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The organization looks forward to the semiconductor industry in 2025: the AI ​ ​ replacement tide leads the growth, and the semiconductor ETF(512480) may usher in new development opportunities. On December 13, the semiconductor ETF(512480) closed down by 1.38%, with a turnover of 1.671 billion yuan. The constituent stocks are mixed, and Zhaoyi Innovation leads the rise. In terms of decline, SMIC led the decline. CICC said that after the boom in 2024, it is expected that the inventory of the semiconductor industry will stabilize and the relationship between supply and demand will be more balanced in 2025. With the gradual landing of AI cloud and end demand, domestic semiconductor elements will usher in new development opportunities. In addition, the AI-changing tide has a pulling effect on the downstream demand of the semiconductor design sector, which is expected to accelerate the growth of the semiconductor design sector in 2025 and inject new vitality into the industry.The Ministry of Industry and Information Technology decided to set up the Ministry of Artificial Intelligence Standardization Technical Committee, and the Ministry of Industry and Information Technology decided to set up the Ministry of Artificial Intelligence Standardization Technical Committee, numbered MIIT/TC1, which is mainly responsible for the compilation and revision of industry standards in the fields of artificial intelligence evaluation and testing, operation and maintenance, data set, basic hardware, software platform, large model, application maturity, application development management and artificial intelligence risk. The first Technical Committee of Artificial Intelligence Standardization of the Ministry of Industry and Information Technology consists of 41 members, and the secretariat is undertaken by China Information and Communication Research Institute.The concept of first-round economy continued to increase the daily limit of more than 10 constituent stocks, and the concept of first-round economy continued to increase in intraday trading. Media games, IP economy, performing arts and travel, and Meta-Universe all rose well. More than 10 constituent stocks such as Aofei Entertainment, Lisheng Sports, Dafeng Industry, Tianxiaxiu, and Roman shares rose by more than 10%.

Pan Xuan, Beijing Local Financial Administration: The total investable assets of households in Beijing's wealth management market are about 16 trillion yuan. Pan Xuan, deputy director of Beijing Local Financial Administration, pointed out in the global wealth management forum today that Beijing's wealth management industry has good basic conditions, huge market potential and strong demand, and has unique advantages in developing wealth management industry. Among them, on the supply side, the asset management scale of institutions such as bank wealth management, insurance asset management, Public Offering of Fund, private equity funds, trusts and brokerage asset management in Beijing exceeds 30 trillion yuan, accounting for nearly 30% of the country; At the same time, the scale of private equity and venture capital management is also the first in the country. On the demand side, the total investable assets of households in Beijing are about 16 trillion yuan, and the number of high-net-worth families, ultra-high-net-worth families and international ultra-high-net-worth families ranks first in the country.Zhendong Pharmaceutical has set up a new health management service company. The enterprise search APP shows that recently, Shanxi Zhendong Health Management Service Co., Ltd. was established, with Zhao Jin as the legal representative and a registered capital of 10 million yuan. Its business scope includes: remote health management services; Health consulting services (excluding medical services), etc. Enterprise investigation shows that the company is wholly owned by Zhendong Pharmaceutical.The exposure of Xiaomi Auto to the sea is accelerated, and overseas sales will be carried out around the local Xiaomi Home store. Many sources say that Xiaomi Auto is preparing to build a car business to the sea. The international department of Xiaomi Group has added a preparation team for the sea sales business, and is recruiting positions such as market research, project management and electric vehicle after-sales engineers. Under the Ministry of Automobile, Xiaomi's autonomous driving department has added a number of jobs for overseas markets to solve the problem of overseas legal verification and function landing of autonomous driving function. It is foreseeable that autonomous driving will be one of the key points of Xiaomi Automobile's betting on the sea. The report quoted people familiar with the matter as saying that after the formation of the team, Xiaomi will sell small quantities of cars overseas in recent years to test the market reaction and prepare for the large-scale development of the sea business. The overseas sales of Xiaomi Automobile will mainly rely on the Xiaomi Home store under the International Department. At present, Xiaomi has more than 100 direct stores overseas. In July this year, Lei Jun replied, "When can I buy Xiaomi cars in France?" The goal is to sell Xiaomi brand cars in Europe before 2030. Judging from the speed of the formation of Xiaomi Auto's sea team, this progress is likely to be accelerated. (36Kr Auto)

Zhongke Lanxun: The cooperation between the company and the bean bag model will be carried out in multiple stages. Zhongke Lanxun released the record of investor relations activities. In order to meet the increasing demand for AI headsets in the market, the company has carried out in-depth cooperation with Volcano Engine, a cloud service platform owned by ByteDance. The third-generation BT895x chip of Xunlong Company has completed the docking with the MaaS platform of Volcano Ark, and has been able to provide users with software and hardware solutions adapted to the large model of bean curd. The cooperation between the company and the bean bag model will be carried out in multiple stages. At this stage, the functions of real-time translation, meeting minutes, real-time dialogue and so on have been adapted. Later, both parties will introduce more AI functions in different usage scenarios. In the future, the company will continue to lay out the field of AI wearable products, continue to cooperate deeply with the big model of bean bags, and introduce AI wearable solutions with better user experience to the market.The organization looks forward to the semiconductor industry in 2025: the AI ​ ​ replacement tide leads the growth, and the semiconductor ETF(512480) may usher in new development opportunities. On December 13, the semiconductor ETF(512480) closed down by 1.38%, with a turnover of 1.671 billion yuan. The constituent stocks are mixed, and Zhaoyi Innovation leads the rise. In terms of decline, SMIC led the decline. CICC said that after the boom in 2024, it is expected that the inventory of the semiconductor industry will stabilize and the relationship between supply and demand will be more balanced in 2025. With the gradual landing of AI cloud and end demand, domestic semiconductor elements will usher in new development opportunities. In addition, the AI-changing tide has a pulling effect on the downstream demand of the semiconductor design sector, which is expected to accelerate the growth of the semiconductor design sector in 2025 and inject new vitality into the industry.The annual evaluation report of the big model in the financial field was released, and the big model of Step Star/Fortune Leap Star performed well. The 6th Shanghai International Forum on Financial Technology was held in Shanghai. At the meeting, Shanghai Artificial Intelligence Laboratory, together with Shanghai University of Finance and Economics and Shanghai Cooper Technology Co., Ltd., released the Report on Evaluation of Large Models in Financial Field (2024), which comprehensively evaluated 20 models from five dimensions: model basic ability, financial security and value alignment ability, financial risk control ability, financial professional cognitive ability and financial business auxiliary expansion ability. The comprehensive scores of Anthropic, Step Star/Fortune Star and Alibaba ranked in the top three. Step-2-16k model of Step Star/Fortune Star got the second comprehensive score, and the multi-modal comprehensive score of Finstep model got the first.