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Minsheng Securities: Byte's AI opens up space for the domestic Industry Chain of computing power.
With the continuous iteration of domestic models, downstream application scenarios are expected to keep expanding, and the high demand for interactive inference will inevitably lead to emerging needs on the Hardware side.
Suzhou TFC Optical Communication Co., Ltd.'s (SZSE:300394) Top Owners Are Private Companies With 38% Stake, While 27% Is Held by Individual Investors
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Investors Shouldn't Overlook Suzhou TFC Optical Communication's (SZSE:300394) Impressive Returns On Capital
Suzhou TFC Optical Communication (300394.SZ) granted 0.6678 million shares of restricted stocks at a grant price of 27.11 yuan per share.
suzhou tfc optical communication (300394.SZ) announced that the company agreed to set November 27, 2024 as the reservation grant date,...
Huachuang Securities' investment strategy for the communications industry in 2025: focusing on computing power, satellite communications/military industry communications, and telecommunications operators as the three main investment directions.
Market investment logic will be further added on top of emotional repair and expectation improvement, with the communication sector demonstrating solid and positive fundamental performance as well as the growth attributes of macro storytelling. It is expected to remain as a preferred configuration with excess returns in the future.