A-share afternoon review: The GEM index rose 2.54%, and the northbound capital burst into purchases of more than 13.5 billion dollars! Quantum technology and computing power concepts lead the way
Major A-share indices rose collectively. By the midday close, the Shanghai Index rose 0.79% to 3076.92 points, the Shenzhen Stock Exchange Index rose 1.51%, and the GEM index rose 2.54%.
The era of Kakura Ningde (300750.SZ)! Xie Zhiyu: Dig deeper into AI, smart driving, pharmaceuticals and other industrial chains
On April 22, Xing Quan Herun and Xing Quan Heyi, a well-known fund manager of Xing Zheng Global Fund, released their report for the first quarter of 2024.
Top 20 US stock turnover on April 10: Apple plans to increase India's iPhone production fivefold over the next five years
U.S. stocks closed lower on Wednesday, with the Dow falling more than 420 points. The US CPI data for March exceeded expectations, showing that inflationary pressure is still high, causing the market to lower its bet on the Fed's interest rate cut. The minutes of the Federal Reserve meeting show that the central bank wants to be more confident that the inflation rate will move towards the 2% target. The Dow fell 422.16 points, or 1.09%, to 38461.51 points; the NASDAQ fell 136.28 points, or 0.84%, to 16170.36 points; and the S&P 500 fell 49.27 points, or 0.95%, to 5160.64 points. Nvidia, number 1 in US stock turnover, closed 1 higher on Wednesday
Market Chatter: Apple Supplier Foxconn Considers Experimenting With Rotating Chief Executive in Management Overhaul
Apple (AAPL) supplier Foxconn is considering experimenting with rotating chief executives in a management overhaul in a talent development effort, Reuters reported Wednesday, citing sources briefed on
Foxconn Industrial Internet Co., Ltd. (SHSE:601138) Shares Could Be 30% Above Their Intrinsic Value Estimate
Key Insights Foxconn Industrial Internet's estimated fair value is CN¥16.91 based on 2 Stage Free Cash Flow to Equity Foxconn Industrial Internet's CN¥21.92 share price signals that it might be 30%
We Like Foxconn Industrial Internet's (SHSE:601138) Earnings For More Than Just Statutory Profit
The market seemed underwhelmed by last week's earnings announcement from Foxconn Industrial Internet Co., Ltd. (SHSE:601138) despite the healthy numbers. Our analysis suggests that shareholders might
Foxconn Industrial Internet Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
The analysts might have been a bit too bullish on Foxconn Industrial Internet Co., Ltd. (SHSE:601138), given that the company fell short of expectations when it released its full-year results last wee
Research Report | CICC: Future AI phones may reshape the mobile phone industry ecology, and suggestions focus on BYD Electronics, Shunyu Optical Technology, etc.
CICC published a report stating that following artificial intelligence personal computers (AI PCs), AI phones have a trend of industrial upgrading on the model side, hardware side, operating system, and application side, and AI phones may reshape the mobile phone industry ecosystem in the future. AI phones are incorporating large models into mobile phones, a new direction for the evolution of smart terminals. Its current development requires attention to two key points, including effectively solving user pain points through AI, and users' data security and privacy issues. Counterpoint predicts that in 2027, the global AI phone penetration rate will be about 40%, and shipments are expected to reach 522 million units. On the model side, this line
Research Report Nuggets丨Huachuang Securities: IFF ranks first in the world in cloud computing server shipments, maintaining a “strong push” rating
The Huachuang Securities Research Report pointed out that under the AI wave, servers have ushered in a new round of development as computing power infrastructure. Industrial-Wealink (601138.SH) cloud computing servers are the most sold in the world, cooperating with leading customers to enjoy industry development dividends; Netcom and industrial Internet businesses are also expected to benefit from new digital infrastructure entering a new stage of development. Maintain a “strong” rating. The company's high-speed switch and router revenue showed double-digit growth compared to the same period last year. 800G high-speed switches have carried out NPI, and are expected to start increasing and contributing to revenue in 2024, and the company's product structure is expected to be further optimized. Apple guide
Research Nuggets丨Fangzheng Securities: IFF fully embraces AI's golden opportunities and maintains a “Highly Recommended” rating
Fangzheng Securities Research Report pointed out that IFF (601138.SH) insists on AI technology as the core of development, uses AI to achieve intelligent manufacturing, and uses technology to drive AI products. The company seizes opportunities, continues to increase technology and product research and development, and continues to be recognized by top global customers. Later companies will continue to strengthen AI infrastructure product technology, mainly reflected in product advantages including AI data centers, high-speed switches, GPUs, AI servers, and advanced liquid cooling and cooling technology. The company's main customers currently cover the world, with a market share of more than 75%, achieving 100G, 200G, 400G, etc.
