Inspur Information (000977): Companies with strong demand for AI infrastructure fully benefit
Wave Information (000977): Revenue increased significantly in the first quarter and increased procurement of upstream components
Wave Information (000977): Continued recovery in single quarter results benefited from high demand for computing power at home and abroad
Inspur Information (000977) Company Incident Review Report: 2024Q1 performance exceeds expectations, and the leading server position is stable
Wave Information (000977) 2024 Quarterly Report Review: Performance exceeds expectations, and high increases in contract debt inventory confirm the boom in demand
Wave Information (000977): Revenue is improving and is expected to benefit from the expansion of computing power demand
Wave Information (000977): 24Q1 performance exceeds expectations and is expected to gradually benefit from AIGC's big wave
Wave Information (000977): 24Q1 revenue increased 85% with AI or drive revenue
Wave Information (000977): Significant improvement in performance, broad room for growth under the AI wave
Inspur Information (000977): 2023 Annual Report Review: Excellent 23Q4 performance is expected to benefit AI computing power demand in the long term
Inspur Information (000977): Achieved a significant increase in revenue and profit in the first quarter, and released Yuanao Qizhi EPAI
Inspur Information (000977) Comment: 24Q1 revenue and profit all exceeded expectations GM recovery+subsequent AI breakout
Wave Information (000977): The inflection point of the general-purpose server cycle has reached AI to inject growth momentum
Wave Information (000977): Profits increased sharply in Q4 in '23, and the leading position in servers was stable
Inspur Information (000977): The company achieved high net profit growth in single Q4, leading cutting-edge innovation
Inspur Information (000977): Abundant production lines occupy a high position in domestic AI servers
Wave Information (000977): Performance is in line with expectations, and high demand for AI is expected to drive growth
Inspur Information (000977): Net profit returned to mother increased high in the fourth quarter to seize intelligent development opportunities
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
Inspur Information (000977) 2023 Annual Report Review: Strong 23Q4 performance reverses stable leading server position
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