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Trump nominated Kennedy Jr., and 77 Nobel laureates boycotted it. President-elect Trump recently nominated Robert Francis Kennedy Jr. Jr. as the Secretary of the Department of Health and Human Services (HHS), which caused great controversy in the United States. Seventy-seven Nobel laureates in the fields of medicine, chemistry, economics and physics signed a letter urging senators not to approve the nomination of Kennedy Jr. George W. Robert Kennedy is the nephew of former President Kennedy.The main contract of rebar rose by 4.00% in the day, and is now reported at 3452.00 yuan/ton.The yield of 10-year Japanese government bonds rose by 3 basis points to 1.065%.

Huawei Terminal:: The world's first star-flashing gateway route Q7, the parent route of Huawei Xiaozi Ling, was officially put on sale at 10:08 today, with a price of 1999 yuan.Pre-cooked food concept stocks moved higher, and Haixin Food, Tongqinglou, Qianweiyang Kitchen, Shuangta Food and Huifa Food had daily limit.Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.

Consumer stocks continued to be active with 11 consecutive boards of Yiming Food, and consumer stocks continued to be active with 11 consecutive boards of Yiming Food. New Dairy, Western Animal Husbandry, Bairun Shares, Happy Home, Xiangpiaopiao, Tsingtao Beer and so on followed up.The main contract of the container transport index (European line) fell more than 3%.The daily limit of more than 20 constituent stocks broke out in the big consumption sector, and the big consumption sector continued to expand. The food, retail, home appliances and tourist hotels all performed well, and more than 20 constituent stocks such as Liangpin Shop, Huang Shanghuang, Anji Food, Youhao Group, wenfeng shares and Tongqinglou had daily limit.