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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%.
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