Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Hongxin Electronic Computing Power Server received another 1.5 billion new orders, and the new AI business has contributed to performance
① Hongxin Electronics subsidiary today signed a 1.5 billion yuan computing power server product sales contract. ② The company has delivered a large number of AI server sales orders in 2023. This year, Q1 added 760 million yuan in computing power business revenue, mainly sales revenue from computing power servers.
Concept News | Financial Federation adds “commercial aerospace” to the theme library
① From the mention of commercial space at the Central Economic Work Conference in 2023 to being included in the government work report in 2024, commercial space has ushered in new opportunities. ② List of commercial aerospace concept stocks.
Accelerating the construction of intelligent computing centers, institutions are optimistic about the sustainability of computing power demand
① In 2024, telecom operators will increase capital expenditure related to computing power. China Mobile's computing power plan capital expenditure was 47.5 billion yuan, up 21.5% year on year; China's telecom industry digitization plan capital expenditure increased 4.1% year on year. ② According to the Tianfeng Securities Research Report, AI will accelerate the iteration and performance requirements of related infrastructure, more powerful AI models will require stronger computing power and interconnection capabilities, and the demand for computing power is continuous.
The net loss widened again! Why is the performance of Hongxin Electronics, which supplies Huawei and lays out AI computing power? |Annual Report Interpretation
① Hongxin Electronics' net loss in 2023 exceeded 400 million, an increase over the previous year. ② The company said it is expected that the impact of new relatively high value orders on operating results will begin to be felt in 2024.
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!