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Debon Securities: The Year of the Explosion of Model Distillation Technology Accelerates AI Equality.
Domestic computing power is expected to undergo a value reassessment amid the explosion of inference computing power.
Hygon Information Technology (SHSE:688041) Has A Pretty Healthy Balance Sheet
The 2024 public offering "Champion Fund" has disclosed its quarterly report! Last year's internal return reached 69.23%, with a heavy investment in AI computing power and application sectors.
The public offering 'Champion Fund' discloses its quarterly report for 2024.
Tianfeng: From Internet Plus-Related to Cloud and then to AI, the three major investment opportunities under AI Agent.
In the short term (1 to 2 months), if the environment continues to improve, the Computer Index may lead; in the medium to long term (1 year), the overall performance of the Sector may outperform the Index, but it is still necessary to pay attention to the matching of corporate fundamentals and valuations, as well as to track policy and technological evolution.
Research Reports highlight: Minsheng Securities: Haiguang Information's performance continues to grow significantly as expected, maintaining a "recommended" rating.
According to the Research Reports from Minsheng Securities, the annual net income of Haiguang Information (688041.SH) is expected to be between 1.81 to 2.01 billion yuan, a year-on-year increase of 43.3%-59.1%. The company's deep market engagement and technological innovation have driven its performance to continue growing at a high rate in line with expectations. The significant growth in revenue and profit is mainly due to the company's continued focus on the general computing market and the expansion of market share brought about by technological innovations. With intense research and development and the accumulation of core technologies, the company's technological 'moat' is gradually being solidified, and its product portfolio is becoming more diverse. Based on the Haiguang CPU and DCU series products, the company actively supports the industry in building Datacenters and
Hygon Information Technology Forecasts Up to 59% Rise in 2024 Profit
With Hygon Information Technology Co., Ltd. (SHSE:688041) It Looks Like You'll Get What You Pay For
