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IDC: In the second half of 2023, China's IT service market increased 4.6% year-on-year to reach 148.74 billion yuan
In terms of the overall share of the IT service market in China, the operator camp accounts for 76.2%, Huawei accounts for 10.3%, and Lenovo (00992) accounts for 4.0%.
This week's bullish stocks in Hong Kong | AI models are in the spotlight! Shangtang's stock price doubled this week; Kewang stocks took the lead, and Kuaishou rose more than 27% weekly
The volume of the three major indices surged this week, and the “beef flavor” is getting stronger. The Hang Seng Index rose more than 13% during the week, while the Hang Seng Index and the State-owned Enterprises Index both rose for five consecutive days.
Tech giants face profit challenges: the market value of Huali Seven Shares evaporates by nearly 1 trillion US dollars
Large technology companies are facing a profit test. The seven major tech giants lost nearly 1 trillion US dollars in market capitalization last week, and market anxiety is rising.
The Hang Seng Technology Index fell 3% The Hang Seng Index fell 2%. NIO fell by about 11%, Wanguo's data fell by about 6%, and Xiaopeng Motors fell by about 6%.
The Hang Seng Technology Index fell 3% The Hang Seng Index fell 2%. NIO fell by about 11%, Wanguo's data fell by about 6%, and Xiaopeng Motors fell by about 6%.
Shares of Companies Within the Broader Tech Sector Are Trading Lower Amid Overall Market Weakness on Rate Cut Uncertainty.
Shares of Companies Within the Broader Tech Sector Are Trading Lower Amid Overall Market Weakness on Rate Cut Uncertainty.
Trend Insight | Is the end of AI really photovoltaics, energy storage, and nuclear energy? — Return of GTC, thoughts on AIDC design and construction (1)
The following article comes from GDS PiloTalk. The author Gang introduced “the end of AI is energy”. As soon as the opinion came out, it sparked a buzz in the scientific community, even under the “extreme” energy efficiency performance of Nvidia's BlackWell architecture, where the performance of a single GPU was increased by 5 times and energy consumption was reduced by 25 times. For data center companies, how to reduce energy consumption and improve energy efficiency is an eternal topic, and the wider deployment of AIDC will surely continue to pay attention to this topic in the future. Of course, in the data center field, the “end” that needs to be thought about is definitely not just energy; so-called limits are often decided
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