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Express News | Another unreasonable crackdown! The United States plans to permanently ban Huawei, ZTE, etc. from participating in wireless device certification projects
Dahua Co., Ltd. (002236): Continued optimization and innovation in various businesses and outstanding overseas business performance
Incident: Dahua Co., Ltd. released the 2023 annual report and the first quarter report of 2024. In 2023, it achieved revenue of 32.218 billion yuan, an increase of 5.41% over the previous year; net profit to mother was 7.362 billion yuan, an increase of 2 times over the previous year
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
Dahua Co., Ltd. (002236.SZ): Applications in the low-altitude economy include government services, forestry, water and energy patrols, surveying and mapping, emergency rescue, and road inspections
Gelonghui, April 29丨Dahua Co., Ltd. (002236.SZ) said on the investor interactive platform that the company's applications in the low-altitude economy include government services, forestry, water and energy patrols, surveying and mapping, emergency rescue, and road inspections. In terms of technology, compared with traditional algorithm models, large models have advantages such as high generalization, high algorithm accuracy, easy deployment, and rapid addition of algorithms. Large models are expected to play an important role in more fields and solution implementation of smart IoT.
Express News | Domestic “Sora” is popular, and multi-modal AI stocks that institutions are optimistic about are released
Express News | Dahua Co., Ltd. and Zheshang Bank reached a strategic cooperation
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