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Cambrian (688256.SH): Intends to increase capital to its wholly-owned subsidiary Shanghai Cambrian using funds raised and self-owned funds.
Gelonghui November 22nd | Han's Ju(688256.SH) announced that at the twenty-fourth meeting of the second board of directors of the company, it was resolved to approve the addition of wholly-owned subsidiary Shanghai Han's Ju as the implementation subject of the 'general intelligence processing technology research and development project for emerging application scenarios'. Based on the current progress of the raised investment project, the company plans to use 15 million yuan of the raised funds to increase the capital of Shanghai Han's Ju for the implementation of refinancing and investment projects. In addition, according to the actual operational needs of Shanghai Han's Ju, the company will use 185 million yuan of its own funds to increase the capital of Shanghai Han's Ju.
Breakeven On The Horizon For Cambricon Technologies Corporation Limited (SHSE:688256)
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%.
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.
Cambrian: third quarter report 2024
Third Quarter Report 2024
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Btan : If this is true, China is playing the same card as US. This will disrupt the movements in China funds. Especially when Baba is cooperating with Nividia
considerate Kiwi_974 : Is time to short Nvidia. Some news about SMCI and Nvidia cooked their books. Think Nvidia will be called for investigation soon. No wonder Huang kept selling his shares.