Assad's government.Australia's unemployment rate in November was 3.93%, which is estimated to be 4.2%.Market News: South Korean President Yin Xiyue may release a recorded public speech.
Google executives: Search for artificial intelligence is the biggest bet, with an estimated investment of 50 billion yuan in 2024. ruth porat, president and chief investment officer of Google, revealed at a conference that Google's biggest bet is to apply artificial intelligence to search business. Despite the problems of technical competition and artificial intelligence model, Google is still firmly pushing forward this strategy. Polat emphasized that integrating artificial intelligence into search business is Google's current core strategy. Google has introduced an overview of AI into the search tool, added advertisements to it, and introduced shopping advertisements to Google Lens. Despite the existence of false or misleading results such as artificial intelligence illusion, Google is still optimistic about the development potential of artificial intelligence in the search field. In addition to the search business, Polat also pointed out that Google Cloud is another important investment of the company. When answering a question about whether Google's investment cost in artificial intelligence will follow the industry trend, Polat said that artificial intelligence represents "an opportunity for generations". She revealed that Google plans to spend $50 billion on chips, data centers and other capital expenditures in 2024, but stressed that Google will make careful bets based on the results.Huatai Securities looks forward to the communication industry in 2025: embrace the trend of AI/ satellite industry and allocate core assets. When looking forward to the communication industry in 2025, Huatai Securities said that it is optimistic about three main investment lines: 1) Continue to embrace the industry trend, and with the progress of commercialization of AI computing chain and satellite Internet, we are optimistic about investment opportunities in related sub-sectors; 2) New quality productivity: low-altitude industries or the opening of provincial and municipal infrastructure construction, the domestic quantum communication industry is expected to go from 0 to 1, and the commercial aviation scene will be accelerated; 3) revaluation of core assets: with the improvement of market liquidity, leading enterprises with long-term competitiveness and performance toughness are expected to usher in opportunities for valuation improvement; In addition, the merger and reorganization of central state-owned enterprises is expected to promote more high-quality enterprises to complete the process of capitalization and play a positive role in the valuation of the sector.South Korean President Yin Xiyue appeared in the office on Thursday for the first time in five days.
Thirteen people were killed when Israeli forces attacked the southern and northern parts of the Gaza Strip. On the 12th, local time, the reporter of the General Station learned from the Palestinian side that Israeli forces bombed Rafah, a city in the southern part of the Gaza Strip, killing seven people and injuring many others. According to medical staff in Rafah, seven dead people were attacked while protecting a rescue truck that arrived in the city. In addition, the Israeli army bombed a residential building west of Gaza City in the northern Gaza Strip, killing six people. (CCTV)Yin Xiyue denied that emergency martial law was a civil strife. South Korean President Yin Xiyue made a speech today (December 12), denying that "emergency martial law" was a "civil strife". He once again criticized the opposition party for enslaving Congress and abusing the power to impeach public officials. Yin Xiyue said that both impeachment and investigation will face it head-on.Guotai Junan: The long-term incremental "option" brought by humanoid robots is expected to help the valuation of the rare earth sector rise. When looking forward to the strategy of the rare earth sector in 2025, Guotai Junan said that the market had expected that with the slowdown in the growth of core demand power such as new energy vehicles and wind power in the future, the demand for rare earth markets is under downward pressure. However, we expect that the rising consumption of magnetic materials for new energy vehicles and the warming demand for wind power are still expected to support the basic demand growth, and the demand for equipment renewal that began to land in 2024 is expected to become a new driving force for rare earth demand. On the supply side, an orderly pattern of domestic supply has been established, with many overseas planning increments but slow actual volume, and continuous supply-side constraints. In addition, the long-term incremental "options" brought by humanoid robots are also expected to help the valuation of the plate rise.