Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
China Telecom and Huawei join hands to unveil the Low-altitude Intelligent Network Laboratory, with multiple listed companies participating in the global strategy cooperation signing.
① china telecom and huawei established the "low-altitude intelligent networked laboratory," which will promote research and application of low-altitude communication technology. They also signed concentrated agreements for low-altitude economic global strategy cooperation projects with 25 companies including zte and zongheng shares. ② The user base of the tianyi shilian platform has exceeded 0.11 billion, with more than 8 million devices connected, and AI daily calls exceeding 1.8 billion.
China Internet Security Association recommends reviewing intel products! The cybersecurity sector may see strong event catalysts.
The China Cyberspace Security Association stated in a document that Intel's security vulnerabilities are frequent. It is recommended to conduct a cybersecurity review of Intel's products sold in China to effectively protect China's national security and the legitimate rights and interests of Chinese consumers. Sinolink research reports pointed out that there are long-term investment opportunities in the cybersecurity sector, individual stocks in the cybersecurity sector have been adjusting for three consecutive years, and the sector currently combines cost-effectiveness and turnaround logic.
Track Hyper | Honor: The emerging leader in invisible edge AI is gradually revealing itself.
Honor creates native AI services that seamlessly flow across devices and operating systems.
China Mobile has entered the game! The four-legged robot dog has arrived.
①China Mobile showcased its self-developed humanoid robot for the first time, which is expected to mainly serve household scenarios in the future, with formal commercial use expected in 3-5 years; ②China Mobile is planning to pilot the deployment of humanoid robots for simple tasks in semi-structured scenarios in retirement homes or communities next year.
Row Shaoyang from China Telecom Research Institute: Smart computing applications are accelerating their penetration from the internet to the entire industry.
By the first half of 2024, China's total computing power reached 246 EFLOPS, with the scale of intelligent computing accounting for over 30% of the total computing power. Ra Shaoyang believes that intelligent computing, as a new type of information infrastructure, will exhibit characteristics of scaling, platformization, and greenization in future development.