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Guosen: The three major telecommunications companies are expected to be reevaluated in the Cloud Computing Business era of AI. All are recommended for attention.
Guosen recommends paying attention to CHINA MOBILE (600941.SH, 00941), CHINA TELECOM (601728.SH, 00728), and China United Network Communications (600050.SH, 00762) to benefit from the growth trend under the development of AI.
Hong Kong Stock Morning Report | The State Administration for Market Regulation is reviewing CKH HOLDINGS' port Trade. CHINA RES GAS reported a net profit decrease of over 20% year-on-year last year.
① Trump: Any tariff agreement will be reached after the measures take effect on April 2. ② State Administration for Market Regulation: Review of CKH HOLDINGS port Trade will be conducted in accordance with the law. ③ Four major Banks, including Bank of China, China Construction Bank, Agricultural Bank of China, and Postal Savings Bank, announced plans for a private placement to introduce strategic investment from the Ministry of Finance, with a total amount of 500 billion yuan. ④ Gou Ping, Deputy Director of the State-owned Assets Supervision and Administration Commission: Strategic restructuring of state-owned automobile enterprises.
Research Reports on Investment Opportunities丨Guosheng Securities: CHINA MOBILE's performance is steadily growing, maintaining a "Buy" rating.
Guosheng Securities Research Reports pointed out that CHINA MOBILE (600941.SH) will have a Net income of 138.4 billion yuan in 2024, an increase of 5.0% year-on-year, with a Net income of 27.5 billion yuan in the fourth quarter, up 4.7% year-on-year. The C-end Business is experiencing stable growth, while the government and enterprise Business continues to break new ground. The total Capex has decreased, with no upper limit set for computing power investment. The company previously guided that starting in 2024, the dividend payout ratio will gradually increase to over 75% over the next three years, continuously enhancing Shareholder returns. The company's capital expenditure is steady, and Shareholder returns are continuously increasing, maintaining a 'Buy' rating.
Hong Kong stock Concept tracking | Striving to break through 200 billion yuan! Shanghai increases investment in the intelligent computing cloud industry, Institutions are Bullish on these four major industrial directions (with related stocks)
Guosheng Securities Research points out that the rapid development of AI is driving a surge in demand for computing power.
Express News | Jinxin Technology Holding Co - Expects 100 Million RMB Revenue From China Mobile Collaboration
Hong Kong stock Concept tracking | Central state-owned enterprises accelerate the "AI+" special action, focusing on the three major telecom Operations (with Concept stocks attached).
The State-owned Assets Supervision and Administration Commission of the State Council will continue to deepen the "AI+" special action, emphasizing three main directions: application guidance, data empowerment, and intelligent computing foundation.
Buy n Die Together❤ :
Hamza Khan226 : nice