12.23日报

Group 1 - ByteDance plans to invest $23 billion in artificial intelligence, with half allocated for chip purchases, leading to a collective rise in AI hardware across both the US and China [1] - Sanhua Intelligent Control expects a net profit of 3.87 to 4.65 billion yuan this year, representing a year-on-year growth of approximately 40%, although the dynamic valuation remains above a 40 PE ratio, indicating it is not undervalued [1] - Vanke's debt extension was not approved, but a short-term delay of 30 working days was granted, allowing for further negotiations and re-voting, suggesting that discussions are still ongoing [1] - SF Express has abandoned its return business on Douyin due to high return rates, particularly in women's clothing, which may exceed 80%, leading to low profitability; this business will now be handled by JD, Zhongtong, YTO, Yunda, and the postal service, though the service quality may not match that of SF Express [1] - Precious metals have reached new highs, with US precious metal stocks also hitting record levels, while domestic stocks are facing risk warnings, indicating a disparity in market sentiment [1] - Kuaishou experienced a significant stock drop due to a reported cloud service breach, which also affected the stock of its cloud service provider, Da Goose [1] Group 2 - The market is experiencing ordinary fluctuations without significant negative news, suggesting a need for a calm perspective [2]