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Those Who Invested in Zhongji Innolight (SZSE:300308) Three Years Ago Are up 314%
Major bank rating | CMB International: Alibaba significantly increases capital expenditures, benefiting domestic AI infrastructure suppliers.
Alibaba announced plans to invest at least 380 billion yuan in building Cloud Computing and AI infrastructure over the next three years, with the expected investment scale surpassing the total of the past decade. CMB International released a Research Report stating that estimated capital expenditure by Alibaba from 2026 to 2028 could reach approximately 120 billion yuan per year. It is expected that Cloud Computing Service providers in China are trying to accelerate their investment in Cloud Computing infrastructure to catch up with overseas peers, and it is believed that Alibaba's increased capital expenditure will benefit domestic AI infrastructure supply chain companies. Additionally, ByteDance recently announced a capital expenditure plan exceeding 150 billion yuan by 2025. CMB International anticipates.
STMicroelectronics (STM.US) collaborates with Amazon (AMZN.US) AWS to develop photonic chips for Datacenter.
STMicroelectronics (STM.US) announced on Thursday that it will launch a new computing chip aimed at the booming AI Datacenter equipment market.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
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Guosheng Securities: The increased application of AI will rapidly drive the demand for computing power at the front end.
With the rapid implementation of hot technologies such as AI Agents and the swift advancements in various deep learning architectures, combined with major industry players both domestically and internationally increasing their investments in AI, the demand for AI applications is bound to rise.
An Intrinsic Calculation For Zhongji Innolight Co., Ltd. (SZSE:300308) Suggests It's 33% Undervalued
102884128 : getting disappointed with this counter. every day drop.