Competition in cloud computing?

$BABA-SW(09988.HK)$ $CHINA TELECOM(00728.HK)$ Alibaba signed a strategic cooperation agreement with China Telecom to carry out cooperation in cloud computing, big data, smart cities, etc.

$JD-SW(09618.HK)$ $CHINA MOBILE(00941.HK)$ JD and China Mobile also signed relevant strategic cooperation agreements.

$CHINA UNICOM(00762.HK)$ $TENCENT(00700.HK)$ China Unicom and Tencent cooperate to establish a new joint venture, which is conducive to amplifying the advantages of both sides and expanding the CDN and edge computing industry chain in the long run.

$China Mobile Limited(600941.SH)$ $Kweichow Moutai(600519.SH)$ China Mobile and Moutai Group signed a strategic cooperation agreement. In the early stage, cooperation has been carried out in cloud platform construction, 5G private network and other fields.

Industry insiders believe that, on the one hand, the cooperation between telecom operators and technology giants can achieve complementary advantages in resources and expand market space in terms of revenue scale; The share price of telecom operating companies has been underestimated for a long time, with generous dividends and stable performance. At the same time, the future growth space is relatively broad. Therefore, from the perspective of investment value and investment timing, good news can stimulate investors' enthusiasm at the moment.

If you have any ideas, please leave a comment.

$China Concept Stocks(BK2517.US)$ $China United Network Communications(600050.SH)$ $CHT Futures(APR4)(CHTmain.HK)$ $Tencent(TCEHY.US)$ $Alibaba(BABA.US)$ $JD.com(JD.US)$ $Cloud Computing(BK1289.HK)$ $Alphabet-C(GOOG.US)$ $Amazon(AMZN.US)$

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