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China Securities Co.,Ltd.: Cloud factory capex continues to grow significantly; pay attention to Deepseek computing power services and edge computing.
Recently, the three major operators, CHINA TELECOM, China United Network Communications, and CHINA MOBILE, announced the launch of DeepSeek.
CICC: How do open-source AI models affect the Cloud Computing Service market?
Different participants in the Cloud Computing market have different opportunities in the wave of AI.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
Express News | China Telecom Corp Says Lock-up Period for 62.7% Stake in Co to End, Shares to Start Trading on Feb 20
CHINA TELECOM (601728.SH): 57.377 billion restricted shares will be listed and traded on February 20, accounting for 62.70% of the total share capital.
CHINA TELECOM (601728.SH) announced that the restricted shares for this listing are the company's initial public offering...
Hong Kong stocks are experiencing fluctuations | The Telecommunication Sector continues to rise as operators fully access DeepSeek. Institutions state that IDC and Cloud Computing Business are expected to be re-evaluated.
The stocks in the Telecommunication Sector continue to rise. As of the time of writing, China United Network Communications (00762) is up 4.21%, trading at 8.17 HKD; CHINA TELECOM (00728) is up 2.13%, trading at 5.76 HKD; CHINA MOBILE (00941) is up 1.09%, trading at 78.75 HKD.