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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
Dawning Information Industry's Q1 Profit Rises 9%
Dawning Information Industry's (SHA:603019) attributable profit rose 8.9% year on year to 142.6 million yuan, or 0.098 yuan per share, in the first quarter, according to a Friday filing with the Shang
MT NewswiresApr 26 04:59 ET
Dawning Information Industry's (SHSE:603019) Profits Appear To Have Quality Issues
The stock price didn't jump after Dawning Information Industry Co., Ltd. (SHSE:603019) posted decent earnings last week. Our analysis showed that there are some concerning factors in the earnings tha
Simply Wall StApr 24 18:47 ET
Subdued Growth No Barrier To Dawning Information Industry Co., Ltd.'s (SHSE:603019) Price
With a price-to-earnings (or "P/E") ratio of 37.3x Dawning Information Industry Co., Ltd. (SHSE:603019) may be sending bearish signals at the moment, given that almost half of all companies in China h
Simply Wall StApr 19 01:45 ET
Zhongke Shuguang (603019.SH): There is no accumulation of algorithms such as autonomous driving
Gelonghui, April 16 | Zhongke Shuguang (603019.SH) said on the investor interactive platform that the company has yet to accumulate algorithms such as autonomous driving, and that products such as high-end computers, storage, and computing services can be applied to various fields such as driverless driving.
Gelonghui FinanceApr 16 03:54 ET
Market Chatter: Wife of Dawning Information Industry's Chairman Admits to Secret Trading
The wife of Dawning Information Industry's (SHA:603019) chairman admitted to having secretly traded company stock worth 150 million yuan, Bloomberg News reported April 12, citing a statement from the
MT NewswiresApr 15 00:09 ET
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