Sales of Huawei phones increased by nearly 70% in the first quarter, institutions predict a moderate recovery in the mobile phone market
According to Counterpoint's mobile phone sales report data, smartphone sales in China increased 1.5% year on year in the first quarter of 2024, achieving positive year-on-year growth for the second consecutive quarter. Huawei stood out from all mobile phone brand manufacturers in the first quarter, with a year-on-year increase of 69.7%.
AI server manufacturer Dell's US stock surged 31%, server demand entered a period of expansion
① Benefiting from a surge in demand for AI servers, Dell, one of the world's largest server manufacturers, surpassed expectations in the latest fiscal quarter. Dell's US stock surged 31%, and its share price has more than doubled in the past 12 months. ② According to the Huafu Securities Research Report, as a computing power engine, demand at home and abroad resonates, and the increase in demand for computing power will usher in a rapid increase in demand for AI servers and servers.
“The funds bought are all negative”. The securities agency of listed companies criticizes fund managers by name. Emotions are everywhere, and public offerings are frequently criticized
① After the director of Siyuan Electric angrily criticized the public fund, he also saw the blue light shouting on behalf of the company; ② In the industry's view, Zendai used fund product losses more to respond to market questions about the company's business and profits.
“Phantom Beast Palu” detonates gaming industry agencies say the scale of the industry is expected to grow further
① A game called “Phantom Beast Paru” blew up the gaming world. “Phantom Beast” has a simultaneous online peak of over 1 million on Steam, making it the game with the highest number of simultaneous online players of any paid game in Steam history. ② “Phantom Beast” game developer PocketPair has also developed an AI drawing game “AI: ArtimPostor”. AI is expected to reshape game production methods.
The concept of AI in US stocks has fully exploded, and the multi-modal model has driven the “AI fanaticism” to the next level
① Last night (Thursday), the US stock market once again witnessed an “AI frenzy” led by giants. Google (Alphabet) rose more than 5%, and AMD surged 9.89%. ② Multi-modality will be the next growth point to drive the current round of AI hotspots to move forward. It will promote the implementation of applications such as AI agents, which in turn will drive revolutionary breakthroughs in applications such as autonomous driving and robotics.
Huawei's laptop sales volume bucked the trend and is expected to become an important driving force for the industry's recovery
① According to the latest report released by JFK Market Consulting Co., Ltd., Huawei's thin and light notebook sales in September reached 25.2% in the Chinese domestic market, achieving growth against the trend. ② Zheshang Securities released a research report saying that looking ahead to Q4 this year and even 2024 at the current time, Huawei is expected to become an important driving force for the recovery of the consumer electronics boom in 2024.