Everbright: Domestic and international AIDC capital expenditures will continue to expand, focusing on investment opportunities from cloud vendors.

The capital expenditure cycles of major U.S. technology giants in AI vary, and capital spending will continue to expand through 2025. Domestic Internet giants have begun a new round of capital investment cycles; how will the narrative of AIDC unfold?

Zhitong FinanceMar 8 04:22 ET

Empowering Intelligent Future With TeleAI: China Telecom Makes a Debut at MWC 2025

PR NewswireMar 6 06:13 ET

The MWC conference sees Siasun Robot&Automation take center stage! Yushu, Leju, and others make their appearance, as the fusion of Communications and Asia Vets Hardware becomes a trend.

① Yushu Technology has an independent booth at MWC 2025. According to relevant personnel, overseas Orders in 2024 have increased several times compared to 2023; ② Leju Robot appeared at the Huawei booth, equipped with a 5G module and using the DeepSeek large model, it can engage in conversation and recognize the content of pictures through voice control.

cls.cnMar 5 20:17 ET

Hong Kong Stock Morning Report | US stocks rebound, China's Golden Dragon Index surges 6.4%, the State Council aims to increase support for Technology enterprises.

① The USA will grant a one month tariff exemption on Autos imported under the USMCA. ② The three major US stock indexes closed higher, with the Nasdaq China Golden Dragon Index rising by 6.4%. ③ The General Office of the State Council stated that efforts should be increased to support equity financing for Technology companies that break through key core technologies. ④ Morgan Asset Management indicates that the process of revaluation of China Assets has just begun.

cls.cnMar 5 18:14 ET

MWC Frontline | CHINA TELECOM and China United Network Communications released the results of the co-built and shared 5G-A, conducting experimental low-altitude communication network in 10 cities.

On March 5, Beijing time, during MWC 2025, GSMA, China Telecom, and China United Network Communications jointly held a press conference to release the achievements of the shared network 5G-A innovation, and simultaneously published the "White Paper on Shared Network Intelligent Governance" and the shared network 5G-A evolution innovation results. Richard Cockle, head of GSMA Foundry, Liu Ying, deputy general manager of China Telecom, and Wang Limin, deputy general manager of China United Network Communications, attended and delivered speeches. During the meeting, China Telecom, China United Network Communications, and partners such as Huawei, ZTE, LM Ericsson Telephone, Nokia Oyj, and China CITIC Group discussed topics concerning 5G-A, the network.

Sina TechnologyMar 4 12:49 ET

Brokerage morning meeting highlights: DeepSeek reopens its source code, focusing on changes in AI applications.

At today's Brokerage morning meeting, HTSC proposed that DeepSeek be open-sourced again and focus on changes in AI applications; China International Capital Corporation believes that AI+finance is expected to reach a scaling inflection point; China Securities Co.,Ltd. stated that the performance resonance of lithium battery demand is signaling the beginning of a new cycle.

cls.cnMar 3 19:24 ET