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Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Minsheng Securities: Industry cloud computing capital expenditure steadily increasing, electronic computing power demand remains strong.
In CY3Q24, the total capital expenditure of the top four cloud providers in North America was $59.814 billion, a year-on-year increase of 61.7% and a quarter-on-quarter increase of 13.2%; Market media unanimously expect the total capital expenditure of the top four cloud providers in North America in CY2024 to be $222.6 billion, a year-on-year increase of 51.0%.
Victory Giant Technology (HuiZhou)Co.,Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Shenghong Technology: Report for the third quarter of 2024
Victory Giant Technology (300476.SZ): The company produces PCB products used in 1.6T optical modules.
Geelong's 11th of October, Victory Giant Technology (300476.SZ) stated on the investor interaction platform that the company produces PCB products used in 1.6T optical modules.
Victory Giant Technology (300476.SZ): No share repurchase has been implemented.
Oct 10th, Gelonhui: victory giant technology (300476.SZ) announced that as of September 30, 2024, the company has not yet implemented share repurchases.
Is Weakness In Victory Giant Technology (HuiZhou)Co.,Ltd. (SZSE:300476) Stock A Sign That The Market Could Be Wrong Given Its Strong Financial Prospects?No Data
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