A-share afternoon review: The Shanghai index rose 0.01%, and the non-ferrous metals and innovative drug sectors are active
Major A-share indices had mixed ups and downs. As of the midday close, the Shanghai Index rose 0.01% to 3044.17 points, the Shenzhen Stock Exchange Index fell 0.15%, and the GEM index fell 0.23%.
Foxconn Industrial Internet 2023 Net CNY21.04B Vs. Net CNY20.07B >601138.SH
Foxconn Industrial Internet 2023 Net CNY21.04B Vs. Net CNY20.07B >601138.SH
Returns On Capital At Foxconn Industrial Internet (SHSE:601138) Paint A Concerning Picture
What are the early trends we should look for to identify a stock that could multiply in value over the long term? Firstly, we'll want to see a proven return on capital employed (ROCE) that is increas
Industrial Wealth Federation (601138.SH): Dismissal of Guo Junhong as Chief Financial Officer
Gelonghui, March 5, 丨 Industrial Finance Federation (601138.SH) announced that the board of directors held the 8th meeting of the 3rd board of directors with a written subpoena on March 5, 2024 to review and pass the “Proposal on the Dismissal of the Company's Financial Director”. Due to adjustments in the work content, the board of directors agreed to dismiss Mr. Guo Junhong from the position of financial director. The company will appoint a new financial director as soon as possible in accordance with relevant regulations. Before appointing a new financial director, Mr. Zheng Hongmeng, the chairman and general manager of the company, will act as financial director. Mr. Guo Junhong's dismissal will not affect the normal operation of the company.
IFF (601138.SH): There have been no major changes to major customers and major products
On March 5, GLONGHUI (601138.SH) announced an announcement of abnormal stock trading fluctuations. After the company's self-inspection, the company's production and operation activities are currently normal. There have been no major changes in major customers and products, and there is no significant information that should be disclosed but not disclosed.
SDIC Securities: The probability of market shocks is rising markedly in March, focusing on the two main lines of focus on technology and going overseas (with the top ten gold stocks in March)
Predicting this repair process is nearing completion, and the probability that the market will fluctuate after a sharp decline is clearly rising.
Guohai Securities: With the iteration of large models, the AI computing power market will open up more space
The Zhitong Finance App learned that Guohai Securities released a research report saying that North American internet giants raised their 2024 AI capital expenditure guidelines to verify the increase in demand for AI computing power in the big model competition. It is expected that with the iteration of large models and the increase in the number of AI application users, the AI computing power market will open up more market space. AI computing power is expected to continue to grow, and sectors such as GPUs, AI servers, server cooling, optical modules, and data centers are expected to continue to benefit. Maintain a “recommended” rating for the computer industry. ▍ Guohai Securities's main views are as follows: Origin: Internet capital expenditure is invested in software and hardware, cloud computing, etc., computing power
Cinda Securities: Global AI is in full swing, and there are many opportunities in the industrial chain
OpenAI releases Sora
Is There Now An Opportunity In Foxconn Industrial Internet Co., Ltd. (SHSE:601138)?
Foxconn Industrial Internet Co., Ltd. (SHSE:601138) received a lot of attention from a substantial price increase on the SHSE over the last few months. Shareholders may appreciate the recent price j
Weekend news: Should Tesla be expelled from the Big Seven if the interest rate cut in March was dashed, or if the Q2 interest rate cut Nvidia's market value soared by nearly 300 billion US dollars in a single month?
For more global financial information, please go to 7×24 hour real-time financial news last week's market review and closing: US stocks closed down 2.1% with S&P reaching new highs. Most of the popular Chinese securities fell by more than 4% on Friday, Xiaopeng Auto fell more than 3% on February 2, before 20: Meta rose more than 20% to a record high, and Zuckerberg's wealth fell by 28 billion US dollars. US gold prices fell 2.1% and fell 7.3% this week, European stocks closed down 7.3%, European stocks closed down 2.1% on Friday, down 7.3%, European stocks closed down 7.3%. European stocks closed down 7.3%. European stocks closed down 7.3%. European stocks closed down 7.3%. The index rose 0.36% macro
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