Core Viewpoint - The company is actively engaging in the AI sector by establishing partnerships and funds to enhance its capabilities and investment opportunities in artificial intelligence [1] Group 1: Company Initiatives - The company has formed a joint venture with Shanghai Xiaoyi Technology to establish Aishide Intelligent Computing Technology Company, focusing on intelligent computing clusters and AI solutions [1] - The company is leveraging both parties' channel and technological advantages to facilitate the implementation of AI [1] Group 2: Investment Strategies - The company has co-established the Aishide Smart City Fund with Deep Intelligence City Investment, targeting investments in the upstream and downstream of the artificial intelligence industry chain [1] - The company plans to steadily advance fund investment operations and project implementations according to its established plans [1] Group 3: Market Awareness - The company will closely monitor market and policy changes to actively explore development opportunities [1]

证券日报网讯12月17日晚间，同有科技（300302）发布公告称，截至本公告披露日，公司及控股子公司 提供的担保总额不超过41823.01万元(含50.00万美元，按照央行中间价折算)，占公司最近一期经审计净 资产的比例为39.28%；公司及控股子公司提供的担保总余额为32463.77万元，占公司最近一期经审计净 资产的比例为30.49%；公司及控股子公司对合并报表外单位提供的担保总余额为1000.00万元，占公司 最近一期经审计净资产的比例为0.94%。公司无逾期担保的情形，不涉及诉讼的担保金额情形及因担保 被判决败诉而应承担的损失金额等。 ...

格隆汇12月18日丨华是科技(301218.SZ)在投资者互动平台表示，公司目前暂未涉及汽车无人驾驶领 域。 ...

新京报贝壳财经讯12月17日，佳缘科技（301117）发布公告称，股东成都佳多吉商务信息咨询中心(有 限合伙)、厦门嘉德创信创业投资合伙企业(有限合伙)拟询价转让324万股公司股份，占公司总股本的比 例为2.51%。本次询价转让的出让方成都佳多吉商务信息咨询中心(有限合伙)为公司实际控制人的一致 行动人。 ...

人民财讯12月18日电，企查查APP显示，近日，杭州具身无限未来智能科技发展合伙企业(有限合伙)成 立，经营范围包含信息技术咨询服务；以自有资金从事投资活动等。企查查股权穿透显示，该企业由安 恒信息、杭叉集团（603298）、北京银河通用机器人股份有限公司全资子公司杭州银河通用机器人有限 公司等共同出资。 ...

美国 AI 泡沫风险可能与全球美元债务风险同步释放 20251217 摘要 美国通过债务扩张刺激总需求，尤其在全球需求不足时，依赖国债发行。 此模式虽推动科技发展和经济增长，但依赖持续的债务扩张能力。 美国利用全球化和技术垄断缓解国内劳资矛盾，大型科技公司在全球获 取利润，并通过政府转移支付缓解贫富分化，将成本转嫁至全球。 当前美国面临债务扩张能力不足的挑战，尤其在 AI 等新兴技术领域，缺 乏足够债务支持将影响供需循环。中国技术自主可控对美国技术垄断构 成冲击。 AI 发展前景高度依赖宏观经济环境和政府债务扩张能力。美国急于发展 AI，旨在通过新的财富分配缓解财政压力，但面临国际竞争和国内矛盾。 美国的债务扩张与其全球利润分配能力密切相关。拜登政府债务扩张速 度超过利润增长，导致债务问题显现，美元信用面临挑战，黄金价格上 涨反映市场担忧。 AI 技术通过降低劳动力回报、提高资本回报，帮助美国获取更多全球财 富分配，强化超额利润分配特征，可能加剧与其他发达国家的竞争。 若 AI 泡沫破灭，将暴露美国债务风险，引发美股崩盘，并可能引发对美 债的大规模抛售，加剧金融危机，同时可能促使中国市场风格切换和人 民币升值 ...

