Group 1 - The A-share market experienced narrow fluctuations with the Shanghai Composite Index showing slight movement while the ChiNext Index rose over 1% [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.02 trillion yuan, a decrease of 98.7 billion yuan compared to the previous trading day [1] - Over 3,700 stocks in the market declined, indicating a rapid rotation of market hotspots [1] Group 2 - The lithium mining sector showed strength, with Jin Yuan Co. achieving two consecutive trading limits in four days and Shengxin Lithium Energy hitting the daily limit [3] - Analyst Liu Yufei from CITIC Securities predicts that by 2025, energy storage policies will drive demand for energy storage batteries beyond expectations, with increased battery capacity and trade-in policies boosting demand for power batteries [3] - The global demand for lithium salts is expected to continue exceeding expectations due to sustained market conditions for energy storage and power batteries [3] Group 3 - Muxi Co. debuted on the Shanghai Stock Exchange's Sci-Tech Innovation Board with an issue price of 104.66 yuan per share [3] - On its first trading day, Muxi Co.'s stock price opened significantly higher, reaching a maximum increase of over 700%, peaking at 895 yuan, and closing at 824.5 yuan, representing a 687.8% increase from the issue price [3] - The theoretical maximum profit from a single subscription could reach 395,000 yuan, surpassing the recently listed Moer Chengcheng, making it the most profitable new stock since the full registration system was implemented in A-shares [3] - Muxi Co., established in September 2020 and headquartered in Shanghai, is a rare "full-stack GPU" design and production company in China, focusing on high-performance general-purpose GPU chips and solutions widely used in AI computing, data centers, cloud computing, and autonomous driving [3]

Group 1 - Apple is in early talks with Indian chip manufacturers to assemble and package chips for iPhones in India [1] - The discussions include a potential partnership with CG Semi, a subsidiary of the Murugappa Group, which is building a semiconductor packaging and testing factory in Sanand, Gujarat [1] - This marks Apple's first evaluation of the possibility of chip assembly and packaging in India, with a focus likely on display chips [1] Group 2 - Apple aims to produce a majority of iPhones sold in the U.S. at its Indian factories by the end of 2026, accelerating its plans in this direction [1]

Core Insights - SenseTime officially launched the 2.0 version of its AI video generation tool, Seko, on December 15, positioning it as an integrated multi-episode generation tool aimed at short drama and comic creators [1] User Adoption - Since its launch in July 2025, Seko has surpassed 200,000 users, with short drama and comic creators accounting for 50% of the total user base [3] Technological Advancements - Seko 2.0 introduced SekoIDX technology to address character consistency in multi-episode generation, while the SekoTalk feature supports precise lip-syncing for two or more characters [3] - The tool can reduce traditional comic production cycles by 80% to 90% [3] - To lower generation costs, the company implemented a distillation technology called Phased DMD [3] - The open-source real-time video generation inference framework, LightX2V, has been adapted for domestic chips such as Cambrian and Muxi [3] Application and Collaborations - A real-life short drama generated by Seko, titled "Wanxin Ji," topped the Douyin AI short drama rankings [3] - SenseTime has formed a strategic partnership with Changjiang Film Group to explore the application of AIGC in film production, with plans to launch a series of short dramas and co-incubate theatrical films next year [3]

沐曦股份竞价高开568%，股价报700元，总市值达2800亿元，单签盈利近30万元。公司主要从事自主研 发全栈高性能GPU芯片及计算平台，产品包括用于智算推理的曦思N系列GPU、用于训推一体和通用计 算的曦云C系列GPU，以及正在研发用于图形渲染的曦彩G系列GPU。 ...

Core Viewpoint - Tesla has been found to have misleading marketing regarding its Autopilot and Full Self-Driving (FSD) systems, leading to a potential 30-day suspension of its vehicle sales and production license in California [1] Group 1: Regulatory Actions - The California Department of Motor Vehicles (DMV) has ruled that Tesla's promotional claims about its Autopilot and FSD systems are misleading [1] - The DMV had previously accused Tesla of false advertising as early as 2022 [1] - Tesla has been given a 90-day period to clarify or remove misleading statements regarding its Autopilot and FSD systems before a 30-day suspension of its sales license is enforced [1]

Core Insights - Waymo is negotiating a new funding round aiming to raise over $15 billion at a valuation close to $100 billion, led by its parent company Alphabet [1] - The previous funding round in October 2024 valued Waymo at over $45 billion, indicating a significant increase in valuation [1] - Waymo's annualized revenue has surpassed $350 million, highlighting its growth in the autonomous driving sector [1] Funding and Valuation - Waymo is in discussions with external investors and Alphabet for a substantial equity financing [1] - There were considerations to increase the valuation to $110 billion, but the final amount and valuation are still to be determined [1] Market Position - Waymo is recognized as a leader in the autonomous driving technology field, significantly ahead of competitors like Tesla in terms of fully autonomous driving mileage, paid passenger numbers, and operational areas [1] - The company is actively expanding its autonomous vehicle fleet and accelerating business expansion into new cities [1] Competitor Response - Tesla's CEO Elon Musk has expressed skepticism regarding Waymo's claims of superiority in autonomous driving metrics, suggesting that Waymo has not had a fair opportunity to compete with Tesla [2]

