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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%
With Hygon Information Technology Co., Ltd. (SHSE:688041) It Looks Like You'll Get What You Pay For
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