Sou Hu Cai Jing·2025-12-21 23:29Market Overview - Technology stocks supported the market, with major US indices rising despite the volatility of "Triple Witching Day," with the Nasdaq gaining over 1% in two days and the S&P 500 turning positive for the week [1] - Oracle surged 6.6% following news of a TikTok agreement, boosting AI and semiconductor stocks, with the semiconductor index rising 3% [1] - The European Central Bank raised economic forecasts, leading to record highs for European indices [1] - The Bank of Japan raised interest rates, causing global bond prices to fall, with the 10-year Japanese government bond yield surpassing 2% for the first time since 1999 [1] Company News - ByteDance's profit is reportedly expected to reach $50 billion this year, although insiders claim the data is inaccurate and significantly deviates from reality [29] - Moer Thread released a new GPU architecture, "Huagang," which boasts a tenfold increase in efficiency, with series chips set to be mass-produced next year [10] - Zhipu AI disclosed its IPO prospectus in Hong Kong, aiming to become the first global large model stock, with a revenue growth rate of 130% [30] - MiniMax also disclosed its IPO prospectus, potentially setting a record for the shortest time from establishment to IPO in the AI sector [30] Industry Developments - The Internet Platform Pricing Behavior Rules were issued, prohibiting sales below cost to maintain market competition [6] - The first commercial supercritical carbon dioxide power generation unit was successfully operated in Guizhou, marking a significant breakthrough in energy efficiency [43] - Shanghai Jiao Tong University researchers achieved a breakthrough in optical computing chips, significantly enhancing performance for large-scale semantic media generation models [37]