Google predicts that quantum computing will reshape the future within five years, and the Industry is expected to迎来 a period of Gold development.

① Julian Kelly, head of Google's Quantum AI Hardware department, recently stated that in about five years, quantum computers will experience a real breakthrough, including conducting cutting-edge physics research and generating new types of data. ② Huaan analysis pointed out that quantum information technology is expected to become an important core technology for China to "overtake on a bend" and gain discourse power in the Industry Chain within the Global technology industry.

cls.cnMar 26 19:44 ET

CHINA TELECOM stated that the revenue from the company's "first Technology" DeepSeek integrated machine has reached 0.6 billion yuan | Interpretations

① CHINA TELECOM was the first in the Industry to launch the DeepSeek integrated machine, and to date, the contract amount for the DeepSeek integrated machine has reached 0.6 billion yuan. ② The revenue of Tianyi Cloud has seen a slowdown in year-on-year growth, and CHINA TELECOM stated that this is within expectations and aligns with the development trend of the Cloud Computing Industry. ③ CHINA TELECOM's preliminary plan for capital expenditure on computing power this year aims for a year-on-year increase of 22% and will be flexibly adjusted based on demand, with no upper limit.

cls.cnMar 25 09:18 ET

CHINA TELECOM's revenue in 2024 increased by 3.1% year-on-year, Asia Vets revenue surged twofold, capital expenditure decreased by 5.4% year-on-year, and AI and quantum technology became the focus of the Global Strategy | Earnings Reports insights.

CHINA TELECOM's revenue and net profit steadily grew in 2024, with new Business showing impressive performance; Asia Vets revenue surged nearly twofold, while Tianyi Cloud, Datacenter, and video networking revenues all achieved double-digit growth. By the end of the reporting period, CHINA TELECOM's own and accessed smart computing power reached a total of 62 EFLOPS, significantly enhancing competitiveness in the intelligent computing field. The total amount of dividends distributed for the year increased by 11.4% year-on-year. There is a commitment to gradually increase the cash dividend ratio to over 75% within three years.

wallstreetcnMar 25 05:40 ET

On the rise of optical Communications, Tengjing Technology's revenue and net profit are expected to both increase in 2024.

① Tengjing Technology seizes the market opportunity created by the growth in demand for high-speed optical Communications components driven by AI computing power, further expanding the scale of its optical Communications Business; ② Tengjing Technology plans to use the excess raised funds to build a research and development center (Phase II), promoting new technologies such as "chirped grating technology development" and "freeform surface technology development."

cls.cnMar 21 20:56 ET

CHINA MOBILE's capital expenditure slightly decreased, with computing power still being one of the main investment directions, which will drive the popularization of MaaS.

① In 2024, the free cash flow is 151.7 billion yuan; ② CHINA MOBILE launched ultra-large-scale intelligent computing centers in Hohhot and Harbin in 2024, with a layout covering 40 AI models in the Energy, Transportation, Medical, and Education Industries; released the CHINA MOBILE AI intelligent assistant Lingxi Intelligence; ③ By the end of December 2024, the total number of clients for its "AI products" reached 0.19 billion.

cls.cnMar 20 06:41 ET

After a continuous reduction in market trading volume, a short-term directional choice may be faced, waiting for new hotspots to break through.

Yesterday, the market continued a low-volume consolidation structure. From the Index perspective, although it is still in a relatively strong consolidation structure, the narrow fluctuations over the past three days may indicate that the market is facing a new round of directional choices. If it cannot attack with increased volume again, the probability of subsequent corrective consolidation may further increase.

cls.cnMar 19 21:20 ET