World's First Quantum-Resistant Cryptography Smooth Migration Solution Launched: Hygon Information Collaborates with Multiple Parties to Build AI Hardware with Inherent Security

① Hygon Information, in collaboration with Guotai Haitong Securities and Gelan Software, jointly launched the world's first quantum-resistant cryptographic smooth migration solution; ② In the AI era characterized by massive concurrent data, 'chip-level intrinsic security' has become an inevitable choice for upgrading AI infrastructure.

cls.cnMay 20 07:41 ET

Guojin Securities: The rigid demand for CPUs in the Agent sector has entered a new cyclical upturn.

With the exponential growth in the number of Agents, task complexity, and Token consumption, the CPU industry has entered a new cyclical upturn.

Zhitong FinanceMay 17 08:50 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

Little K Quick Review: The STAR 50 Index hits a new high, highlighting the strong growth resilience of the hard tech sector.

① Extending the time horizon, the STAR 50 Index has surged over 25% in cumulative gains in the past month and exceeded 70% in the past year, highlighting a pronounced growth effect; ② As a concentrated representation of China's core hard-tech assets, the STAR 50 will continue to benefit from both internal and external drivers. Meanwhile, companies should rationally view short-term market fluctuations and focus on their core technological capabilities and sustainable profitability.

cls.cnMay 11 06:01 ET

Guojin Securities: The domestic computing power supply chain is expected to enter a golden era. We remain firmly optimistic about the high-growth prospects of the computing power supply chain.

Guojin Securities released a research report stating that the domestic computing power chain is the core engine of the digital economy, ranging from self-developed底层 chips to globally leading关键 components such as optical modules and PCBs, and further to液冷 technology and万卡-level computing clusters.

Zhitong FinanceMay 9 08:40 ET