A significant bullish announcement is coming! Which directions might be the core of capital's attention?

Track the entire lifecycle of the main sector.

cls.cnDec 9 20:24 ET

Zheng Jianbo plans to "take control" of xuancheng valin precision technology, while sunwave communications previously acquired its venture at a huge cost but suffered significant losses | Quick read announcement.

① Xuancheng Valin Precision Technology plans to increase its capital by 30% of its shares, raising 0.453 billion yuan. After subscribing, Zheng Jianbo will replace the Huang Yuhua family as the new actual controller; ② The new owner, Zheng Jianbo, founded Giant Network Technology, which was acquired by Sunwave Communications for a huge sum, resulting in a goodwill impairment loss of 0.8 billion yuan for Sunwave Communications after the trade.

cls.cnDec 9 10:07 ET

Richinfo Technology: Tusheng Music App has already attracted hundreds of thousands of C-end users, focusing on app + smart computing to build AI full-stack service capabilities | Company research.

① Richinfo technology this year is focusing on exploring AI applications, with AI Agent considered one of its core directions. The AI music application, Cai Ling Tu Ge Le, currently has hundreds of thousands of seed users on the consumer side; ② Richinfo technology is aligning with the operators' business layout to develop computing power. The AI-native cloud computing solution, Rich AICloud, has been implemented in multiple areas such as training and inference of large models at the scale of hundreds of billions of parameters, as well as acceleration of AI tools.

cls.cnNov 27 09:01 ET

AI applications are accelerating their landing period, institutions say the industry is expected to reach a turning point.

Gamma Data's "October 2024 AI Industry Report" shows that the global AI application traffic increased by 13.64% month-on-month in October, with total visits exceeding 6 billion. Guosheng Securities believes that more AI applications are accelerating their entry into the implementation phase, providing truly practical optimization functions for life and work patterns.

cls.cnNov 24 19:07 ET

Another semiconductor summit is about to be held, and the advanced packaging industry is expected to maintain a high level of prosperity.

①The 21st China International Semiconductor Exhibition (ICChina2024) will be held at the Beijing National Convention Center from November 18th to November 20th. ②Yole expects that the global advanced packaging market size is expected to increase from $46.83 billion in 2023 to $78.55 billion in 2028.

cls.cnNov 11 18:54 ET

Lenovo sues ZTE for infringement in the United Kingdom! Industry insiders: using litigation to promote reconciliation is quite common.

①Lenovo filed a lawsuit against zte for patent infringement in the High Court of the United Kingdom on October 21, 2024. zte's official response stated, "We always respect any company's legal actions within the framework of the law, but we are very disappointed in Lenovo's actions."; ②Patent disputes in the mobile industry are not uncommon. Overall, most lawsuits end in reconciliation after going through the process of confrontation.

cls.cnOct 30 19:44 ET