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.
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.
Shenzhen Sanda A plans to divest its wholly-owned subsidiary CLP Digital Innovation to increase investment in China's electronic cloud resources
① Shenzhen Sanda A disclosed that it intends to divest 100% of the shares and related intangible assets of CLP Digital (Beijing) Technology Co., Ltd., a wholly-owned subsidiary that continues to lose money. ② In addition to improving profitability, this move is also aimed at optimizing the data innovation business layout. The data element engineering technology route implemented by CLP Digital Innovation is no longer the focus of this business. ③ Shenzhen Sanda A said it will increase resource investment in China's electronic cloud.
Fewer new games put pressure on Q1 performance. Can Perfect World be reversed by “updating”? |Financial Report Interpretation
① Due to few new game launches, Perfect World's net profit for the first quarter turned out to be a loss compared to the same period last year; ② The company's new game “Persona: The Phantom of the Night” attracted much attention, and many organizations believe that the new product is expected to drive performance recovery.
“King of Africa” Communication Holdings's net profit in the first quarter more than tripled, optimistic about the market recovery trend throughout the year
① The company said that revenue growth mainly benefits from continuing to explore emerging markets and promote product upgrades, and overall shipment volume growth. ② Regarding the 2024 full-year performance forecast, the aforementioned staff said that judging from the overall mobile phone market trend, the market recovery since this year is expected to be better than last year.
New Consumer Daily | Outdoor brand Archaeopteryx promises to achieve zero emissions by 2050 or earlier; Quanjie's new M5 was launched in 24 hours with a cumulative total of 4,031 units; Chuanyin Holdings' Q1 net profit to mother increased 210.3% year-on-y
New Consumer Daily, April 24. The main contents of today's New Consumer Daily include: PepsiCo invested 1.3 billion yuan to establish a food base in the northwest region; the Yangtze River Delta Railway is expected to send more than 27 million passengers during the “May 1st” holiday.