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Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Meig smart technology (002881.SZ): The share repurchase has not yet started.
Gelonghui December 2nd | Meig Smart Technology (002881.SZ) announced that as of November 30, 2024, the company has not yet started implementing the share buyback.
Guosheng Securities: asia vets accelerates, computational power application scenarios land and demand expands.
NOA has promoted the transition from L2 to L3, becoming one of the core competencies in the field of smart automobiles and autonomous driving.
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.
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