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Huachuang Securities' investment strategy for the communications industry in 2025: focusing on computing power, satellite communications/military industry communications, and telecommunications operators as the three main investment directions.
Market investment logic will be further added on top of emotional repair and expectation improvement, with the communication sector demonstrating solid and positive fundamental performance as well as the growth attributes of macro storytelling. It is expected to remain as a preferred configuration with excess returns in the future.
Wuxi Taclink Optoelectronics Technology Co., Ltd.'s (SHSE:688205) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?
Dekeli (688205.SH): In recent years, it has been actively and steadily advancing the development of DCI products, with work such as customer development, order acquisition, and capacity building all in the early stages.
Geelonghui November 4th | Dekoli (688205.SH) announced the abnormal fluctuations in stock trading and recently, the significant increase in demand for interconnection of nodes driven by AI technology development in North America has drawn high market attention to products such as DCI. The DCI market is still in the early stage of development, with significant uncertainties in product forms and market demand. In recent years, the company has been actively and steadily promoting the development of DCI products. Activities such as customer development, order acquisition, and capacity construction are all in the early stages, and the contribution of DCI to the company's performance also faces uncertainties.
Decolly: Report for the Third Quarter of 2024 by Wuxi Taclink Optoelectronics Technology Co., Ltd.
Report for the third quarter of 2024 of Wuxi Taclink Optoelectronics Technology Co., Ltd.
Tech-Link (688205.SH) released its performance for the first three quarters, with a net income of 76.2887 million yuan, a year-on-year growth of 15.03%.
Deko Li (688205.SH) disclosed the third quarter report of 2024, the company achieved revenue in the first three quarters...
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