证券日报网讯 12月17日，东土科技（300353）在互动平台回答投资者提问时表示，公司车路云技术聚 焦路侧领域，与车端承载的自动驾驶L3级技术分属不同技术方向。 ...

证券日报网讯 12月17日，雪峰科技在互动平台回答投资者提问时表示，公司与华为公司合作，在疆纳 矿业露天煤矿成功构建无人驾驶运营体系，开创了从设备技术方运营到施工方自主运营的先河。经过9 个月的运行，无人驾驶产量保持稳定，运行效率已超过人工操作。2024年12月28日，公司与疆纳集团、 华为公司联合举办了无人驾驶运营成果发布会，标志着公司在智慧矿山领域迈出重要一步。 （编辑 楚丽君） ...

Core Viewpoint - The market showed strong performance in the afternoon, particularly in the technology sector, with the Guozheng Growth 100 Index rising by 5.1%, indicating a robust interest in growth-style investments [1]. Group 1: Market Performance - The Guozheng Growth 100 Index increased by 5.1%, while the Guozheng Free Cash Flow Index rose by 1.2%, and the Guozheng Value 100 Index went up by 0.8% [1]. - The trading volume for the Growth ETF (159259) reached approximately 130 million yuan, significantly higher than previous days, reflecting active market participation [1]. Group 2: Index Composition - The Guozheng Growth 100 Index focuses on A-share stocks with a strong growth style, with over 70% of its weight concentrated in the electronics, communications, and computer sectors, aligning with the core areas of AI computing power [1]. - The Growth ETF (159259) is the only product tracking this index, providing investors with opportunities to capitalize on growth-style investments [1]. Group 3: Sector Analysis - The Guozheng Growth 100 Index consists of 100 stocks, with the information technology and materials sectors accounting for over 65% of the index, highlighting a significant emphasis on technology [3]. - The Guozheng Value 100 Index, which tracks 100 value-style stocks, has over 65% of its weight in consumer discretionary, financial, and industrial sectors, with consumer discretionary having a high proportion [3]. - The Guozheng Free Cash Flow Index includes 100 stocks with high free cash flow levels, with industrial, materials, and consumer discretionary sectors making up over 70%, combining high dividends and growth potential [3].

Macroeconomic Overview - In October, the JOLTS job openings in the U.S. unexpectedly increased to 7.67 million, surpassing the expected 7.12 million and the previous value of 7.66 million, primarily driven by a significant rise in the retail sector [1] - The NFIB small business optimism index for November rose to 99%, above the expected 98.3% and the previous 98.2%, indicating a recovery in sales expectations and hiring demand [1] - The Sentix investor confidence index for December increased to 9.7, up from 4.0 in the previous month, reflecting improved investor sentiment [1] Major Index Performance - For the week of December 8-12, the S&P Oil & Gas index fell by 3.69%, the Nasdaq 100 index decreased by 1.93%, and the S&P 500 index declined by 0.63% [2][15] - Among the 11 sectors covered by the S&P 500, 6 sectors saw gains, with the S&P 500 Materials sector leading with a rise of 2.44%, while the S&P 500 Communication Services sector lagged with a drop of 3.20% [2][15] Federal Reserve Insights - The Federal Reserve's decision to lower interest rates was accompanied by an unexpected expansion of its balance sheet, which is beneficial for market liquidity [16][17] - Internal divisions within the Federal Reserve were noted, with some members advocating for a more significant rate cut of 50 basis points, while others preferred to maintain the current rates [17] - The market's expectations for future rate cuts have adjusted, with projections for 2026 decreasing from 3 times to 2.2 times [16][17] Investment Products - The Bosera S&P 500 ETF (513500) is designed to track the S&P 500 index, which includes over 500 representative companies across 11 sectors, accounting for approximately 80% of the total market capitalization of U.S. stocks [17] - The Bosera Nasdaq 100 ETF (513390) tracks the Nasdaq 100 index, with a significant portion (57.87%) of its composition in the Information Technology sector, alongside exposure to Consumer Services, Consumer Goods, and Healthcare sectors [18]