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[Brokerage Focus] Sinolink: AI edge applications are accelerating, expected to bring innovation and new opportunities to IOT Hardware products.
Jingwu Financial News | Sinolink stated that OpenAI is about to launch GPT-5, and the self-developed computing power chips of Google and Amazon have significantly increased. CSP manufacturers like Meta and OpenAI are also strongly recommending self-developed computing power chips, with computing power demand remaining strong; NVIDIA's GB200 yield is actively improving and is expected to launch the GB300 Server and new products, technology roadmap at the GTC conference in March, with high prosperity in computing hardware continuing; the company learned from the Industry Chain that the demand for AI-PCB remains strong, and continues to be Bullish on the core beneficiaries of AI-PCB. Apple is about to launch the iPhone SE4 model.
What Is Q Technology (Group) Company Limited's (HKG:1478) Share Price Doing?
Hong Kong stocks move | The mobile Industry Chain continues its upward trend. It is reported that Apple is partnering with Alibaba to develop AI features. Institutions say that the AI features and the new models are expected to boost shipment volumes.
The mobile Industry Chain continues to rise, as of the time of writing, AAC TECH (02018) is up 4.32%, reported at 47.05 HKD; Sunny Optical (02382) is up 3.53%, reported at 88 HKD; BYD Electronics (00285) is up 2.63%, reported at 56.55 HKD; Q TECH (01478) is up 1%, reported at 8.08 HKD.
Announcement highlights | Semiconductor Manufacturing International Corporation's revenue in 2024 increased by 27% year-on-year; Q TECH's fingerprint module sales in January increased by approximately 40% year-on-year.
In January, Q TECH's fingerprint module sales increased by approximately 40% year-on-year; YUE YUEN IND expects annual profit to rise by more than 50%.
Hong Kong stock early report on February 12: Contemporary Amperex Technology submitted its IPO application for the Hong Kong stock market, and the Hong Kong General Chamber of Commerce proposed to relax the thresholds for the 'southbound trading' scheme.
① Contemporary Amperex Technology submitted its IPO application for the Hong Kong Stock Exchange. ② The Hong Kong General Chamber of Commerce proposed to relax the investment threshold for 'Southbound Trading' investors. ③ Powell stated that the Federal Reserve has no reason to rush into cutting interest rates. ④ AI has sparked interest in Hong Kong stocks, prompting fund managers to allocate resources to chase this trend.
Hong Kong stock announcement digging for gold | Semiconductor Manufacturing International Corporation's 2024 shareholder attributable profit is 0.493 billion USD, a decrease of 45.4% year-on-year.
Gu Ming (01364) has set a price limit and the public offering received 194.87 times subscription.