华龙证券：华龙内参2024年第234期，总第1793期（电子版）-20241225

Market Analysis - The market experienced a slight decline with the Shanghai Composite Index down by 0.06% and the Shenzhen Component Index down by 0.02% [6] - The AI sector remained the strongest theme, with over 3500 stocks rising and more than 100 stocks hitting the daily limit or rising over 10% [4] - The coal, steel, and construction machinery sectors led the decline, while sectors like WeChat stores, computing chips, and AI glasses saw significant gains [5] Data Insights - As of December 19, the financing balance on the Shanghai Stock Exchange increased by 1.16 billion yuan, while the Shenzhen Stock Exchange saw a decrease of 416 million yuan, resulting in a net increase of 744 million yuan across both exchanges [8] Investment Advisor Perspective - The market showed signs of fatigue with a rebound that quickly faded, and the trading volume barely reached 1.5 trillion yuan [9] - Given the current policy vacuum domestically and significant international exchange rate fluctuations, a cautious approach is recommended [10] Concept Highlights - The nuclear power sector is gaining traction as a key solution for the increasing power demand driven by AI growth, with major tech companies like Google and Amazon exploring nuclear energy for data centers [16] - Oklo Inc signed a landmark agreement with Switch to deploy 12 GW of power over the next 20 years, marking one of the largest corporate clean energy deals [16] AI Industry Developments - Kuaishou's AI model, Keling 1.6, has significantly improved video generation capabilities, with over 600 million videos and 175 million images generated since its launch [17] - The domestic AI glasses market is expanding, with the first mass-produced AI glasses priced at 1499 yuan, featuring advanced camera technology and low-power ARM platforms [18] Future Events - The 2024 China Manufacturing Power Annual Meeting and the New Energy High-End Equipment Development Conference are scheduled for December 27, focusing on high-end equipment [22] - The China Brand Leaders Annual Meeting will take place on December 29, with a focus on commerce [22]