"CPO on the power supply side"! Institutions claim that SST has become an underestimated component in AI infrastructure.
① Institutions pointed out that the rotation of computing power infrastructure has begun, and SST has become an undervalued segment with industrial elasticity from zero to one. ② Huatai Securities noted that as the SST industry gradually matures and costs decrease, SST application scenarios are expected to expand from AIDC to broader markets such as DC microgrids, industrial parks, and edge computing.
Up to 1818% Increase! Giant Lithium Miner's Q1 Net Profit Soars | Post-Market Announcement Highlights
The net profit of a lithium mining giant is expected to increase by up to 18 times year-on-year; the pricing for the transfer of shares by a major shareholder of the battery industry leader has been finalized; a computing power chip subsidiary of a major AI stock received an additional investment of 550 million yuan...
Central state-owned enterprises are to take the lead! The State-owned Assets Supervision and Administration Commission held a promotion meeting on the low-altitude economy industry, emphasizing the need for coordinated infrastructure planning.
① Multiple central state-owned enterprises participated, including the Aviation Industry Corporation of China, China Electronics Technology Group Corporation, China Telecom, and China Southern Power Grid; ② The meeting emphasized that central enterprises should further elevate their political stance and deeply recognize that developing the low-altitude economy is a strategic measure to help shape new international competitive advantages and better support and safeguard national security; ③ Analysts predict that 2026 may become an accelerated year for the construction of the low-altitude economy.
Billion-dollar storage giant hit by patent lawsuit with claims totaling 50 million yuan | Selected after-hours announcements
A popular memory chip stock is involved in two patent infringement cases, a leading lithium mining company is temporarily the top 'forecasted earnings growth' company in the A-share market, and the vice chairman and general manager of a leading LED chip company has been placed under investigation...
Former 'Stock King' Makes Major Move: Product Price Hike! | Post-Market Announcement Highlights
The former 'stock king' has adjusted prices again! A home appliance giant plans to repurchase shares worth up to 130 billion yuan, while a leading AI computing power company reports a 108% surge in net profit...
Telecom Giant Reports Trillion-Yuan Results! Compute Power Services Emerge as a Major Growth Driver | Post-Market Announcement Highlights
Telecom giant reports trillion-dollar performance; leading chip manufacturer's net profit grows by 32%; gaming leader nearly doubles net profit and announces a generous dividend plan...