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CICC: Resonance of High AI Prosperity at Home and Abroad. Will Pay Attention to the Structural Upgrading of Traditional Telecommunications Business in the Second Half of the Year.
Looking forward to the second half of 2024, it is recommended to pay attention to five major opportunities in the communications equipment industry.
We Might See A Profit From Suzhou Centec Communications Co., Ltd. (SHSE:688702) Soon
Soochow Securities: Top players in the industry chain are deploying AI+ Ethernet, and leading manufacturers are expected to maintain shipment growth.
Soochow Securities stated that the top players in the industry chain are all laying out, and AI+Ethernet is a confirmed trend.
Soochow Securities: Top players in the industry chain are laying out AI+Ethernet, which is a confirmed trend.
The penetration of RoCE will effectively stimulate the demand growth and product technology iteration of the AI computing power interconnect industry chain, and leading companies in the industry are expected to maintain shipment growth with more stable market share, while domestic chip manufacturers are expected to achieve breakthroughs in technology and customers.
A-share noon review: Shanghai Composite Index fell by 0.34%. Precious metals and car-luyun concepts rose against the trend, while the semiconductor sector had the largest decline.
As of midday close, the Shanghai Composite Index fell 0.34% to 3020.03 points, the Shenzhen Component Index fell 0.85%, and the Chinext Price Index fell 1.12%.
Is Suzhou Centec Communications (SHSE:688702) A Risky Investment?
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