000977 Inspur Electronic Information Industry
- 40.91
- +2.42+6.29%
Inspur Electronic Information Industry News
Express News | The net inflow of 17-share mega-orders exceeds 100 million yuan
Wave Information (000977): Revenue is improving and is expected to benefit from the expansion of computing power demand
FY23&1Q24's performance exceeded our previous expectations. The company released its 2023 annual report and 2024 quarterly report: achieved revenue of 65.867 billion yuan in 2023, a year-on-year decline of 5.41% (restated); actually
Express News | The total turnover of the Shanghai and Shenzhen markets today was 1030.649 billion yuan, with Cyrus leading in terms of turnover
Wave Information (000977): 24Q1 performance exceeds expectations and is expected to gradually benefit from AIGC's big wave
Incident: On the evening of April 29, the company released the “Report for the First Quarter of 2024”, achieving operating income of 17.607 billion yuan, an increase of 85.32% over the previous year; net profit attributable to shareholders of listed companies was 306 million yuan, the same
The computing power leasing sector rebounded in the afternoon, and the rise was halted, while Inspire Information, Century Huatong, Annuoqi, Tefa Information, and China-Bay Communications followed suit.
The computing power leasing sector rebounded in the afternoon, and the rise was halted, while Inspire Information, Century Huatong, Annuoqi, Tefa Information, and China-Bay Communications followed suit.
Express News | The concept of computing power fluctuated, rebounded, and information surged 7%
Wave Information (000977): 24Q1 revenue increased 85% with AI or drive revenue
24Q1 revenue also increased 85%. Benefiting from the high boom in the computing power industry, the quarterly report was released. In Q1 of 2024, revenue of 17.607 billion yuan (Yoy +85.32% was restated), and net profit of 306 million yuan to mother
CITIC Construction Investment Securities: 24Q1 computer fund holdings have declined. It is recommended to focus on AI and the low-altitude economy sector
The Zhitong Finance App learned that CITIC Construction Investment Securities released a research report saying that the public fund's 2024 quarterly report has been disclosed, that the computer sector's heavy holdings are at a low level, and the overall concentration of the top ten major stocks in the sector has increased. Overseas cloud vendors have given CAPEX that have exceeded expectations and raised subsequent CAPEX guidelines, and intelligent computing power construction continues to be popular; domestically, the Sora-like model Vidu was released, which is expected to promote the implementation of major domestic video models and applications, and Beijing introduced a computing power policy last week, which is expected to accelerate domestic computing power construction. Recommended attention: 1) Investment in computing power infrastructure at home and abroad remains hot, and domestic computing power is obtained
Wave Information (000977): Significant improvement in performance, broad room for growth under the AI wave
Event: Wave Information releases its 2023 report and 2024 quarterly report. The company achieved operating income of 65.867 billion yuan in 2023, -5.41% year on year; net profit to mother was 1,783 billion yuan, -14.54 billion yuan year on year
Express News | Wave Information: Net profit from mother for the first quarter was 306 million yuan, up 64.39% year on year
Inspur Information (000977): 2023 Annual Report Review: Excellent 23Q4 performance is expected to benefit AI computing power demand in the long term
Core view The company released its 2023 annual report, achieving full year revenue of 65.867 billion yuan, a year-on-year decrease of 5.41%; net profit to mother of 1,783 billion yuan, a year-on-year decrease of 14.54%. The company is the leading domestic server
Inspur Information (000977) Comment: 24Q1 revenue and profit all exceeded expectations GM recovery+subsequent AI breakout
The company issued the 24Q1 results announcement. According to the announcement, the company achieved revenue of 17.607 billion yuan, yoy +85.32% in 24Q1; realized net profit of 306 million yuan, yoy +64.39%; achieved
Inspur Information (000977): Achieved a significant increase in revenue and profit in the first quarter, and released Yuanao Qizhi EPAI
Investment events: The company released its 2024 quarterly report: Q1 revenue for 2024 was 17.607 billion yuan, up 85.32% year on year; net profit to mother was 306 million yuan, up 64.39% year on year; deducted from Africa
Wave Information (000977): The inflection point of the general-purpose server cycle has reached AI to inject growth momentum
Event Overview On April 20, 2024, the company released its 2023 annual report. On the revenue side, the company achieved total revenue of 65.867 billion yuan, down 5.41% from the previous year; operating costs 592.54 billion yuan
Wave Information (000977): Profits increased sharply in Q4 in '23, and the leading position in servers was stable
Incident: On the evening of April 19, Inspur Information released its 2023 annual report. The company achieved revenue of 65.867 billion yuan, a year-on-year decrease of 5.41%; realized net profit to mother of 1,783 billion yuan, a year-on-year decrease of 14.54%; actual
Inspur Information (000977): The company achieved high net profit growth in single Q4, leading cutting-edge innovation
Investment events: The company released its 2023 annual report: 2023 revenue of 65.867 billion yuan, down 5.41% year on year; net profit to mother of 1,783 billion yuan, down 14.54% year on year; net profit not attributable to mother
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
Wave Information (000977): Performance is in line with expectations, and high demand for AI is expected to drive growth
Investment Highlights The company disclosed its 2023 annual report, with total operating income of 65.867 billion yuan (-5.41% YoY), net profit attributable to mother of 1,783 billion yuan (YoY -14.54%), net profit of 1,118 billion yuan (YoY)
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
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