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%.
Haitong Securities: Profit improvement in the information service industry in Q3 2024, high revenue growth of cni data factor index.
From the perspective of distribution, the distribution in Q3 2024 moved to the left compared to the first three quarters of 2024, indicating a slowing trend in revenue growth for the computer sector. Both net profit attributable to the parent company and non-net profit show a two-tier differentiation state, with a large proportion of extremely high and extremely low growth rates.
Returns Are Gaining Momentum At Hygon Information Technology (SHSE:688041)
Huafu Securities: AIAgent's intensive release enhances the voice of mobile brand factories.
Since October 23, Claude 3.5 Sonnet has added the Computeruse feature, and various AIAgents have been intensively released by each company.
Guosen Securities: AI drives a new round of capital expenditure cycle
Guosen Securities released research reports stating that since 23, global ai has been developing rapidly, with cloud vendors vigorously building AI infrastructure, driving a new round of capital expenditure growth.
Revenues Not Telling The Story For Hygon Information Technology Co., Ltd. (SHSE:688041) After Shares Rise 46%
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
Haiguang Information: Haiguang Information Technology Co., Ltd. Report for the Third Quarter of 2024
Haiguang Information Technology Co., Ltd. Third Quarter Report 2024
Star Evening News | Hikvision's Q3 net income increased by nearly 200% year-on-year. Effort's shareholders plan to collectively reduce their shareholding by no more than 4%.
Shanghai Municipal Transportation Commission: By 2030, the basic establishment of a "5G+digital twin" smart aviation hub; Domestic photoresist verified by mass production; The US government is reportedly considering restricting nvidia, AMD from selling ai chips to some countries.
Haiguang Information's Q3 profits surged, Ge Weidong may reduce positions before the main uptrend.
①In the third quarter, Haiguang Information achieved a net income attributable to the parent company of 0.672 billion yuan, a year-on-year increase of 199.9%;②During the reporting period, Ge Weidong's Chaos Investment reduced its holdings by over 4.13 million shares; ③If Chaos Investment implements the shareholding before September 27, it will miss out on most of the gains.
Haiguang Information: Voluntary Disclosure Notice of Haiguang Information Technology Co., Ltd. Results Forecast for the First Three Quarters of 2024
Voluntary disclosure notice on the results forecast for the first three quarters of 2024 of Haiguang Information Technology Co., Ltd.
Express News | Hygon Information Technology Says It Sees 9-Month Net Profit up 56.2-75.9% Y/Y
Unilumin Group (688041.SH): Net income in the first three quarters is expected to increase by 56.16% to 75.90% year-on-year.
Gelonghui October 10th| Haiguang Information (688041.SH) announced the performance forecast for the first three quarters of 2024. According to the preliminary calculation of the finance department, it is expected to achieve a revenue of 5.836 billion yuan to 6.358 billion yuan in the first three quarters of 2024, an increase of 48.02% to 61.26% year-on-year. It is expected to achieve a net income attributable to the owners of the parent company of 1.408 billion yuan to 1.586 billion yuan in the first three quarters of 2024, an increase of 56.16% to 75.90% year-on-year. It is expected to achieve a net profit after deducting non-recurring gains and losses attributable to the owners of the parent company of 13.
We Think Hygon Information Technology (SHSE:688041) Can Stay On Top Of Its Debt
Is Hygon Information Technology Co., Ltd.'s (SHSE:688041) Recent Performance Tethered To Its Attractive Financial Prospects?
Haiguang Information (688041.SH): The company's DCU product has obtained certification from internet companies such as baidu.
Haiguang Information (688041.SH) stated on the investor interaction platform on September 12 that the company's DCU product has been certified by Baidu and other internet companies, and a joint program has been launched to create a national software and hardware integrated full-stack AI infrastructure. The company continues to be bullish on the development prospects of this field and will actively seize market opportunities, increase R&D investment in this field, fully utilize the company's R&D achievements in the DCU field, break through key technologies in Haiguang DCU R&D, improve the ecosystem of DCU, and create good performance to return to investors.
Hygon Information Technology Co., Ltd.'s (SHSE:688041) Largest Shareholders Are Private Companies Who Were Rewarded as Market Cap Surged CN¥11b Last Week
Hygon Information Technology H1 Profit Up 26%, Operating Income Rises 44%
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