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2024-12-13 05:03:25

Tencent Video announced that it will adjust the rights and interests of VIP devices, and the rights and interests of old members will remain unchanged. Tencent Video released a statement on the adjustment of member rights and interests, saying that it will adjust the rights and interests of Tencent Video VIP devices from December 16, 2024. Tencent video VIP members who purchase, collect and activate after 0:00 on December 16th, 2024 can log in with 3 devices and play with 1 device at the same time within the validity period of this order member. Tencent Video said that the rights and interests of VIP old members remain unchanged: Tencent video VIP members who have subscribed for a continuous monthly/quarterly/annual subscription before December 16, 2024, if they continue to subscribe, will enjoy the rights of logging in 5 devices and playing 2 devices at the same time. Tencent video VIP members who purchase, collect and activate monthly/seasonal/annual cards before December 16th, 2024 can also enjoy the rights of logging in 5 devices and playing 2 devices at the same time within the validity period of this order member. Tencent video SVIP membership rights are not affected by this adjustment and remain unchanged.Oracle Bone Inscriptions's revenue in the fiscal quarter did not surprise investors. The stock price fell after hours, and the quarterly revenue of database giant Oracle Bone Inscriptions met expectations, which disappointed some investors who hoped that the cloud business would perform better. Oracle Bone Inscriptions shares fell in after-hours trading. Oracle Bone Inscriptions announced after-hours Monday that its second-quarter revenue increased by 9% to $14.1 billion. Cloud business revenue increased by 52% to $2.4 billion, in line with analysts' expectations. Oracle Bone Inscriptions has been trying to find its foothold in the computing and storage leasing market, which is now dominated by larger competitors Amazon and Microsoft. Larry Ellision, chairman of Oracle Bone Inscriptions, paid special attention to the company's ability to provide hardware and integrated software for handling artificial intelligence tasks. Safra Catz, CEO of Oracle Bone Inscriptions, said in the performance conference call that the company expects revenue growth of about 8% in the third quarter, excluding some projects, earnings per share is expected to be between 1.47 and 1.51 dollars, and cloud business revenue is expected to increase by about 24%. These performance prospects are not as good as analysts' estimates. Oracle Bone Inscriptions shares closed at $190.45 on Monday, down about 7% in after-hours trading. The company's share price has soared by 81% this year.Galaxy Securities: When the IP layout of "Millet Economy" was carried out, the china galaxy Securities Research Report indicated that "Millet Economy" was highly prosperous, and high-quality IP was the key. In 2024, IP products will continue to maintain a high degree of popularity, from Xiaoma Baolika brand in the first half of the year to Guzi store and Jellycat pop-up shop since the third quarter, with strong market demand. It is believed that IP creation is the core of "millet" and tide play consumption, and the influence of IP plays an important role in attracting fans and integrating multiple formats. As the key to accumulate users and break the circle of products, high-quality IP can attract consumers and extend the product life cycle. Therefore, in the current environment of high market attention and strong demand, the high prosperity of high-quality IP products is expected to be maintained. It is suggested to follow up on two tracks: the track with stable performance foundation or obvious supply-side recovery, and the track with high cost performance, and the elastic variety with incremental dimension or improvement of external factors: 1) Hong Kong stock Internet: the profit improvement expectation of Head Internet Company is strengthened, and the cost performance of investment is prominent. It is suggested to pay attention to Tencent Holdings, which has steady growth in various businesses and stable fundamentals, and the Internet video platform company, which turned losses for the first time in a single quarter and continuously improved its profitability. 2) Publishing industry: The publishing industry will accelerate the development of digitalization, personalization, customization and intelligence, and the new amount of AI+ publishing and research business will bring new opportunities to the industry, and the market value management of central enterprises will be included in the assessment. It is suggested to pay attention to: Shandong Publishing and Southern Media, which are stable in fundamentals and have certain business incremental space; 3) Cinema & Game Industry: High-quality content is always a scarce resource in the industry. It is suggested to pay attention to the game and cinema companies under AI empowerment: Shenzhou Taiyue, Bona Film, WANDA CINEMAS and so on, which have rich content reserves. 4) With regard to IP derivatives, it is recommended to pay attention to POP MART, the leader of the IP craze retail market.


