With 5G infrastructure completed, how should telecom giants achieve further growth?

Guancha SyndicateApr 14 14:48

Triple boost propels AI application stocks! Zhipu's share price once broke through HKD 1,000, setting another all-time high.

The Hong Kong stock market weakened at the opening due to external influences, with most individual stocks performing poorly, while some AI concept stocks bucked the trend and strengthened.

cls.cnApr 13 11:27

Express News | Sichuan: Strive to build 15 large-scale and above intelligent computing facilities during the '15th Five-Year Plan' period, creating a province-wide integrated computing power monitoring, scheduling service, and secure computing infrastructure platform.

BreakingsApr 13 10:31

Who Benefits from Token 'Inflation'? Institutions Point to One 'Chip,' Two 'Models,' and Three 'Clouds.'

Overall, it is recommended to focus on the core assets of three main themes: 'chip', 'module', and 'cloud'.

Zhitong FinanceApr 10 11:41

JPMorgan lists defensive income-themed names among China-related stocks (table).

JPMorgan issued a report listing Chinese stocks under the defensive dividend theme, all of which are rated as "Overweight": Stock │ Target Price │ Dividend Yield over the Past 12 Months China Mobile (00941.HK) │ HKD 110 │ 6.5% China Telecom (00728.HK) │ HKD 7.5 │ 6.1% China Unicom (00762.HK) │ HKD 12 │ 6.8% China Construction Bank (00939.HK) │ HKD 9.5 │ 5% Industrial and Commercial Bank of China (01398.HK) │ HKD 7.4 │ 4.8% Bank of China (03988.HK) │ HKD 5.5 │ 5%

AASTOCKSApr 10 11:09

The U.S. FCC is planning a new round of restrictions on Chinese telecommunications companies.

The U.S. Federal Communications Commission (FCC) stated that due to national security concerns, it is considering banning three major Chinese telecommunications companies—China Mobile (00941.HK), China Telecom (00728.HK), and China Unicom (00762.HK)—from operating data centers in the United States. It also plans to prohibit other telecom operators in the U.S. from connecting with these Chinese telecom companies. The FCC is scheduled to hold a preliminary vote on the proposal at its meeting on April 30. The FCC noted that it is considering expanding the scope of the ban on providing U.S. telecom services to include certain affiliates of companies listed on the national security list. Additionally, telecom operators will be prohibited from connecting with An…

AASTOCKSApr 10 09:46