citic sec: Four industry associations have spoken out, calling for the localization of chips, which has a significant guiding role in the direction.

On December 3, 2024, the four major industry associations of china's semiconductors/autos/internet/communication companies collectively issued a statement, firmly opposing the usa's export restrictions against china, stating that relevant chip products from the usa are no longer safe or reliable, and calling for the active use of chips produced by domestic and foreign enterprises in china.

Zhitong FinanceDec 3 19:30 ET

China Galaxy Securities: AI and computing power boost revenue quality, the telecommunications industry is expected to maintain a high level of prosperity.

The main driving force in the current telecommunications industry is based on the optimization of operator capital expenditure structure, the resonance of artificial intelligence, and a new paradigm dominated by the divergence of sub-industries.

Zhitong FinanceDec 2 19:00 ET

Anysoft IT Signs Cooperation Deal With ZTE For Yunan Unicome Smart Computing Project

MT NewswiresDec 2 02:35 ET

zte (000063.SZ): Currently, the company does not have a business for walkie-talkies.

On November 28, Gelonghui reported that zte (000063.SZ) stated on the investor interaction platform that the company currently has no business in walkie-talkies.

Gelonghui FinanceNov 28 05:10 ET

China Galaxy Securities: AI + computing power boost communication revenue quality, high prosperity is expected to continue.

Looking ahead, although the current fund company tends to focus more on solar module and telecom operator asset allocation, it maintains an optimistic attitude towards exploring emerging sub-industries in the telecommunications industry, and sub-industries with undervalued potential may gradually become favored.

Zhitong FinanceNov 26 01:40 ET

Hong Kong stock concept tracking | The large-scale application of 5G welcomes a significant bullish impact! Asia vets and new 5G communication directions are expected to benefit (including concept stocks).

On November 25th, the Ministry of Industry and Information Technology and twelve other departments issued the "5G Scale Application "Sailing" Action Upgrading Plan", in which it was proposed to promote 5G driving new consumer upgrades.

Zhitong FinanceNov 25 18:40 ET