Six Guatemalans were arrested on suspicion of an immigrant truck accident. On December 9, local time, the United States and Guatemala jointly announced that six Guatemalans were arrested. They are suspected of human smuggling and involved in the accident that the vehicle carrying immigrants overturned in Mexico in 2021. The suspect will be charged with conspiracy, endangering life, causing serious personal injury and causing death. In 2021, a truck carrying more than 160 immigrants crashed into a bridge pillar of an overpass in Tustra Gutierrez, the capital of Chiapas in southern Mexico, killing more than 50 people.South Korea said that the recent increase in financial and foreign exchange market volatility will actively respond to reverse market sentiment. The South Korean government said in a joint statement that the recent increase in financial and foreign exchange market volatility is somewhat excessive considering the fundamentals of South Korea's economic stability and the stability of the external environment. The government and the Bank of Korea are capable of coping with the market and will actively respond to reverse market sentiment. Pay close attention to market trends and will use all measures to stabilize the market. South Korean Finance Minister Choe Sang-mu, Central Bank Governor Lee Chang-yong and financial regulators meet every day to evaluate the financial market.A 26-year-old man who was involved in the murder of insurance giant CEO new york was charged with five counts in a Pennsylvania court. Luigi Mangione, who was regarded by the police as a person involved in the murder of Brian Thompson, an executive of UnitedHealth Group Inc, was arrested in Pennsylvania on Monday, and now he is accused of possessing illegal firearms and using false identification. According to the criminal indictment issued by the Pennsylvania court system on Monday night, Mangione, 26, appeared in court for the first time in Hollidaysburg. He was charged with five counts, including forgery, holding a gun without a license and showing false documents to law enforcement agencies. Mangione was detained by the police after being recognized by employees in a McDonald's restaurant in Altoona on Monday morning.


Xiaoyu Zhizao, Xiaomi's first furniture model company, completed a round of financing of 100 million yuan, and Beijing Xiaoyu Zhizao Technology Co., Ltd. (hereinafter referred to as Xiaoyu Zhizao), the first large model robot company invested by Xiaomi, completed a round of financing of 100 million yuan. This round of financing is exclusively invested by Beijing Information Industry Development Investment Fund. This is the second time that Xiaoyu Zhizao has received billion-dollar financing after Angel Wheel received billion-dollar investment from Xiaomi Group, Professor Wang Tianmiao and Beijing Zhiyuan Research Institute. Xiaoyu Zhizao was founded by the core founding team of Xiaomi Group in 2023, focusing on the development of large-scale model robot technology suitable for industrial fields, and has developed the "Xiaoyu Brain" universal robot brain, which enables robots to perform various tasks in the industrial environment. (science and technology innovation board Daily)Xiaoyu Zhizao, Xiaomi's first furniture model company, completed a round of financing of 100 million yuan, and Beijing Xiaoyu Zhizao Technology Co., Ltd. (hereinafter referred to as Xiaoyu Zhizao), the first large model robot company invested by Xiaomi, completed a round of financing of 100 million yuan. This round of financing is exclusively invested by Beijing Information Industry Development Investment Fund. This is the second time that Xiaoyu Zhizao has received billion-dollar financing after Angel Wheel received billion-dollar investment from Xiaomi Group, Professor Wang Tianmiao and Beijing Zhiyuan Research Institute. Xiaoyu Zhizao was founded by the core founding team of Xiaomi Group in 2023, focusing on the development of large-scale model robot technology suitable for industrial fields, and has developed the "Xiaoyu Brain" universal robot brain, which enables robots to perform various tasks in the industrial environment. (science and technology innovation board Daily)Pacific Securities: The historical low of the valuation office of liquor industry is about to be repaired. The Pacific Securities Research Report pointed out that the liquor industry is rationally slowing down, and the valuation office is at a historical low, and it is about to be repaired. Next year, the leading growth target will generally drop to single digits. However, the accumulated inventory risk and pricing pressure still need time to gradually ease after the imbalance between supply and demand has intensified in the past two years and the previous industry bubble has receded. With the economic recovery stimulated by this round of policies and the stabilization of the bottom of the real estate industry, the liquor industry is expected to usher in a wave of recovery. Since 2023, industry differentiation has intensified, but with the improvement of management level and refined channel operation in recent years, excellent wine enterprises have stronger marketing foundation and anti-risk ability compared with previous downward cycles. The price of high-end wine determines the brand position, so the approval price is more important, which depends on the choice of quantity and price and the control of approval price by wine enterprises. Sub-high-end needs to pay more attention to channel risks. The high growth brought by pre-distribution investment needs to be tested in the downward period, and once the channel collapses and stalls, it is difficult to reverse it. Real estate wine pays attention to the growth momentum of internal product structure and the market potential in and around the province. The upgrading speed determines the slope and the ceiling determines the space. Suggested attention: Wuliangye, LU ZHOU LAO JIAO CO.,LTD, Shuijingfang, etc.

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