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AI glasses ushered in the limelight, and Google reached a cooperation with domestic manufacturers. According to the news, on December 13, at the Android XR conference, Google reached a strategic cooperation with domestic consumer-grade AR glasses manufacturer XREAL to jointly build the Android XR ecosystem. According to media reports, OPPO, vivo, Huawei, Tencent and ByteDance are all evaluating the AI glasses project. In addition, a number of listed companies said on the investor question and answer platform that they have corresponding technology or product reserves in AI glasses. Huaxin Securities Research Report pointed out that AI glasses have become a new outlet in the smart wear market, or lead the next generation of terminal revolution. AI glasses not only have the effect of virtual vision enhancement, but also realize real-time analysis of user behavior and environment by integrating artificial intelligence algorithms, providing more accurate and personalized services. AI glasses also improve comfort and prolong wearing time in design and portability. At the same time, it provides a more natural and convenient interactive experience innovation through various sensing technologies. With the gradual reduction of costs, AI glasses are expected to be further widely used. According to the report of Wellsenn XR, it is estimated that after 2030, the AI+AR smart glasses industry will enter a period of rapid development; By 2035, AI+AR smart glasses will eventually replace traditional smart glasses, and the global sales of AI+AR smart glasses will reach 1.4 billion units, which is equivalent to the size of smart phones and will become the next generation general computing platform and terminal. (Securities Times)Goldman Sachs lowered the UK's GDP growth forecast for 2024 from the previous 1.2% to 1.0%.The cultural media sector rose and strengthened, with more than 10 daily limit shares, including Tianyu Digital, Guangbo, Palm Reading Technology, vision china, Huizhou Intelligent, Guangdong Media, Tianxiaxiu and Lingnan.

The 30-year main contract of treasury bond futures rose to 0.62%, which continued to hit a new high. In addition, the 10-year main contract rose by 0.37%, the 5-year main contract rose by 0.27%, and the 2-year main contract rose by 0.09%, which was another record.The concept of first-round economy continued to increase the daily limit of more than 10 constituent stocks, and the concept of first-round economy continued to increase in intraday trading. Media games, IP economy, performing arts and travel, and Meta-Universe all rose well. More than 10 constituent stocks such as Aofei Entertainment, Lisheng Sports, Dafeng Industry, Tianxiaxiu, and Roman shares rose by more than 10%.The implementation of personal pension system will bring multiple impacts. According to CCTV news, the implementation of personal pension system will have a far-reaching impact on China's old-age security system. This system aims to improve the multi-level old-age security system, encourage individuals to participate in old-age savings, and improve the level of life security after retirement. In addition, the establishment of individual pension accounts will provide new business growth points for financial institutions and help the development of the capital market. On the whole, this move is expected to promote the transformation of the concept of social pension and promote the sustainable development of the pension service industry.

Shanghai Gold Exchange: the settlement price of NYAuTN12 contract in Shanghai New Zealand was 627.85 yuan/gram. On December 13th, Shanghai Gold Exchange issued a notice saying that NYAuTN12 contract in Shanghai New Zealand was settled on December 13th, 2024. The details of the settlement of the contract are as follows: the settlement price of NYAuTN12 contract in Shanghai New Zealand was 627.85 yuan/gram.From January to October, the national output of photovoltaic polysilicon, silicon wafers, batteries and components all increased by more than 20% year-on-year. According to the Ministry of Industry and Information Technology, from January to October 2024, China's photovoltaic industry operated smoothly as a whole. According to the announcement of photovoltaic industry norms, enterprise information and industry associations, the output of photovoltaic polysilicon, silicon wafers, batteries and components in China increased by more than 20% year-on-year, and the export volume of photovoltaic cells increased by more than 40%. In the polysilicon sector, the national output from January to October was about 1.58 million tons, up 39.0% year-on-year. In the silicon wafer link, the national output from January to October was about 608GW, and the export volume was about 53.2GW. In the battery sector, from January to October, the national output of crystalline silicon batteries was about 510GW, and the export volume was about 45.9GW. In terms of components, from January to October, the national output of crystalline silicon components was about 453GW, and the export volume was about 205.9GW.Huaan, AVIC, etc. lined up to enter the ranks of public offering warehousing logistics REITs. According to the announcement of AVIC Fund, the AVIC Yishang warehousing logistics REITs jointly built with ESR Group, the largest new economic real estate management company in the Asia-Pacific region, are being issued. This is the first REIT issued by ESR Group in China, and its infrastructure assets consist of three warehousing and logistics parks, namely, Phase I, Phase II and Phase III of Fulaide Kunshan Logistics Park. According to the data of wind, up to now, Huaxia Fund, harvest fund, Huatai Securities Asset Management, Hongtu Innovation Fund and CICC Fund all have a listed warehousing and logistics REIT, while Huaan Waigaoqiao REIT, which was established on December 12th, has not been listed yet. In addition, Huaxia Fund and southern fund's newly declared warehousing logistics REIT are in the inquiry stage, while Huitianfu's warehousing logistics REIT is in the feedback stage.