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Hong Kong stock Concept tracking | Striving to break through 200 billion yuan! Shanghai increases investment in the intelligent computing cloud industry, Institutions are Bullish on these four major industrial directions (with related stocks)
Guosheng Securities Research points out that the rapid development of AI is driving a surge in demand for computing power.
Hong Kong stock Concept tracking | Central state-owned enterprises accelerate the "AI+" special action, focusing on the three major telecom Operations (with Concept stocks attached).
The State-owned Assets Supervision and Administration Commission of the State Council will continue to deepen the "AI+" special action, emphasizing three main directions: application guidance, data empowerment, and intelligent computing foundation.
CHINA TELECOM's revenue in 2024 is 529.4 billion yuan, with a net income of 33 billion yuan.
Sina Technology reported on the evening of March 25 that CHINA TELECOM announced its annual performance for 2024 today. In 2024, the company's operating revenue was 529.4 billion yuan, a year-on-year increase of 3.1%, of which service revenue was 482 billion yuan, a year-on-year increase of 3.7%. EBITDA was 140.8 billion yuan, a year-on-year increase of 2.9%. Net income was 33 billion yuan, a year-on-year increase of 8.4%, with basic earnings per share of 0.36 yuan. Capital expenditures were 93.5 billion yuan, down 5.4% year-on-year. Free cash flow was 22.2 billion yuan, a year-on-year increase of 7.
Bearish surprise! Hong Kong stocks in the AI Infrastructure Concept all plummeted. There are still disagreements in the market about whether computing power is excessive.
① The AI Infrastructure Concept in the Hong Kong stock market experienced a collective decline; what Bearish factors are currently fermenting? ② There is still disagreement in the market regarding whether computing power is excessive; in what specific aspects does this manifest?
After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.
① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.
US FCC Investigates Chinese Communications Firms for Allegedly Skirting Restrictions
