A premium rate of 96.8%! Lingyun Guang intends to acquire a stake in PhotonicX AI, enhancing its investment in AI Communications.

① A representative from the company's Board Secretary Office stated that considering the subsequent cooperation and business synergy between both parties in the field of Optical Communications, Lingyun Guang holds one seat on the Board of Directors of the symbol company; ② Lingyun Guang also stated that the symbol company is currently in its early establishment phase, with a small asset scale, and during the business development process, it needs to continuously invest a large amount of capital and personnel, and may be affected by uncertainties such as macroeconomic conditions and Industry fluctuations.

cls.cnMar 26 00:05 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

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

NVIDIA has established a "Quantum Day," sparking heated discussions as the Quantum Technology Industry enters a period of intense catalysis.

NVIDIA will hold its annual technology conference GTC 2025 from March 17 to 21, with the newly established "Quantum Day" event being the highlight. The Shanghai Securities believes that quantum computing has become a core area of technological competition among major countries, and China occupies an important position in the multi-path exploration of quantum computing, with enormous potential for the development of the quantum computing industry.

cls.cnMar 16 19:59 ET

The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 00:30 ET