Category: Flash News

On January 10th, Guo Mingchi, an analyst at Tianfeng International Securities, released a report stating that Weiying expects to ship OpenAI ASIC AI servers (chip design by Broadcom) as early as 4Q26-1Q27. This server adopts a water-cooled design, and the price per cabinet is significantly higher than that of air-cooled servers. Generally speaking, the unit price of water-cooled servers is several times that of air-cooled servers, and Weiying is the biggest downstream beneficiary of ASIC AI servers, so it is expected to significantly benefit from the trend of ASIC AI server specification upgrades.

On January 10th, several bank wealth management subsidiaries recently released their investment and asset allocation strategies for 2025, and provided prospects and analysis for the future market. From a product perspective, in a low interest rate environment, “fixed income+” products have become a key focus for bank wealth management subsidiaries. In terms of asset allocation, convertible bond assets, as assets that enhance performance, are highly regarded by many parties, and the prospects of the A-share market are highly anticipated.

① 14:45 Swiss December seasonally adjusted unemployment rate ② 15:45 French November industrial output monthly rate ③ 16:00 Swiss December consumer confidence index ④ 21:30 US December non farm employment report (including non farm employment, unemployment rate, average hourly wage) ⑤ 21:30 Canadian December employment ⑥ 23:00 US January one-year inflation rate expectation initial value ⑦ 23:00 US January University of Michigan consumer confidence index initial value ⑧ The next day at 02:00, the total number of oil wells drilled in the US for the week ending January 10th.

On January 10th, insurance companies began to take real action by replacing some traditional insurance with dividend insurance. During the “good start” period of insurance in 2025, in addition to traditional insurance, the “+dividend” model of dividend insurance has significantly increased. Industry insiders say that the slogan of transforming dividend insurance has been shouted for two or three years, and as interest rates continue to decline, the pace of adjusting product structure has to accelerate. This is a product structure adjustment forced by the investment situation. The reporter learned from multiple insurance sales channels that the inability to sell and the difficulty in selling have almost become common problems. The uncertainty brought about by the fluctuation of dividends, the decrease in dividend realization rate, and the high number of complaints about dividends not meeting expectations have become major obstacles between salespeople and consumers. The space for dividend insurance to return to the mainstream market has opened up, but the gap between ideal and reality still needs to be bridged, and it will take time for dividend insurance to truly become popular. (China Securities Journal)

On January 10th, in recent years, the concept of traditional Chinese medicine health preservation has emerged, perfectly combined with modern food and beverage production techniques to create products with unique export feel and significant health benefits, which can meet consumers’ dual needs for health and deliciousness. Faced with this trend, multiple listed companies have actively carried out related layouts and launched products with traditional Chinese medicine health benefits. Industry insiders say that currently, policies are vigorously promoting the modernization and internationalization of traditional Chinese medicine, coupled with the worsening aging population, and with the increase in residents’ income and greater emphasis on health and wellness, the development potential of the traditional Chinese medicine derivative market is enormous. (China Securities Journal)

On January 10th, the state funeral of former US President Jimmy Carter was held at the National Cathedral in Washington D.C. on the 9th local time. US President Biden, as well as four former presidents Clinton, George W. Bush, Obama, and Trump, attended the mourning ceremony. Hundreds of people, including Carter’s family, friends, and several American officials, attended the ceremony. After the ceremony, Carter’s body was sent back to his hometown of Plains, Georgia for burial. Carter served as the 39th President of the United States from 1977 to 1981, during which diplomatic relations between China and the United States were officially established. During his tenure, he also facilitated the signing of the Camp David Accords between Egypt and Israel, which was of significant importance in the Middle East peace process. After Carter stepped down as the President of the United States, he devoted himself to public welfare for many years. On December 29, 2024 local time, Jimmy Carter passed away at the age of 100.

On January 10th, the Israeli Defense Forces issued a statement stating that since the outbreak of a new round of Israeli Palestinian conflict on October 7th, 2023, the Israeli military has intercepted dozens of missiles and hundreds of drones launched by Houthi militants in Yemen towards Israel. The statement said that in recent months, the Houthis have launched dozens of airstrikes against Israel using surface to surface missiles and drones. According to another statement released by the Israeli military on the 9th, the Israeli Air Force intercepted a drone suspected to have been launched from Yemen in the Mediterranean that evening.

On January 10th, British Prime Minister Stamer met with visiting French President Macron on January 9th local time. It is reported that this meeting will focus on cooperation between the two countries and jointly addressing global challenges, including support for Ukraine, development of technology and artificial intelligence, economic growth, and combating illegal immigration.

On January 10th, according to the approval information disclosed on the official website of the China Securities Regulatory Commission, from January 2024 to present, eight securities firms including Hongta Securities, Zhongtian Securities, Changjiang Securities, Ruixin Securities, Zhongshan Securities, Dongguan Securities, Guorong Securities, and Wanhe Securities have submitted application materials for more than 5% equity and actual controller changes. It is worth mentioning that behind the accelerated equity flow of small and medium-sized securities firms in this round, local state-owned assets have become the largest buyers. In the above 8 cases of equity changes under review, there were instances of local state-owned assets taking over the equity transfers of Changjiang Securities, Credit Suisse Securities, Dongguan Securities, Guorong Securities, and Wanhe Securities.

On January 10th, the United Nations Security Council issued a statement after a meeting on the situation in Lebanon on January 9th, welcoming Joseph Aoun’s election as the new president of Lebanon, ending the country’s two-year presidential vacancy. The members of the Security Council emphasized that in order to address the political, economic, and security challenges faced by Lebanon, the election of a president is crucial for ensuring the full functioning of national institutions. The members of the Security Council reiterated their firm support for the territorial integrity, national sovereignty, and political independence of Lebanon, expressed their commitment to the stability of Lebanon, and called for the full implementation of Security Council Resolution 1701 (2006) and relevant historical resolutions of the Security Council on Lebanon.