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Inspur Information (000977): Abundant production lines occupy a high position in domestic AI servers
From the perspective of AI server manufacturing, this topic tracks the latest developments in the three areas of raw material inventory, production line construction, and AI server product storage. We believe that benefiting from major trends in the global AI industry, Company A
Inspur Electronic Information Industry Co., Ltd. Just Recorded A 5.8% EPS Beat: Here's What Analysts Are Forecasting Next
Inspur Electronic Information Industry Co., Ltd. (SZSE:000977) shareholders are probably feeling a little disappointed, since its shares fell 5.9% to CN¥35.51 in the week after its latest full-year re
Inspur Information (000977): Net profit returned to mother increased high in the fourth quarter to seize intelligent development opportunities
Incident: Inspur Information released its 2023 annual report. In 2023, the company achieved revenue of 65.867 billion yuan, a year-on-year decrease of 5.41%; net profit to mother was 1,783 billion yuan, a year-on-year decrease of 14.54%; withheld
Guohai Securities released a research report on April 20 stating that it gave Inspur Information (000977.SZ) a purchase rating. The main reasons for the rating include: 1) 2023Q4 performance growth rate of 84%, and gross margin is expected to rebound year
Guohai Securities released a research report on April 20 stating that it gave Inspur Information (000977.SZ) a purchase rating. The main reasons for the rating include: 1) 2023Q4 performance growth rate of 84%, and gross margin is expected to rise year on year in 2024; 2) 2023Q4 company gross margin will increase significantly, or mainly due to factors such as supply strategy, product price, cost, etc.; 3) Industry demand: AI computing power boom is expected to increase and general computing power to pick up in 2024; 4) Company layout: stable core competitiveness, product matrix expansion, diversified computing power layout; 5) Server core competitiveness is remarkable, and product matrix is continuously enriched; 6)
Inspur Information (000977) 2023 Annual Report Review: Strong 23Q4 performance reverses stable leading server position
Incident: Inspur Information released its 2023 annual report on the evening of April 19. The full year of 2023 achieved operating income of 65.867 billion yuan, a year-on-year decrease of 5.41%; net profit to mother of 1,783 billion yuan, compared with the same period last year
Minsheng Securities released a research report on April 21 stating that it gave Inspur Information (000977.SZ) a recommended rating. The main reasons for the rating include: 1) gross profit margin and net interest rate rebounded significantly in 2023Q4; 2
Minsheng Securities released a research report on April 21 stating that it gave Inspur Information (000977.SZ) a recommended rating. The main reasons for the rating include: 1) gross profit margin and net interest rate rebounded significantly in 2023Q4; 2) cost control was maintained to meet the demand for high computing power; 3) the leading position of servers was stable and the industry prospects continued to improve; 4) the Ecological Partnership Conference was held, and Wave released AI software and hardware products. (Mainichi Keizai Shimbun)
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