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Tianfeng Securities: AI computing power becomes a new engine to drive the growth of the communications industry, and it is recommended to focus on three diffusion branch line investment opportunities
Tianfeng Securities released a research report stating that it continues to be optimistic about the core beneficiaries of the AI computing power supply chain (optical module, PCB, GPU module manufacturing, switch, etc.).
Nomura Adjusts Unisplendour's Price Target to 25.00 Yuan From 38.10 Yuan, Keeps at Buy
05:18 AM EDT, 05/07/2024 (MT Newswires) -- Nomura Adjusts Unisplendour's Price Target to 25.00 Yuan From 38.10 Yuan, Keeps at Buy Price (RMB): ¥20.94, Change: ¥-0.27, Percent Change: -1.27%
Ziguang Co., Ltd. (000938.SZ)'s net profit for the first quarter of 414 million yuan decreased by 5.76% year-on-year
On April 29, Ge Longhui Co., Ltd. (000938.SZ) released its report for the first quarter of 2024. Operating revenue during the reporting period was 17.06 billion yuan, up 2.89% year on year; net profit attributable to shareholders of listed companies was 414 million yuan, a decrease of 5.76% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 343 million yuan, up 1.75% year on year, with basic earnings per share of 0.145 yuan. In the first quarter of 2024, under the leadership of the “Intelligent Computing Strategy”, the company continued to improve computing power and connect the “Dual Cornerstone” full-stack capabilities to further expand the company's entire industry
Unisplendour (SZSE:000938) Investors Are Sitting on a Loss of 39% If They Invested a Year Ago
While not a mind-blowing move, it is good to see that the Unisplendour Corporation Limited (SZSE:000938) share price has gained 15% in the last three months. But that doesn't change the fact that t
Guoxin Securities: The three major operators are expected to benefit from successive AI server collection processes related to domestic computing power
The three major operators are actively deploying computing power, and Telecom and Mobile have begun collecting AI servers one after another.
Oriental Securities: The development of major models such as KMI and Step Star is expected to continue to drive demand for computing power
As the number of visits to large models such as Kimi continues to increase, the length of long text increases, and the number of model parameters and training tokens increases, the demand for inference computing power and training computing power is expected to continue to increase. In the wave of computing power, localization of computing power is a long-term trend, and demand is expected to continue to rise.
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