A-share hot topics in the evening | Drones Economy Commission holds its first forum! Involves low-altitude intelligent network construction.

Below is the text of the evening newspaper: 1. First forum since establishment! Low-altitude economic development department discusses the construction of low-altitude intelligent network connection systems Importance: The Low-altitude Economic Development Department recently held a forum to discuss promoting the orderly planning and construction of low-altitude infrastructure, as well as the construction of low-altitude intelligent network connection systems. Note: On December 25, 2024, the National Development and Reform Commission convened a meeting of relevant departments such as transportation, civil aviation, industry and information technology, public security, etc., and announced the establishment of the Low-altitude Economic Development Department. This newly established department will coordinate the development of the low-altitude economy, address practical issues faced during low-altitude economic development, such as airspace management, safety supervision, technical standards, etc., regulate the development order of the industry, and ensure the healthy and orderly development of the low-altitude economy. 2. Shanghai: Building super large-scale urban-level simulated application scenarios Importance: The General Office of the Shanghai Municipal People's Government issued the "Implementation Plan for Shaping Shanghai with Artificial Intelligence", constructing a virtual and real integrated super large-scale training ground. With the support of leading companies and research institutions, a virtual and real integrated super large-scale training ground will be built, with high-performance computing clusters, high-precision 3D modeling, high-quality training data sets, high-precision simulation environments corresponding to physical entities and simulation training systems created, building super large-scale urban-level simulated application scenarios, leading the way in empowering intelligent entities, autonomous driving, and other large-scale model training. By the end of 2025, the plan aims to establish a world-class artificial intelligence industrial ecosystem, striving to exceed 100EFLOPS in city-wide intelligent computing power. The plan emphasizes strengthening the foundation and empowerment, including building a super large-scale independent intelligent computing cluster, constructing a multi-level language corpus supply system, constructing a virtual and real integrated super large-scale training ground, and promoting the construction of innovative application ecosystems in key vertical areas. (Continued...)Compared with the same period last year, the decrease was 0.3%. By the end of November, the asset-liability ratio of state-owned enterprises was 64.9%, the same as the previous year.In addition, the following news is also worth noting: 9. Ling Feng, former director of the Jiangsu Securities Regulatory Bureau, has been expelled from the party for illegally accepting property under the guise of "investment shares". 1. "Inciting rebellion again"? South Korea's stocks and exchange rates plunging, facing another wave of sell-offs On December 27, the South Korean stock market plunged, with the South Korean composite index falling nearly 2%. In addition, the South Korean won exchange rate plummeted. The won against the US dollar fell by more than 1%, breaking below 1 USD to 1480 won, hitting a new low since March 16, 2009, and then rebounded slightly. On the news front, the situation in South Korea remains turbulent: on the 27th, the Constitutional Court of Korea held its first pre-trial hearing on the impeachment case of Yoon Suk-yeol. Yoon Suk-yeol himself did not attend, and his legal representative introduced their position and evidence plan for the impeachment case. On the same day, the leader of the largest opposition party in South Korea, the Democratic Party of Korea, Lee Nak-yon, made a television speech accusing Yoon Suk-yeol and his followers of "inciting rebellion once again". 2. Fasten your seat belts! Intense internal debate at the Bank of Japan, still possible to raise interest rates in January next year Although the majority of participants at the Bank of Japan's policy meeting last week remained cautious, leading to unchanged interest rates, it is still possible to raise interest rates in January next year. According to the meeting minutes released on Friday for the meeting held on December 18-19, there was a heated discussion about the timing of the next steps, with board members both supporting a rate hike and waiting longer to monitor wage trends and the trajectory of the US economy under the leadership of President-elect Donald Trump. One board member stated: "The central bank may decide to raise policy rates in the near future, but at this point, the central bank needs to be patient, monitoring the uncertainties of the US economy until these uncertainties fade away." The summary did not specify which board member made each comment. 3. Stock market surges by 180%, bonds skyrocket by 90%! The hottest investment destination in the world this year: Argentina Many people may not have expected that Wall Street's latest hot new trade is completely unrelated to cryptocurrencies, electric cars, or artificial intelligence. It is a country that was once infamous among institutional investors for its consecutive debt defaults - Argentina. Looking back over the past year, Argentine bonds have indeed rebounded significantly. An indicator of Argentine dollar sovereign debt performance - the ICE BofA US dollar Argentina sovereign index - has achieved a total return rate of about 90% this year. At the same time, the Argentine MERV index has increased by 179% as of Thursday, far outperforming a range of global developed markets, emerging markets, and frontier markets benchmark stock indices. Market-focused investment opportunities identified by Self-selected Brother include the elderly care industry chain, among others. In Shanghai, support for the professionalization, large-scale, and branding development of elderly care service institutions to increase the supply of high-quality services has been proposed by the Shanghai Municipal People's Government. Improvement measures for long-term care institutions include enhancing professional care capabilities, increasing the supply of beds for cognitive impairment care and nursing care, optimizing the calculation and payment guarantee of long-term care institution nursing fees. Vigorous development of community elderly care service institutions, encouraging professional forces to participate, providing services such as cognitive impairment screening and intervention, health recovery, meal assistance, bathing assistance, and psychological counseling by relying on various community elderly care service facilities. Soochow believes that in the background of deepening aging, there is a huge market space for the silver economy, and insurance companies have mature experience and ecological layout advantages in providing elderly insurance products, supporting the development of the silver economy with patient capital advantages. Guotai Junan believes that three major directions of investment opportunities should be taken into account. The first direction: insurance and elderly service institutions benefiting from diversified elderly financial product innovation; the second direction: elderly products and services benefiting from industrial demand improvement, optimistic about medical care/ wearable devices/ daily care and aging-related infrastructure renovation; the third direction: tourism/education benefiting from the increasing consumption demand of the elderly population. In addition, the following sectors are also worth paying attention to: 1. Real Estate: After a 16-month decline, property prices rebound, with Wuhan, once known as the "real estate king," selling over 20 billion in land in one day. 2. Pharmaceuticals and Healthcare: Beijing accelerates the innovative development of the cell and gene therapy industry for three years. In terms of positive news, Self-selected Brother recommends paying attention to BYD Company Limited authorizing the management to formulate the market value management system, and in terms of negative announcements, pay attention to the risks pointed out by Baosheng Science And Technology Innovation, which has been in a 7-day halt.MITED's shareholding ratio has dropped to 4.2%4. Shenzhen Ampron Technology: Shareholders plan to reduce their stake by no more than 3.4% of the company's shares. 5. Hainan Drinda New Energy Technology: Shareholders plan to reduce their stake in the company by no more than 3%. This article is reprinted from "Tencent Stock Selection", edited by GMTEight: Xu Ran