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China Galaxy Securities: The importance of computational power is increasing, and the development of sub-sectors like optical modules is accelerating.
The current Sector of computing power, in the continuous development of inference applications, does not show a trend of declining demand for computing power; instead, the demand for computing power is further stimulated.
US FCC Investigates Chinese Communications Firms for Allegedly Skirting Restrictions
Bank of China International: Reaffirmed China United Network Communications (00762) "Buy" rating and raised the Target Price to HKD 15.02.
The bank indicated that the dividend payment increased by 5 percentage points year-on-year, highlighting the management's commitment to improving shareholder returns.
China International Capital Corporation: China United Network Communications (00762) fires the first shot in the enhancement of operator computing power, with the three major operators intensifying their computing power layout.
The three major operators are ramping up their computing power layout, and a transformation in Technology innovation is imminent.
After a continuous reduction in market trading volume, a short-term directional choice may be faced, waiting for new hotspots to break through.
Yesterday, the market continued a low-volume consolidation structure. From the Index perspective, although it is still in a relatively strong consolidation structure, the narrow fluctuations over the past three days may indicate that the market is facing a new round of directional choices. If it cannot attack with increased volume again, the probability of subsequent corrective consolidation may further increase.
China Unicom's 2024 Profit Up 11%; Shares Down 5%
