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CICC: Resonance of High AI Prosperity at Home and Abroad. Will Pay Attention to the Structural Upgrading of Traditional Telecommunications Business in the Second Half of the Year.
Looking forward to the second half of 2024, it is recommended to pay attention to five major opportunities in the communications equipment industry.
JP Morgan: Latest Ratings and Target Prices for the Telecommunication Sector (Table)-China Mobile (00941) is the top choice.
Morgan Stanley expects that the revenue of Chinese telecommunication sector in the second quarter will be weak, but their profits will remain stable, while the revenue and profits of ZTE (00763) and China Tower (00788) may remain stable.
JPMorgan: Expects Mainland Telecom Stocks to Have Weak Revenue but Stable Profits in Q2, China Mobile is the Preferred Choice.
JPMorgan released a report stating that mainland telecommunications shares are expected to have weak revenue but sturdy profits in the second quarter, while ZTE and China Tower's revenue and profits may remain sturdy. The bank raised its rating of ZTE's H shares from "shareholding" to "neutral", believing that the company's performance in government, enterprise, and consumer businesses may exceed expectations and offset the weakness of the mainland base station business, thus promoting stable growth of revenue and profits in the second quarter. Regarding China Tower, the bank expects its second-quarter performance to remain sturdy, and the management's guidance on financial arrangements after 2026 is expected to be limited. The bank maintains its "neutral" rating on the company. The bank believes that due to new digital businesses (such as cloud and datacenter)
Express News | BlackRock Increases Long Position in H-Shares of ZTE Corp to 7.30% on July 11 From 6.85% - HKEX
Huaxi Securities: Commercialization of "Luobo Kuai Pao" breaks through, Apple Intelligence welcomes its explosive first year.
Apple's stock price hit a historical high on July 8th, with a market cap approaching $3.5 trillion, overtaking Microsoft to become the largest market cap stock in the US. From April to now, Apple's stock price has surged more than 30%, while the S&P 500 index has only risen about 5% during the same period. The driving force behind this growth is mainly due to the market's confidence in Apple's global strategy, Apple Intelligence.
China Securities Co., Ltd.'s Wu Chaoze: The application of AI is of great importance in the future, bullish on four major directions.
Wu Chao of China Securities Co., Ltd. said that several specific directions for artificial intelligence are bullish, including AI + manufacturing, AI + medical, scientific research, and geological exploration.
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