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In recent days, the National Integrated Circuit Industry Investment Fund Phase II Co., Ltd. (hereinafter referred to as the "Big Fund Phase II") has frequently invested as "patient capital". On December 5, the second phase of the Big Fund officially became a shareholder in Zhuzhou CRRC Times Semiconductor Co., Ltd. (hereinafter referred to as "Times Semiconductor"). The day before, the industrial and commercial changes occurred in Hangxin Technology, and the second phase of the new large fund was added as a shareholder. The reporter found out that since the beginning of this year, the National Integrated Circuit Industry Investment Fund Co., Ltd. (hereinafter referred to as "the first phase of the Big Fund") and the second phase of the Big Fund have invested intensively in 13 semiconductor companies, involving EDA (Electronic Design Automation), semiconductor materials and equipment, chip manufacturing and other aspects of the semiconductor industry chain. Among them, the second phase of the big fund is the main force. It is worth noting that the third phase of the National Integrated Circuit Industry Investment Fund Co., Ltd. (hereinafter referred to as "the third phase of the Big Fund") was established in May this year with a registered capital of 344 billion yuan, exceeding the sum of the registered capital of the first and second phases of the Big Fund, and is expected to become a new "patient capital" for the semiconductor industry. (shanghai securities news)Syrian Human Rights Watch: Israel launched about 250 attacks on Syria's air defense system. In the early morning of the 10th local time, Syrian Human Rights Watch announced that Israel launched about 250 attacks on Syria in less than 48 hours, destroying the most important military facilities in Syria. According to the news, military facilities in most provinces in Syria have been attacked, and a large number of airports, weapons and ammunition depots, air force fighters, naval vessels, military radar stations and scientific research facilities have been destroyed, and Syria's air defense system has been completely paralyzed. Earlier, according to the statistics of Arabiya TV, in the past 24 hours, Israel launched more than 100 attacks on Syrian military bases.Liu Yu, chief economist of Huaxi Securities, said that the bond bull market is expected to continue in the coming year. Although there is a phenomenon of "rushing to run" near the end of the year, it is still necessary to actively allocate cost-effective bond assets.

The annual demand peak season is coming, and the price of pigs is going down actively. By the end of the year, the two festivals are approaching, and the pig breeding industry is gradually entering the annual demand peak season. Recently, the production and sales data of November disclosed by listed aquaculture companies showed that the market price of live pigs in that month was down from the previous month. Zou Yingji, an analyst at Zhuo Chuang Information, believes that the overall price of live pigs in November showed a trend of first falling and then rising. In the first half of November, the mentality of some operators was relaxed, and the pig sources for secondary fattening in the early stage were released one after another, and the supply of pig sources in the market increased obviously. However, because the temperature did not drop significantly, the downstream receiving efforts were limited, and the terminal delivery speed was slow, and the market was in an oversupply situation, which led to the downward trend of pig prices in the first half of November. In the late stage, the temperature in some areas gradually decreased, and some southern markets started the curing action one after another, and the demand side improved slightly, which supported the price of live pigs to stop falling and rebound. However, because the cured meat is only opened sporadically, the increase of demand side is limited, and there is not much room for the rebound of pig prices. After entering December, the increase in domestic pig prices failed to continue. Zou Yingji believes that at present, in order to ensure the smooth completion of the annual slaughter plan, the enthusiasm for slaughtering pigs is high, and farmers also have large-weight pigs to be slaughtered or released in the pickling season. The supply of pigs may still be abundant in December.AppLovin closed down nearly 15%, the biggest one-day drop since August 2022.5 billion square meters of diaphragm has been settled, leading enterprises have accelerated the layout of overseas markets, and the end of the year is approaching, and the lithium battery industry has entered a new round of supply negotiations. The two major battery separator companies, Xingyuan Materials and Enjie, have successively issued announcements recently, and signed large battery separator supply orders with Yiwei Lithium Energy respectively, totaling no less than 5 billion square meters. As one of the upstream materials of lithium battery, in recent years, with the intensive price reduction of the upstream and downstream industrial chains of lithium battery, the diaphragm industry is in a situation of increasing supply and demand, and the pattern of oversupply is difficult to change. Xingyuan Materials has released a new generation of high-safety lithium battery separators, the price of which will be higher than that of conventional coated separators, and Enjie and Xingyuan Materials have also laid out overseas markets with higher gross profit. The industry believes that apart from making profits from technology, it is a general trend for diaphragm enterprises to set up factories close to overseas manufacturers. (Securities Times)

C3.ai's revenue in the second fiscal quarter exceeded market expectations by $94.3 million, while C3.ai's revenue in the second fiscal quarter was $94.3 million, and analysts expected $91 million. In the second quarter, the loss per share was $0.06, and analysts expected a loss of $0.16. Raise the performance guidance for fiscal year 2025. C3.ai U.S. stocks rose 18% after hours.Oracle Bone Inscriptions expects adjusted earnings per share to be between $1.50 and $1.54 in the third quarter. The market expects earnings per share to be $1.57.Oracle Bone Inscriptions said that the total revenue will increase by 7% to 9% in the third quarter, and the cloud business revenue will increase by 23-25% in the third quarter.