CITIC Construction Investment Securities: 24Q1 computer fund holdings have declined. It is recommended to focus on AI and the low-altitude economy sector

The Zhitong Finance App learned that CITIC Construction Investment Securities released a research report saying that the public fund's 2024 quarterly report has been disclosed, that the computer sector's heavy holdings are at a low level, and the overall concentration of the top ten major stocks in the sector has increased. Overseas cloud vendors have given CAPEX that have exceeded expectations and raised subsequent CAPEX guidelines, and intelligent computing power construction continues to be popular; domestically, the Sora-like model Vidu was released, which is expected to promote the implementation of major domestic video models and applications, and Beijing introduced a computing power policy last week, which is expected to accelerate domestic computing power construction. Recommended attention: 1) Investment in computing power infrastructure at home and abroad remains hot, and domestic computing power is obtained

Zhitong FinanceApr 29 21:44 ET

Inspur Electronic Information Industry's (SZSE:000977) Shareholders Have More To Worry About Than Only Soft Earnings

The market wasn't impressed with the soft earnings from Inspur Electronic Information Industry Co., Ltd. (SZSE:000977) recently. Our analysis has found some reasons to be concerned, beyond the weak h

Simply Wall StApr 26 18:35 ET

Inspur Electronic Information Industry Co., Ltd. Just Recorded A 5.8% EPS Beat: Here's What Analysts Are Forecasting Next

Inspur Electronic Information Industry Co., Ltd. (SZSE:000977) shareholders are probably feeling a little disappointed, since its shares fell 5.9% to CN¥35.51 in the week after its latest full-year re

Simply Wall StApr 22 20:54 ET

Inspur Information's revenue and net profit both declined, and a cash dividend of 190 million yuan was proposed | Financial News

Wave's performance was hampered by the server and parts business. Throughout 2023, Inspur Information's total revenue fell 5.41% year-on-year to 65.867 billion yuan. Net profit attributable to mother decreased by 14.54% year over year to 1,783 billion yuan.

wallstreetcnApr 19 17:35 ET

IDC: The compound annual growth rate of China's liquid cooled server market is expected to be 45.8% in 2023-2028, and the market size will reach 10.2 billion US dollars in 2028

The Zhitong Finance App learned that IDC released the latest “China Semi-Annual Liquid-Cooled Server Market (2023) Tracking” report. The data shows that China's liquid-cooled server market will continue to grow rapidly in 2023. In 2023, China's liquid-cooled server market reached US$1.55 billion, an increase of 52.6% compared with 2022, of which more than 95% use cold plate liquid cooling solutions. IDC predicts that in 2023-2028, the compound annual growth rate of China's liquid-cooled server market will reach 45.8%, and the market size will reach 10.2 billion US dollars in 2028. ID

Zhitong FinanceApr 17 01:48 ET

Retail Investors Invested in Inspur Electronic Information Industry Co., Ltd. (SZSE:000977) Copped the Brunt of Last Week's CN¥5.2b Market Cap Decline

Key Insights Inspur Electronic Information Industry's significant retail investors ownership suggests that the key decisions are influenced by shareholders from the larger public 45% of the business

Simply Wall StApr 6 20:22 ET