China Greatwall Tech Proposes Completion of Two Investment Projects

MT NewswiresJun 25 03:26 ET

Guohai Securities: From Scale Expansion to Value Realization—Leading Model Manufacturers Enter a New Profitability Phase

As model capabilities improve and industry-specific applications are refined, specialized AI firms in relevant verticals are poised to lead the way.

Zhitong FinanceJun 23 23:50 ET

Memory 'supercycle' sees equipment makers vying for a share; SK Hynix receives upstream price hike requests

According to South Korea’s tech media outlet ETNews on Thursday, SK Hynix recently requested several Tier-1 equipment suppliers to submit 'price adjustment review documentation,' i.e., supporting materials justifying price increases. Some equipment manufacturers have taken this opportunity to request price hikes of 3% to 4%. SK Hynix stated it will determine final pricing based on objective procurement criteria such as exchange rates and supply stability.

wallstreetcnJun 11 02:44 ET

Divergence within the technology sector has intensified, with capital gravitating toward core high-quality stocks, while defensive sectors continue to rotate in taking over market activity.

Track the entire lifecycle of the mainline sector.

cls.cnMay 14 21:14 ET

Guohai Securities: Increased concentration and profitability of super-node OEMs will benefit leading manufacturers.

Server original equipment manufacturers (OEMs) with high-end super-node maintenance qualifications and abundant CPU inventory reserves exhibit particularly prominent profit elasticity and growth certainty.

Zhitong FinanceMay 12 01:46 ET

Shareholders Will Be Pleased With The Quality of China Greatwall Technology Group's (SZSE:000066) Earnings

Simply Wall StMay 4 23:31 ET