You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
24h中概跟蹤
格隆匯 12-22 17:33

作者 | Len

數據支持 | 勾股大數據(www.gogudata.com)

【阿里雲被暫停工信部網絡安全威脅信息共享平台合作單位】

點評:阿里雲公司發現阿帕奇(Apache)Log4j2組件嚴重安全漏洞隱患後,未及時向電信主管部門報吿,未有效支撐工信部開展網絡安全威脅和漏洞管理。經研究,現暫停阿里雲公司作為上述合作單位6個月。暫停期滿後,根據阿里雲公司整改情況,研究恢復其上述合作單位。得益於雲計算支出的增加,看好網絡安全領域,預計到2022年,網絡安全預算將在“強勁的”2021年的基礎上同比增加21%,而按照產業發展順序,A股2022年網安或將是個機會。

【京東物流擬於廣州花都區建立無人配送示範區】

京東物流與廣州市花都區簽署戰略合作協議,將在末端物流自動駕駛方面開展合作,建設末端物流自動駕駛無人配送示範區。

點評:京東未來將積極參與推動城市物流共配體系建設,打造嶄新的服務生態,為城市提供物流技術服務。有利於將深度創新圍繞城市相關的智能物流商業模式,帶動配送行業智能化升級,提升末端配送體驗,降低末端配送綜合社會成本。

【經濟日報評論:社區團購創新賽道是正解】

電商平台相繼發佈第三季度財報,其中,社區團購作為創新單元,創造了用户增長的新高度,但因規模快速擴張、早期鉅額商品補貼等,不少平台虧損增大。

點評:提高經營合規意識,加強行業自律,避免利用市場支配地位影響市場秩序及消費者權益,為第一;其次,競爭焦點如果從價格戰、份額爭奪,逐步轉向供應鏈、履約與運營環節的提升,將利於賽道創新及可持續發展,發力供應鏈端的源頭直採,利用“以銷定採”模式和倉儲物流基礎設施,逐步實現源頭直供。積極調整運營策略、提高合規意識,着力提升社會服務屬性,加快產品服務數字化轉型,打造差異化經營模式及獨特競爭優勢,利於供需雙方持續發展。

【中信證券:高級別自動駕駛商業發展預期有望爆發】

點評:從GitHub上自動駕駛相關項目看,L3場景項目佔比已達50.3%;2022年自主品牌車型中,L3級批量落地,且價格帶首次下探至20-50萬區間。在技術成熟、場景擴容及L3車型量產落地背景下,高級別自動駕駛商業發展預期有望爆發,建議關注整車廠中自動駕駛綜合實力領先的小鵬汽車-W、吉利汽車、蔚來汽車,以及L3滲透預期爆發帶來價值量邊際變化最大的增量傳感器激光雷達。

【台積將推出5nm汽車電子平台和2nm新晶體管架構】

在中國集成電路設計業2021年會暨無錫集成電路產業創新發展高峯論壇(ICCAD 2021)上,台積電(中國)總經理羅鎮球表示,台積電將於明年3月推出5nm汽車電子工藝平台,同時台積電將在2nm的節點推出Nanosheet/Nanowire的晶體管架構並採用新的材料。

點評:台積電從今年開始大幅提升資本開支,預計2021年-2023年,將在已擴產的基礎上投資超過1000億美元。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account