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Zhejiang Century Huatong Group Co.,Ltd's (SZSE:002602) Stock Is Soaring But Financials Seem Inconsistent: Will The Uptrend Continue?
China Reform Securities looks forward to the Internet opportunities in 2025: Bullish on the value reassessment of Alibaba Cloud and the reshaping of Tencent's application ecosystem.
Huachuang Securities released a Research Report stating that if the industry reshaping brought by open-source large models is similar to that of the USA in 2023, the first insight may be that cloud revenue, subscription revenue, and advertising revenue are the areas most likely to materialize in the first phase. Understanding the business model of M7 can help identify the most worthwhile investment directions in this round. The second insight may be that the investment value of weighted stocks this year will be strengthened, unlike the previous two years where the dominant logic was fully reflected. Internet giants like Alibaba (09988) and Tencent (00700) may show similar allocation value. The main points of Huachuang Securities are as follows: Review: Since 2023.
Zhejiang Century Huatong GroupLtd's (SZSE:002602) Returns On Capital Not Reflecting Well On The Business
The Market Doesn't Like What It Sees From Zhejiang Century Huatong Group Co.,Ltd's (SZSE:002602) Revenues Yet
Shareholders in Zhejiang Century Huatong GroupLtd (SZSE:002602) Are in the Red If They Invested Five Years Ago
ST Huatong: 2024 Annual Results Forecast
Investors Holding Back On Zhejiang Century Huatong Group Co.,Ltd (SZSE:002602)