奥斯本将常驻伦敦工作，对于他的聘请是OpenAI今年早些时候宣布的一项计划的一部分，该计划旨在 与各国政府就AI基础设施及产品本土化展开合作。据彭博社5月报道，"OpenAI国家合作计划"旨在帮助 各国政府扩充数据中心容量，并根据当地语言和需求定制AI工具，资金将由OpenAI与参与国政府共同 承担，初步目标是启动10个国际合作项目。(作者/箫雨) 奥斯本 凤凰网科技讯北京时间12月17日，据彭博社报道，OpenAI已聘请英国前财政大臣乔治.奥斯本(George Osborne)领导一项与各国政府合作建设AI基础设施的新计划。在各国竞相部署运行先进AI系统所需的数 据中心和算力之际，OpenAI借助这位知名政治人物来推进相关布局。 OpenAI首席运营官布拉德.莱特卡普(Brad Lightcap)周二在社交媒体发文称，奥斯本将担任"OpenAI国家 合作计划"(OpenAI for Countries)负责人。莱特卡普表示，各国政府需要帮助来理解AI如何融入其经济发 展战略，以及医疗、教育等公共服务领域。 奥斯本目前兼任《政治资本》(Political Currency)播客联合主持人与大英博物馆董事会主席 ...

美联储主席热门候选人凯文·哈西特（Kevin Hassett）再度重申他坚定支持央行的独立性，似乎是回应前一天"遭特朗普身边高层 反对"这一传闻。 当地时间周二（12月16日），哈西特在接受采访时回避直接谈论自己的候选资格。但他强调，"凝聚共识"是美联储主席工作的重 要组成部分。 哈西特说道："美联储的独立性非常、非常重要，联邦公开市场委员会（FOMC）其他成员的声音同样重要。因此，推动利率变化 的方式，必须是基于事实和数据的共识。" 智通财经前一天报道提到，哈西特的候选资格曾被市场视为几乎板上钉钉，但现在却遭到一些与特朗普关系密切的高层人士的反 对。 消息人士称，这些高层人士担心哈西特与特朗普关系过于密切。当前，哈西特还担任美国白宫国家经济委员会主任。华尔街也越 来越担心，如果债券市场认为他过于听从特朗普，可能会引发市场动荡。 上周末，特朗普表示，美联储前理事凯文·沃什（Kevin Warsh）是下一任美联储主席职位的头号候选人，哈西特也很出色。这番 表态导致预测市场Kalshi上押注哈西特胜出的概率大幅下滑。 在最新的采访中，哈西特表示，他与特朗普的关系不应成为否定其资格的理由。"因为与总统关系密切、并且 ...

Core Viewpoint - Warner Bros. Discovery's board is likely to recommend shareholders vote against Paramount's $108.4 billion hostile takeover bid and instead support the existing agreement with Netflix for a $72 billion acquisition of Warner Bros.' film and television production assets and content library [1] Group 1 - Warner Bros. Discovery's board is expected to make a decision regarding Paramount's takeover bid on Wednesday [1] - The board's recommendation is to oppose the $108.4 billion offer from Paramount and favor the $72 billion deal with Netflix [1] - The decision puts pressure on Paramount and its CEO David Ellison to consider increasing their acquisition offer [1] Group 2 - Jared Kushner's private equity firm, Affinity Partners, previously participated as an equity investor in Paramount's acquisition proposal but has now withdrawn [1] - Warner Bros. spokesperson declined to comment on the situation as of the report's publication [1]

美东时间周二，三大指数涨跌不一，仅纳指小幅收涨，标普500指数连续第三个交易日下跌。 （三大指数日内走势图，来源：TradingView） 截至收盘，道琼斯指数跌0.62%，报48,114.26点；标普500指数跌0.24%，报6,800.26点；纳斯达克指数涨0.23%，报23,111.46点。 周二盘前公布的数据显示，美国11月新增就业6.4万人，略高于市场普遍预期的4.5万人。但10月就业人数减少了10.5万人，11月失业率也升至4.6%，高于市 场预期的4.5%，创四年多来新高，引发市场对美国经济状况的担忧。 最新就业数据公布后，市场对美联储下月降息的预期并未发生变化。芝商所美联储利率观察工具显示，1月再次降息的可能性仍然不大，依然为24%，与前 一日持平。 Bolvin Wealth Management Group总裁Gina Bolvin表示："今天的数据描绘了一幅经济暂时喘口气的图景。就业增长仍在维持，但裂痕正在显现。消费者仍在 支撑经济，但已无力加速。这种组合让美联储在不引发恐慌的情况下拥有更大的政策转向空间，也让投资者有理由更关注高质量资产、收益型资产和长期主 题，而不是短期噪音。" 【英 ...