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.

Gelonghui FinanceFeb 24 21:37 ET

Shareholders Would Enjoy A Repeat Of Eoptolink Technology's (SZSE:300502) Recent Growth In Returns

Simply Wall StFeb 23 21:14 ET

Eoptolink Technology Inc. (300502.SZ): has deeply laid out in the AEC technology field.

On February 18, Gelonghui reported that Eoptolink Technology Inc. (300502.SZ) stated on the investor interaction platform that the company's main product is optical modules and that it has deeply laid out its plans in the AEC technology field.

Gelonghui FinanceFeb 18 03:44 ET

The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

Track the entire lifecycle of the main Sector.

cls.cnFeb 17 20:21 ET

Express News | Eoptolink Technology Says Actual Controller Had Illegal Gains Confiscated, Fined 22 Mln Yuan for Non-Compliant Transfer of Stocks

ReutersFeb 17 05:58 ET

Express News | Eoptolink Technology Says Actual Controller Received Notice of Administrative Penalty Issued by China Securities Regulatory Commission

ReutersFeb 17 05:58 ET