12.26犀牛财经早报：存储芯片爆发抢货大战 行业看涨情绪蔓延

Group 1 - The People's Bank of China continues to inject liquidity into the market through Medium-term Lending Facility (MLF), with a net injection exceeding 1 trillion yuan for the year 2025 [1] - In December, the central bank conducted a 400 billion yuan MLF operation, resulting in a total net injection of 188.8 billion yuan [1] - The A-share market has seen significant activity in private placements, raising over 78.9 billion yuan this year, a year-on-year increase of 455.31% [1] Group 2 - The robot industry is experiencing a shift towards capital and ecosystem competition, with companies like UBTECH and others actively seeking to acquire listed platforms [2] - The ongoing acquisition activities are seen as a faster and more certain path compared to independent IPOs, providing companies with more space for future capital operations [2] - The storage product price surge continues, with DDR4 and DDR5 prices rising, although the rate of increase has slightly slowed [3] Group 3 - The global shortage of storage chips has led to a "scramble" among tech giants like Microsoft and Google to secure supply agreements with major manufacturers [3] - The introduction of L3-level autonomous driving vehicles marks a significant advancement in smart driving technology, shifting responsibility from human to machine [4] - The low-altitude economy is projected to grow rapidly, with significant investments in core technologies and commercial models expected to emerge by 2025 [4] Group 4 - Several innovative pharmaceutical companies are accelerating their research and development of Antibody-Drug Conjugates (ADC), with Chinese firms becoming key players in the global ADC innovation landscape [5] - Online travel platforms are criticized for using "lowest price" tactics to bundle additional services, leading to consumer confusion [6] - Shanghai Washba's executives received penalties for short-term trading violations, highlighting the importance of compliance in corporate governance [6][7]