First quarter losses expand British software: new versions of various products will be launched in the third quarter|Direct performance report

① Regarding the increase in losses in the first quarter of 2024, Hu Junqing, chairman and general manager of British Software, said that R&D expenses and sales expenses for the first quarter increased by 27.41% and 22.46% respectively compared to the same period last year, leading to a decline in profits during the same period; ② Hu Junqing told the “Science and Technology Innovation Board Daily” reporter that the new distributed cluster backup platform is progressing steadily, and the new version is expected to be launched in the third quarter of this year.

cls.cnMay 8 06:43

Tesla surged more than 15%, and the FSD implementation process accelerated, which is expected to catalyze the smart driving market

① Tesla surged more than 15%, the biggest one-day increase since March 2020. The time when Tesla FSD landed in China is close. ② CITIC Securities believes that FSD V12 is expected to open the ChatGPT moment for Tesla's intelligent driving, and sector sentiment is expected to continue to be catalyzed, and it will continue to be optimistic about this round of smart driving.

cls.cnApr 29 19:05

Demand for computing power is exploding under the AI wave, and these chips are expected to usher in a golden period of development

① China Mobile officially unveiled the Dayunbanshi DPU at its 2024 Computing Power Network Conference. The chip has a bandwidth of 400 Gbps, doubling the maximum transmission rate of domestic DPU chips. ② Minsheng Securities pointed out that under major trends in the development of AI technology such as ChatGPT, demand for computing power is prominent, and DPU is expected to usher in a golden period of development.

cls.cnApr 29 18:49

“Most Expensive ST Demon Stock” *ST Zuojiang's listing was terminated! Large net profit losses for two consecutive years are suspected of major financial fraud

① In 2023, *ST Zuojiang achieved revenue of 53 million yuan and a net profit loss of 220 million yuan. As a result, the Shenzhen Stock Exchange decided to terminate the market; ② On January 29, the Securities Regulatory Commission announced that the financial information disclosed by ST Zuojiang in 2023 was seriously untrue and suspected of major financial fraud.

cls.cnApr 28 09:23

95 domestic game editions have been approved again, and many listed game companies have made gains

The number of game versions has been distributed over 100 for 5 consecutive months. An agency source told the Financial Association reporter that the current supply of editions is in line with expectations, and the distribution pace continues to improve and is expected to continue.

cls.cnApr 26 04:35

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.

cls.cnApr 22 18:50