12.24盘前速览 | 卫星巨震，伦敦铜价再创史高，结构性机会延续

Macroeconomic Dynamics - The RMB to USD exchange rate is expected to gradually appreciate from 7.0 to around 6.0 over the next decade [1] - The US economy grew by 4.3% in Q3, with former officials suggesting that the Federal Reserve is lagging behind in addressing interest rate cuts [1] Satellite Internet - The Long March 12A rocket's maiden flight was successful for the first stage, but the recovery of the sub-stage failed [1] - Related ETF: Satellite Industry ETF (on-market: 159218) [1] Non-ferrous Metals - London copper prices have surpassed $12,000 per ton, setting a new historical high [1] - Sellers are optimistic about the prices of gold, silver, platinum, and lithium [1] - Related ETF: Mining ETF (on-market: 159690) [1] Semiconductor - Sellers emphasize that clean rooms are a necessary engineering phase for the continued expansion of global AI capital expenditure [1] - The US has announced zero tariffs on Chinese semiconductor products until June 2027 [1] - Related ETF: Semiconductor Equipment ETF (on-market: 561980, off-market link: 020464) [1] Artificial Intelligence - Reports indicate that ByteDance plans to invest $23 billion in purchasing top-tier chips and building AI infrastructure [1] - Volcano Engine will become the AI cloud partner for the Spring Festival Gala in 2026 [1] - Market rumors suggest that ByteDance may significantly increase its procurement framework for Huawei's AI chips [1] - Related ETF: Cloud Computing ETF (on-market: 159890, off-market link: 021716), Semiconductor Equipment ETF (on-market: 561980, off-market link: 020464) [1] New Energy - The market is focused on the progress of long-term negotiations for lithium hexafluorophosphate, with price expectations shifting upward [1] - Leading manufacturers are expected to start bidding for solid-state battery pilot lines in January next year [1] - Policies aim for a total installed capacity of solar thermal power generation to reach around 15 GW by 2030 [1] - Related ETF: Battery ETF (on-market: 561910, off-market link: 016020) [1] Autonomous Driving - Beijing has issued the first batch of special license plates for L3 level autonomous driving vehicles, all of which are from BAIC's Arcfox brand [1] - Related ETF: Consumer Electronics 50 ETF (on-market: 159779, off-market link: 016007) [1] Market Observation - On December 23, the market transaction volume reached 1,899.8 billion, an increase of 37.9 billion [2] - The market is experiencing strong fluctuations at high levels, with sectors like electric equipment, building materials, and electronics leading the gains [2] - The satellite launch recovery failure may lead to a shift in expectations towards high-level fluctuations; AI core leaders are consolidating while upstream sectors like liquid cooling and PCB are showing determined performance [2] - The upstream energy storage sector rebounded due to news catalysts [2] - The market is expected to experience short-term fluctuations near previous highs, but the clear industrial trends in technology and commodities remain focal points [2]