The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.

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cls.cnFeb 25 20:22 ET

Benefiting from the recovery of market demand and the trend of the AI industry, Montage Technology's net profit in 2024 is expected to increase more than twice.

① Montage Technology achieved a net income of 1.412 billion yuan in 2024, a year-on-year increase of 213.10%, setting a historical high; ② The shipment volume of its DDR5 memory interface chips exceeded that of DDR4 memory interface chips, and the shipment volume of the second generation DDR5 memory interface chips exceeded that of the first generation products.

cls.cnFeb 24 07:51 ET

The focus of AI development is shifting from training to inference, with customized ASICs expected to experience a surge.

① Driven by DeepSeek, CSP providers are expected to more actively develop self-owned ASIC solutions with lower costs, shifting their focus from AI training to AI inference, which is estimated to gradually increase the proportion of AI inference servers to nearly 50%. ② GTJA points out that AI ASIC chips have advantages in power consumption and cost, making them a necessary choice.

cls.cnFeb 23 19:09 ET

Giantec Semiconductor Corporation's net profit in 2024 is expected to increase by 2.5 times, with improvements in the sales structure driven by the growth of high value-added applications such as Autos electronics.

① Giantec Semiconductor Corporation is expected to achieve revenue of 1.028 billion yuan in 2024; net income attributable to the parent company is expected to reach 0.29 billion yuan, with a year-on-year growth rate of 253.65%; ② Giantec Semiconductor Corporation stated that since entering 2024, the recovery of demand in the downstream application market, along with the company's technological upgrades and product line improvements, have driven the rapid growth of SPD, automotive-grade EEPROM, and NOR Flash business.

cls.cnFeb 21 09:22 ET

Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.

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cls.cnFeb 19 21:09 ET

Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.

① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.

cls.cnFeb 6 20:18 ET