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Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Minsheng Securities: Industry cloud computing capital expenditure steadily increasing, electronic computing power demand remains strong.
In CY3Q24, the total capital expenditure of the top four cloud providers in North America was $59.814 billion, a year-on-year increase of 61.7% and a quarter-on-quarter increase of 13.2%; Market media unanimously expect the total capital expenditure of the top four cloud providers in North America in CY2024 to be $222.6 billion, a year-on-year increase of 51.0%.
Wus Printed Circuit (Kunshan)'s (SZSE:002463) Investors Will Be Pleased With Their Impressive 243% Return Over the Last Three Years
WUS Printed Circuit to Build PCB Factory for 4.30 Billion Yuan
Shanghai Electric Power Co., Ltd.: Report for the third quarter of 2024
Is the ai chip "really fragrant"? Wus Printed Circuit intends to invest 4.3 billion yuan in the expansion project of high-end PCB for supporting production | Rapid announcement
①Wus printed circuit plans to invest 4.3 billion yuan in a new project for the production expansion of high-end printed circuit boards for ai chips, with funding from the company's own resources or self-raised funds; ②Benefiting from the structural demand for printed circuit boards in emerging computing scenarios such as high-speed servers and ai, the company's revenue and net income for 2024Q3 have both increased compared to the same period last year.
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