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The Japanese side hyped China's threat to return to the old road of military expansion. Recently, Japanese Prime Minister Shi Pomao delivered a policy address saying that Chinese aircraft carriers sailed in the waters close to Japan's territorial waters, and carrier-based aircraft conducted thousands of take-off and landing trainings in the Pacific Ocean; Based on the national security strategy, Japan will greatly strengthen its defense forces. In this regard, Senior Colonel Wu Qian, director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, said that the Japanese side's hype about the so-called "China military threat" was just to cover up its usual trick of getting rid of the shackles of the peaceful constitution and taking the old road of military expansion again. As a matter of fact, the diplomatic and defense departments of China and Japan have been maintaining communication on air and sea security issues. There is absolutely no need for the Japanese side to be jittery and nervous. (CCTV)The growth enterprise market index fell to 1%, the Shanghai Composite Index fell by 0.65% and the Shenzhen Composite Index fell by 0.93%. Securities, real estate and food consumption were among the top losers, with nearly 4,300 stocks falling in Shanghai, Shenzhen and Beijing.The 30-year Treasury ETF rose sharply at the opening, hitting a record high. Both "Boshi SSE 30-year Treasury ETF" and "Pengyang China Bond -30-year Treasury ETF" rose by 0.65%.

The net outflow of the main market exceeded 10 billion.Guosheng Securities: AEC heavy-duty computing industry chain has entered the era of Lian Heng. Guosheng Securities Research Report pointed out that AEC(Active Electrical Cable) is an active cable interconnection scheme, which is mainly used in short-distance high-speed data transmission scenarios in data centers. 1)AEC is expected to become the first step for optical module manufacturers to penetrate downwards. Optical modules need to master photoelectric conversion and high-speed data communication, and DAC/AEC/AOC products have relatively mature technical requirements compared with single-mode/multimode optical module products with longer transmission distance. 2) Copper interconnection is widely used by large CSP not only in NVIDIA. NVIDIA used a large number of high-density copper interconnects in B series products, which made the industry re-recognize the reliability and price advantage of copper interconnects in short-distance scenes. 3) In the era of Lian Heng, domestic manufacturers still have obvious advantages. Chip manufacturers, represented by NVIDIA, have been hoping to conduct a comprehensive industry consolidation and provide customers with a complete set of solutions. What CSP manufacturers want more is the decoupling of the industrial chain, and every link such as GPU, copper connection, optical module and switch can find corresponding suppliers. The heavy volume of AEC and the rise of CSP manufacturer's independent scheme indicate that the computing power industry chain has entered the era of Lian Heng, and we are firmly optimistic about the domestic related computing power industry chain.The Hang Seng Index and Hang Seng Technology Index both fell more than 1%.

The Ministry of National Defense responded to the question of whether to engage in exercises: the situation is unpredictable, and the leader of the Taiwan Province region, Lai Qingde, recently "transited" Hawaii and Guam. On the morning of December 13th, Senior Colonel Wu Qian, Director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, answered a reporter's question on whether the PLA would conduct exercises. A: It is the sacred duty of the People's Liberation Army to safeguard national sovereignty and territorial integrity, the fundamental interests of the Chinese nation and the common interests of compatriots on both sides of the strait. Soldiers have no constant potential and water is impermanent. Whether and when to hold the exercise is up to us to decide independently according to our own needs and the struggle situation. No matter whether the exercise is held or not, the PLA will not be absent or soft in fighting for "independence" and promoting reunification. Any act of "seeking independence by relying on foreign countries" and "seeking independence by force" will be severely punished and doomed to failure.The 30-year Treasury ETF rose sharply at the opening, hitting a record high. Both "Boshi SSE 30-year Treasury ETF" and "Pengyang China Bond -30-year Treasury ETF" rose by 0.65%.Pacific Securities: The reversal of photovoltaic industry is about to focus on three directions. The Pacific Securities Research Report pointed out that with the continuous breakthrough of new markets and technologies, the new cycle of photovoltaic parity is accelerating, and the reversal of photovoltaic industry is about to begin. It is suggested to focus on three directions: 1) The new cycle of supply and demand is expected to start in 2025, the industry quotation and profit are expected to be restored, and the leading advantages will be gradually highlighted. In 2025, it is expected to usher in a new round of growth, including Longji Green Energy and Jingke Energy. 2) New technology fields with large cost reduction space and continuous technology iteration, such as GCL Technology and Perovskite, are expected to fully benefit; 3) The advantages of supporting facilities and leading enterprises are prominent, and emerging markets are expected to promote the rapid improvement of shipments and profits, and the advantages of leading enterprises will be further enhanced, and enterprises such as Sunshine Power and Foster are expected to fully benefit.